UGRU

UGRU - CRM for Financial Planners is a Full Featured, Integrated CRM with the Best Financial Planning Software for Financial Advisors, FINRA Compliant

21 Alternatives To UGRU

Alore CRM

The AI-powered CRM that works 24x7 behind the scenes to do all your trivial work, so you can focus on what really matters: closing deals
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Azorus

Azorus - CRM for Higher Education and helps universities and colleges around the world attract and enrol more of the right students utilizing CRM.

Base CRM

Customer relationship management (CRM) & sales software geared towards making your small business, mid-market or enterprise sales team 10x more productive.
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Composity CRM

Composity CRM enables you to easily nurture leads into customers, organize your workflow and never miss an opp
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DealCloud

The DealCloud platform helps deal professionals seamlessly integrate and execute their fund raising, sourcing and deal management strategies
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DebtPayPro

DebtPayPro Financial Services CRM Software provides a cutting edge solution to help with debt settlement, student loan consolidation and more. Inquire today!

HotBoomerang

HotBoomerang is a fully customizable contact manager.

Insightly

Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400,000 small businesses world wide
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LeadSquared

Sales and marketing automation software for businesses that sell to directly to consumers using offline, online, phone or field sales.
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Oracle Siebel CRM

Discover how Oracle’s Siebel applications are designed to address the most complex business requirements. They provide comprehensive business and industry solutions, enabling organizations.
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Pipedrive

Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams. Pipedrive is full of features that help you prioritize deals, track performance and predict revenue

PipelineDeals

Customer relationship management and sales CRM software to organize, track, and manage your deals, leads, and contacts. Great for sales teams of all sizes.

ProsperWorks

ProsperWorks is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.
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Redtail CRM

Redtail is a web-based client relationship management solution for the financial advisors.
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Revamp CRM

All-in-one CRM for your Sales, Marketing & eCommerce teams
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Salesflare

Simply powerful CRM. Automates your data to build better relationships and make more sales.

SmartOffice

Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.
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WakeUpSales CRM

Wakeupsales the Free Cloud CRM tool with lightweight project management and support ticket module to streamline sales, manage leads.
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Working Papers

Working Papers is flexible project management software solution.

Zoho CRM

Omnichannel CRM for Businesses of all sizes

bpm online

Process-driven CRM for marketing, sales and service.