Six reasons you should consider UGRU CRM for Financial Planners & Advisors
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Full featured, Integrated Financial CRM
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Sales Force Automation – for contact & account management
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Marketing Automation – to get & retain more clients
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Accounting & Operations – integrates the entire business
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The BEST Financial Planning
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Price Performance Leader – MUCH less than the combined apps it
replaces
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Price Performance Leader – MUCH less than the
combined apps it replaces
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Price Performance Leader – MUCH less than the combined apps it replaces
![UGRU CRM for Financial Planners & Advisors on web and mobile devices](images/ugru-financial-crm-for-financial-advisors-mobile.png)
UGRU CRM for Financial Planners & Advisors Beats the Competition.
See how it compares to Salesforce, Redtail, Zoho, Act!, Infusionsoft, MoneyGuidePro and others
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