--- title: "UGRU Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about UGRU Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/160681/UGRU/" page_type: "product" language: "en" --- # UGRU Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 8, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) UGRU ## What is UGRU? UGRU is the #1 CRM Financial Practice Management Suite. A full featured, integrated financial CRM, with sales force and marketing automation, accounting, operations and financial planning. ## What is UGRU used for? [Financial CRM](https://www.capterra.com/financial-crm-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 2 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $59 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for UGRU?[Manage this product listing](https://www.g2.com/products/ugru/claim_requests/new?auto=true) ## UGRU Overview Updated September 2026 AI summary UGRU provides CRM and financial CRM tools for organizations of all sizes, supporting contact management, lead qualification, workflow management, and document storage. Teams can manage interactions and tasks, segment contacts, and coordinate activities with optional features like email marketing, marketing automation, referral tracking, and territory management. UGRU is available as a cloud-based or Android solution. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### UGRU 5.0 (2) VS. [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price $59 Per User, Per Month Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (2) Ease Of Use 4.0 (4,388) Value For Money 5.0 (2) Value For Money 4.0 (3,517) Customer Service 5.0 (2) Customer Service 4.1 (3,527) ## UGRU alternatives [4.3 (6,999)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.2 (1,331)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) [4.5 (4,487)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152373/HubSpot-CRM/) Highest Rated [Kylas Sales CRM](https://www.capterra.com/p/210630/Kylas/) [4.8 (625)](https://www.capterra.com/p/210630/Kylas/reviews/) Starting price $250.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/210630/Kylas/) ## FAQs about UGRU Overview ### What company size and specific industries is UGRU built for? UGRU is designed for small and medium-sized businesses, with a particular focus on financial services organizations. It fits SMBs across a range of industries, but its strongest fit is for companies in the financial services sector. Features and Usability ### What are the key features of UGRU? UGRU offers CRM capabilities with contact management, lead management, lead qualification, and relationship tracking. It also includes calendar/reminder system, task management, team assignments, and workflow management for coordination. Additional features include email marketing, marketing automation, segmentation, interaction tracking, document storage, expense tracking, and social media integration. Getting Started and Support ### What training and onboarding options does UGRU offer? UGRU provides live online sessions and webinars to help teams get started. Live online training supports guided setup and direct instruction, while webinars offer scheduled presentations that can introduce core features and answer common setup questions. Getting Started and Support ### What customer support options does UGRU offer? UGRU provides chat support for users who need help. No reviewer feedback is available here to describe response times, helpfulness, or common frustrations, so the support experience cannot be assessed from user comments. ## Features AI summary Based on 14,838 CRM reviews According to Capterra reviewers, these are the CRM features buyers prioritize most when evaluating a solution: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) UGRU includes other CRM capabilities that reviewers also rate as important, such as **Contact Management** (**44%**). This feature helps teams keep customer details organized in one place, making it easier to track interactions, maintain accurate records, and follow up consistently with leads and clients. Automation Automates manual tasks such as visitor arrival and departure notifications, guest badge printing and contact information autofilling. Calendar/Reminder System Notifications/alerts for upcoming events or tasks Contact Management Manage, organize, and store contact information CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Document Storage Store and organize documents in a centralized system Email Marketing Create and send email blasts/campaigns UGRU 18 features ### All Features - Automation: Automates manual tasks such as visitor arrival and departure notifications, guest badge printing and contact information autofilling. - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Document Storage: Store and organize documents in a centralized system - Email Marketing: Create and send email blasts/campaigns - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Referral Tracking: Log and store the source of contacts/leads - Segmentation: Group leads or contacts based on their specific characteristics - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Task Management: Create, manage and track all task activities and progression - Territory Management: Organize customer data and accounts by user or geography - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 5.0 (2) 5.0 Based on 2 reviews ## Pricing Value for money 5.0 (2) Free Trial Basic $59.00 Per User,Per Month Value for money 5.0 (2) 5.0 Based on 2 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (2) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (2) 5.0 Based on 2 reviews ## User reviews Overall rating 5.0 Based on 2 reviews Filter by rating 5(2) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent KM Kriss M. Operations Telecommunications ### "Enjoying Ugru" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 3, 2017 Easy to use and I enjoy the signature features. When I have had an issue I know I can contact Cindy and quickly she has resolved my problem (reset my password mostly ) and asks me how I am doing and what else is there that she can do for me. In this world I value customer service as I am finding less and less of it every day. Pros Easy to use. Cons Once you have deleted something, I will never ever see it again. Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. LN Lew N. ### "I Grew with UGRU" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 March 27, 2017 After years of using a PC in my business, I made the decision to buy a MacBook Pro only to realize afterwards that the choices for a quality CRM were very limited for a Mac. Over a period of three and a half years, I investigated a number of products that called themselves CRM's but were painfully lacking in the breath services I had grown used to before. I came across UGRU in a magazine ad and gave them a call. When I downloaded the program I was amazed at all it could do! It was literally an All-In-One Solution for my Investment Advisory practice. Of course everything is supposed to work together in a productive flow. All CRMs promise that. UGRU actually delivers! As result, because of the ease of use, the Workflows and automations I was able to increase my net production 34% in my first 3 months! There is one other thing I would like to mention. All software companies talk about great Customer Service, but UGRU actually HAS Great Customer Service! With my solo Investment practice, I'm sure I am one of their smallest clients, but they are always quick with their response and willing to walk me through the program to help me understand. When was the last time last time you could honestly say that it was a pleasure to speak to Customer Service? Review source Vendor Referred: This reviewer was invited by the software vendor to submit an honest review. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.