Who Uses This Software?

UGRU serves all SMBs with an emphasis on Financial Services.

Average Ratings

2 Reviews

  • 5 / 5

  • 4.5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
  • Pricing Details
    Price per month for a block of 3 users
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
  • Training
    Live Online
  • Support
    Business Hours

Vendor Details

  • UGRU
  • ugru.com/
  • Founded 2011
  • United States

About 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.

UGRU Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Account Alerts
  • Asset Management
  • Expense Tracking
  • Household Tracking
  • Influence Tracking
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Team Assignments
  • Territory Management

UGRU Reviews

Enjoying Ugru

Apr 03, 2017

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not

Pros: Easy to use.

Cons: Once you have deleted something, I will never ever see it again.

Overall: 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.

Recommendations to other buyers: Larger inbox :)

I Grew with UGRU

Mar 27, 2017

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Comments: 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?