# UGRU Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about UGRU Software - reviews, pricing plans, popular comparisons to other CRM products and more.

Source: https://www.capterra.com/p/160681/UGRU

---

# 

 UGRU Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 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)[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

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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://ugru.com/&name=UGRU)

## 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.

[4.1 (366)](https://www.capterra.com/p/154610/Maximizer-CRM/reviews/)

Starting Price

$59

Per User, Per Month

Starting Price

$65

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.5 (2)

Ease Of Use

3.9 (362)

Value For Money

5.0 (2)

Value For Money

3.8 (298)

Customer Service

5.0 (2)

Customer Service

4.0 (316)

## UGRU alternatives

[4.5 (819)](https://www.capterra.com/p/152769/eWay-CRM/reviews/)

Starting price

$20.00

Per User, Per Month

[4.3 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Highest Rated

[4.5 (4,451)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

Starting price

$20.00

Per User, Per Month

[4.5 (3,042)](https://www.capterra.com/p/132666/Pipedrive/reviews/)

Starting price

$19.00

Per User, Per Month

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

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

UGRU 14 features

Manage, organize, and store contact information

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Store and organize documents in a centralized system

Create and send email blasts/campaigns

Monitor and record expenses such as purchases or charges incurred

Track interaction history by documenting conversations for contacts

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Score a lead on their quality or likelihood to buy based on certain behaviors

Automate workflows and trigger campaigns based on customer actions

Log and store the source of contacts/leads

Group leads or contacts based on their specific characteristics

Create, manage and track all task activities and progression

Organize customer data and accounts by user or geography

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

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

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

Independent research methodology

Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.

[Learn more](https://www.capterra.com/resources/proprietary-data-research/)

How Capterra verifies reviews

Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI.

[Learn more](https://www.capterra.com/resources/how-we-verify-reviews/)

How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)