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Generate more leads with the 10to8 + UGRU Financial CRM integration
10to8 / UGRU Financial CRM
Integrations

Streamline your data management process with the 10to8 + UGRU Financial CRM integration

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Does 10to8 integrate with UGRU Financial CRM? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 370 integrations. Start now connecting 10to8 and UGRU Financial CRM

Quick summary of 10to8

10to8 is an online booking system that helps you communicate with customers more efficiently and easily, so you can prevent non-submissions and scheduling conflicts.

This tool can attract more customers to companies that depend on appointments such as beauty and salons, tutors and teachers, sports and fitness, traders and professional services. The cloud app also offers business-level features for volume appointments.

Beyond scheduling appointments, 10to8 guides customer traffic and increases revenue. It is free and scalable according to increasing needs.

Quick summary of UGRU Financial CRM

UGRU Financial CRM is a financial CRM that offers the best financial planning software for advisors. UGRU Financial CRM includes features like sales force automation for contact and account management, marketing automation, accounting, and operations.

The marketing automation function helps you build solid customer relationships and keep in touch with them automatically without manual effort. The accounting and operations functionality eliminates the double or quadruple voice with a central database. Thanks to this, it simplifies the billing, the follow-up and the evaluation of the health of your company. Sales automation for contact and account management helps manage individual customers and large accounts.

Finally, the sales automation function offers components such as contact management, forecasts, and sales pipelines. The contact management function acquires and organizes all the detailed information for each potential customer, supplier, and collaborator.


What you can do with 10to8 and UGRU Financial CRM

Create new UGRU Financial CRM leads with 10to8

Update UGRU Financial CRM leads with 10to8


Other popular UGRU Financial CRM integrations offered by LeadsBridge

No integration available but…
Send us a request and we’ll put on our integration roadmap!


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