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Generate more leads with the 17hats + UGRU Financial CRM integration
17hats / UGRU Financial CRM
Integrations

Streamline your data management process with the 17hats + UGRU Financial CRM integration

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Does 17hats 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 17hats and UGRU Financial CRM

Quick summary of 17hats

17hats is a cloud-based business management platform that automates the entire business process. 17hats is aimed at a wide range of small companies and provides tools that allow you to manage various operations such as planning, billing, meetings and much more.

17hats ensures that companies focus primarily on work by automating critical business activities and allows users to create new leads in seconds.

The intuitive 17hats user interface helps users to instantly respond to customer requests in order to improve relationships with them.

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 17hats and UGRU Financial CRM

Create new UGRU Financial CRM leads with 17hats

Update UGRU Financial CRM leads with 17hats


Other popular UGRU Financial CRM integrations offered by LeadsBridge

No integration available but…
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