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Generate more leads with the Act-On + UGRU Financial CRM integration
Act-On / UGRU Financial CRM
Integrations

Streamline your data management process with the Act-On + UGRU Financial CRM integration

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Does Act-On 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 Act-On and UGRU Financial CRM

Quick summary of Act-On

Act-On is a comprehensive marketing automation tool designed to offer a complete suite of applications, including email marketing, website visitor tracking, lead management, social media management, reporting and analytics, as well as integrations with webinar and event planning.

With Act-On's email marketing, businesses can segment their customers into a variety of categories, allowing marketers to focus on a particular target market within that email group. The software offers core website tracking feature, which gives complete visibility into the types of customers that are visiting their site as well as their activities and the time spent on different contents while they are on the website. Act-On is ideal for small marketing teams needing a marketing automation tool with minimal IT involvement, this software offer tools to build and optimize campaigns, generate leads, score and prioritize prospects, among others. The solution is capable of integrating with almost any leading CRM available in the market.

This tools let you automate key processes and tasks that are critical to campaign success. With Act-On, you can point, click, drag, and drop your way to a well-built marketing machine. Set up lead nurturing, segment lists, score and distribute leads, and trigger offers when someone performs a specific action. You can measure the performance of your email campaigns in real time. From one-off messages and trigger emails to targeted and automated drip campaigns, get big-picture and drill-down views of delivery, bounces, opens, clickthroughs, clickmaps, performance trends, and much much more.

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 Act-On and UGRU Financial CRM

Create new UGRU Financial CRM leads with Act-On

Update UGRU Financial CRM leads with Act-On


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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NOTE UGRU Financial CRM is on Waiting List
Please click the button below to get free early access once it will be available.