Generate more leads with the Action Network + UGRU Financial CRM integration

Action Network is an open platform that empowers individuals and groups to organize for progressive causes. Thanks to Action Network, you can promote events and progressive causes.

Action Network allows you to rise money for your for your campaigns, collect RSVPs for events, sell tickets, and much more. Through the platform, it is also possible to ask others to host their own events as part of an event campaign anywhere in the world.

In fact, Action Network help you spread your message through different countries, in multiple languages. Its sibling nonprofit, the Action Network Fund, uses new technology and a networked approach to build powerful campaigns to create shared prosperity and a more just society.

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.