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

Generate more leads with the ActiveDEMAND + UGRU Financial CRM integration

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Does ActiveDEMAND 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 ActiveDEMAND and UGRU Financial CRM

Quick summary of ActiveDEMAND

ActiveDemand is a marketing automation tool that you can integrate with your CRM in order to align your sales and marketing activity. ActiveDemand allows businesses of any size to deliver their collected leads to CRMs, together with historical information and crucial data that sales teams can leverage to make more sales. With ActiveDemand you can segmentate your audience and identify the right strategies to convert a lead into customer.

Thanks to an easy and configurable lead scoring, ActiveDemand lets you and your team understand the quality of your leads, allowing you to make better decisions, timely. ActiveDemand’s features are designed to take care of your customers during the entire sales process, and more. Once the client has been acquired, you can send the info back to marketing and further nurture and engage him/her, in order to increase the customers lifetime value.

ActiveDemand provides a transparent and intuitive analysis tool, that gives you an overview on all your marketing activities. Thanks to this, you’ll be able to easily understand what marketing campaigns are working and what needs to be improved.

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 ActiveDEMAND and UGRU Financial CRM

Create new UGRU Financial CRM leads with ActiveDEMAND

Update UGRU Financial CRM leads with ActiveDEMAND


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.