Does Acuity Scheduling integrate with UGRU Financial CRM? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 380 integrations. Start now connecting Acuity Scheduling and UGRU Financial CRM
What is Acuity Scheduling
Acuity Scheduling is an online appointment scheduling software that helps you easily manage your meetings and appointments, receive payments, and much more. With Acuity Scheduling, you will never need to ask “what time works for you” again. The process of getting appointments is completely automated. First of all, you decide your availability. You just need to select what time fits better for you on the calendar, based on your tasks and needs
Benefits of using Acuity Scheduling
Then, you get a shareable link that you can send to your customers in order to let them choose a date that suites to both. With Acuity Scheduling, clients see your real-time calendar availability, so they can book an appointment, a consultation or a meeting with you. Moreover, they can directly pay through the platform, in advance.
Why should I use Acuity Scheduling
Unexpected events should never be an obstacle for you. That’s why, with Acuity Scheduling you can easily re-schedule your meeting with one click. If you are a professional, a business owner or a team manager, Acuity Scheduling is the perfect tool you need to be in full control of your availability, 24/7, 365 days per year.
What is 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.
Benefits of using UGRU Financial CRM
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.
Why should I use UGRU Financial CRM
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.
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