Does Cliengo 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 Cliengo and UGRU Financial CRM
What is Cliengo
Cliengo is a friendly Chatbot that converts the visitors into leads, automatically. Cliengo is a multi-language chatbot with a built-in contact tracking for the sales team. This chatbot platform helps user to convert website visitor into customer.
Benefits of using Cliengo
Cliengo simulates the behavior of a real person to obtain the user's visitors contact data. It can prepare a custom plan with unique features according to the user's needs. With this new feature, the user's bot handles the initial communication with the potential clients.
Why should I use Cliengo
The user can actually join the conversations and chat with their visitors.
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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leads with Cliengo
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