Streamline your data management process with the Configure One + UGRU Financial CRM integration

Configure One is a configurable pricing solution that is easy to use and implement, used by small and large companies to efficiently sell and process orders for their products.

The powerful and fast enterprise application allows you to efficiently capture configuration rules for various product lines, making the implementation of new pricing strategies a breeze.

Configure One simplifies the creation of quotes and presentation documents by providing a quote generator that can instantly produce quotation documents from configurations. In addition, the integration of Configure One with ERP / CRM is relatively simple.

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.