Streamline your data management process with the Constant Contact + UGRU Financial CRM integration

Constant Contact is an easy-to-use email marketing platform designed to manage your leads and clients efficiently.

Constant Contact allows you to get email results fast. Its email letter’s drag-and-drop builder, lets you create beautifully designed emails without writing codes. By using pre-built templates, the process of creating newsletters is even easier. Import your leads The CRM allows you to import all your existing contacts from your email provider, wherever you stored them. Improve subscribers You can increase your leads using web forms that allow people to subscribe to your list. Web forms can be designed from scratch, but you can also use templates provided by the software.

Track your results Constant Contact allows you to track your campaigns’ results. Analyze clicks and email opens, and customize your follow ups based subscribers’ behavior. By doing so, you’ll understand which messages work best, and improve your campaigns to reach your goals.

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.