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Generate more leads with the Copper (formerly ProsperWorks) + UGRU Financial CRM integration
Copper (formerly ProsperWorks) / UGRU Financial CRM
Integrations

Streamline your data management process with the Copper (formerly ProsperWorks) + UGRU Financial CRM integration

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Does Copper (formerly ProsperWorks) 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 Copper (formerly ProsperWorks) and UGRU Financial CRM

Quick summary of Copper (formerly ProsperWorks)

Copper (formerly ProsperWorks) is a CRM solution for Google Apps and G Suite, that helps you to manage your entire sales pipeline, identify your contacts and opportunities and get a visual overview on your entire customer base. Copper is a cloud-solution: all your data are saved automatically, including files sent via email. Recommended by Google itself. Copper is suitable for businesses of all sizes and industries. It includes email marketing tools, lead scoring and list management systems, automation capabilities and a robust integration with Google Apps, especially Gmail/Inbox.

Copper directly interacts with Gmail, Calendar, Google Sheets, Docs and Slides, in order to eliminate a lot of manual data entry work. The sync feature with Google Contacts avoid you to update your contacts in Copper too. Once you’ve updated a contact, Copper will automatically update the contact information. The integration with Gmail allows you to automatically add new contacts, track your emails (opens and views), keep track of all the recent activities, create and send follow-up directly into your inbox. All messages, logged phone calls, completed task and files are automatically attached to the contact profile.

Copper also offers an intuitive reporting system called “Custom Report Builder”, so you can easily turn your data in beautiful and professional visual insights. All the data are connected with Google Sheets and can be shared with other members of the team. The automation features help you to save a lot of time. When you send a calendar invite, change the lead status or send out a proposal, Copper will automate next steps.

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 Copper (formerly ProsperWorks) and UGRU Financial CRM

Create new UGRU Financial CRM leads with Copper (formerly ProsperWorks)

Update UGRU Financial CRM leads with Copper (formerly ProsperWorks)


Other popular UGRU Financial CRM integrations offered by LeadsBridge

No integration available but…
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NOTE UGRU Financial CRM is on Waiting List
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