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Generate more leads with the Crowdcast + UGRU Financial CRM integration
Crowdcast / UGRU Financial CRM
Integrations

Generate more leads with the Crowdcast + UGRU Financial CRM integration

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Does Crowdcast integrate with UGRU Financial CRM? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 370 integrations. Start now connecting Crowdcast and UGRU Financial CRM

Quick summary of Crowdcast

Crowdcast is a live video platform designed to collect with your audience through webinars, interviews, summits and more. Most webinar platforms don’t have a separate question section; you have to root through comments to see specific questions that attendees have asked throughout the live stream. Not only does Crowdcast have a separate question section, but it allows attendees to ask questions ahead of time, vote on questions, and see each question on the screen as it’s being answered.

With Crowdcast you can easily create Polls to interact with your audience and turn the webinar into a 2-way conversation. They gauge the interest of your audience on certain topics and require less of people than leaving questions and comments. You can set up polls ahead of time so attendees can begin answering the questions after they register, or you can create a poll while your webinar is live and ask attendees to weigh in with their feedback. Crowdcast also makes it easy for attendees to leave feedback and interact with each other in the Comment section on the right side of the window. And, because it’s separate from the Questions & Topics section, you can minimize the comment section as you’re hosting to cut back on distractions.

Crowdcast not only allows you to include a button for your call-to-action, but it places the button front and center on the screen. By placing the call-to-action in a prominent place, you’re able to call attention to it and easily point your audience to a sales page or link to another helpful resource. Whether you’re offering a new product or you’re sharing helpful information, you often want to include a call-to-action somewhere in your webinar window and direct your viewers to another page.

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 Crowdcast and UGRU Financial CRM

Create new UGRU Financial CRM leads with Crowdcast

Update UGRU Financial CRM leads with Crowdcast


Other popular UGRU Financial CRM integrations offered by LeadsBridge

No integration available but…
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