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

Generate more leads with the Dialfire + UGRU Financial CRM integration

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LeadsBridge is a reliable integration platform that supports you with 370 integrations. Start now connecting Dialfire and UGRU Financial CRM

Quick summary of Dialfire

Dialfire is an easy to use Cloud Call Center software for individuals and companies. With Dialfire you can say goodbye to installation costs and there's nothing to install, all you need is a web browser. There are no monthly fees, you only pay for telephony.

Easy-to-use outbound call center software and predictive cloud dialer. Highly reliable and secure, Dialfire increases productivity through customizable modules, multi-step campaigns with automated workflows, customizable real-time input analysis, call monitoring and recording.

Dialfire integrates with your existing software via REST API and supports outsourcing for subcontracted call centers. Dialfire is ideal for large and distributed offices.

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 Dialfire and UGRU Financial CRM

Create new UGRU Financial CRM leads with Dialfire

Update UGRU Financial CRM leads with Dialfire


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