Does Dropbox 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 Dropbox and UGRU Financial CRM
What is Dropbox
DropBox is a file hosting tool that allows you to store and share your files online. With DropBox, sharing your files is easy. You just need to create your personal profile, which is free, and install the app on your PC. Moreover, if you don’t want to download the program on your PC, you can log in with your username and password and start uploading any type of file on specific folders in cloud. By doing so, you’ll receive a special link that you can share with everyone you want.
Benefits of using Dropbox
DropBox uses a Smart Sync technology that allows you to store your files into a folder on your PC. When you modify the content of a folder, the Smart Sync automatically keeps your shared folders up-to-date.
Why should I use Dropbox
Thanks to DropBox, you and your team can access to your shared folders and files wherever you are, 24/7. DropBox is a great solution also for creating a backup of your important files when you have a limited space on your PC. DropBox is also available for smartphone and tablets. You just need to download the free app and login with your username and password.
What is 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.
Benefits of using UGRU Financial CRM
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.
Why should I use UGRU Financial CRM
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.
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