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

Generate more leads with the Dubsado + UGRU Financial CRM integration

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

Quick summary of Dubsado

Dubsado is a client management system for the entrepreneur. Submit contracts, invoices, process automation, project management and more.

Dubsado also offers a CRM service and other customer management tools that offer lead tracking or the ability to send contracts and proposals.

Finally, Dubsado allows the use of lead monitoring, billing, electronic signature and automation at the same time.

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.


About LeadsBridge

LeadsBridge is a set of automation tools designed to integrate businesses' assets with the most popular advertising platforms and lead generation tools.

Thanks to its cutting-edge technology, LeadsBridge allows companies to securely sync data to/from over +370 CRMs and custom solutions, avoiding any type of marketing interruptions and manual work.

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