Generate more leads with the involve.me + UGRU Financial CRM integration

involve.me is a user engagement platform that helps companies to create personalized interactions with customers.

involve.me reinvent the customer experience by allowing e-commerce stores and digital marketers to easily create personalized interactions at every stage of the customer's journey, so they can acquire and retain the customers involved.

Customers such as Universal Pictures, Salesforce or Bloomberg use involve.me to create and integrate interactive content for any point in their channeling, from lead acquisition and qualification to customer satisfaction measurement.

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.