https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo463.png
https://leadsbridge.com/wp-content/themes/leadsbridge/img/integration-lg-logos/logo890.png
Generate more leads with the Mindbody + UGRU Financial CRM integration
Mindbody / UGRU Financial CRM
Integrations

Generate more leads with the Mindbody + UGRU Financial CRM integration

https://lb-mkt-website.s3-us-west-2.amazonaws.com/integration-double-logos/463-890.webp

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

Quick summary of Mindbody

Mindbody is business management software targeting Health and Wellness companies to help them effectively manage their marketing and business operations. It helps in automating business tasks, including payment collection, confirmations, rescheduling, and payroll processing. Software’s easy-to-use and effective marketing tools allow organizations to stay in touch with their customers and integrate promotions at the point of sale. The marketing tools allow creating custom gift cards and starting promotions and loyalty programs. Clients can conveniently book their next appointment through the website or the Android & iOS app.

Mindbody helps businesses grow by providing them with the necessary tools to effectively manage their resources and automate their business tasks. Clients get to book their appointments as per their convenience using a device of their choice, while their visit history and payment details are stored in a single and easy-to-manage profile. You can link the schedule directly to the website as well as a Facebook page. Different filters like by name, by service, by staff member etc. make sorting the entire schedule easier.

Mindbody can take the customer experience to another level and make it easier for users to manage their appointments right from their phones, but this is no all because with Mindbody you can also managing staff resources more accessible, thanks to organizational features that help organize the team’s work, and schedule employee’s work in a single, easy to manage the place. Payroll can also be processed quickly and without any hassle. A huge plus, Mindbody offers Android and iOS apps.

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.

Watch the video

https://leadsbridge.com/wp-content/themes/leadsbridge/img/icon/rocket.webp

Start automating Mindbody with LeadsBridge

NOTE UGRU Financial CRM is on Waiting List
Please click the button below to get free early access once it will be available.