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

Generate more leads with the NationBuilder + UGRU Financial CRM integration

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

Quick summary of NationBuilder

Used and trusted by over 9,000 customers in 112 countries, NationBuilder empowers you to tackle your website content, email communications, social insights, and people management all in one place replacing multiple platforms with one scalable system.

NationBuilder products and services include accessible solutions for nonprofits, advocacy groups, businesses, and political campaigns of all sizes as well as infrastructure options for networks and large-scale organizations.

In addition to best-in-class software for leaders, NationBuilder offers digital tools (like RunForOffice.org) and live programming to lower the barriers to leadership, including community-building and educational events in a growing number of cities around the world.

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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Start automating NationBuilder 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.