Generate more leads with the Ontraport + UGRU Financial CRM integration

Ontraport is an integrated all-in-one platform that offers essential business features, including a powerful CRM system, marketing automation, WordPress hosting, and a business automation suite.

Ontraport offers entrepreneurs around a system that can manage leads, customer relationships, sales and more. Used by customers in 63 countries around the world, Ontraport offers intelligent automation for companies in different industries because everything is on one platform.

Thanks to Ontraport entrepreneurs can automate their business, moreover, Ontraport helps users to add more value to their world and significantly reduce the burden that technology entails.

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.