Generate more leads with the Ontraport + UGRU Financial CRM integration
What is Ontraport
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.
Benefits of using Ontraport
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.
Why should I use Ontraport
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.
What is 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.
Benefits of using UGRU Financial CRM
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.
Why should I use UGRU Financial CRM
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.
Other popular UGRU Financial CRM integrations offered by LeadsBridge
Featured customers
"Leads Bridge has helped us tremendously with our Facebook advertising and lead integration! It's so simple to set up and works to perfection! Highly recommend this to other online advertisers. The customer support is second to none! Well worth the price!"
Carl Humphrey
124LLC.
"LeadsBridge tech support team has gone above and beyond to assist us in making sure the data flows from Facebook lead ads to HubSpot consistently. It’s been a huge time saver for us and is a great value for the price! Best tools for our Healthcare business."
Rene Fielder
sonamedspa.com.
"LeadsBridge is practical software used to "bridge" from FB leads to anything and vice-versa. Moreover, LeadsBridge works perfectly and in real time for my Online Media business. Works from FB to CRM's and from CRM's to FB. And they are developing more and more integrations."
Leonardo Coutiño Coutiño
Optimus digital mx.
"Thanks to LeadsBridge I can now connect so many different advertising and lead generation tools to my CRM without needing a custom integration. I recommend this tool because thanks to LeadsBridge I recorded a remarkable boost to my agency's business. Absolutely 5 stars."
Gary Shouldis
3Bug Media.
Success stories
