Streamline your data management process with the Swagger + UGRU Financial CRM integration

Swagger is one of the most popular tools for generating interactive documentation from your OpenAPI document.

Swagger UI provides a display framework that reads an OpenAPI specification document and generates an interactive documentation website.

Swagger is used to consisting of the specification and a large ecosystem of tools to implement the specification. These tools include everything from front-end user interfaces, low-level code libraries, and commercial API management solutions.

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.