Automatically sync your leads with the Thrive Leads (Thrive Themes) + UGRU Financial CRM integration

Thrive Leads is a lead generation plugin for WordPress that allows you to collect more leads from your website by creating on your blog many different types of opt-in forms. For example, Thrive Leads allows you to create Popup Lightboxes, "Sticky" Ribbon opt-in forms, In-Line and 2 steps Forms and much more.

Using Thrive Leads is like having your very own list-building and conversion expert - baked right into a powerful piece of software. It took the most cutting-edge conversion tactics used by smart businesses and growth hackers and for the first time ever, those tactics are easy as pie for you to use on your own site.

Thrive Leads is the most advanced, yet, simple-to-use WordPress suite of website tools that creates truly conversion-optimized plugins and themes to give a real boost to your business.

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.