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

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

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Does TicketBase integrate with UGRU Financial CRM? Yes, thanks to our tool! LeadsBridge is a reliable integrations platform that supports you with 370 integrations. Start now connecting TicketBase and UGRU Financial CRM

Quick summary of TicketBase

TicketBase is an event management platform designed for entrepreneurs and businesses that want to create and promote successful events. Thanks to its easy and simple page builder, through TicketBase you create beautiful presentations for your events that allow people to buy the tickets directly online. You can start from a blank page or a pre-made template, which can be customized in every part with your company’s logo, brand’s colors, and much more.

TicketBase helps you stay focused on the management of your events and forget about teachy stuff, by processing the sales and by managing the transactions automatically, while the mobile app process check-ins at your venue. TicketBase is also a customer management solution, which enables your customers to give you feedback quickly and keeping the conversations sorted neatly in Ticketbase. When setting up your payment options, with TicketBase you can easily create a survey or questionnaire in order to get important info about your attendees.

TicketBase allows you to give special discounts and access codes to your attendees. Thanks to the multi-user options, you can give access to your partners and employees to the management tools, and define the level of the access of each member.

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.


What you can do with TicketBase and UGRU Financial CRM

Create new UGRU Financial CRM leads with TicketBase

Update UGRU Financial CRM leads with TicketBase


Other popular UGRU Financial CRM integrations offered by LeadsBridge

No integration available but…
Send us a request and we’ll put on our integration roadmap!


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