WORKetc is a cloud-based CRM business management platform for small and medium enterprises.

WORKetc simplifies your work by automating many daily tasks and providing real-time information on monitoring your business.

Thanks to WORKetc you can say goodbye to wasting time trying to manage your business with more software and web tools, thanks to the WORKetc platforms your company will be immediately more efficient thanks to the combined Web CRM platform, projects and billing of WORKetc.

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.

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

Start automating WORKetc with LeadsBridge

NOTE WORKetc is on Waiting List
Please click the button below to get free early access once it will be available.