Integrate WORKetc with UGRU Financial CRM
What is WORKetc
WORKetc is a cloud-based CRM business management platform for small and medium enterprises.
Benefits of using WORKetc
WORKetc simplifies your work by automating many daily tasks and providing real-time information on monitoring your business.
Why should I use WORKetc
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.
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
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Sam Wheatley
SocialFulcrum.
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Amigo's Traveling.
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JuiceLEADS.
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Kaan Zoroglu
JuiceLEADS.
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