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

Generate more leads with the Zapflow + UGRU Financial CRM integration

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LeadsBridge is a reliable integration platform that supports you with 370 integrations. Start now connecting Zapflow and UGRU Financial CRM

Quick summary of Zapflow

Zapflow is a transaction flow management tool based on SaaS for professional investors (VC, CVC, M & A) available 24 hours a day, 7 days a week.

Zapflow helps investors increase the number of incoming investment opportunities, process them efficiently and report the details to different stakeholders.

Zapflow helps you make better investment decisions and help you improve your daily operations.

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 Zapflow and UGRU Financial CRM

Create new UGRU Financial CRM leads with Zapflow

Update UGRU Financial CRM leads with Zapflow


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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Start automating Zapflow with LeadsBridge

NOTE Zapflow is on Waiting List
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