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.

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

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NOTE Zapflow is on Waiting List
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