Generate more leads with the Zenplanner + UGRU Financial CRM integration

Zen Planner is an all-in-one business management and scheduling solution designed specifically for fitness businesses and establishments. The software includes features and easy-to-use tools to streamline business operations such as membership management, scheduling, integrated payment processing, automated email, and full website integration with the system. All its functionalities are meant to help fitness businesses improve their products and services, increase membership growth and retention, and enable business owners and coaches to spend less time behind the desk and more time instructing and building relationships with their members. Zen Planner caters to fitness and wellness businesses such as gyms, martial art schools, fitness studios, etc etc. Built with inputs from fitness entrepreneurs and active members of the fitness community, Zen Planner is loaded with all the tools to give your business a competitive edge including attendance tracking, member performance monitoring, billing and payment processing, marketing functions, online scheduling, and business analytics and reporting, among others.

The platform was designed with inputs from fitness experts and entrepreneurs; hence its functionalities are geared towards the unique requirements of fitness clubs, gyms and other such businesses. This ensures that the software addresses the particular needs of this type of business to drive growth and profits. Features and functions can be accessed through the dashboard giving you one platform to see how every aspect of your business is doing. You get easy access and view of reporting tools, membership data, member attendance, interactive online calendar, billing and payment options, and more.

An array of marketing functionality is built in to help you better execute marketing strategies with automations, lead forms, conversion tracking and more. You can sell merchandise online with an integrated storefront, track prospect conversion rate, customize event registration, add or embed the app on websites, and integrate with Infusionsoft to expand your lead nurturing capabilities. The system keeps you informed of the health of your business through its dashboard and reporting features that can create customized and exportable reports, set automated notifications for you to receive important data, follow up on crucial tasks (failed payments, absent members, etc) and provide you the big picture of your business including operational details and financial status.

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.