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About
Automate your sales processes and increase your lead-to-business conversion rates with sales & marketing automation platform designed specifically for financial advisors.
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About
Enter manually or import your existing contacts. The CRM will auto- match fields, check for duplicates and incorrect data making it easy to get started. Enter manually or import your existing contacts. The CRM will auto- match fields, check for duplicates and incorrect data making it easy to get started. Standardize the sales process with workflows, sales scripts, email templates, view your sales pipeline and forecast, and share sales material with the entire team. Mass email up to 5,000 emails per day and 150,000 emails per month, run drip campaigns and easily view open rates, click-through rates, and bounce rates to determine campaign effectiveness. Organize mission-critical documents for utilization in workflows or one-off scenarios like: Call Scripts, HR Word Documents, PDF Contracts or Marketing collateral, Excel, PPT Presentations and Utilize over 100 Tagging Codes to save time on document changes.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Financial advisors
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Audience
Companies searching for a solution to manage their financial operations
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and VideosNo images available
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Screenshots and Videos |
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Pricing
$60/month
Free Version
Free Trial
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Pricing
$59 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationLeadCenter.AI
Founded: 2016
United States
www.leadcenter.ai/
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Company InformationUGRU
Founded: 2011
United States
ugru.com
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Categories |
Categories |
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Financial CRM Features
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
CRM Features
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
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Integrations
Axis LMS
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