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UGRU CRM is a full-featured, integrated financial CRM and practice management suite for financial planners and advisors, offering contact and account management, marketing automation, and accounting/operations in one platform. It markets itself as the price-performance leader, claiming significantly lower cost than the combined apps it replaces while providing end-to-end CRM, sales automation, marketing, and operations capabilities. The product is positioned as a turnkey alternative to other CRM vendors (Salesforce, Redtail, Zoho, Act!, Infusionsoft, MoneyGuidePro) for financial advisory practices.
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