UGRU CRM

• Sales Force Automation.

• Contact Management. Capture and organize all of your detailed information for every prospect, client, vendor, and associate, setup follow-up calls and appointments, log emails and detailed notes, setup referrals, and attach documents—everything you need to build your clientele and keep them happy.

• Email. Easily stay connected to your clients while on the go with a couple clicks.

• Outbound Phone Automation. Easily call prospects or accounts with a click and create time-stamped notes for a higher chance of closing.

• Calendar. Stay on top of important meetings while on the road!

• Marketing Automation. Use UGRU to automatically build clients, stay in contact—without all the manual effort—allowing you to do more with a smaller team.

• Workflow Automation. Let UGRU Mobile keep you on track with tasks and workflows automatically for prospect follow-ups, annual or quarterly client meetings and service items. Creates consistency and ensures client maintenance items do not fall through the cracks, which decreases client turnover through superior customer service.