Ugru CRM Email Format

Software DevelopmentNorth Carolina, United States2-10 Employees

UGRU is a software company based in Holly Springs, North Carolina, focused on delivering a cloud-based financial practice management suite that combines customer relationship management with sales force automation, marketing capabilities, and integrated accounting. The platform supports contact management, sales forecasting, pipeline tracking, and automated marketing workflows, including large-scale email campaigns and analytics, alongside invoicing and a financial dashboard for bookkeeping and operations. It also offers planning tools such as decision center calculators and market dynamics features that summarize financial plans and money flow. The target users appear to be financial professionals and practices seeking an all-in-one solution to manage client relationships, marketing efforts, financial planning, and routine operations from a single system. A notable recent development is the release of version 3.0 of UGRU in mid-2017, indicating ongoing product updates to the suite.

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