Solutions

UGRU CRM

UGRU is the #1 CRM Financial Practice Management Suite & is the Best CRM Financial Planning software. It is a full featured, integrated financial CRM with sales force automation including contact management, sales forecasting, and sales pipeline management.

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X2 Engine

X2Engine is a fast and compact Marketing Automation, Sales Force and Customer Service application powered by an easy to use website-optimized visual workflow engine.  X2Engine is designed as an enterprise class application for sales forces up to five hundred members or more.

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SuiteCRM

SuiteCRM is one of the world’s best CRM applications. It’s as powerful as Salesforce and Dynamics. It’s also open source, easy to use, simple to deploy, and get started in days instead of weeks or months.

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