UGRU is the #1 CRM financial practice management suite and 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.

Marketing automation includes mass email, drip campaigns, campaign analytics, and workflow automation. The built-in, full-featured accounting includes invoicing and a financial dashboard. A collaborative, employee centric operations library is included, along with the best financial planning.