UGRU CRM for Coaches & Financial Advisors
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    • Destination Trax® offered through UGRU - Duration: 3 minutes, 25 seconds.

      • 2 years ago
      • 38 views
      Destination Trax® is a proprietary investment strategy that incorporates a fixed indexed annuity and an aggressive securities account. Provides a historically proven competitive return with a fract...
    • Statement Builder - UGRU Financial CRM - tutorial for Financial Advisors - Duration: 118 seconds.

      • 2 years ago
      • 16 views
      Learn how to create a a billing statement in your CRM with this simple CRM tutorial.

      UGRU is the #1 CRM Financial Practice Management Suite. It includes a full featured, integrated financial CRM, ...
    • Action Sequence Builder Tutorial - UGRU Financial CRM - - Duration: 6 minutes, 20 seconds.

      • 2 years ago
      • 31 views
      Learn how to use the action sequence builder
    • Client File Tasks - UGRU Financial CRM - tutorial - Duration: 98 seconds.

      • 2 years ago
      • 27 views
      Learn how to use the Task tool in UGRU Financial CRM where you can add new workflows or tasks to your contacts or, see all the all workflows and tasks ever assingned to them.

      UGRU CRM is the #1 Fi...
    • UGRU Emails - UGRU Financial CRM - tutorial - Duration: 56 seconds.

      • 2 years ago
      • 19 views
      Learn more about the Email section in the client overview where you can see all emails to and from of a specific contact within the UGRU Financial CRM.

      UGRU CRM is the #1 Financial Practice Manage...
    • Contact Opportunities - UGRU Financial CRM - tutorial - Duration: 68 seconds.

      • 2 years ago
      • 9 views
      Learn how to use the client opportunities tool, a comprehensive overview of the revenue generating opportunities of your contacts.

      UGRU CRM is the #1 Financial Practice Management Suite.

      It is F...
    • Contact Overview - UGRU Financial CRM - tutorial - Duration: 4 minutes, 41 seconds.

      • 2 years ago
      • 21 views
      Learn how to use the Contact overview to enter new or modify contacts in your database.

      UGRU CRM is the #1 Financial Practice Management Suite.

      It is Full Featured, Integrated Financial CRM for ...
    • Financial Plan Client Info Page - UGRU Financial CRM - tutorial - Duration: 8 minutes, 34 seconds.

      • 2 years ago
      • 13 views
      Learn how to use the Client Info Page to control all aspects of the financial plan input, look at reports, input recommends and make detail adjustments.

      UGRU CRM is the #1 Financial Practice Mana...
    • Document Management - UGRU Financial CRM - tutorial - Duration: 3 minutes, 9 seconds.

      • 2 years ago
      • 27 views
      Learn how to use the Document Management tool where each contact in the system has an independent document vault for storing, managing, searching and sharing documents (all major file types (PDF, W...
    • The Dashboard - UGRU Financial CRM - tutorial - Duration: 3 minutes, 2 seconds.

      • 2 years ago
      • 22 views
      Compare REAL vs PLANNED Progress. View all activity on your integrated dashboard for your CRM, email, financial planning, marketing, accounting and reporting.

      UGRU CRM is the #1 Financial Practice...
    • Accounting Module - UGRU Financial CRM - Duration: 3 minutes, 43 seconds.

      • 2 years ago
      • 7 views
      Learn to use the UGRU CRM accounting module, it is fully integrated with the CRM which makes it easier for you. No more double entry!

      UGRU is the #1 CRM Financial Practice Management Suite. It inc...
    • Income & Assets Menu - UGRU Financial CRM Tutorial - Duration: 9 minutes, 17 seconds.

      • 2 years ago
      • 4 views
      Learn how to enter Income and Assets and other data through the Assets menu to create financial plans for your clients in the Retirement Destinations Financial Planning Software for UGRU CRM.
      UGRU ...
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