---
title: UGRU Reviews
meta_title: 'UGRU Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how UGRU works for a business like yours.
aggregate_rating:
  rating_value: 5.0
  review_count: 1
  scale: '5'
date_modified: '2026-06-15'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---


# UGRU Reviews
**Vendor:** UGRU  
**Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm)  
**Average Rating:** 5.0/5.0  
**Total Reviews:** 1
## About UGRU
UGRU is a CRM Financial Practice Management Suite. A full featured, integrated financial CRM, with sales force and marketing automation, accounting, operations and financial planning.




## UGRU Reviews
  ### 1. UGRU- Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Harshita K. | コンテンツライター, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 18, 2022

**What do you like best about UGRU?**

By using UGRU for Financial Professionals, you can collect and organize relevant information for each prospect. You can keep track of follow-up calls and appointments, monitor emails, record detailed information, create a client database, and attach relevant materials to sessions.

**What do you dislike about UGRU?**

Unfortunately, this suite does not offer in-person training. As a result, it is difficult to master its features due to its complexity. On top of that, it is also difficult to deploy software on an iPhone.

**Recommendations to others considering UGRU:**

For finance professionals, UGRU software is ideal.

**What problems is UGRU solving and how is that benefiting you?**

By using this software, my team and I were able to stay on track and ensure no details were overlooked. Overall, we saw an increase in sales after using this software.


## UGRU Discussions
  - [What is UGRU used for?](https://www.g2.com/discussions/ugru-what-is-ugru-used-for)
  - [What is UGRU used for?](https://www.g2.com/discussions/what-is-ugru-used-for)

- [View UGRU pricing details and edition comparison](https://www.g2.com/products/ugru/reviews?filters%5Bnps_score%5D%5B%5D=5&section=pricing&secure%5Bexpires_at%5D=2026-08-14+00%3A00%3A23+-0500&secure%5Bsession_id%5D=f5ae8043-f96c-4fa4-93de-d2d9536e29b9&secure%5Btoken%5D=4fc3ed005a487a4ccba78dd05ffd8571833a3ce51d99ac7dc8b9002fc4a8d564&format=llm_user)

## UGRU Features
**Content**
- Automation
- Marketing Automation

**Platform Additional Functionality**
- Pre-Built Connectors
- Dashboard
- Cloud
- Mobility
- Messaging
- Activity Dashboard

**Platform Reporting and Analytics**
- Reporting
- Forecasting

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Support Analytics
- Calendar Management
- Template Management
- Client Management
- Workflow Management
- Territory Management
- Financial Management
- Document Management

**Marketing Automation**
- Campaign Management
- Lead Management
- Marketing Analytics
- Email Management
- Email Marketing

**Sales Force Automation**
- Pipeline Management
- Task Management
- Product and Price List Management
- Quote and Order Management
- Contract Management
- Contact Management

**Agentic AI - Financial Services CRM**
- Decision Making

**Additional Functionality**
- Search/Filter
- Activity Tracking
- Expense Tracking
- CRM
- Mobile Access
- AI Copilot
- Calendar Sync
- Third-Party Integrations
- Data Import/Export
- Customizable Reports
- Customizable Fields
- Lead Capture
- Relationship Tracking
- Collaboration Tools
- Alerts/Notifications
- Email Templates
- Generative AI
- Customer Database
- Task Scheduling
- Reporting & Statistics
- API
- Team Assignments
- Drag & Drop
- Access Controls/Permissions
- For Financial Institutions
- Interaction Tracking
- Sales Reports

## Top UGRU Alternatives
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