Cloud Based Fully Integrated Mobile Software

Posted by KenGulliver on August 17th, 2016

UGRU is a cloud-based fully integrated mobile software suite that helps you Organize, Connect and Scale business in virtually any industry. Starting with a solid CRM built from scratch, we have programmed many other permission-based mission critical software elements that you need to operate your business on a daily basis including:

CRM- Improve relational intelligence by organizing and tagging clients for search and analysis helping you to manage interactions with current and future customers all through unlimited file creation.

Document management- Quickly and centrally store, track and manage documents in over 25 different formats in a compliant and collaborative work environment. With thumbnail views and drag/drop capability, managing documents just got a whole lot easier!

Bookkeeping-  Much more than just invoicing, recording and processing accounting transactions. You now can enjoy bookkeeping inputs that auto populate data to your KPI’s all through unlimited accounts at one low price.

Pro forma Builder- Plan your business in a few minutes and track progress at-a-glance from your dashboard.

Workflow Builder- Take advantage of pre-built “if-then” workflows that address client and staff acquisition, maintenance and termination that you can easily clone and change with drag and drop functionality. Automate who receives tasks, if they need scripting on cue, if an email is sent or if another workflow, task or call should start.

Global Profile Management- Manage your turnover and growth easier by reassigning clients, tasks, workflows and calendared items from one staff member or office to another with a few clicks.

HR Collateral- Save money with our templated documents that help you through most any staff acquisition, maintenance or termination event.

Global Reports- If our quick reports don’t give you the data you’re looking for, then drill down your data base for any report through our Global Reports.

Performance Dashboard- View your KPI’s at a glance on our gauges and drill down to supporting data with a simple click.

Integrated email- Our fully functional and integrated email system auto saves email communications in the pertinent client file, provides reporting from “Red flagged” word searches and allows you to keep your existing email address via our SMTP relay service.

Mass E-mail and analytics- Professional looking emails are a breeze with over 500 template options and our drag and drop design editor that allows you to add your own images, text, brand colors and social media buttons! With features like list builders, auto responders and detailed analytics, you can get the most from 25,000 free emails per month that you can convert to email subscribers.

Client Portal- Give your clients secure permissioned access to their own file via a link from your website.

Integrated VoIP- Make standard or video calls from your desk or on the run by a simple click from the client file that you can record on demand and recall through your UGRU Document Management. Call forwarding, transfer, waiting and history are only the beginning of what you can do with our VoIP telephone.

Screen sharing- Experience possibly the easiest screen share session you have ever attempted through encrypted remote presentations.

Shared Calendaring- View your team’s calendar before scheduling joint meetings and see who scheduled your time.

And much more!

Everything was built to work in concert and the system as a whole works like an appliance.

You no longer need to piecemeal several software soilutions, hope they work and constantly manage them so they play nice. Organize, Connect and Scale your business more efficiently with one solution!

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