Vinnie Greaves
Channel Sales Manager at Ugru Crm
Based in Las Vegas, United States
7-day free trial · no credit card
Seniority
Manager
Department
Sales & Business Development
Location
Las Vegas
Industry
Software Development
Company size
3
Contact information
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v•••••••@ugru.com
Phone
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Background
About Vinnie Greaves
Looking for a Fully Integrated CRM Solution? UGRU is the #1 CRM Financial Practice Management Suite. 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 bookkeeping includes invoicing and a financial dashboard. A collaborative, employee centric Operations Library is included, along with the industry’s best financial planning. Full Featured, Integrated Financial CRM Sales Force Automation Contact Management Sales Forecast and Pipeline Marketing Automation Mass Email Campaign Analytics Drip Campaigns Workflow Automation Bookkeeping and Operations Full Featured Accounting Invoicing Financial Dashboard Operations Library The BEST Financial Planning All Planning Methodologies Decision Center Calculators Roth IRA Reverse Mortgage Guaranteed Income Benefit Market Dynamics Financial Plan Summary and Money-Flow Report Visit our website at and sign up for your 14 day FREE TRIAL today OR call us here 678-606-5107 to set up a deep dive presentation on the software.
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