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Product Features:
  • Email Marketing
  • Industry Specific for WooCommerce
  • Lead Scoring
  • Marketing Automation/Integration
Ninjodo, based in Australia,  is designed for small businesses and startup companies, and features automated lead follow up and real-time reporting. This system offers everything [...]
Address:
Gold Coast, Queensland, Australis
Description:

Ninjodo, based in Australia,  is designed for small businesses and startup companies, and features automated lead follow up and real-time reporting. This system offers everything a small business needs to increase sales, manage contacts, get organized, and more. Although Ninjodo is simple, it remains a powerful tool that combines email, tasks, CRM, sales pipeline &amp workflows. The systems also integrates with Xero, Gmail, Google Drive, MailChimp, WooCommerce &amp WordPress, Facebook &amp Twitter. The pricing plans are formulated to try and accommodate businesses of all sizes. Please visit the website for a full breakdown of these plants. A free trial is offered.

Website:
Product Features:
  • Asset Management
  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Expense Tracking
  • Household Tracking
  • Industry Specific for Financial Advisors
  • Internal Chat Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation/Integration
  • Marketing Management
  • Relationship Tracking
  • Segmentation
  • Social Media Integration
  • Task Management
  • Team Assignments
  • Territory Management
Founded in 2011, UGRU is a full featured, integrated Financial CRM with sales force  automation which includes invoicing and a financial dashboard.  A collaborative, [...]
Address:
624 Holly Springs Rd. Suite 207 Holly Springs,, North Carolina, United States 27540
Description:

Founded in 2011, UGRU is a full featured, integrated Financial CRM with sales force  automation which includes invoicing and a financial dashboard.  A collaborative, employee-centric Operations Library is included, along with Financial Planning—including Decision Center Calculators such as Roth IRA conversion, reverse mortgage, and guaranteed income benefit.  Market Dynamics provides life-like effect of market volatility on asset accounts and financial plan summaries and money flow reports. An All-in-one unified interface eliminating dreaded double entry makes UGRU the #1 CRM Financial Practice Management Suite, so you have everything you need to run a world class financial planning business. Four pricing plans are offered starting at $59 per month for three users.

Phone: 888.742.0033
Website: