Company Overview of UGRU, LLC
UGRU, LLC provides integrated customer relationship management (CRM) solutions for financial advisors. It offers UGRU, a CRM financial practice management suite for sales force automation, including contact management, sales forecasting, and sales pipeline management. The company’s UGRU is used to manage operations, automate sales force, setup operations library, create financial plans, automate marketing, and compare real vs planned progress. UGRU, LLC was founded in 2011 and is based in Raleigh, North Carolina. The company has additional offices in Las Vegas, Nevada; Austin, Texas; and San Jose, Costa Rica.
310 South Harrington Street
Raleigh, NC 27603
Founded in 2011
Key Executives for UGRU, LLC
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