List of Ugru CRM Customers
Holly Springs, 27540, NC,
United States
Since 2010, our global team of researchers has been studying Ugru CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Ugru CRM for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Ugru CRM for CRM include: Annuity.com, a United States based Insurance organisation with 50 employees and revenues of $10.0 million, Newton & Newton, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million, Americas Financial Solutions Group, a United States based Insurance organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Ugru CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Ugru CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Americas Financial Solutions Group | Insurance | 10 | $1M | United States | Ugru | Ugru CRM | CRM | 2016 | n/a |
In 2016 America's Financial Solutions Group implemented Ugru CRM as its CRM solution for client management and retirement and annuity sales support. The Denver based financial advisory appears in Ugru's published reviews indicating active use of Ugru CRM in the United States, with an advisor testimonial cited on the vendor site. This public testimonial and the vendor product positioning support inferred module usage including CRM and client operations management.
Implementation scope centers on advisory and operations functions, with advisors leveraging Ugru CRM for contact and account management, opportunity tracking for retirement and annuity products, and advisor workflow orchestration consistent with CRM category capabilities. Operational coverage is described at the firm level and United States market, aligned to the firm's small scale and single office profile. Governance emphasis likely focused on standardizing client records and sales activity workflows among the advisory team.
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Annuity.com | Insurance | 50 | $10M | United States | Ugru | Ugru CRM | CRM | 2016 | n/a |
In 2016, Annuity.com implemented Ugru CRM, a CRM application, to centralize advisor and client relationship management and to support marketing activities in the United States. The deployment concentrated on advisor workflows and client lifecycle management, providing a consolidated environment for prospect and client interactions across sales and marketing functions.
Ugru CRM was configured to leverage core CRM capabilities together with marketing automation, with inferred usage of contact and opportunity management, activity tracking, and campaign automation aligned to advisor outreach. The implementation covered front-office advisor teams and marketing staff, and vendor-cited materials report productivity improvements following adoption.
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Newton & Newton | Banking and Financial Services | 10 | $1M | United States | Ugru | Ugru CRM | CRM | 2016 | n/a |
Newton & Newton implemented Ugru CRM in 2016. The implementation is described in Ugru customer testimonials for a Louisville, KY financial advisory practice in the United States, using Ugru CRM to support sales pipeline management and client tracking. As a small advisory firm of approximately 10 employees, the deployment is scoped to advisor workflows and practice management rather than broad enterprise functions. The narrative links the company, Ugru CRM, CRM and advisor business functions in a single implementation signal.
Configuration and usage focus on CRM and workflow automation capabilities, inferred from the testimonial and Ugru product emphasis, including sales pipeline stages, contact and client household records, opportunity tracking, and task automation for follow ups and client lifecycle steps. Operational coverage centers on advisor business functions such as client onboarding, ongoing client service, and lead conversion within the advisory practice. The source does not list implementation partners or specific third party integrations.
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