EnrollmentRx
UGRU Financial
Transfer contacts, activities, and more from EnrollmentRx to UGRU Financial. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your EnrollmentRx to UGRU Financial migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
Prefer email? talk@ambrstack.com
If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
Higher education admissions on Salesforce
EnrollmentRx is a specialized Salesforce-based CRM designed for higher education institutions to manage student recruitment, admissions, and enrollment processes. It provides tools for prospect tracking, communication campaigns, and enrollment funnel analysis.
Built exclusively on Salesforce platform for robust customization
The complete CRM and financial planning suite for advisors
UGRU Financial is a FINRA-compliant CRM platform specifically designed for financial advisors and planners. It combines customer relationship management with integrated financial planning tools, accounting capabilities, and marketing automation.
FINRA-compliant with 256-bit encryption and automatic email journaling
"The complete CRM and financial planning suite for advisors"
UGRU Financial is a FINRA-compliant CRM platform specifically designed for financial advisors and planners. It combines customer relationship management with integrated financial planning tools, accounting capabilities, and marketing automation.
Ideal for: Financial advisors and planners who need an integrated CRM with built-in financial planning calculators, compliance features, and full accounting capabilities.
FINRA-compliant with 256-bit encryption and automatic email journaling
Integrated financial planning calculators in the Decision Center
Full-featured accounting with invoicing and financial dashboard
Data aggregation from 10,000+ financial institutions via Aqumulate
Learn more at
ugru.com
See exactly which data objects transfer from EnrollmentRx to UGRU Financial
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from EnrollmentRx to UGRU Financial.
Explore other popular CRM migrations similar to EnrollmentRx to UGRU Financial
Need to go the other way? We support bidirectional migrations.
UGRU Financial → EnrollmentRxJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
