GoldMine CRM
UGRU Financial
Transfer contacts, companies, deals, and more from GoldMine CRM to UGRU Financial. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your GoldMine CRM 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
Affordable CRM you can own
GoldMine is a veteran CRM solution for small businesses offering contact management, sales forecasting, email integration, and marketing campaign tools. Now owned by Ivanti, it provides cloud, mobile, and on-premise deployment options with a one-time purchase licensing model.
One of the few CRMs you can own outright
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 GoldMine CRM to UGRU Financial
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from GoldMine CRM to UGRU Financial.
Explore other popular CRM migrations similar to GoldMine CRM to UGRU Financial
Need to go the other way? We support bidirectional migrations.
UGRU Financial → GoldMine CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
