UGRU Financial
Birdeye
Transfer contacts, companies, activities, and more from UGRU Financial to Birdeye. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Birdeye 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
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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
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
Agentic marketing platform for multi-location brands
Birdeye is an AI-powered customer experience and reputation management platform that helps businesses with multiple locations manage reviews, listings, customer communication, and marketing automation. It integrates with CRM systems and provides actionable insights through AI analytics.
AI-powered reputation and sentiment analysis
"Agentic marketing platform for multi-location brands"
Birdeye is an AI-powered customer experience and reputation management platform that helps businesses with multiple locations manage reviews, listings, customer communication, and marketing automation. It integrates with CRM systems and provides actionable insights through AI analytics.
Ideal for: Multi-location businesses seeking comprehensive reputation management, AI-powered insights, and CRM integration capabilities.
AI-powered reputation and sentiment analysis
Unified inbox for all customer communications
Listings management and local SEO optimization
Review generation and response automation
Learn more at
birdeye.com
See exactly which data objects transfer from UGRU Financial to Birdeye
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Birdeye.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
