UGRU Financial
Bitrix24
Transfer contacts, companies, deals, and more from UGRU Financial to Bitrix24. 13 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Bitrix24 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
Free online workspace for your business
Bitrix24 is a comprehensive online workspace combining CRM, project management, collaboration tools, and workflow automation. It offers unlimited free users and no per-user pricing on paid plans, serving over 15 million organizations worldwide.
Free tier for unlimited users with core CRM features
"Free online workspace for your business"
Bitrix24 is a comprehensive online workspace combining CRM, project management, collaboration tools, and workflow automation. It offers unlimited free users and no per-user pricing on paid plans, serving over 15 million organizations worldwide.
Ideal for: Budget-conscious teams seeking an all-in-one workspace with CRM, project management, and collaboration tools without per-user pricing limitations.
Free tier for unlimited users with core CRM features
Integrated project management with Kanban and Gantt
Omnichannel contact center (WhatsApp, Instagram, telephony)
Built-in video conferencing and team collaboration
Learn more at
bitrix24.com
See exactly which data objects transfer from UGRU Financial to Bitrix24
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Bitrix24.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
