UGRU Financial
Bloomerang
Transfer contacts, companies, activities, and more from UGRU Financial to Bloomerang. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Bloomerang 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
Donor management and fundraising platform
Bloomerang is a donor management and fundraising software specifically designed for nonprofits. It provides a comprehensive CRM for managing donor relationships, tracking giving history, executing fundraising campaigns, and measuring donor engagement through actionable metrics and analytics.
Specialized for nonprofit donor management
"Donor management and fundraising platform"
Bloomerang is a donor management and fundraising software specifically designed for nonprofits. It provides a comprehensive CRM for managing donor relationships, tracking giving history, executing fundraising campaigns, and measuring donor engagement through actionable metrics and analytics.
Ideal for: Small to mid-sized nonprofits seeking an easy-to-use donor management platform with powerful fundraising and retention capabilities.
Specialized for nonprofit donor management
Engagement scoring and retention insights
Simple, intuitive interface
Integrated fundraising tools and campaigns
Learn more at
bloomerang.com
See exactly which data objects transfer from UGRU Financial to Bloomerang
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Bloomerang.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
