UGRU Financial
CDK Global
Transfer contacts, companies, deals, and more from UGRU Financial to CDK Global. 13 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to CDK Global 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
Digital transformation for automotive retail
Leading cloud-based SaaS platform providing integrated technology solutions for automotive, truck, recreational, and heavy equipment dealerships. Manages end-to-end dealership operations including sales, F&I, fixed operations, inventory, and accounting.
Industry-leading DMS with 50+ years experience
"Digital transformation for automotive retail"
Leading cloud-based SaaS platform providing integrated technology solutions for automotive, truck, recreational, and heavy equipment dealerships. Manages end-to-end dealership operations including sales, F&I, fixed operations, inventory, and accounting.
Ideal for: Automotive and equipment dealerships of all sizes seeking comprehensive DMS and operational management solutions.
Industry-leading DMS with 50+ years experience
Integrated digital retailing and e-signing
Modern accounting and document management
Fixed operations optimization tools
Learn more at
cdkglobal.com
See exactly which data objects transfer from UGRU Financial to CDK Global
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to CDK Global.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
