UGRU Financial
Clientify
Transfer contacts, companies, deals, and more from UGRU Financial to Clientify. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Clientify 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
AI and WhatsApp Integrated CRM
Clientify is an all-in-one CRM platform that integrates sales, marketing, and communication channels including WhatsApp, email, and social media. It features AI-powered automation, proposal generation, lead scoring, and campaign management.
Native WhatsApp integration for business messaging
"AI and WhatsApp Integrated CRM"
Clientify is an all-in-one CRM platform that integrates sales, marketing, and communication channels including WhatsApp, email, and social media. It features AI-powered automation, proposal generation, lead scoring, and campaign management.
Ideal for: Small and medium-sized businesses seeking an integrated CRM with native WhatsApp integration and AI automation.
Native WhatsApp integration for business messaging
AI-powered chatbots and proposal generation
Multichannel inbox consolidating WhatsApp, email, and social
Advanced automation with decision-makers
Learn more at
clientify.com
See exactly which data objects transfer from UGRU Financial to Clientify
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Clientify.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
