UGRU Financial
Cloze
Transfer contacts, deals, activities, and more from UGRU Financial to Cloze. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Cloze 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
Prefer email? talk@ambrstack.com
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
Relationship Management Without Data Entry
Cloze is a relationship management CRM that automatically captures and organizes all communication with contacts including emails, calls, social media, and calendar events. It focuses on automating relationship tracking without manual data entry.
Automatic capture of emails, calls, and communications
"Relationship Management Without Data Entry"
Cloze is a relationship management CRM that automatically captures and organizes all communication with contacts including emails, calls, social media, and calendar events. It focuses on automating relationship tracking without manual data entry.
Ideal for: Professionals and real estate agents seeking automatic relationship management without manual data entry.
Automatic capture of emails, calls, and communications
Intelligent contact prioritization based on relationship activity
Smart reminders for follow-ups
AI email ghostwriter for personalized outreach
Learn more at
cloze.com
See exactly which data objects transfer from UGRU Financial to Cloze
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Cloze.
Explore other popular CRM migrations similar to UGRU Financial to Cloze
Need to go the other way? We support bidirectional migrations.
Cloze → UGRU FinancialJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
