UGRU Financial
Corteza CRM
Transfer contacts, companies, deals, and more from UGRU Financial to Corteza CRM. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Corteza CRM 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
Open source low-code CRM platform
Corteza CRM Suite is an advanced open-source Customer Relationship Management platform built on a low-code architecture, allowing organizations to create customized CRM environments with complete data control. Feature rich and modular, it offers an enterprise-grade alternative to Salesforce with full transparency and freedom from vendor lock-in.
100% open source under Apache v2.0 license
"Open source low-code CRM platform"
Corteza CRM Suite is an advanced open-source Customer Relationship Management platform built on a low-code architecture, allowing organizations to create customized CRM environments with complete data control. Feature rich and modular, it offers an enterprise-grade alternative to Salesforce with full transparency and freedom from vendor lock-in.
Ideal for: Organizations seeking open-source, customizable CRM with low-code flexibility and complete data ownership without vendor lock-in.
100% open source under Apache v2.0 license
Powerful low-code platform for customization
Full automation and workflow capabilities
Enterprise-grade security and compliance
Learn more at
cortezaproject.org
See exactly which data objects transfer from UGRU Financial to Corteza CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Corteza CRM.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
