UGRU Financial
Eaglesoft
Transfer contacts, activities, and more from UGRU Financial to Eaglesoft. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Eaglesoft 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
Comprehensive Dental Practice Management
Eaglesoft is an on-premise dental practice management system from Patterson Dental designed for dental practitioners. It includes clinical charting, patient scheduling, imaging, billing, and accounting applications.
30+ years of proven dental industry experience
"Comprehensive Dental Practice Management"
Eaglesoft is an on-premise dental practice management system from Patterson Dental designed for dental practitioners. It includes clinical charting, patient scheduling, imaging, billing, and accounting applications.
Ideal for: Dental practices of all sizes seeking comprehensive practice management and clinical documentation.
30+ years of proven dental industry experience
Seamless digital imaging and charting integration
Automated billing and insurance claims processing
Integration with 50+ dental technologies
Learn more at
carestreamdental.com
See exactly which data objects transfer from UGRU Financial to Eaglesoft
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Eaglesoft.
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Need to go the other way? We support bidirectional migrations.
Eaglesoft → UGRU FinancialJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
