UGRU Financial
Efficy
Transfer contacts, companies, deals, and more from UGRU Financial to Efficy. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Efficy 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
Grow Your Business with All-in-One CRM
Efficy is a leading European CRM platform serving 13,500+ customers across 60 countries. It provides modular solutions for sales, marketing, customer support, and management with customizable automation and robust reporting.
Highly customizable modular CRM system
"Grow Your Business with All-in-One CRM"
Efficy is a leading European CRM platform serving 13,500+ customers across 60 countries. It provides modular solutions for sales, marketing, customer support, and management with customizable automation and robust reporting.
Ideal for: European and international businesses seeking a flexible, customizable CRM with strong automation capabilities.
Highly customizable modular CRM system
Powerful automation tools for scalable operations
360-degree customer view and opportunity tracking
Strong reporting and analytics
Learn more at
efficy.com
See exactly which data objects transfer from UGRU Financial to Efficy
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Efficy.
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Need to go the other way? We support bidirectional migrations.
Efficy → UGRU FinancialJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
