UGRU Financial
eWay-CRM
Transfer contacts, companies, deals, and more from UGRU Financial to eWay-CRM. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to eWay-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
Best CRM Software for Outlook
eWay-CRM is a customer relationship management solution embedded directly in Microsoft Outlook that helps companies manage contacts, companies, sales, projects, and email marketing campaigns. It integrates seamlessly with Microsoft 365 tools including Teams and SharePoint.
Deep integration with Microsoft Outlook and 365
"Best CRM Software for Outlook"
eWay-CRM is a customer relationship management solution embedded directly in Microsoft Outlook that helps companies manage contacts, companies, sales, projects, and email marketing campaigns. It integrates seamlessly with Microsoft 365 tools including Teams and SharePoint.
Ideal for: Small to mid-market companies that heavily rely on Microsoft Outlook and want CRM integrated directly into their email platform.
Deep integration with Microsoft Outlook and 365
Automatic email tracking and calendar sync
Multi-module flexibility for scaling functionality
Cost-effective pricing with free tier options
Learn more at
eway-crm.com
See exactly which data objects transfer from UGRU Financial to eWay-CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to eWay-CRM.
Explore other popular CRM migrations similar to UGRU Financial to eWay-CRM
Need to go the other way? We support bidirectional migrations.
eWay-CRM → UGRU FinancialJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
