UGRU Financial
Firepoint
Transfer contacts, companies, deals, and more from UGRU Financial to Firepoint. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Firepoint 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
Real Estate CRM by Agents, for Agents
Firepoint is a comprehensive real estate CRM solution created by real estate professionals for agents and teams. It combines IDX websites, contact management, lead generation, automated follow-up, and transaction management into a single platform.
IDX websites with high conversion rates and SEO optimization
"Real Estate CRM by Agents, for Agents"
Firepoint is a comprehensive real estate CRM solution created by real estate professionals for agents and teams. It combines IDX websites, contact management, lead generation, automated follow-up, and transaction management into a single platform.
Ideal for: Real estate agents and teams seeking an all-in-one solution for leads, contacts, IDX websites, and transaction management.
IDX websites with high conversion rates and SEO optimization
Automated lead distribution and follow-up systems
Built-in voice dialer and SMS messaging
Lead generation with certified ad campaign management
Learn more at
firepoint.net
See exactly which data objects transfer from UGRU Financial to Firepoint
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Firepoint.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
