UGRU Financial
ForceManager
Transfer contacts, companies, deals, and more from UGRU Financial to ForceManager. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to ForceManager 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
CRM for mobile sales teams
ForceManager (now Sage Sales Management) is a mobile-first CRM designed for field sales teams, offering geolocated account management, AI-powered insights, real-time activity logging, and seamless communication tools. It enables sales representatives to manage accounts, track visits, log activities, and collaborate with team members from anywhere.
Mobile-first design with high adoption rates
"CRM for mobile sales teams"
ForceManager (now Sage Sales Management) is a mobile-first CRM designed for field sales teams, offering geolocated account management, AI-powered insights, real-time activity logging, and seamless communication tools. It enables sales representatives to manage accounts, track visits, log activities, and collaborate with team members from anywhere.
Ideal for: Field sales teams and mobile-heavy sales organizations seeking real-time account management, geolocation tracking, and activity logging.
Mobile-first design with high adoption rates
Geolocated account management and route planning
AI-powered sales insights via Sage Copilot
Real-time activity logging (calls, visits, emails)
Learn more at
forcemanager.com
See exactly which data objects transfer from UGRU Financial to ForceManager
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to ForceManager.
Explore other popular CRM migrations similar to UGRU Financial to ForceManager
Need to go the other way? We support bidirectional migrations.
ForceManager → UGRU FinancialJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
