UGRU Financial
Highrise
Transfer contacts, companies, deals, and more from UGRU Financial to Highrise. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Highrise 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
Simple CRM for small businesses
Highrise is a simple CRM built by 37signals (Basecamp) for small businesses to track contacts, manage follow-ups, and grow their business. Launched in 2007, it is no longer accepting new signups but continues to serve existing customers with secure, reliable service.
Extremely simple and intuitive interface
"Simple CRM for small businesses"
Highrise is a simple CRM built by 37signals (Basecamp) for small businesses to track contacts, manage follow-ups, and grow their business. Launched in 2007, it is no longer accepting new signups but continues to serve existing customers with secure, reliable service.
Ideal for: Existing Highrise users seeking a simple, no-frills CRM for contact management and follow-up tracking without complex features.
Extremely simple and intuitive interface
Email dropbox for automatic contact logging
Robust task and follow-up management
Multiple third-party integrations via Zapier
Learn more at
highrisehq.com
See exactly which data objects transfer from UGRU Financial to Highrise
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Highrise.
Explore other popular CRM migrations similar to UGRU Financial to Highrise
Need to go the other way? We support bidirectional migrations.
Highrise → UGRU FinancialJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
