UGRU Financial
Kommo
Transfer contacts, companies, deals, and more from UGRU Financial to Kommo. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Kommo 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
Messenger-based sales CRM
Kommo (formerly amoCRM) is a messenger-based sales CRM designed for businesses that communicate through WhatsApp, Instagram, Telegram, and other messaging apps. It unifies all conversations in one place with chatbot automation and AI capabilities.
Native WhatsApp and Instagram integration
"Messenger-based sales CRM"
Kommo (formerly amoCRM) is a messenger-based sales CRM designed for businesses that communicate through WhatsApp, Instagram, Telegram, and other messaging apps. It unifies all conversations in one place with chatbot automation and AI capabilities.
Ideal for: Businesses that rely heavily on messenger-based communication and need a CRM that integrates WhatsApp, Instagram, and other messaging platforms with AI-powered automation.
Native WhatsApp and Instagram integration
No-code chatbot builder for 24/7 automation
Unified inbox across all messaging channels
AI-powered conversation assistance
Learn more at
kommo.com
See exactly which data objects transfer from UGRU Financial to Kommo
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Kommo.
Explore other popular CRM migrations similar to UGRU Financial to Kommo
Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
