UGRU Financial
Kylas CRM
Transfer contacts, companies, deals, and more from UGRU Financial to Kylas CRM. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Kylas 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
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
Enterprise-grade CRM for growing businesses
Kylas is a cloud-based CRM solution designed for SMBs, offering pipeline management, workflow automation, lead tracking, and team collaboration tools. Based in India, it provides unlimited user licensing at a flat monthly cost with communication via email, WhatsApp, and calls.
Flat pricing with unlimited users at INR 12,999/month
"Enterprise-grade CRM for growing businesses"
Kylas is a cloud-based CRM solution designed for SMBs, offering pipeline management, workflow automation, lead tracking, and team collaboration tools. Based in India, it provides unlimited user licensing at a flat monthly cost with communication via email, WhatsApp, and calls.
Ideal for: Growing SMBs seeking an affordable CRM with unlimited users and integrated communication tools for sales team management.
Flat pricing with unlimited users at INR 12,999/month
WhatsApp, email, and call integration
Customizable sales pipelines and workflow automation
Mobile apps for sales teams on the go
Learn more at
kylas.io
See exactly which data objects transfer from UGRU Financial to Kylas CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Kylas CRM.
Explore other popular CRM migrations similar to UGRU Financial to Kylas CRM
Need to go the other way? We support bidirectional migrations.
Kylas CRM → UGRU FinancialJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
