UGRU Financial
LionDesk
Transfer contacts, deals, activities, and more from UGRU Financial to LionDesk. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to LionDesk 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 for lead and transaction management
LionDesk is a CRM platform primarily used in the real estate industry that helps companies manage relationships with leads and customers. Now part of Lone Wolf Technologies, it offers tools for contact management, task scheduling, drip marketing campaigns, email tracking, lead distribution, and more with native mobile apps for Android and iOS.
Native Power Dialer for rapid call lists
"Real estate CRM for lead and transaction management"
LionDesk is a CRM platform primarily used in the real estate industry that helps companies manage relationships with leads and customers. Now part of Lone Wolf Technologies, it offers tools for contact management, task scheduling, drip marketing campaigns, email tracking, lead distribution, and more with native mobile apps for Android and iOS.
Ideal for: Real estate agents, brokers, and small teams seeking an affordable CRM with built-in communication tools and lead management automation.
Native Power Dialer for rapid call lists
AI assistant for lead qualification
Video emails and texts capabilities
Bulk texting and email features
Learn more at
liondesk.com
See exactly which data objects transfer from UGRU Financial to LionDesk
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to LionDesk.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
