UGRU Financial
Manatal
Transfer contacts, companies, deals, and more from UGRU Financial to Manatal. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Manatal 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
AI-powered recruitment CRM software
Manatal is an AI recruitment software combining applicant tracking with recruitment CRM capabilities for HR teams and agencies. It features AI candidate matching, profile enrichment from social platforms, and pipeline management for both recruitment and commercial activities.
AI-powered candidate scoring and recommendations
"AI-powered recruitment CRM software"
Manatal is an AI recruitment software combining applicant tracking with recruitment CRM capabilities for HR teams and agencies. It features AI candidate matching, profile enrichment from social platforms, and pipeline management for both recruitment and commercial activities.
Ideal for: Recruitment agencies and HR teams seeking AI-powered candidate sourcing, enrichment, and streamlined hiring workflows.
AI-powered candidate scoring and recommendations
Profile enrichment from LinkedIn and 20+ social platforms
Built-in recruitment CRM at no additional cost
AI Interviewer for autonomous first-round screening
Learn more at
manatal.com
See exactly which data objects transfer from UGRU Financial to Manatal
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Manatal.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
