UGRU Financial
Mojo Dialer
Transfer contacts, deals, activities, and more from UGRU Financial to Mojo Dialer. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Mojo Dialer 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
Boost sales with smart lead solutions
Mojo Dialer is a cloud-based power dialer and lead engagement platform designed for real estate and sales professionals. It offers single to triple-line dialing for up to 300 calls per hour, built-in CRM, and copper-based call quality for crystal-clear conversations.
Triple-line dialer for maximum call throughput
"Boost sales with smart lead solutions"
Mojo Dialer is a cloud-based power dialer and lead engagement platform designed for real estate and sales professionals. It offers single to triple-line dialing for up to 300 calls per hour, built-in CRM, and copper-based call quality for crystal-clear conversations.
Ideal for: Real estate agents and sales professionals who need high-volume outbound calling with integrated lead management and CRM.
Triple-line dialer for maximum call throughput
Non-VoIP copper-based call quality
Mobile apps with Mojo ID caller identification
Integrations with Follow Up Boss, Boomtown, and more
Learn more at
mojosells.com
See exactly which data objects transfer from UGRU Financial to Mojo Dialer
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Mojo Dialer.
Explore other popular CRM migrations similar to UGRU Financial to Mojo Dialer
Need to go the other way? We support bidirectional migrations.
Mojo Dialer → UGRU FinancialJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
