UGRU Financial
noCRM.io
Transfer contacts, companies, deals, and more from UGRU Financial to noCRM.io. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to noCRM.io 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
Lead management designed for salespeople
noCRM.io is a lead management software built specifically for salespeople who hate traditional CRMs. It focuses on lead conversion rather than customer management, with customizable pipelines, built-in prospecting, and minimal data entry requirements.
Designed for salespeople who dislike CRMs
"Lead management designed for salespeople"
noCRM.io is a lead management software built specifically for salespeople who hate traditional CRMs. It focuses on lead conversion rather than customer management, with customizable pipelines, built-in prospecting, and minimal data entry requirements.
Ideal for: Sales teams and professionals who want a simple lead management tool focused on closing deals without the complexity and data entry burden of traditional CRMs.
Designed for salespeople who dislike CRMs
Minimal data entry requirements
Custom sales pipelines and activities
Built-in lead capturing from LinkedIn and business cards
Learn more at
nocrm.io
See exactly which data objects transfer from UGRU Financial to noCRM.io
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to noCRM.io.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
