UGRU Financial
Odoo CRM
Transfer contacts, companies, deals, and more from UGRU Financial to Odoo CRM. 13 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Odoo 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
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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
The #1 Open Source CRM software
Odoo CRM is part of the comprehensive Odoo open-source business suite, offering pipeline management, lead scoring, automation, and AI-driven insights. It seamlessly connects with other Odoo modules for sales, accounting, and inventory.
Open-source with extensive customization capabilities
"The #1 Open Source CRM software"
Odoo CRM is part of the comprehensive Odoo open-source business suite, offering pipeline management, lead scoring, automation, and AI-driven insights. It seamlessly connects with other Odoo modules for sales, accounting, and inventory.
Ideal for: Organizations seeking an open-source, modular CRM that integrates natively with ERP, inventory, and accounting without third-party integration complexity.
Open-source with extensive customization capabilities
Native integration with 50+ Odoo business applications
AI-driven sales forecasting and insights
Active community with 4,500+ contributed modules
Learn more at
odoo.com
See exactly which data objects transfer from UGRU Financial to Odoo CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Odoo CRM.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
