UGRU Financial
Offrs
Transfer contacts, deals, activities, and more from UGRU Financial to Offrs. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Offrs 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
Predict future real estate listings
Offrs is a real estate predictive analytics platform that uses over 250 data points and machine learning to identify homeowners likely to sell, helping over 10,000 agents generate listing and seller leads through AI-powered targeting.
Predicted 72% of US listings last year
"Predict future real estate listings"
Offrs is a real estate predictive analytics platform that uses over 250 data points and machine learning to identify homeowners likely to sell, helping over 10,000 agents generate listing and seller leads through AI-powered targeting.
Ideal for: Real estate agents and brokers seeking data-driven seller lead generation through predictive analytics.
Predicted 72% of US listings last year
Over 1 billion real estate data points aggregated
AI-powered targeting on Facebook, Google, and Instagram
250+ data points per property analysis
Learn more at
offrs.com
See exactly which data objects transfer from UGRU Financial to Offrs
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Offrs.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
