UGRU Financial
PatientPop
Transfer contacts, activities, and more from UGRU Financial to PatientPop. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to PatientPop 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
Practice growth platform for healthcare providers
PatientPop (now part of Tebra) is a practice growth technology platform for healthcare providers that automates patient acquisition, online reputation management, and patient engagement. It enhances every touchpoint in the patient journey from online presence to post-appointment follow-up.
Comprehensive practice growth platform
"Practice growth platform for healthcare providers"
PatientPop (now part of Tebra) is a practice growth technology platform for healthcare providers that automates patient acquisition, online reputation management, and patient engagement. It enhances every touchpoint in the patient journey from online presence to post-appointment follow-up.
Ideal for: Independent healthcare practices seeking to attract more patients, manage online reputation, and modernize the patient experience.
Comprehensive practice growth platform
Automated patient acquisition and engagement
Online reputation management and review generation
Search engine marketing and social media tools
Learn more at
patientpop.com
See exactly which data objects transfer from UGRU Financial to PatientPop
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to PatientPop.
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Need to go the other way? We support bidirectional migrations.
PatientPop → UGRU FinancialJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
