UGRU Financial
Placester
Transfer contacts, deals, activities, and more from UGRU Financial to Placester. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Placester 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
Real estate marketing made simple
Placester is an all-in-one real estate website and marketing platform that provides agents, brokers, and teams with IDX-integrated websites, lead capture tools, CRM, and email marketing capabilities.
Seamless IDX integration with 600+ MLSs
"Real estate marketing made simple"
Placester is an all-in-one real estate website and marketing platform that provides agents, brokers, and teams with IDX-integrated websites, lead capture tools, CRM, and email marketing capabilities.
Ideal for: Real estate professionals seeking an integrated website builder with IDX, lead capture, and CRM functionality to grow their online presence and manage clients.
Seamless IDX integration with 600+ MLSs
Built-in CRM and lead capture tools
SEO-optimized property pages
WordPress-based customization
Learn more at
placester.com
See exactly which data objects transfer from UGRU Financial to Placester
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Placester.
Explore other popular CRM migrations similar to UGRU Financial to Placester
Need to go the other way? We support bidirectional migrations.
Placester → UGRU FinancialJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
