UGRU Financial
Propertybase
Transfer contacts, companies, deals, and more from UGRU Financial to Propertybase. 12 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Propertybase 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
Salesforce-powered real estate CRM
Propertybase is a cloud-based real estate platform built on Salesforce that provides CRM, marketing automation, IDX websites, and lead management for brokerages and teams. It helps real estate professionals showcase their brand, manage leads, and drive more business through digital experiences and automation.
Built on Salesforce trusted infrastructure
"Salesforce-powered real estate CRM"
Propertybase is a cloud-based real estate platform built on Salesforce that provides CRM, marketing automation, IDX websites, and lead management for brokerages and teams. It helps real estate professionals showcase their brand, manage leads, and drive more business through digital experiences and automation.
Ideal for: Real estate brokerages and teams seeking a Salesforce-powered CRM with integrated websites, lead management, and marketing automation.
Built on Salesforce trusted infrastructure
200+ integration partners for real estate ecosystem
API integrations with Zillow, Trulia, and Realtor.com
Luxury IDX websites with lead capture
Learn more at
propertybase.com
See exactly which data objects transfer from UGRU Financial to Propertybase
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Propertybase.
Explore other popular CRM migrations similar to UGRU Financial to Propertybase
Need to go the other way? We support bidirectional migrations.
Propertybase → UGRU FinancialJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
