UGRU Financial
Prospect CRM
Transfer contacts, companies, deals, and more from UGRU Financial to Prospect CRM. 13 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Prospect 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
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
The #1 Stock-Aware CRM
Prospect CRM is a stock-aware CRM designed for wholesalers, distributors, and manufacturers who sell products from stock B2B. It integrates real-time inventory and product data with CRM capabilities, enabling sales teams to manage repeat orders, track buying behavior, and increase customer lifetime value.
Unique stock-aware CRM with real-time inventory integration
"The #1 Stock-Aware CRM"
Prospect CRM is a stock-aware CRM designed for wholesalers, distributors, and manufacturers who sell products from stock B2B. It integrates real-time inventory and product data with CRM capabilities, enabling sales teams to manage repeat orders, track buying behavior, and increase customer lifetime value.
Ideal for: Wholesalers, distributors, and manufacturers seeking a CRM that integrates with inventory management systems for stock-aware selling.
Unique stock-aware CRM with real-time inventory integration
RFM Analysis for customer segmentation and retention
Native integration with leading ERP and accounting systems
Missing orders and cross-sell capabilities
Learn more at
prospect-soft.com
See exactly which data objects transfer from UGRU Financial to Prospect CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Prospect CRM.
Explore other popular CRM migrations similar to UGRU Financial to Prospect CRM
Need to go the other way? We support bidirectional migrations.
Prospect CRM → UGRU FinancialJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
