UGRU Financial
Radiusbob
Transfer contacts, deals, activities, and more from UGRU Financial to Radiusbob. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Radiusbob 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
Lead management and CRM for insurance agents
Radiusbob (Radius Bob) is a lead management and CRM software tool designed specifically for insurance agents. It combines lead, client, and agent management with built-in telephony, marketing automation, and sales workflow automation in one platform.
Built-in VoIP telephony with call recording and IVR
"Lead management and CRM for insurance agents"
Radiusbob (Radius Bob) is a lead management and CRM software tool designed specifically for insurance agents. It combines lead, client, and agent management with built-in telephony, marketing automation, and sales workflow automation in one platform.
Ideal for: Insurance agents and agencies seeking an all-in-one solution for lead management, client tracking, and integrated telephony.
Built-in VoIP telephony with call recording and IVR
Marketing automation with auto-responders and drip campaigns
Lead distribution and task assignment automation
Commission tracking capabilities
Learn more at
radiusbob.com
See exactly which data objects transfer from UGRU Financial to Radiusbob
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Radiusbob.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
