UGRU Financial
RealScout
Transfer contacts, activities, and more from UGRU Financial to RealScout. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to RealScout 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
Make your database your #1 profit center
RealScout is a real estate platform that automates contact nurturing and engagement throughout the buyer and seller lifecycle. It provides branded home search portals, listing alerts, home value alerts, and intent signals to help agents convert leads and drive transactions.
CRM-agnostic platform that works with existing tech stack
"Make your database your #1 profit center"
RealScout is a real estate platform that automates contact nurturing and engagement throughout the buyer and seller lifecycle. It provides branded home search portals, listing alerts, home value alerts, and intent signals to help agents convert leads and drive transactions.
Ideal for: Real estate agents, teams, and brokerages seeking automated lead nurturing with buyer intent insights and CRM integration.
CRM-agnostic platform that works with existing tech stack
Natural language listing alerts and home value alerts
Buyer activity intelligence dashboard with intent signals
Auto Nurture feature for automated engagement
Learn more at
realscout.com
See exactly which data objects transfer from UGRU Financial to RealScout
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to RealScout.
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Need to go the other way? We support bidirectional migrations.
RealScout → UGRU FinancialJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
