
UGRU Financial

RoomRaccoon
Transfer contacts, deals, activities, and more from UGRU Financial to RoomRaccoon. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to RoomRaccoon 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

The All-In-One Hotel Management System
RoomRaccoon is an all-in-one hotel management software that combines a property management system (PMS), channel manager, and booking engine into a unified platform for independent hotels and accommodation businesses.
All-in-one platform combining PMS, channel manager, and booking engine

"The All-In-One Hotel Management System"
RoomRaccoon is an all-in-one hotel management software that combines a property management system (PMS), channel manager, and booking engine into a unified platform for independent hotels and accommodation businesses.
Ideal for: Independent hoteliers and accommodation businesses seeking an integrated property management solution with channel distribution and direct booking capabilities.
All-in-one platform combining PMS, channel manager, and booking engine
Over 400 integrations with booking channels and third-party tools
Automated yield management and revenue optimization
Award-winning solution (World's Best Hotel Channel Manager)
Learn more at
roomraccoon.com
See exactly which data objects transfer from UGRU Financial to RoomRaccoon


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to RoomRaccoon.
Explore other popular CRM migrations similar to UGRU Financial to RoomRaccoon

Need to go the other way? We support bidirectional migrations.
RoomRaccoon → UGRU FinancialJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com