UGRU Financial
Salesflare
Transfer contacts, companies, deals, and more from UGRU Financial to Salesflare. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Salesflare 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
Intelligent CRM for small businesses
Salesflare is an AI-powered CRM designed for small and mid-market B2B companies, featuring automated contact enrichment, email tracking, deal management, and intelligent activity logging with minimal manual data entry.
Automated contact enrichment from multiple sources
"Intelligent CRM for small businesses"
Salesflare is an AI-powered CRM designed for small and mid-market B2B companies, featuring automated contact enrichment, email tracking, deal management, and intelligent activity logging with minimal manual data entry.
Ideal for: Lean B2B sales teams wanting an intelligent CRM that automatically enriches contacts and tracks activities with minimal manual data entry and strong email integration.
Automated contact enrichment from multiple sources
Intelligent activity tracking and logging
Email tracking with open and click analytics
Seamless Google Workspace and Office 365 integration
Learn more at
salesflare.com
See exactly which data objects transfer from UGRU Financial to Salesflare
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Salesflare.
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Need to go the other way? We support bidirectional migrations.
Salesflare → UGRU FinancialJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
