UGRU Financial
Salesmate
Transfer contacts, companies, deals, and more from UGRU Financial to Salesmate. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Salesmate 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 most customizable CRM. Now with AI
Salesmate is a flexible, customizable AI-driven CRM platform designed for sales, marketing, and support teams. It offers contact management, workflow automation, deal tracking, and built-in communication tools without expensive integrations.
Highly customizable platform for unique workflows
"The most customizable CRM. Now with AI"
Salesmate is a flexible, customizable AI-driven CRM platform designed for sales, marketing, and support teams. It offers contact management, workflow automation, deal tracking, and built-in communication tools without expensive integrations.
Ideal for: Growing teams seeking a highly customizable CRM with built-in sales tools, workflow automation, and AI assistance, avoiding integration costs through native functionality.
Highly customizable platform for unique workflows
Native calling, texting, and email tools built-in
AI-powered co-pilot for scheduling and drafting
No-code workflow automation engine
Learn more at
salesmate.io
See exactly which data objects transfer from UGRU Financial to Salesmate
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Salesmate.
Explore other popular CRM migrations similar to UGRU Financial to Salesmate
Need to go the other way? We support bidirectional migrations.
Salesmate → UGRU FinancialJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
