UGRU Financial
Sellsy
Transfer contacts, companies, deals, and more from UGRU Financial to Sellsy. 13 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Sellsy 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
Your all-in-one sales launchpad
Sellsy is a comprehensive cloud-based CRM, ERP, and invoicing platform designed for small to medium-sized businesses. It provides lead generation, sales automation, invoicing, project management, and customer service tools all in one integrated solution.
Complete CRM, ERP, and invoicing in one platform
"Your all-in-one sales launchpad"
Sellsy is a comprehensive cloud-based CRM, ERP, and invoicing platform designed for small to medium-sized businesses. It provides lead generation, sales automation, invoicing, project management, and customer service tools all in one integrated solution.
Ideal for: Small to medium-sized European businesses seeking an all-in-one platform combining CRM, invoicing, and project management without multiple tool subscriptions.
Complete CRM, ERP, and invoicing in one platform
360-degree customer view with pipeline management
Integrated time tracking and project management
Multi-channel marketing automation and campaigns
Learn more at
sellsy.com
See exactly which data objects transfer from UGRU Financial to Sellsy
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Sellsy.
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Need to go the other way? We support bidirectional migrations.
Sellsy → UGRU FinancialJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
