UGRU Financial
SHR CRM
Transfer contacts, companies, deals, and more from UGRU Financial to SHR CRM. 12 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to SHR CRM 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 hospitality technology solutions
SHR is a hospitality technology platform offering CRM, central reservation systems, revenue management, and booking engines for hotels and resorts. Its Allora.ai platform leverages AI for pricing, distribution, and guest profile management.
AI-powered Allora.ai platform for pricing optimization
"Intelligent hospitality technology solutions"
SHR is a hospitality technology platform offering CRM, central reservation systems, revenue management, and booking engines for hotels and resorts. Its Allora.ai platform leverages AI for pricing, distribution, and guest profile management.
Ideal for: Hotels and hospitality businesses seeking an integrated platform combining CRM, reservation management, revenue optimization, and guest loyalty programs.
AI-powered Allora.ai platform for pricing optimization
Integrated CRS, booking engine, and CRM in one system
Customizable loyalty programs with tier-based rewards
Guest intelligence and profile management reporting
Learn more at
shr.com
See exactly which data objects transfer from UGRU Financial to SHR CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to SHR CRM.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
