UGRU Financial
Simplicate
Transfer contacts, companies, deals, and more from UGRU Financial to Simplicate. 12 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Simplicate 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
CRM and project software for professional services
Simplicate is a cloud-based business management platform for service-driven companies like consultancies and agencies. It centralizes CRM, sales, time tracking, project workflows, and billing to streamline operations.
Unified CRM, project management, and billing platform
"CRM and project software for professional services"
Simplicate is a cloud-based business management platform for service-driven companies like consultancies and agencies. It centralizes CRM, sales, time tracking, project workflows, and billing to streamline operations.
Ideal for: Professional service firms and agencies in the Netherlands seeking integrated CRM, project management, time tracking, and invoicing in one platform.
Unified CRM, project management, and billing platform
Time tracking integrated with project workflows
Quote creation and sales pipeline monitoring
ISO 27001-certified security standards
Learn more at
simplicate.com
See exactly which data objects transfer from UGRU Financial to Simplicate
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Simplicate.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
