UGRU Financial
SmartZip
Transfer contacts, deals, activities, and more from UGRU Financial to SmartZip. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to SmartZip 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
Predictive Analytics for Real Estate
SmartZip is a predictive marketing platform for real estate professionals, using big data analytics to identify homeowners most likely to sell and automating targeted marketing campaigns.
Patent-pending predictive analytics with 24 data sources and 1 billion data points
"Predictive Analytics for Real Estate"
SmartZip is a predictive marketing platform for real estate professionals, using big data analytics to identify homeowners most likely to sell and automating targeted marketing campaigns.
Ideal for: Real estate agents and brokers seeking data-driven seller lead generation with predictive analytics, automated marketing campaigns, and smart CRM follow-up tools.
Patent-pending predictive analytics with 24 data sources and 1 billion data points
SmartTargeting for identifying likely sellers in specific territories
Automated marketing campaigns with brand customization
Backed by Intel Capital and acquired by Constellation Real Estate Group
Learn more at
smartzip.com
See exactly which data objects transfer from UGRU Financial to SmartZip
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to SmartZip.
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Need to go the other way? We support bidirectional migrations.
SmartZip → UGRU FinancialJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
