UGRU Financial
Swell
Transfer contacts, activities, and more from UGRU Financial to Swell. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Swell 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
Patient Experience & Reputation Management Platform
Swell is a patient experience and reputation management platform designed for healthcare organizations. It automates review generation, collects patient and employee feedback through surveys, and centralizes online reviews from Google, Yelp, and Facebook in one dashboard.
Automated text and email review invitations
"Patient Experience & Reputation Management Platform"
Swell is a patient experience and reputation management platform designed for healthcare organizations. It automates review generation, collects patient and employee feedback through surveys, and centralizes online reviews from Google, Yelp, and Facebook in one dashboard.
Ideal for: Healthcare organizations seeking to improve patient experience, boost online reputation, and gather actionable feedback across multiple locations.
Automated text and email review invitations
Centralized review dashboard for Google, Yelp, and Facebook
Employee NPS and satisfaction tracking
EHR/PMS integration with automated workflows
Learn more at
swellcx.com
See exactly which data objects transfer from UGRU Financial to Swell
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Swell.
Explore other popular CRM migrations similar to UGRU Financial to Swell
Need to go the other way? We support bidirectional migrations.
Swell → UGRU FinancialJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
