UGRU Financial
TargetX
Transfer contacts, activities, and more from UGRU Financial to TargetX. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to TargetX 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
Salesforce's #1 recruiting and admissions platform
TargetX is a higher education CRM built on the Salesforce platform, providing enterprise-wide solutions for managing relationships with prospective students, current students, alumni, and donors throughout the student lifecycle.
Built natively on Salesforce Education Cloud platform
"Salesforce's #1 recruiting and admissions platform"
TargetX is a higher education CRM built on the Salesforce platform, providing enterprise-wide solutions for managing relationships with prospective students, current students, alumni, and donors throughout the student lifecycle.
Ideal for: Colleges and universities seeking a comprehensive CRM for student recruitment, enrollment management, retention, and alumni engagement built on Salesforce.
Built natively on Salesforce Education Cloud platform
Bi-directional integrations with major SIS systems (Banner, Colleague, PeopleSoft)
15+ years of higher education expertise with 90% former higher ed staff
Mobile-first functionality for enrollment teams
Learn more at
targetx.com
See exactly which data objects transfer from UGRU Financial to TargetX
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to TargetX.
Explore other popular CRM migrations similar to UGRU Financial to TargetX
Need to go the other way? We support bidirectional migrations.
TargetX → UGRU FinancialJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
