
UGRU Financial

TurboTenant
Transfer contacts, activities, and more from UGRU Financial to TurboTenant. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to TurboTenant 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

Property management made simple for landlords
TurboTenant is an all-in-one property management software platform built for independent landlords and small-portfolio managers. It covers the full rental lifecycle including marketing, lead management, tenant screening, lease creation, rent collection, and maintenance tracking.
Free-forever plan with core landlord tools and unlimited property listings

"Property management made simple for landlords"
TurboTenant is an all-in-one property management software platform built for independent landlords and small-portfolio managers. It covers the full rental lifecycle including marketing, lead management, tenant screening, lease creation, rent collection, and maintenance tracking.
Ideal for: Independent landlords and small property managers who want a free or affordable solution to manage rentals, screen tenants, and collect rent online.
Free-forever plan with core landlord tools and unlimited property listings
Comprehensive lead tracking from multiple listing sites
Integrated tenant screening with credit and background checks
Mobile apps for both landlords and tenants
Learn more at
turbotenant.com
See exactly which data objects transfer from UGRU Financial to TurboTenant


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to TurboTenant.
Explore other popular CRM migrations similar to UGRU Financial to TurboTenant

Need to go the other way? We support bidirectional migrations.
TurboTenant → UGRU FinancialJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com