UGRU Financial
VinSolutions
Transfer contacts, companies, deals, and more from UGRU Financial to VinSolutions. 12 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to VinSolutions 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
Make Every Contact an Opportunity
VinSolutions is an AI-powered CRM platform for automotive dealerships, offering lead management, sales pipeline tracking, marketing automation, and deep integrations with the Cox Automotive network.
Connect Automotive Intelligence AI for predicting buyer behavior
"Make Every Contact an Opportunity"
VinSolutions is an AI-powered CRM platform for automotive dealerships, offering lead management, sales pipeline tracking, marketing automation, and deep integrations with the Cox Automotive network.
Ideal for: Auto dealerships and dealer groups seeking an intelligent CRM with AI-driven customer insights, OEM certifications, and extensive Cox Automotive integrations.
Connect Automotive Intelligence AI for predicting buyer behavior
OEM certified by every major manufacturer
Integration with Cox Automotive network (75% of all vehicle transactions)
Automated omni-channel marketing (AMP) with Kelley Blue Book and Autotrader
Learn more at
vinsolutions.com
See exactly which data objects transfer from UGRU Financial to VinSolutions
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to VinSolutions.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
