UGRU Financial
Yesware
Transfer contacts, companies, deals, and more from UGRU Financial to Yesware. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Yesware 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
Sales Engagement Made Easy
Yesware is a sales productivity platform that works directly within Gmail and Outlook, providing email tracking, multi-channel campaigns, templates, and Salesforce integration to help sales teams close more deals.
Works directly inside Gmail and Outlook without switching tabs
"Sales Engagement Made Easy"
Yesware is a sales productivity platform that works directly within Gmail and Outlook, providing email tracking, multi-channel campaigns, templates, and Salesforce integration to help sales teams close more deals.
Ideal for: Sales teams and SDRs seeking an easy-to-use email engagement tool that lives inside their inbox with real-time tracking and CRM synchronization.
Works directly inside Gmail and Outlook without switching tabs
Real-time email and attachment tracking with notifications
Multi-channel campaign automation with email, calls, and LinkedIn touches
Automatic Salesforce activity sync without manual data entry
Learn more at
yesware.com
See exactly which data objects transfer from UGRU Financial to Yesware
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Yesware.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
