UGRU Financial
Zurmo
Transfer contacts, companies, deals, and more from UGRU Financial to Zurmo. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Zurmo 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
Open Source CRM with Gamification
Zurmo is an open-source CRM application that pioneered gamification in customer relationship management, featuring points, badges, leaderboards, and missions to drive user adoption and engagement.
Pioneering gamification with points, badges, and leaderboards
"Open Source CRM with Gamification"
Zurmo is an open-source CRM application that pioneered gamification in customer relationship management, featuring points, badges, leaderboards, and missions to drive user adoption and engagement.
Ideal for: Small businesses and organizations seeking a free, open-source CRM with gamification features to encourage user adoption and a test-driven development approach for customization.
Pioneering gamification with points, badges, and leaderboards
Open-source with test-driven development methodology
REST API for custom integrations
85% unit test code coverage for stability
Learn more at
zurmo.com
See exactly which data objects transfer from UGRU Financial to Zurmo
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Zurmo.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
