UGRU Financial
Zurple
Transfer contacts, deals, activities, and more from UGRU Financial to Zurple. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Zurple 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
Automated, Intelligent Real Estate Client Generation
Zurple is a real estate client generation platform that combines exclusive lead generation with automated, behavior-based email and SMS nurturing to help agents convert prospects into clients.
Exclusive leads never shared with competing agents
"Automated, Intelligent Real Estate Client Generation"
Zurple is a real estate client generation platform that combines exclusive lead generation with automated, behavior-based email and SMS nurturing to help agents convert prospects into clients.
Ideal for: Real estate agents seeking an automated lead generation and nurturing system with exclusive leads, IDX websites, and intelligent follow-up sequences.
Exclusive leads never shared with competing agents
Behavior-based automated email and SMS nurturing (200+ messages)
IDX website with property search and lead capture
Pipeline Boost and Auto Listings for social media lead generation
Learn more at
zurple.com
See exactly which data objects transfer from UGRU Financial to Zurple
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Zurple.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
