Workbooks CRM
UGRU Financial
Transfer contacts, companies, deals, and more from Workbooks CRM to UGRU Financial. 13 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Workbooks CRM to UGRU Financial 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 No-BS CRM
Workbooks is a UK-based CRM platform for mid-sized organizations offering sales, marketing, customer service, order management, invoicing, and event management with transparent pricing and fast implementation.
Pricing typically 50-70% less than Salesforce or Microsoft Dynamics
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
"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.
Ideal for: Financial advisors and planners who need an integrated CRM with built-in financial planning calculators, compliance features, and full accounting capabilities.
FINRA-compliant with 256-bit encryption and automatic email journaling
Integrated financial planning calculators in the Decision Center
Full-featured accounting with invoicing and financial dashboard
Data aggregation from 10,000+ financial institutions via Aqumulate
Learn more at
ugru.com
See exactly which data objects transfer from Workbooks CRM to UGRU Financial
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Workbooks CRM to UGRU Financial.
Explore other popular CRM migrations similar to Workbooks CRM to UGRU Financial
Need to go the other way? We support bidirectional migrations.
UGRU Financial → Workbooks CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
