Automated CRM Migration
Quick and Intuitive
Bugless and Accurate
Coding and Copy/Pasting Free
No Software to Install
100% Uptime for Your Current CRM
Dedicated Secured Amazon Server
Free Demo Migration
During & Post Migration Technical Support
Map fields you want to migrate
Take advantage of built-in data mapping option and set up the records migration to the selected fields. Also, you can exclude the transition of some fields in case they have no or little value for your business processes.
Migrate custom fields and data
You can move the custom data fields from the existing CRM to the desired platform, and transfer the default records right from the migration wizard
Proper data relation to employee
Data2CRM also supports the user mapping, so you can migrate records to the corresponding users on the new platform or choose the other user as well.
Easy to use & robust migration wizard
CRM data migration is literary reduced to a few mouse clicks in the migration wizard.
All you need to do is provide your Existing and Future CRM platforms details.
What our clients say
Alex and Lucy made the process easy to understand and painless. We are not a large company but our Highrise account was not set up properly and the migration process was a bit involved. In fact, I didn’t even realize how involved it was until Lucy took the time to go over each and every aspect of the migration and together we identified a few issues that required some special attention. Lucy was great and made suggestions that made the entire process go smoothly. Communication was great and very responsive. I would highly recommend Data2Migration to anyone looking to migrate from Highrise to Salesforce!
Excellent CRM Migration ToolData2CRM migration was an easy and simple to use tool, which allowed CDSM to reduce the amount of time staff spent setting up a new internal marketing infrastructure. The migration took minutes, and was done in the background of our marketing staff’s other work. We easily saved up to 7 days’ worth of manpower using the tool.
Marketing Executive of www.cdsm.co.uk
Helpful, professional, accurate changeover of CRM data.
+ Supported many additional requests
+ Great customer service and Alex / Lucy were nice to work with
+ Time zone difference made it tough to communicate in real-time
+ Could have been faster