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
To start with, working with Alex on the initial quote for the project went great. Lucy and migration team were easy to work with and made sure our data import went smoothly.
Wow, really nice service. I was testing two CRM systems Insightly and Vtiger, just getting to the tough bit of transferring my data when I came accross data2crm. Click Click boom, job done, zero pain. Thanks data2crm and Alex who was super helpful on their on-line chat system.
It’s pleasant to work with data2crm. Although there have been some accidents which triggered it took more time than expected to complete, we are still satisfied with the final result. Their staff are patient and professional.