You can set up the fields mapping and data import on your own. Try a free Sample Import to check the service in action and launch a CRM data transfer automatically.
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.
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.
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.
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.
We will migrate from any CRM you need
Real testimonials from real clients
This software is a pleasure to work with, very simple, elegant & user-friendly. The accuracy in the data migration is spot on. The consultant was great, she was very responsive and worked hard to help answer my questions. She walked me through the migration process and made it stress-free and simple. She was not interested in trying to make my purchase, she helped me navigate the software so I could see the power of how it worked - that made my buy!! highly recommend
We reviewed the migration (Salesforce Sandbox to Salesforce - editor) last week. Everything is fine for us! Thank you very much.
Easy migration with support for the difficult parts. It was easy to transfer and I transferred most of my data easily. It was done quickly (less than a few minutes)
Super easy to use. Most of the fields were already mapped for me so much of the work was done. Frankly, the interface was very pleasant and easy to navigate. Plus...let's not forget this...it worked!