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bpm'online is an award-winning CRM in terms of power and ease of use. Its winning combination of simple interface and smart tools make thousands of people gravitate towards it. The solution provides an eagle-eye view of all clients and working processes putting together all the sales, accounts, campaigns and marketing tools.

What data I can migrate?

BPM Online Modules From To
Accountsa set of companies or departments contact details and other related datayesyes
Contactsconverted leads information about people in organizationyesyes
Leadsgathered data about an individual or organization collected from marketing campaignsyesyes
Opportunitiesinformation about business deals with a customer or organizationyesyes
Tasksassigned activities to the company members associated with the peculiar clientsyesyes

Extra Supported Migration

The migration of extra supported modules requires special treatment and peculiar data mapping. In order to migrate this data as well as other CRM information, please request a demo migration your personal account manager will contact you to assist you with the transfer.

BPM Online Modules From To
Notes open text field with the short information that describes certain activity Supported Supported
Attachments documents that may be accossiated with peculiar module Supported Supported
Сustom fields non-default field that is created to meet business requirements to the full Supported Supported
Emails assigned activities to the company members associated with the peculiar clients Supported Supported
Other Modules a set of companies or departments contact details and other related data Supported Supported
Modules and fields mapping may vary accordingly to your demands and business need, just request a demo migration and point out required peculiarities of data transfer.

How it Works

High Time to Start Migration

  1. Register your personal account:
  2. specify your:
    • name
    • email
    • and phone number

or use your social profiles: Facebook, Google+, or LinkedIn
P.S. No spam. Promise

Dot All the 'i's: Specify Your CRMs

    Select your current CRM platform and the desired one:

  • specify the type of system
  • and access details

Note. Data2CRM guarantees that all your CRM data is 100% secure before, during, and after migration procedure. For more information, read Enhanced Security.

Choose Preferred Options And Test Drive Migration

Now, select the modules you'd like to transfer to your new CRM and request a Demo Migraton. Data2CRM Pro Team will migrate a part of specified data to a new platform, so you could evaluate how the information and relations among records have been transferred.

The custom Demo Migration takes approximately 2 days (but in most cases we do this in a few hours) depending on the complexity of data mapping. When the Demo Migration is complete, your personal Account Manager will get in touch with you to introduce the results and discuss the further actions.

Video Tutorial

Watch step-by-step video tutorial on how to perform data migration with DATA2CRM and just in five minutes you will be ready to complete full data transfer from or to BPM Online

Estimate Your Own Migration Price

I want to migrate

Total count: 500

Additional entities
You've registered at app.data2crm.com service. Check out your email to get the login details

Wow, you have a respectable database! Let's talk about the optimal quote for you

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Migration price start from: $59
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Migration price without additional entities: $59
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bpm'online is a trademark of Terrasoft.

What our clients say

20+ CRMs in fully automated way and others in custom migration

Great company, great support

They continued to stay in touch with us throughout the migration process and after. Thank You

Raja Abbas

Marketing Manager, Computronix

We are more than glad to find data2crm in our web search, they help us a lot migrating all the info from our old CRM to the new one, despite some issues we found (which is totally normal in this kind of jobs) they were supporting us until work was completed successfully, thanks a lot guys!!!

Alejandro Migliora

www.amxsolutions.com

Helpful, professional, accurate changeover of CRM data.
Pros
+ Supported many additional requests
+ Great customer service and Alex / Lucy were nice to work with
+ Accurate
Cons
+ Time zone difference made it tough to communicate in real-time
+ Could have been faster

Peter Nulsen

www.generatecapital.com

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Still have some questions? Let us know when it is good time for you to discuss how Data2CRM.Migration can GREATLY HELP to achieve your goals