Start Chat or
1-800-224-1462US & CANADA TOLL FREE

Capsule CRM Migration

In case you want to improve the business processes and
migrate to Capsule CRM, we can help you perform the CRM data import

What you may migrate

List of supported Modules & Records in Capsule CRM

Discover how it works

Short and illustrated user guide to migrate Capsule CRM to or from another CRM

Capsule CRM migration price

Find the cost of your automated or custom migration service

Need to talk with an expert?

Start a Chat Schedule a Call

Supported modules

Modules and fields mapping may vary accordingly to your demands and business needs

Capsule CRM module name From Capsule CRM To Capsule CRM

Users

First name, last name, description, email, phone, adress details
Automated migrationCustom migration

Person

First name, last name, date, phone, email, adress details
Automated migrationAutomated migration

Oraganisations

Name, website, phone, email, billing adress, shipping adress, description
Automated migrationAutomated migration

Notes

Description, date, ownership
Automated migrationAutomated migration

Opportunities

Name, description,expected close date, sales stage, ownership, expected value
Automated migrationAutomated migration

Tasks

name, description, due date, ownership
Automated migrationAutomated migration

I Wish to Migrate

Two ways to complete your data migration

Depends on your time and budget you may select
the most comfortable way for you

Custom Migration Service

Any CRM Platforms. Any modules. Any conditions.Our techs will do everything for you!

Automated Migration Service

Migrate your Capsule CRM data fast and conveniently with the robust migration wizard. No risk. No tech skills required.

Personal Approach

We will take into consideration the requests and recommendations to perform the effortless CRM migration and satisfy your company needs.

Any CRM Platforms

Move your data from/to any CRM software with the help of Custom Migration Service.

wizard mapping
wizard mapping

Any modules

Ensure the swift and secure data import of any CRM modules.

Any conditions

Use the custom migration service to simplify the migration process and overcome any hurdles with help of our technical team.

wizard mapping
wizard mapping

Individual Account Manager

Get a personal account manager who is always there to inform you about the CRM migration progress and answer your questions.

Matt Byrom

The team were very helpful with our migration from Hubspot to Salesforce. There was a lot of data to move and the team were careful to understand what we wanted and support us through the migration. They were quick to respond and get the migration done on time as planned.

Matt Byrom, Managing Director, www.4040media.com

Stefan Hougardy

Easy to use and great support and services!

Stefan Hougardy, www.carbu.be

Personal Approach. What Stands Behind?

The personal approach aims to exclude any possible issues during the CRM transition and ensures to assist you through the migration process.

1

Request a call (or mail us) and clarify all necessary data about the CRM transfer.

2

Investigate and analyze your data migration requirements with the help of our techs.

3

Get the essential information and main steps of your data import.

4

Evaluate your CRM migration details and allow us to run the Full migration to the desired CRM.

Automated migration

You can set up the fields mapping and data import on your own.
Try a free Demo Migration to check the service in action and launch a CRM data transfer in an automated way.

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.

wizard mapping
wizard mapping

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.

wizard mapping
Stephanie Yao

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.

Stephanie Yao, Cloud Stratagem Pty Ltd, www.cloudstratagem.com.au

Matt Byrom

The team were very helpful with our migration from Hubspot to Salesforce. There was a lot of data to move and the team were careful to understand what we wanted and support us through the migration. They were quick to respond and get the migration done on time as planned.

Matt Byrom, Managing Director, www.4040media.com

How it Works

1

Provide Your Current and New CRM System Details

This step requires defining your existing and future CRM solutions. You have to choose the current and desired CRM from the drop-down menus, specify URLs, and provide access credentials (login, password or API key).

wizard mapping
wizard mapping
2

Choose the CRM Modules You Want to Migrate

After defining the existing and future CRM details, select the entities you want to migrate. Check out the boxes and activate the modules for data import.

Also, you may change the specific fields mapping on your own to comply with your business needs.

3

Try a Free Demo Migration

Start a free Demo Migration to your new CRM platform to evaluate the automated switch between the existing and new CRMs. The service migrates the limited amount of users, accounts, contacts, leads, opportunities, tasks, notes, calls, emails, meetings, attachments together with relations between the records.

In case you want to get more advanced CRM Migration assistance that includes any custom data or modules transfer, you may request the customized Demo Migration.

wizard mapping
wizard mapping
4

Start Full Migration

Finally, you can start your Full Migration and switch data to your new CRM platform. When your Full Migration is completed, check its results out, and get down to running your business more efficiently with the new CRM solution.

Stefan Hougardy

Easy to use and great support and services!

Stefan Hougardy, www.carbu.be

Estimate Your Own Migration Price

Find out how much Salesforce to data migration costs.

I wish to migrate: Don't know how to check a number of entities on your Salesforce? Look through our FAQ.

Additional entities
Get Estimates

Please, provide a valid e-mail to get estimates and a free e-book Our special e-book shows how to migrate your CRM data swiftly and accurately.

Automated Migration Price

We won't migrate Attachments in Automated Migration

Start free Demo Migration

Custom Migration Price

We'll migrate all selected modules, and you may set additional requirements.

Buy Custom Migration

Need to talk with an expert?

Irene will help you

Schedule a Call Start Online Chat
Get New Estimates
Get Estimates

What our clients say

Real testimonials from real clients

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.

Ken Adams

netsapiens.com

Easy to use and great support and services!

Stefan Hougardy

www.carbu.be

Excellent CRM Migration Tool

Data2CRM 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.

Tom Coleman

Marketing Executive of www.cdsm.co.uk

All testimonials
No time to perform migration on your own?
Our techs will do everything for you!
Get Custom Migration Service
Try free demo migration with robust wizard!
No risk. No credit card. No tech skills required.
Start Free Demo Migration

×

Schedule a Call

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