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With PlanFix you can perform client accounting and handle the customer relationship at all stages of the transaction. Besides, the projects can be managed online from any device that has an internet connection. Its integration with email gives you an opportunity to create tasks and assign corresponding projects, employees and deadlines. PlanFix also allows you to send tasks from one account to another, and link multiple accounts.

What data I can migrate?

PlanFix 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.

PlanFix 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.

Estimate Your Own Migration Price

I want to migrate

Total count: 500

Additional entities
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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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What our clients say

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

The initial transfer from salesforce to Bitrix24 was problematic, however the team at Data2CRM took the time to make it right and they did it quickly. I would absolutely recommend their serves!!

Ryan Monson

americangearcompany.com

We used Data2CRM for moving our business data to a new CRM system. The migration was simple, fast and effortless, that helped us to save lots of time and expenses. Many thanks to all Data2CRM team, we got a great assistance and high quality service in general.

Artem Lebedev

Executive Director of www.yaware.com

First: Sorry for my English! I tested Bitris24 and I have written many contacts into the database. now I was making my own company, I needed a new account with a new name. So my problem was to migrate the data from one account to the new one. The demo migration was very easy, but I thought I make a mistake. The team from Data2CRM call´s me from the USA to Germany (several times) and then they have done the work for me. A very great und successful job and I paid only a little money. Thanks to the team of Data2CRM. You have saved my work!

Klaus Schipper

www.unsere-medizintechnik.de

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