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If you’re looking for a CRM solution that is more centralized, more flexible, more collaborative - Solve is exactly the solution you need. It is a solid and cost-effective CRM application which helps to have all customers and processes under one roof. The software uses the gathered records for improving your business and increasing clients’ retention.

What data I can migrate?

Solve Modules From To
UsersName, emailSupportedSupported
ContactsBackground, first name, last name, job title, phone numbers, email and address details, related companySupportedSupported
OpportunitiesDescription, value, expected closing, status, probability, responsible personSupportedSupported
CompaniesName, background, company fax, billing address, phone, website, shipping address, related contactSupportedSupported
TasksTitle, details, start and due date, internal and external attendees SupportedSupported

Notes (migration from Solve)

Please contact your account manager to figure out the possibility of users migration.

Notes (migration to Solve)

Please contact your account manager to figure out the possibility of users migration.

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.

Solve 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
Custom 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

1. Register an Account or Log In

Register your Data2CRM account to start your CRM data migration. Complete the form by providing your name, email, a phone number and choosing a password. It will take a minute of your time.

Register an Account or Log In
Provide Your Current CRM System Details

2. Provide Your Current CRM System Details

The next step requires defining your existing CRM solution. You have to choose your current CRM from a drop-down menu, specify URL, and provide access credentials (login, password or API key).

Specify Your Future CRM Information

At this stage, you point out your new CRM URL, its type and access credentials (login, password or API key).

Note! In case you want to see your data on a new CRM, but haven't installed it yet, you may migrate to test SugarCRM, SuiteCRM or Vtiger platforms.

Specify Your Future CRM Information
Choose the CRM Modules You Want to Switch

3. Choose the CRM Modules You Want to Switch

After defining your existing and future CRM details, you should select the entities you want to migrate. Check out the boxes and activate the modules for a switch.

  • Accounts
  • Contacts
  • Tasks
  • Opportunities
  • Leads
  • Users
  • Notes

Also, you can set up the specific fields mapping on your own to comply with your business need. If you get a notification that some fields are not mapped, you should choose the available option on your new CRM. All the terminology used in the current solution will be preserved, so you can check the correctness of data before the switch.

Try Free Demo Migration

Now, you may start a free Demo Migration to your new CRM platform. The service also migrates the relationships between entities: accounts, contacts, tasks, opportunities and notes.

Apart from this, you may request customized demo migration to test how Data2CRM transfers default modules together with the custom fields, notes, attachments, emails, and other modules. Request a demo migration

When the Demo Migration to your new CRM is completed, it is important to check the results out immediately. Start reviewing Demo outcomes from the Contact module - inspect and compare the current and transferred records to ensure the accuracy.

Try free demo
Start Full Migration

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.

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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“Solve”, “Solve360” and “The Modern CRM” are servicemarks of Norada Corporation.

What our clients say

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

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 of www.cloudstratagem.com.au

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

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

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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