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Vtiger on-premise is an open source customer relationship management platform that is fully functional and user-friendly instrument. It provides you with the diligent reporting, email marketing, project management, customer portal, files and documents management, various integration options, and many other handy features.

What data I can migrate?

Vtiger On-Premise Modules From To
UsersUsername, first name, last name, title, department, phone numbers, status, role, emailsSupportedSupported
LeadsDescription, first name, last name, phone numbers, fax, emails, address details, website, lead status, source, industry, assigned userSupportedSupported
ContactsFirst name, last name, department, phone numbers, fax, emails, address details, related organizationSupportedSupported
OpportunitiesName, description, type, amount, expected close date, sales stage, probability, assigned user, related organization name and contact nameSupportedSupported
OrganizationsName, description, type, industry, fax, billing address details, phone numbers, website, ownership , employees , ticker symbol , shipping address details, relation to responsible userSupportedSupported
TasksSubject, description, status, due date and time, start date and time, contact name, priority, responsible personSupportedSupported

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.

Vtiger On-Premise 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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Migration price start from: $59
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Migration price without additional entities: $59
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Vtiger is a trademark of Vtiger Systems India Private Limited.

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

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

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

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