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.
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.
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.
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.
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
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
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.
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!!!