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XRMS is considered to be the most advanced open-source CRM system that enables your organization to successfully become customer-focused. The platform makes it easy for sales people to manage their valuable accounts, contacts, and opportunities effectively. Through a powerful assembly of tools it can easily be customized to meet any business needs.

What data I can migrate?

XRMS CRM 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.

XRMS CRM 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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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

Recently we decided to switch from Zoho CRM to vTiger so that we would have more freedom with customizing the CRM to our needs. However have used Zoho for almost a year already we had a large amount of data that required migrating. In addition to the migration, we had customization project occurring in parallel. In order to help things along we used Data2Crm to manage our migration from start to finish. Projects of this size are never flawless, but when the issue occurred the project manager handled them quickly, efficiently and professionally. I would highly recommend Data2CRM for any CRM migration project.

Kevin Carpenter

Carpenter Systems LLC

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 of www.4040media.com

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

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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