Insightly Migration

We reviewed the migration (Salesforce Sandbox to Salesforce - editor) last week. Everything is fine for us! Thank you very much.

Easy migration with support for the difficult parts. It was easy to transfer and I transferred most of my data easily. It was done quickly (less than a few minutes)

Super easy to use. Most of the fields were already mapped for me so much of the work was done. Frankly, the interface was very pleasant and easy to navigate. Plus...let's not forget this...it worked!

Very responsive customer service. Worked through any issues I had and made sure I was 100% satisfied. Support staff was very accommodating and even allowed me to correct and error via API after the migration was completed. The mapping template was very confusing to me. However I will say Data2CRM turned this into a positive, by being very helpful, and in the end allowed me to create my own mapping in excel, and doing the mapping for me. Then all I had to do was confirm the final version.

At https://www.digitalpractice.com.au (Marketing for Doctors) we wanted to use AgileCRM and had our database stored in Hubspot. Data2CRM Migration helped us in an afternoon and we were able to keep our marketing/sales operations going during and immediately after the migration. Great tool. Good service. Thank you.

Data2CRM were the quickest to respond to my requests and the results are great. With quite a challenging task they delivered the finished product well under the expected time frame which was a huge plus for us.

Exhaustive migration of a complex CRM database. The ability to migrate complex custom fields into Pipedrive's approach, so preserving our information for a long period.

I was very impressed with how quick and efficient the whole process was. Their customer service answered all of our questions we had and ensured any of our requirements and specifications were met. The whole process was smooth and fast. They saved us a lot of time and made it way easier for us.

Supportive on Live chat...excellent product, just have to realise that these CRMs aren't designed to talk to one another, what they do is a convenience.

I wanted to take this time to thank everyone for their help in getting this done. I know we struggled throughout this project as we were learning each other's processes. Having said that, overall I've been happy with the overall effort and the end result from your team. We would like to continue to work with you in the future for our other clients....we can leverage what we've learned from this project about each other to improve processes/setup/communication between our teams on future projects.

"I sent them a database and they put it into my system for me. It was very hands-off and painless." Professional and easy to work with it. I would use this time and time again. I've done a lot of manual data migrations myself over the years, but times have evolved and it's best to go with someone who knows all the data mapping so nothing is missed. They focus on these products and are great! Overall: Recovered lost data on a broken CRM system.

"Difficult migration made easy." Tailored assistance through a difficult mapping from Dynamics to Zoho CRM. They were able to deal with all the mappings we threw at them.

Certainly, the best solution has used in decades. 100% of automated data migration.

I was pleasantly surprised throughout the process.