What we do
Automated Data Migration
- Migration of 12 CRM objects
Import your Accounts, Contacts, Leads, Opportunities, Notes, Emails, Calls, Events, Meetings, Attachments, Products, Users to the desired solution.
- Modules matching
Map the fields and users of the current and future CRMs on your own in accordance with your business requirements. Also, our techs can create the required users on the destination platform corresponding to the existing ones.
- Relations between the entities
Choose the modules you want to migrate to the future CRM and move the records together with relations between the items.
- Custom fields
Migrate the custom items of your current CRM to the new solution, and transfer the default records right from the migration wizard.
- Migration insuranceIt’s used to safeguard your data from the unexpected pitfalls. The insurance can be used during the specific period depending on the chosen plan.
Restart migration over for the several times in case you want to make some changes. Read more
Start from $59
The CRM migration price depends on the number of records you want to migrate.Estimate Your Price Start Free Demo
All-in-One Custom Migration Package
- All advantages of automated migration
- Any CRM objects
Move any modules to the new platform including the custom ones.
- Any data sources
Migrate from any data sources like various databases, dumps, files, etc.
- Any filters and requirementsAnalyze and clean out the databaseOur techs will help you to make all the needed tasks with the database.
- Pre- and post-migration validation
Take advantage of Quality Assurance (QA) department that examines your transfer results of each module in accordance with a checklist and your specific requirements.
- Personal assistant
Simplify the CRM migration with Data2CRM personal approach. The assigned account manager can set up the data import for you to perform the switch effortlessly.
- Up to 6 000 records
- 3 hours of Tech. Support
- Up to 15 000 records
- 7 hours of Tech. Support
- Up to 40 000 records
- 10 hours of Tech. Support
The CRM migration price depends on the number of records you want to migrate, the amount of custom fields and other additional requirements.Estimate Your Price Talk to an expert
CRM Migration Insurance
If you want to avoid any unexpected pitfalls after CRM data migration, you can take advantage of CRM Migration Insurance. The unforeseen circumstances can vary from data was corrupted with 3rd party modules installed on your CRMs to the new solution was incorrectly installed or the business data got wrongly modified during the post-migration implementation.
Since you can’t predict the future issues, Data2CRM offers you an opportunity to ensure your transfer and get a possibility to start the same migration over in just 2 clicks. Besides, you can launch the data import in case you want to make some changes (e.g. data mapping) in the previous data import.
The costs range from 9% to 13% of total data import price while starting the new migration can take a lot of efforts and costs more. By using CRM Migration Insurance, you can minimize the time expenditures since you don’t need to contact us, spend time on the separate payment and run the migration on your own.Read more about Migration Insurance
Recent Data Migration
Imagine the situation when you haven’t had a chance to finish setting up your future CRM platform right after your successful data migration with Data2CRM and in the meantime you have new records coming to your source CRM system.
In this case, you can request Recent Data Migration Service. Data2CRM will move all leads, contacts, opportunities, tasks, accounts or other entities (only the records you select) that appeared on your existing CRM right after your previous full successful transfer.
The cost of Recent Data Migration Service is calculated as 50% off the migration price for the number of records during standard migration. To request this option, please contact your account manager to import your new data to the destination CRM.Request Recent Data Migration
All Data Remigration
Suppose that you have already performed the CRM data import. However a number of new items were recorded in the current platform, as well as the destination CRM became too complex due to the various configurations and customization. In this case, All Data Remigration is your choice to consider.
This option provides you with opportunity to delete all the records from the future CRM and start migration over from your old software. As a result, you obtain all new records on your desired CRM and pay only 50% off the migration price for the number of modules during standard transfer. If you want to request All Data Remigration, get in touch with your account manager to switch the new information to your desired CRM.Start All Data Migration Over
Сustom CRM Setup and Settings
Data2CRM specialists can set up your new CRM platform in accordance with your organization requirements. Also, our techs can help you fix up your business workflow and create the custom fields. So, if you want to move the records and modify them in accordance with your business requirements, the personal approach can be applied.
Your account manager will set up a task for Data2CRM techs to investigate the peculiarities of current and future platforms. Our engineers can simplify your CRM migration with a number of customization options and your personal account manager will be always there to inform you about the CRM migration progress and answer your questions.Request Custom Setup and Settings
CRM Integrations and Development
Our technicians can integrate your CRM system with other third-party add-ons, as well as develop the specific solution for business processes to help you achieve the desired results. Got interested? Fill out a form!Request CRM Integrations and Development