Compare Data2CRM.Migration vs 17hats vs Nimble

17hats

CRM
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Nimble

CRM
 (52)
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Crozscore:

78%
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100%
32%
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Crozscore:

83%
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42%
interest rising

Crozscore:

96%
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100%
48%
interest rising
Data2CRM.Migration screenshot view 4 more 17hats screenshot view 5 more Nimble screenshot view 6 more

Software Description:

Data2CRM.Migration is a SaaS service that provides an opportunity to migrate CRM data across various CRM platforms to the desired ones accurately and securely. This is an automated tool that helps perform CRM data import without any technical skills or specific knowledge.

  • Automatically Import
    The service enables you to move the records from your existing CRM platforms to the desired new one automatically; together with the module and record relational data.

  • Custom Fields Migration
    The system takes into consideration the customer’s requests and recommendations, and you can make use of your personal account manager who can walk you through the process.

  • Data Security and Privacy
    We take security very seriously and have developed a comprehensive set of practices, technology, and policies to help ensure your data is secure. Data2CRM guarantees to treat all information privately, exclude a possibility of any data loss and offer to sign NDA (Non-Disclosure Agreement.)

  • Free Demo Migration
    This feature helps you evaluate the service in action, as well as check the configuration and functionality of the platform for your organization. During this process up to 20 records of accounts, contacts, users, leads, tasks, opportunities, deals or other modules can be migrated.

  • Uptime of Both CRMs
    The service eliminates the interruptions of all business processes and assures no downtime of the current and new platform.

  • Deduplication
    Data2CRM Service Packages can help you to clean out the data copies easily.

Software Description:

Aimed mostly at small businesses, 17hats automates repetitive tasks by offering templates for most major functions every entrepreneur needs to complete.

This service removes all the clutter, and creates workflows for customer management, invoicing, accounting, payment processing. It sets reminders, signs contracts, and streamlines other similar tasks.

Besides businesses, this tool is very useful for individuals to manage their daily tasks, making a great automation tool. They can use it for their hobbies, reminders, or credit card payment processing.

Software Description:

Nimble provides a smart and easy way to track, engage and nurture contacts as well as source new leads. It is easy to set-up and start using right away.

This service's strength is its social media integration. Nimble brings together all your salespeople’s social media accounts in one platform, to help them mine those networks for new customers and keep them on top of their contact’s social media activities.

Nimble organizes all email and social media contacts in one place, giving its users a 360 degree view of all of their connections. Then they can use this information to make recommendations on who to mark as important contacts and encourage to follow-up at specific times.

Features:

  • Data Import
  • File Transfer
  • Data Export
  • Lead Management
  • Customer Management
  • File Sharing

Features:

  • Electronic Signature
  • Tax Management
  • Budgeting
  • Expense Tracking
  • CRM Integration
  • Calendar Management
  • Customer Management
  • Task Scheduling/Tracking
  • Multi-User
  • Notifications
  • Stripe
  • PayPal
  • Data Visualization
  • External Integrations
  • Lead Scoring
  • Lead Management
  • Billing/Invoicing
  • Payment Processor
  • Scheduling
  • Dashboard

Features:

Summary:

  • Automated CRM Data Migration

  • Free Demo Migration

  • Quick and Intuitive

  • Possibility to Restart Migration Over

  • Detailed Modules and Users Mapping

  • Support of Custom Fields

  • During & Post Migration Technical Support

  • Proper Data Relations

  • Import of Any CRMs or Files

Summary:

  • Client Profile Management

  • Invoice Management

  • Scheduling

  • Credit Card Payments

  • Dashboards

  • Templates

  • Online Contract Signing

  • Financial Management

  • Billing

  • Lead Generation

Summary:

  • Social Media Integration: It combines all user's social media accounts into a unified contact book & inbox.

  • Email: Users can have multiple different email accounts synced with Nimble and can view them all at once or each account separately. Sending emails from any of those accounts is as easy as selecting from a drop down.

  • Tags: Contacts can be based on categories such as ‘influencer’, ‘prospect’, ‘previous client’, ‘job title’, ‘industry’, ‘keep an eye on’, ‘synergy partner’ or whatever new list user wants to create.

  • History: All emails and social engagement are saved in Nimble contact records.

  • Notes: Nimble allows its users to take notes inside a contact and time stamps it with date and time.

  • Deals: Users can manage active deals and view won and lost deals. Inside each deal there is a view to related notes and gain intelligence on each contact that may be involved in that particular deal.

Unlimited

$39.00
1 user(s) / month
Included in plan:
  • Unlimited Active Projects
  • No 17hats Transaction Fee
  • Processing Fee: 2.9% + 30¢
  • ACH (eChecks) Payments
  • Customer Support
  • Sync Bank Account
  • Template Marketplace
  • Create Multiple Accounts

Unlimited Annual

$25.00
1 user(s) / month
Included in plan:
  • Unlimited Active Projects
  • No 17hats Transaction Fee
  • Processing Fee: 2.9% + 30¢
  • ACH (eChecks) payments
  • Customer Support
  • Sync Bank Account
  • Template Marketplace
  • Create Multiple Accounts

Lite

$25.00
1 user(s) / month
Included in plan:
  • 15 Active Projects
  • No 17hats Transaction Fee
  • Processing Fee: 2.9% + 30¢
  • ACH (eChecks) payments
  • Customer Support
  • Sync Bank Account
  • Template Marketplace

Pricing:

  • Credit card required: No
  • $15/month/user, with 14-day free trial.

FAQs:

    No FAQs associated with this application.

FAQs:

    Does this service offer an API?
  • No API offered.

  • Does this service offer guides, tutorials and or customer support?
  • Support offered: Documentation, Webinars, Live Online, Video Tutorials.

  • Does this service offer multi-user capability (e.g. teams)?
  • 17 hats offers its users possibility to create multiple accounts.

  • What are some applications this service is commonly used in tandem with?
  • It is commonly used in tandem with CRM, Accounting and Payment applications.

  • What is this service generally used for?
  • It is generally used for automating business processes.

  • Who are the main user groups of this service?
  • Main users of 17hats are small businesses.

  • What platforms does this service support?
  • This is web-base platform with Android and iOS apps.

  • Does this service integrate with any other apps?
  • Integrations: Square, Stripe, Authorize.net, QuickBooks, PayPal

FAQs:

    Who are the main user groups of this service?
  • Main users of Nimble are small and medium-sized businesses.

  • What is this service generally used for?
  • It is generally used for Customer Relationship Management.

  • What platforms does this service support?
  • Supported platforms: Linux, Mac, Windows, iOS & Android.

  • What are some applications this service is commonly used in tandem with?
  • Nimble is most commonly used together with: ActiveCampaign, Talkdesk, Freshdesk.

  • Does this service integrate with any other apps?
  • It integrates with: Quotroller, Desk, Freshdesk, Xero, Zoho CRM, PieSync, MailChimp, HubSpot, HootSuite, Wufoo, ActiveCampaign, Constant Contact, FreshBooks, Talkdesk , PandaDoc, Google Contacts, Zendesk, RightSignature, Highrise CRM, SocialBro, Mad Mimi, INinbox, WebMerge, Zapier, Aweber, Evernote, Podio, ClickDesk, Harvest, HipChat, Magento , Shopify, SugarCRM, SalesLogix, Nutshell CRM, NetSuite, Batchbook.

  • Does this service offer an API?
  • The Nimble platform offers access to their stored data via APIs.

  • Does this service offer multi-user capability (e.g. teams)?
  • They offer multi user accounts.

  • Does this service offer guides, tutorials and or customer support?
  • Support provided: User forums, FAQs, support tickets, weekly demos, and solution partners.

Publisher:

Founded:
-
Based in:
San Diego
Employees:
11-50
Likes:
182
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
91.6k
Followers:

Publisher:

Founded:
2009
Based in:
Southport
Employees:
11-50
Likes:
4.81k
Followers:
16.8k

Other:

Who uses Data2CRM.Migration
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses 17hats
  • Personal
  • SMEs
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Nimble
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.
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