Compare Data2CRM.Migration vs Insightly vs Act!

Insightly

CRM
 (527)

Act!

CRM
 (10)
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Crozscore:

77%
what is this?
100%
32%
interest rising

Crozscore:

92%
what is this?
92%
49%
interest falling

Crozscore:

85%
what is this?
80%
46%
no significant changes
Data2CRM.Migration screenshot view 4 more Insightly screenshot Act! screenshot view 5 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:

Insightly is a web-based customer relationship and project management solution for small to medium sized businesses. Insightly is designed to keep all the information needed to run a business in one place, accessible and searchable by all employees, wherever they are in the world.

Software Description:

Act! provides small enterprises with CRM and contact management solution. Users no longer need spreadsheets or document files to take notes, manage clients, control customer database, and track cooperation.

Customer relations have the essential impact on sales results, and now business owners can control the whole process form one customizable interface. Act! provides them with a complete solution to lead data and pending opportunities.

This service also offers follow-up actions, scheduling, emailing functions, and smart contact lists. Sales managers can follow and align execution and pipeline efficiency with comprehensive dashboard and reports.

Features:

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

Features:

  • API
  • Email Integration
  • File Sharing
  • Project Management
  • Contact Management
  • Contact Sharing
  • Lead Management
  • Social-Media Integration

Features:

  • Customer Management
  • Lead Management
  • Marketing Automation
  • Notifications
  • Email Integration
  • Data Export
  • Data Import
  • Task Scheduling/Tracking
  • Forecasting
  • Google Apps Integration
  • Dashboard
  • Scheduling
  • Lead Scoring
  • Contact Management
  • Calendar Management
  • External Integrations
  • API

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:

    No key features associated with this application.

Summary:

  • Opportunity Management

  • Contact and Activity Management

  • Sales and Opportunity Tracking

  • Email Marketing

  • Integration and Automation

Pro

$293.00
User
Included in plan:
  • Entry-Level
  • Out-of-the-Box Feature Set For Individuals
  • Desktop Access

Premium

$26.00
1 user(s) / month
Included in plan:
  • Full-Featured
  • Everywhere-Access CRM for Individuals & Teams – You Deploy Onsite!
  • Self-Hosted Online, Offline, & Mobile Access

Premium Cloud

$41.00
1 user(s) / month
Included in plan:
  • Full-Featured
  • Everywhere Access CRM in the Cloud - We Handle the Technical Details!
  • Vendor-Hosted Online, Offline, & Mobile Access

FAQs:

    No FAQs associated with this application.

FAQs:

    No FAQs associated with this application.

FAQs:

    Does this service offer multi-user capability (e.g. teams)?
  • No.

  • What are some applications this service is commonly used in tandem with?
  • Act! is most commonly used in tandem with MS Office and G Suite apps.

  • Does this service offer an API?
  • Yes, there is an API offered.

  • Who are the main user groups of this service?
  • Main users of Act! are small and medium-sized enterprises.

  • Does this service integrate with any other apps?
  • Integrations available: Dropbox, Microsoft Office 365, G Suite, LinkedIn, Facebook, Microsoft Outlook, iCloud,
    Campaign Monitor, Constant Contact, Google Apps for Work, SalesNexus, Evolve IP Phone System, SpitFire, HomeTrak, CloudCallClick, 8×8 Virtual Contact Center.

  • What is this service generally used for?
  • This software is used for customer relationship management.

  • Does this service offer guides, tutorials and or customer support?
  • Support: Phone Support, Email Support, FAQs, Community, Knowledge Base.

  • What platforms does this service support?
  • Act! is, depending on a pricing plan, either desktop or cloud-based platform.

Publisher:

Founded:
-
Based in:
San Diego
Employees:
11-50
Likes:
185
Followers:
505

Publisher:

Founded:
2012
Based in:
San Francisco
Employees:
51-200
Likes:
35.1k
Followers:

Publisher:

Founded:
-
Based in:
-
Employees:
11-50
Likes:
18.3k
Followers:
65

Other:

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

Other:

Regional Restrictions:
No restrictions.

Other:

Who uses Act!
  • SMEs
Desktop Platforms:
  • Web App
  • Windows
Mobile Platforms:
  • iOS
  • Android
Languages:
Dutch, Polish, English, French, German
Regional Restrictions:
No restrictions.
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