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.
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.
Data2CRM Service Packages can help you to clean out the data copies easily.
Capsule is an easy-to use CRM system suitable for small to medium-sized businesses, particularly those using Google Apps.
Used by thousands of businesses globally, it is competitively priced and it provides a feature set that will allow its users to efficiently manage a large database, identify business opportunities, track communications and manage a sales pipeline with relative ease.
Insightly is the preferred CRM platform for businesses of all sizes, worldwide. It is the #1 CRM for G-Suite and Microsoft Office 365. With more than 1.5 million users in more than 25,000 companies, Insightly CRM helps businesses in every industry build lasting customer relationships, deliver projects, and grow revenues faster. In 2018, Insightly was named a Gartner Peer Insights Customers’ Choice for Sales Force Automation (SFA). Learn more at Insightly.com.
Google Apps Integration
Batch Permissions & Access
Google Apps Integration
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
Manage your contacts all in one place and share the same view of a contact with your team. Track all communication with a contact and attach files and notes to a contact record.
Tasks and Calendar Create tasks for appointments, meetings, phone calls, submission deadlines and more. See who’s doing what and share tasks with co-workers.
Tracks Create Tracks to make sure the same set of tasks are followed for each sales opportunity or case.
Sales PipelineGet a complete summary of your opportunities with our sales dashboard, including potential values, where they are in your pipeline, and what needs to be done next.
Customize Capsule Create custom fields to capture information unique to your business and create custom tags to group contacts how you want them to be categorised
Capsule Mobile Use the Capsule mobile app and stay in the loop wherever you are.
Relationships: Use relationship maps to identify the strongest relationships to any customer, track over time, and discover hidden connections.
Sales: Distribute leads to the right reps with automated lead capture and routing, manage opportunities in kanban view, and send tracked emails to prospects in a couple of clicks.
Projects: Convert won opportunities to projects without losing any data. Track milestones, manage processes, and integrate with external systems.
Business processes: Build and deploy custom applications with the Insightly platform across web and mobile in just a few minutes. Capture the data you need from customers or external systems and connect that information to existing records.
Mobile: Manage everything on the go with award winning mobile applications for both Android and iOS.
Integrations: Stay connected to the tools you already use, including Google Apps, Office 365, Slack, Mailchimp, etc.
Starting from: $15.00/month
Credit card required: Yes
Free: Up to 2 users; 10MB storage; 250 contacts
Professional: $15/month, per user. 30 day free trial; 2GB storage per user; 50,000 contacts.
Included in plan:
10MB of Storage
1 user(s) / month
Included in plan:
2GB storage per user
Premium integrations such as GSuite, Xero, FreshBooks, Mailchimp, Wufoo
No FAQs associated with this application.
Does this service integrate with any other apps?
Capsule integrates with: G Suite; invoicing and accounting apps such as Xero, email marketing apps, website forms, contract and proposal apps, helpdesk support, telephone, VoIP and web chat services and more.
Does this service offer guides, tutorials and or customer support?
There is email support Monday to Friday and an extensive set of support documentation as well as getting started guides.
What are some applications this service is commonly used in tandem with?
It is most commonly used with G Suite, Xero, FreshBooks, MailChimp, Zendesk, Wufoo Forms, Zapier and lots of other services.
Does this service offer an API?
The Capsule API allows developers to create applications that can retrieve or update data in Capsule account. There's a link to the API docs on the website.
Who are the main user groups of this service?
Main users of this service are small and medium-sized companies.
What is this service generally used for?
It is used for customer relationship management, and contacts and pipeline management.
What platforms does this service support?
This service is web-based, works on Linux, Mac, Windows, Android, and iPhone.
Does this service offer multi-user capability (e.g. teams)?