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.
About Contactually
Contactually relieves users from the usual wasted time that comes from the preparation and execution of routine communication tasks.
It is able to import contacts from an existing account and allows users create categories for their contacts, merge accounts, use templates, or even automate actions such as follow-up emails. Members of a team can share contacts and take on specific roles while remaining well coordinated.
The benefits of using Contactually are made evident in the time saved and through more efficient communication.
About Vtiger
Benefits of a Vtiger CRM System:
Increase revenue through better deal nurturing and follow-ups
Improve customer relations
Accelerate Sales Cycles
Better internal communication & collaboration
Boost Sales and Support team productivity
Enforce best practices through process templates
Automate repetitive tasks
Get better insights on customers
Increase customer retention
Lessen risks to deals
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
Features
2-Factor Authentication
API
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
Lead Management
Lead Scoring
Marketing Automation
Multi-User
Notifications
Scheduling
Social-Media Integration
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Call Tracking
Click-to-Dial
Sales Automation
Pipeline Management
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
The Dashboard: Everything users need to do your daily outreach in one place, with recommended follow-ups, today’s calendar events, and any upcoming tasks.
Buckets: Buckets are easy system for contact management. They make it seamless to stay on top of the different kinds of contacts and relationships in user's network.
Scalemail: Perfect feature for contacting small groups who deserve more attention than a canned newsletter.
Programs: Allow users to set off a customized sequence of actions, from sending template-based follow-ups, to following on social networks or creating tasks.
Email Templates: Users are able to create templates for every possible scenario, using pre-set or custom tokens for personalization.
Pipelines: Enables users to simply create a Pipeline, identify the different stages, and start adding potential deals to it.
Summary
No key features associated with this application.
Pricing
Credit card required: No
Basic: $29 per month, annually, or 35$ per month monthly.
Professional: $49 per month, or 59$ per month monthly.
Enterprise: $99 per month, or 125$ per month monthly.
All price plans include a free trial.
Pricing
Sales Starter
$10.00
1 user(s) / month
Included in plan:
Contacts & Organizations
Pipeline Management
Smart Webforms
Document Insights
FAQs
No FAQs associated with this application.
FAQs
What platforms does this service support?
Web-based platform, with mobile apps for Android and iPhone-iPad.
Who are the main user groups of this service?
The software is suitable mainly for small and medium sized companies that want to stay in contact with their key contractors, collaborators and suppliers.
What is this service generally used for?
The main purpose of Contactually is to offer advanced communication management features.
Does this service integrate with any other apps?
Contactually integrates with SalesForce, Zapier, Mail Chimp, Linkedin, Gmail, Facebook, Twitter.
Does this service offer an API?
It offers an API.
Does this service offer guides, tutorials and or customer support?
Their support includes: webinars, FAQ section, email support, phone support, video tutorial.
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