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About Data2CRM.Migration

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 Highrise

Highrise lets its users manage their company’s leads, customers and clients, business proposals, and tasks all from a web-based interface. A variety of plans for companies of all sizes are available, with varying amounts of users, contacts, and storage.
It uses a concept called a 'dropbox'. Each user has a dropbox email address in their Highrise account. They can copy or blind copy this address on all email correspondence and Highrise will attach it to the right contact.

About Teamleader

Teamleader enables small and medium sized businesses to organise their business, build better relationships and collaborate with their team in a single tool.

A simple interface and a variety of integrations allow your business to stay efficient, optimize workflow and work smarter.

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

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

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

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

  • Sharing: Share an address book; Store important emails; Attach documents and files; Control who sees what with easy privacy settings.

  • Task Tracking & Reminders: Keep track of important tasks; Assign tasks to team members; Get reminders via email or SMS.

  • Communication Management: Send emails to contacts; Import contacts via CSV; Connect 3rd party tools like MailChimp.

Summary

  • Teamleader unifies CRM, project planning and invoicing in a simple and intelligent tool

  • Build better relationships

  • Organize your business

  • Collaborate with your team

  • Keep your workflow simple

  • Focus on your business, not you administration

  • Be professional

  • Create invoices in 3 clicks

  • Keep track of your contacts

Pricing

  • Credit card required: N/A
  • Free: 2 users, no files, 250 contacts.
    Solo: $29/month; 1 user; 20,000 contacts.
    Basic: $24/month; Up to 6 users; 5,000 contacts.
    Plus: $49/month; Up to 15 users; 20,000 contacts.
    Premium: $99/month; Up to 40 users; 30,000 contacts.
    Max: $149/month; Unlimited users; 50,000 contacts.
    Contact them [email protected] for additional options.

Pricing

CRM

$25.00
2 user(s) / month
Included in plan:
  • 14 day free demo
  • Support
  • Integration with Office 365
  • VoIP integration
  • 35GB file storage
  • Daily back-ups
  • Integration with Google Apps
  • API & Webhooks
  • Free updates
  • Integration with iCloud

CRM+invoicing

$50.00
2 user(s) / month
Included in plan:
  • 14 day free demo
  • support
  • integration with office 365
  • VoIP integration
  • 35GB file storage
  • daily back-ups
  • integration with Google apps
  • API & Webhooks
  • Free updates
  • integration with iCloud
  • CRM & Offers
  • Time tracking
  • Lead Management
  • Calendar Management

CRM+invoicing+project management

$100.00
2 user(s) / month
Included in plan:
  • 14 days free demo
  • 35GB file storage
  • integration with iCloud
  • integration with office 365
  • free updates
  • API & Webhooks
  • support
  • VoIP integration
  • daily back-ups
  • integration with Google Apps
  • CRM & Offers
  • Time Tracking
  • Lead Management
  • Calendar Management

CRM+invoicing+project management+ticketing

$150.00
2 user(s) / month
Included in plan:
  • 14 days free demo
  • 35GB file storage
  • integration with iCloud
  • integration with office 365
  • free updates
  • API & Webhooks
  • support
  • VoIP integration
  • daily back-ups
  • integration with Google apps
  • CRM & Offers
  • Time Tracking
  • Lead Management
  • Calendar Management

Per Extra user

$10.00
1 user(s) / month
Included in plan:
  • one extra user

FAQs

    No FAQs associated with this application.

FAQs

    Does this service offer multi-user capability (e.g. teams)?
  • Users can @mention team members, assign tasks, etc. There's also a Highrise integration with Slack...

  • What platforms does this service support?
  • It is possible to access Highrise with Internet Explorer, Firefox, Safari and Chrome. Users can access Highrise from a mobile device via native iPhone and Android apps or web browser.

  • Who are the main user groups of this service?
  • Main users of Highrise are small and medium-sized business owners.

  • What is this service generally used for?
  • It is used as a contact management platform.

  • What are some applications this service is commonly used in tandem with?
  • Users of Highrise can import their contacts into Mailchimp, add invoices from FreshBooks, automatically enter data with Wufoo forms, and more.

  • Does this service integrate with any other apps?
  • Highrise with integrates with many useful applications to access user's contacts on the go, collect leads, send marketing messages, analyze their sales, and more.

  • Does this service offer guides, tutorials and or customer support?
  • They offer online support and video tutorial.

  • Does this service offer an API?
  • It offers integration with many 3rd party tools via API.

FAQs

    Does this service integrate with any other apps?
  • Yes, we integrate with more then 150 other apps.

    • Bookkeeping: Exact, Datev, Octopus, Twinfield, Yuki, CODA, Unpaid, E-Invoice (UBL), WInbooks, Bilendo, Billit, SageOne

    • Calendar: Office 365 Calendar, Google Calendar, Apple iCloud Calendar, Exchange Calendar, Kerio Connect, Google Resources, Lobbipad

    • Chat: Slaask, Hivemind, Slack

    • Contact sync: LinkedIn, Google Contacts, noCRM.io, RingCentral, Teamwork Projects, BombBomb, Robly, Teamleader, Office 365 Contacts, Zendesk, FinFolio, Constant Contact, Fastbill, Benchmark, EzTexting, Hubspot, Clio, Recurly, ActiveDEMAND, Bexio, Prospect.io, TractionNext, myphoner, Intercom, Salesforce Pardot, Odoo, Salesforce Desk, Teamwork Desk, MailUp, Easybill, Emma, Woodpecker, SageLive, Magento, ConnectWise Manage, Trello, iCloud, Chargebee, Infusionsoft, Dotloop, GetResponse, SharpSpring, Podio, Sellf, Help Scout, ONTRAPORT, Aircall, Direct Mail for Mac, ActiveCampaign, PersistIQ, Xero, Flexmail, Dotmailer, Drip, Quickbooks, MailerLite, Kustomer, Marketo, Groove, Shopify, Freshbooks

    • Dashboard: Wizer, Invantive Control, Cumul.io, Invantive Query Tool

    • Email marketing: MailChimp, Campaign Monitor, Laposta, Incantive Composition, MailUp, Mailjet, MailPlus

    • Email tracking: Office 365 Outlook, Gmail, Outlook 2013, IMAP

    • Export: Datev Export, Invantive Composition, Google Sheets, Billit, Invantive Query Tool, Wuunder

    • File Management: Dropbox, Google Drive

    • Financial Data: Trends Top, CODA, Invantive Control, CompanyView, E-invoice (UBL), Bilendo

    • Payment: Mollie, Stripe, Bancontact, Bitcoin, Sofort, Visa, PayPal, Mastercard, iDEAL, Cartes Bancaires, KBC, CartaSi, American Express, Belfius, Unpaid

    • Social: LinkedIn

    • Time Tracking: Google Chrome, Simple Simon

    • VoIP: Twilio, Voipplay, Go Integrator, Voys integratie, Xelion VoIP, 3CX

    • Web2Lead: JotForm, Wufoo, Custom Form, Formstack, Unbounce, Story Chief, Sitemanager

  • Does this service offer guides, tutorials and or customer support?
  • We have a Support page where you can find the following:
    - Product Knowledge base: Use the tips and tricks in our product manual to fully benefit from Teamleader

    • Video Tutorials: Missed a live Webinar? Watch our video tutorials

    • Billing & Invoices: Questions or remarks about your received invoice?

    • Start-ups: Would you like to use Teamleader as a start-up? Discover our special start-up program.

    • Upgrades: Want to add extra users or product modules to your account? Request an upgrade!

    • Partners: Ready to spread the Teamleader love? Learn more about our partner program.

    • Status Page: Stay up-to-date on all announcements on Teamleader's status and performance

    • HR& Jobs: Have a look at our vacancies and find out what it's like to work at Teamleader

    • Marketplace: Explore, manage and build your favourite integrations in the Teamleader Marketplace

    • Developers: Learn more about our API and other technical aspects of our tool

    • Haven't found an answer? email us via [email protected] We're here to help!

  • Does this service offer an API?
  • Yes, you can create your own integrations & submit them to the Marketplace.

    Everything you need to know to start creating your own Teamleader integrations you can find:
    - Knowledge Base
    - API Documentation
    - Contact us

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, the basic premium starts with 2 users, but you can pay €10 a month/extra user.

  • What platforms does this service support?
    • Cloud, SaaS, Web
    • Mobile iOS native
    • Mobile Android native
  • What is this service generally used for?
  • Teamleader helps you and your team work smarter so your small business thrives. Bringing CRM, project management and invoicing together with an intuitive software solution, Teamleader enables your team to collaborate, organize and build your business.

  • Who are the main user groups of this service?
  • Teamleader enables small and medium sized businesses to organise their business, build better relationships and collaborate with their team in a single tool.

Vendor Information

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

Vendor Information

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

Vendor Information

Founded:
-
Based in:
Gent
Employees:
51-200
Likes:
Followers:
1.11k

Other

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

Other

Who uses Highrise
  • Freelance
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses Teamleader
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English, German, Italian, Dutch, French, Spanish, Danish, Finnish, Norwegian, Swedish
Regional Restrictions:
No restrictions.
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