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 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
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
No key features associated with this application.
Pricing
Credit card required: No
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
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
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.
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