Compare Data2CRM.Migration vs Insightly vs Salesforce

Insightly

CRM
 (577)

Salesforce

CRM
 (174)
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Crozscore:

78%
what is this?
100%
32%
interest rising

Crozscore:

90%
what is this?
90%
49%
interest rising

Crozscore:

88%
what is this?
84%
68%
no significant changes
Data2CRM.Migration screenshot view 4 more Insightly screenshot Salesforce screenshot view 1 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:

Salesforce is the Customer Success Platform. Our social and mobile cloud technologies - including our flagship sales and CRM applications - help companies connect with customers, partners, and employees in entirely new ways.

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:

  • Google Apps Integration
  • File Transfer
  • A/B Testing
  • File Sharing
  • Conversion Tracking
  • Custom Data Forms
  • Third-Party Plugins/Add-Ons
  • Supplier Management
  • Referral Tracking
  • Project Management
  • Customer Management
  • Scheduling
  • Task Scheduling/Tracking
  • Calendar Management
  • Audience Targeting
  • Batch Permissions & Access
  • 2-Factor Authentication
  • Expense Tracking
  • Marketing Automation
  • Lead Scoring
  • Data Export
  • Data Import
  • Click-to-Dial
  • Notifications
  • Multi-Currency
  • Multi-User
  • External Integrations
  • Dashboard
  • Data Visualization
  • API
  • Contact Management
  • Contact Sharing
  • Lead Management
  • Email Integration
  • Forecasting

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:

  • Find more high-quality leads, more quickly, and grow your pipeline.

  • Sales force automation allows you to streamline your sales processes so you can spend more time selling.

  • Model your business in Salesforce and make smarter decisions with powerful analytics.

FAQs:

    No FAQs associated with this application.

FAQs:

    No FAQs associated with this application.

FAQs:

    No FAQs associated with this application.

Publisher:

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

Publisher:

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

Publisher:

Founded:
1999
Based in:
San Francisco
Employees:
10001+
Likes:
Followers:

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:

Regional Restrictions:
No restrictions.
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