Compare Data2CRM.Migration vs 17hats vs Pipedrive

Pipedrive

CRM
 (1717)
More Information More Information More Information

Crozscore

78%
what is this?
interest rising

Crozscore

88%
what is this?
no significant changes

Crozscore

90%
what is this?
interest rising
Data2CRM.Migration screenshot view 4 more 17hats screenshot Pipedrive screenshot

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

  • Have all your documents under one roof: invoices, quotes, contracts, and questionnaires.
  • Created for small business owners, 17hats automates & streamlines repetitive tasks by offering templates for most major functions every entrepreneur needs to complete.
  • Automate your process through workflows: from leads all the way through client fulfillment.
  • Removes all the clutter for customer management, reminders, accounting, payment processing,
  • Easily manage projects, bookkeeping, and client relationships using our client portal, so you can stay on track and save time.

Software Description

Pipedrive is a sales management tool built for salespeople by salespeople. Used by more than 50k sales teams globally, it helps to see the big picture, then gives step-by-step guidance to keep everyone focused on the activities that drive deals to close. With Pipedrive nothing falls through the cracks. It is easy to use and helps to keep focus, so your team will love to use it and you can trust the data in the system. Its simple to get started, but powerful enough adapt to any sales process.

Features

  • Data Import
  • File Transfer
  • Data Export
  • Lead Management
  • Customer Management
  • File Sharing

Features

  • Customer Service
  • Accounts Receivable
  • P&L
  • Email Integration
  • Contact Management
  • Data Export
  • Project Management
  • Call Tracking
  • Electronic Signature
  • Tax Management
  • Expense Tracking
  • CRM Integration
  • Calendar Management
  • Customer Management
  • Task Scheduling/Tracking
  • Multi-User
  • Notifications
  • Stripe
  • PayPal
  • Data Visualization
  • External Integrations
  • Lead Scoring
  • Lead Management
  • Billing/Invoicing
  • Payment Processor
  • Dashboard

Features

  • Calendar Management
  • Data Visualization
  • Data Export
  • Scheduling
  • Task Scheduling/Tracking
  • Mobile Access
  • Google Apps Integration
  • Notifications
  • Conversion Tracking
  • External Integrations
  • Product Catalog
  • Sales Automation
  • API
  • Dashboard
  • Email Integration
  • History/Version Control
  • Lead Management
  • Lead Scoring
  • Contact Management
  • Contact Sharing
  • Project Management
  • CRM Integration
  • Data Import
  • Forecasting
  • Expense Tracking

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

  • Dashboards

  • Lead Generation

  • Client Profile Management

  • Project Workflows & Automation

  • Templates

  • Calendar Syncing

  • Invoice Management

  • Quote & Contract E-Sign

  • Client Portal

  • Billing

Summary

  • Contact Histories: In the Contacts portion of the application, users are able to search for contacts by name or organization.

  • Timeline Views: Deals are arranged by their expected close dates, allowing salespeople to discover which activities they should be working on before deals get stale.

  • Sales Forecasting: Our Forecasting tool is akin to having a personal sales manager, except it can’t fire you if you don’t make your targets. It helps you to pick the right deals and activities to focus on, so you won’t experience nasty surprises at the end of the month.

  • Sales Pipelines:We’ve built our software around a proven sales pipeline management methodology. The primary view is the pipeline, a clear visual interface that prompts you to take action, remain organised and stay in control of a complex sales process.

  • Reporting Capabilities: With Pipedrive, salespeople track any number of metrics, including the number of calls made by individual team members and the number of pitches completed in a given period of time.

  • Email integration: Stop wasting time in your inbox We offer two easy and time-saving ways to track email conversations. In addition, we'll connect your emails automatically to your contacts and deals, so you'll have a full overview of everything that's happening with a prospect in one place. You’ll save time and improve sales productivity.

Monthly Plan

$45.00
per Month
Included in plan:
  • No 17hats Transaction Fee
  • Processing Fee: 2.9% + 30¢
  • ACH (eChecks) payments
  • Customer Support
  • Sync Bank Account
  • Template Marketplace
  • Create Multiple Accounts
  • Unlimited Projects
  • Up to 5 Users
  • 30-Day Money Back Guarantee

Annual Plan

$295.00
per Year ($25/mo, save 45%)
Included in plan:
  • No 17hats Transaction Fee
  • Processing Fee: 2.9% + 30¢
  • ACH (eChecks) payments
  • Customer Support
  • Sync Bank Account
  • Template Marketplace
  • Create Multiple Accounts
  • Unlimited Projects
  • Up to 5 Users
  • 30-Day Money Back Guarantee

Two-Year Plan

$395.00
for 2 Years ($17/mo, save 63%)
Included in plan:
  • No 17hats Transaction Fee
  • Processing Fee: 2.9% + 30¢
  • ACH (eChecks) Payments
  • Customer Support
  • Sync Bank Account
  • Template Marketplace
  • Create Multiple Accounts

Pricing

  • Credit card required: No
  • $12 per user per month, with 30 days free trial.

FAQs

    No FAQs associated with this application.

FAQs

    Does this service offer an API?
  • No API offered.

  • Does this service offer guides, tutorials and or customer support?
  • Customer Support via Email or Chat, Documentation, Webinars, Live Online, Video Tutorials.

  • Does this service offer multi-user capability (e.g. teams)?
  • 17hats offers its users possibility to create multiple accounts.

  • What are some applications this service is commonly used in tandem with?
  • It is commonly used in tandem with CRM, Business Management Tool/Software, Accounting and Payment Applications.

  • What is this service generally used for?
  • It is generally used for automating business processes.

  • Who are the main user groups of this service?
  • Main users of 17hats are small businesses.

  • What platforms does this service support?
  • This is web-base platform with Android and iOS apps.

  • Does this service integrate with any other apps?
  • Integrations: Square, Stripe, Authorize.net, QuickBooks, PayPal, Google Cal, Google E-Mail, The Knot, Shootproof, WeddingWire, ShowIt.

FAQs

    Who are the main user groups of this service?
  • Sales departments in small and mid-sized businesses.

  • What is this service generally used for?
  • Pipedrive is used as a sales pipeline management tool.

  • What platforms does this service support?
  • This solution works on both desktops and mobile devices, thanks to native iOS and Android applications.

  • What are some applications this service is commonly used in tandem with?
  • Pipedrive is commonly used with dapulse, ActiveCampaign, and Userlike Live Chat.

  • Does this service integrate with any other apps?
  • Pipedrive integrates with multiple of third-party applications, including Dropbox, Google Apps, Google Drive, and Highrise. A Google Maps integration makes it easy for salespeople to see their customers on interactive maps.

  • Does this service offer an API?
  • It offers REST API.

  • Does this service offer guides, tutorials and or customer support?
  • Support offered: FAQs, a Knowledge Base, Online Support, Phone Support, Video Tutorials.

Publisher

Founded:
-
Based in:
San Diego
Employees:
11-50
Likes:
Followers:
512

Publisher

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

Publisher

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

Other

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

Other

Who uses 17hats
  • Personal
  • SMEs
Desktop Platforms:
  • Web App
  • Windows
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses Pipedrive
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
Italian, Norwegian, Turkish, Portuguese, Japanese, Korean, German, French, Estonian, Spanish, English, Dutch, Finnish
Regional Restrictions:
No restrictions.
Back to top