Compare Data2CRM.Migration vs SugarCRM vs Insightly

SugarCRM

CRM
 (31)

Insightly

CRM
 (577)
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Crozscore:

78%
what is this?
100%
32%
no significant changes

Crozscore:

83%
what is this?
72%
53%
interest rising

Crozscore:

90%
what is this?
90%
49%
interest rising
Data2CRM.Migration screenshot view 4 more SugarCRM screenshot view 4 more Insightly 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:

SugarCRM is convenient tool for sales automation, marketing automation, account management and other customer relationship management (CRM) needs.
Sugar's functionality includes sales-force automation, marketing campaigns, customer support, collaboration, Mobile CRM, Social CRM and reporting.
A strong contender in the CRM market, the software is a viable option for organizations that require flexibility, ease of use, affordability, and choice in cloud providers.

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.

Features:

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

Features:

  • Contact Management
  • Contact Sharing
  • Customer Management
  • Email Integration
  • Forecasting
  • Lead Management
  • Marketing Automation
  • Data Export
  • Data Import
  • History/Version Control
  • Task Scheduling/Tracking

Features:

  • API
  • Email Integration
  • File Sharing
  • Project Management
  • Contact Management
  • Contact Sharing
  • Lead Management
  • Social-Media Integration

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:

  • Email Integration

  • Marketing Automation

  • Sales Force Automation

  • Customer Support

  • Social CRM

  • Reporting

Summary:

    No key features associated with this application.

Pricing:

  • Credit card required: N/A
  • Professional: $40 user/month.
    Enterprise: $65 user/month.
    Ultimate: $150 user/month.
    All pricing plans allow free trial.

FAQs:

    No FAQs associated with this application.

FAQs:

    Who are the main user groups of this service?
  • Main users of SugarCRM are small- and medium-sized businesses in any particular industry.

  • What is this service generally used for?
  • It is generally used for customer relationship management.

  • What platforms does this service support?
  • SugarCRM is a web-based application, with native mobile app for Android and iPhone.

  • What are some applications this service is commonly used in tandem with?
  • It is used in tandem with: LiveChat; ActiveCampaign; Synchroteam; eXo Platform; Vision Helpdesk; Freshdesk.

  • Does this service integrate with any other apps?
  • SugarCRM integrates with any third party systems people use, and can accommodate the new modules.

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

  • Does this service offer guides, tutorials and or customer support?
  • They offer documentation, training & help, and customer center.

FAQs:

    No FAQs associated with this application.

Publisher:

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

Publisher:

Founded:
2004
Based in:
Cupertino
Employees:
501-1000
Likes:
8.48k
Followers:
18.2k

Publisher:

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