You can set up the fields mapping and data import on your own. Try a free Sample Import to check the service in action and launch a CRM data transfer automatically.
Take advantage of built-in data mapping option and set up the records migration to the selected fields. Also, you can exclude the transition of some fields in case they have no or little value for your business processes.
You can move the custom data fields from the existing CRM to the desired platform, and transfer the default records right from the migration wizard.
Data2CRM also supports the user mapping, so you can migrate records to the corresponding users on the new platform or choose the other user as well.
CRM data migration is literary reduced to a few mouse clicks in the migration wizard.
All you need to do is provide your Existing and Future CRM platforms details.
We will migrate from any CRM you need
Real testimonials from real clients
Great service with even greater customer service. Couldn’t be happier, the team over there are top-notch. Ease of use Consistent delivery of the product. Time from start to implementation should be communicated on the front end to set expectations.
Why wait? Don’t code it yourself. Pay the cost and use Data2CRM they are the best! Easy to use, great support. Does what it says it will. If you are not technically savvy support will be required.
A migration between CRM is a very painful process, you want to make sure that your sales teams are not going to lose critical information in the process badly affecting their results. With Trujay I planned my migration myself and they were ready to help me when I couldn’t figure some parts out myself. The representative was very helpful and friendly. Overall a great experience for a migration which use to keep me up at night!
“Unbeatable service with data accuracy to match!”The consultant was great, she was very responsive and worked hard to help answer my questions. She walked me through the migration process and made it stress-free and simple. Good service is hard to come by in business, especially when you are trialing or sampling software. She was not interested in trying to make my purchase, she helped me navigate the software so I could see the power of how it worked – that made me buy!! highly recommend. This software is a pleasure to work with, very simple, elegant & user-friendly. The accuracy in the data migration is spot on. It’s hard to find anything I’m not happy with.