Features
Basic:
Contact Management.
Opportunity Management.
Sales Forecasting.
Quotes & Orders.
Lead Management.
Interactive Dashboard.
Reporting.
Find / Advanced Find.
Groups.
Outlook Integration (Lite).
Mobile.
Standard Customisations.
Data Import.
Essentials User Management.
Pro:
Case Management
Solutions / Knowledgebase Management
Campaign Management
Outbound Call Handling
Manage Relationship Types
Mass Email
User Management
Territory / Security Management
Workflow
Preconfigured Escalations
Professional User Management
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Features
Data Cleaning.
The service helps you eliminate the copies of data before the migration. The SaaS allows to delete the duplicates in the service packages.
Fields and Users Mapping.
Data2CRM enables you with mapping the entities on your own in accordance with the business requirements during the transfer.
Free Demo Migration. An automated tool offers you an opportunity to check the service in action. The solution moves the limited amount of records together with the relations between the items.
CRMs Uptime.
Your business will be running as usual, and the team won’t notice any downtime during the migration. Data2CRM works without any impact on the CRM systems’ uptime.
Coding and Copy/Pasting Free
The automated tool helps you perform the migration without manual work.
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