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Features Sales:
Calendars
Leads & Contacts
Organizations
Deal tracking
Forecasting
Team management
Follow-up reminders
Click-to-call
Quotes
Marketing:
Web-to-lead forms
Campaign management
Email marketing
Autoresponders
Customer service:
Case management
SLAs with Business Hours
Knowledge base
Customer portal
Service contracts
Other:
Collaboration
Workflow automation
Projects
Payments and tracking
Inventory
Documents
Quotes
Invoices
Sales orders
Product and service tracking
Subscription management
Reporting & analytics
20+ Integrations
iPhone, Android, iPad apps
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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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suitable For
Freelancers
Startups
Agencies
SMBs
Enterprises
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suitable For
Freelancers
Startups
Agencies
SMBs
Enterprises
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Languages
English
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Languages
English
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Integrates With
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Integrates With
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Pricing
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Pricing
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