Agile CRM and Data2CRM automated migration service are official partners.
Move your business data from any CRM to Agile CRM - It’s Accurate and Secure.
You can login using your Facebook, Google+, LinkedIn or Azure AD accounts. Using these accounts, you can also login to Data2CRM account. It’s secure and convenient.
Choose your existing CRM from a drop-down list and provide access credentials (login, password or API key).
Then provide your new CRM URL, type and access credentials (login, password or API key).
Please note - The required information varies for CRM to CRM. Please check with your CRM support, if have further questions on this.
Once you have defined the existing and future CRMs, select the entities you want to migrate by checking the boxes out and provide more in-depth fields and users mapping to set up right relations between records in your future CRM.
When all is set, start your free Demo to see how the service works. This would let you visualize how much time each part of migration is going to take. You can plan your work accordingly - we call it convenient.
Once the Demo is complete, check its outcomes. If everything is satisfying, launch full Data Migration.
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.