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Data2CRM
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Data2CRM Reviews

Data2CRM
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About Data2CRM

Data2CRM was established in 2014 as a MagneticOne project and was acquired by Trujay Group in 2018. Since then, a new company Trujay got alive. Nowadays, both Trujay and Data2CRM services are popular all over the world: USA, Canada, the UK, France, Germany, and many other countries. The service is available on four languages, En, Es, Fr, De.

According to the vendor, they can migrate over 50 modules between more than 25 CRMs, from/to CSV, Excel or Gsuite.

Currently, they offer 2 options for successful data transfer:
1. Self-served migration. Means you can go to the service, log in the CRMs, map data fields, launch and evaluate sample transfer, then proceed with full migration. All those things you can do by yourself. Fast, safe, no human mistakes, no extra conversations.
Also, you can estimate the number of records on your CRM, receive migration price and proceed with a Sample migration.
2. Migrate with the help of our techs. This is the way to go if you need some advanced migration possibilities or desired platform is not supported for automated transfer.
3. Data Integration with the help of our techs.


Data2CRM Features

Sales Force Automation Features
Has featureCustomer data management / contact management
Does not have featureWorkflow management
Does not have featureTerritory management
Does not have featureOpportunity management
Has featureIntegration with email client (e.g., Outlook or Gmail)
Does not have featureContract management
Does not have featureQuote & order management
Does not have featureInteraction tracking
Does not have featureChannel / partner relationship management
Customer Service & Support Features
Does not have featureCase management
Does not have featureCall center management
Does not have featureHelp desk management
Marketing Automation Features
Does not have featureLead management
Does not have featureEmail marketing
CRM Project Management Features
Does not have featureTask management
Does not have featureBilling and invoicing management
Does not have featureReporting
CRM Reporting & Analytics Features
Does not have featureForecasting
Does not have featurePipeline visualization
Does not have featureCustomizable reports
Customization Features
Has featureCustom fields
Has featureCustom objects
Does not have featureScripting environment
Has featureAPI for custom integration
Security Features
Does not have featureRole-based user permissions
Does not have featureSingle sign-on capability
Social CRM Features
Does not have featureSocial data
Does not have featureSocial engagement
Integrations with 3rd-party Software Features
Does not have featureMarketing automation
Does not have featureCompensation management
Platform Features
Has featureMobile access
Additional Features
Has featureAutomated CRM Data Migration
Has featurePossibility to Restart Migration Over
Has featureImport & Export of Any CRMs or Files
Has featureFree Sample Migration
Has featureDetailed Modules and Users Mapping
Has featureSupport of Custom Fields
Has featureDuring & Post Migration Technical Support 24/7
Has featureCost Estimation

Data2CRM Screenshots

Data2CRM Competitors

https://www.salesforce.com, https://www.hubspot.com/, https://www.zoho.eu/crm/

Pricing

Has featureFree Trial Available?Yes
Does not have featureFree or Freemium Version Available?No
Has featurePremium Consulting/Integration Services Available?Yes
Entry-level set up fee?Required

The migration price is flexible. The total migration cost depends only on the quantity of your CRM data if you use automated migration and on the complexity of the project if custom import. Estimate number of records on your CRM and expected migration price. Also, you can switch a part of your real info to the desired CRM by running Free Sample Migration as many times as you need.

Data2CRM Support Options

 Free VersionPaid Version
Phone
Live Chat
Email
FAQ/Knowledgebase
Social Media
Video Tutorials / Webinar

Data2CRM Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:No
Supported Countries:Every country
Supported Languages: En, De, Es, Fr