Move Straight Ahead With Your Capsule to Agile Migration

Move Straight Ahead With Your Capsule to Agile Migration

Have you ever thought about how highly CRM can affect your business? Telling the truth, it can raise your company to incredible heights or pull it down. Therefore, if you wish to develop the organization moving straight ahead, it is critical to choose the right ​CRM solution.​ It has to keep perfect balance satisfying all your business needs yet not becoming an abuse of the budget. So, if you are a current Capsule user looking for alternatives to find the most suitable solution, C ​ apsule to Agile Migration​may be your option to choose.

Brief Overview Capsule Capsule CRM​is a web-based platform that makes it a flexible yet simple enough solution. The users mainly are freelancers and small businesses. Capsule CRM is a suitable tool that helps you to track the contacts and companies, keep connected with them, improve your sales opportunities/what activities and tasks that have to be done.

​Agile

CRM

Agile CRM​is a cloud-based platform that unites core sales and marketing features, service, and the platforms that makes web engagement reality, into a single solution.

The solution is trusted by numerous businesses across the world and industries.

Accustomed that typical customers of Agile CRM are freelancers, small and mid-size businesses as well as enterprises.

Agile CRM offers its users a wide set of features like project and contact management, scheduling possibilities, sales and marketing automation, customer service improvement, email tracking, possibility to manage landing pages, and SM marketing.

That is the way users get a platform that can put all the all the data about customers on a single page as well as streamline their tasks, enhance relationships, and improve the productivity in general.

Agile CRM has an awesome customers support: by Phone, Online, Knowledgebase, and Video tutorials are available.

The platform is available in English, India, Spain, France and Russian languages.

It is popular on markets of Europe, Asia, Australia, Brazil, Canada, China, Germany, India, Japan, Latin America, Mexico, Middle-East and Africa, United Kingdom and the US.

Now you know a brief review of both platforms, but check out the pricing policy to make sure that Capsule to Agile Migration is your way.

Pricing Options Capsule ● Free mode

Affords 10 MB of storage with unlimited cases for 2 users to store up to 250 contacts.

● Professional edition costs $15/monthly per user

With “Professional” instead you can keep up to 50,000 contacts, 2GB storage per user, unlimited opportunities and unlimited cases. Premium integrations include GSuite, Xero, FreshBooks, MailChimp, Wufoo and else.

Agile CRM ● Free for up to 10 Users) ● Starter: $14.99/month ($9.99/month paid annually or $8.99/month paid each 2 years) ● Regular: $49.99/month ($39.99/month paid annually or $29.99/month paid each 2 years) ● Enterprise: $79.99/month ($64.99/month paid annually or $47.99/month paid each 2 years)

Migrate Your Data Wisely There are two alternatives to choose your way to provide Capsule to Agile Migration:

1. Do it on your own

That is not bad options if there is a small number of records in your current CRM. It makes you able to recollect all the contacts and modernize/remove them if needed. Also, all the relations between records will be set in the desired order.

However, despite the obvious pros, that method is unacceptable for large data amount because of its time/ labor consume, and human mistake possibility.

2. Migrate your data automatically.

Let people who moved thousands of CRM data to transfer your information.

That option is fast and easy to use and excludes any possibility of the human mistake.

The only possible cons are its price. But, it is much less than would be spent to pay a freelancer for data movement. Also, you may get known own migration cost for free thanks to ​ Demo Migration.​

Your Capsule to Agile Migration In Four Clicks Step 1. G ​ o to D ​ ata2CRM.Migration​and choose the option you like most:

- create your account by filling in own credentials.

- log in as a social network user.

Step 2.​Choose Capsule CRM from the drop-down list an login.

In case you do not know ​where to find your Capsule API key,​ visit our FAQ section.

Define Agile CRM as your target platform and enter its credentials to log in. Find out h ​ ow to get your Agile CRM API.​

Step 3. C ​ orrespondence the fields on your current and future CRM in details and in the desired order. Do the same regarding the users or create new ones and launch free Demo Migration.

Step 4.​Check out the results you’ve got. If it is satisfying, choose the suitable insurance option and launch Capsule to Agile Migration.

In case there’s something wrong with your Demo Migration, try to restart it over as many times as needed.

If that still does not work for you, do not hesitate to ​get in touch with Data2CRM experts and find out how to solve the issue.

Final Points

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Well, now you know much more about the chosen platform and data migration.

So, it is high time to initiate Capsule to Agile Migration.

To that, move a part of your data from Capsule CRM to Agile CRM by running free and safe D ​ emo Migration​.