Our Motto:
"From anything to anything..."

Our consultants have years of experience in over 1000 CRM data migration projects. We have tackled, and now automated, many conversion tasks. Many conversions have unique requirements, so we stand ready with tools to get at the data and reformat it as needed.

Cost-effective excellent work at a fixed price is our standard!

Formats and Projects

  Import ANY data into ACT!, SalesForce, Maximizer, SalesLogix, GoldMine, etc...
        (yes we can do NOTES, ACTIVITIES, etc.)

  Export ANY data from  ACT!, SalesForce,  GoldMine, Maximizer, SalesLogix, etc...

  Some of the common CRM systems we can export clean data from: 

ACT!

Advisors Assistant (Client Marketing Systems)

AMS 360
Aplicor Cloud Suite 7 

SalesForce to ACT!

ACT! to SalesForce
Bill Good Marketing- Gorilla  

BCM - MS Business Contact Manager /Outlook 

Brokers Ally

Brokers Notebook
BusinessETouchCRM

CampaignerCRM

CDS-Client Data System-EZ DATA
ChurchETouchCRM

Daylite for the Apple/Mac
Franklin Covey / PlanPlus Online
GEN4 systems - Agency Management database for group and individual insurance brokers 
GoToMeetingOne-CRM
GoldMine
GreenRope
HighRise CRM by 37Signals
InfusionSoft

InsComm Insurance CRM

Junxture  

Maximizer  

Microsoft CRM/MSCRM/MS Dynamics CRM

NetSuite CRM+

NowContact

OutLook 98/2000/2002/2003/2007/2010/ 365/2013
OnContact
Prophet (Outlook addin- developed by Avidian)

Redtail CRM
Revelent Equity Works

SAGE CRM

SalesLogix

Sharkware

Siebel CRM

Smart Office - IBEX
SugarCRM

Telemagic

Top Producer

Tracker

WealthSpring by Mountech Software

WorkflowMAX
ZoHo CRM
 

  Some of the common File Formats we can convert to your CRM or CSV

ACCESS 

ASCII 

askSAM 

Binary 

Btrieve 

Clipper 

c-tree 

DIF 

dBase
iCAL - Apple Calendar 

Enable OA 

Excel 

FIXED Field Record layouts 

FileMakerPro 

FoxPro 

Framework 
Lotus 1-2-3 

Multiplan 

Platinum 

Quattro 

Q 

Superbase 

SYLK 

SQL - MS, sybase, mySQL, Oracle... 

Symphony

VP Planner

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  Custom Programming when needed 

Reformat - upper /lower case,  

Combine or split names,  

Update/Verify phone numbers or zips 

Compare files 

Calculate or combine values 

  Process Notes, History, Opportunities, User, and Activity information

We are happy to do an webinar or review a sample file, to give you a fixed price for the work required to convert your data. Please e-mail us for more information. We offer standard 2 day turn around for most conversions and emergency service when required. Contact us at 847-352-4770 for more information.