Migrate Capsule to Hubspot CRM in a Few Clicks

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Migrate Capsule to Hubspot CRM in a Few Clicks

With useful CRM software, you can manage client accounts, leads and orders to improve data and process management and cost control. Even if you are interested in increasing sales and improving customer satisfaction, it is essential to choose the ideal software that meets the needs of your business so that you can achieve the set goals.

Choosing the right CRM for your business can be tough. With so many to choose from, how do you know you’re picking a right solution for your business? Let’s compare two platforms and find out how to move Capsule to HubSpot CRM.

Brief Overview

Capsule

Capsule CRM is a compelling tool for small mid-sized companies. Launched in 2008, the platform occupies a market segment interested in the easy-to-use software.

Capsule CRM provides you with the possibility to manage various relationships: contacts, potential clients, partners, suppliers, etc. Also, the solution can help you to increase the pipeline managing efficiency (e. g., track deals, bids, offers, etc.). In addition, the platform allows providing the business team performance through communication and the ability to create current tasks.

Hubspot

HubSpot CRM is a cloud-based software and considered to be one of the leading CRM applications on the market. It is an excellent solution which is specialized in sales automation. HubSpot CRM is a certified premier Google partner and suits all types of businesses (that's why it is in our list of CRM Software Comparison). The most prominent feature of the HubSpot CRM is that it is free to use. Any company can utilize it without charge. HubSpot CRM includes all the fundamental features which enable the business owners to control content, channels and marketing performance in one place. With this CRM it is also possible to track and close the deals, manage the agents’ performance and enhance the customer support and experience.

Feachers:

  • Deals and Tasks. Add your deals easily, assign tasks to push them forward, and progress in the dashboard.
  • Lead Management. Perform the sales activities, observe the detailed organization contact records, and see the communication history in one view.
  • Company Insights. Populate a new contact, company, and deal records with HubSpot CRM database of over 20 million businesses automatically. Just use the prospect's corporate email.
  • Email Tracking. Get a desktop notification the second a prospect opens your email and clicks a link inside. Follow up right after the potential customers had a contact with your email.
  • Email Templates. Turn your most repetitive sales emails into templates that you can personalize, optimize, and share with other employees. Observe the metrics across all of your templates for an individual rep over any time period.

Pricing

Capsule CRM offers you 2 subscriptions:

  • a free plan includes an ability to get 2 users, store up to 250 contacts, has 10 MB storage, unlimited opportunities and cases;
  • the Professional edition - $15/user/month and can be used with up to 50,000 contacts with unlimited opportunities and cases. This payment option has the file storage of 2GB and lets you integrate with premium integrations. Note, you can sign up for a 30-day free trial of the Professional plan, but it requires a credit card.

HubSpot CRM is free forever, no matter how many users you have.

Choose Trujay to Migrate Capsule to Hubspot CRM

Trujay service is a SaaS that provides users with the opportunity to migrate CRM data across over 120 CRM platforms accurately and securely. It is an automatic tool to perform Capsule to Hubspot CRM data transfer without any technical knowledge and skills.

As well, you can take advantages of the following benefits:

  • Automated CRM Data Migration for over 15 modules
  • Free Demo Migration
  • Modules and users matching
  • Saved relations between the modules
  • Data Security and Privacy
  • The Possibility to Restart Migration Over (Migration insurance)
  • During & Post Migration Technical Support

Let’s review the fields Trujay can automatically migrate:

Activities before Switch

To make sure you do all the appropriate planning and preparation before you migrate Capsule to HubSpot CRM by following the next suggestions:

  • Try out your solution. As Hubspot is free, you can test your future platform and see the system in action.
  • Analyze and filter your records. Take time to find out how your data is structured, where it resides and what parts require extra attention. Think of what you would like to move to a new system and what should be left behind.
  • Secure the information. It is highly recommended to prepare a backup and retain it even after the migration is over. It will help to eliminate the possibility of any data loss. You can migrate Capsule to CSV and Excel files for a backup
  • Notify your employees. Make sure your workers know about a change and are equipped with all required tutorials.

Check out a short video tutorial on how to migrate Capsule to Hubspot CRM. 

Migrate Capsule to HubSpot CRM in 4 Clicks

After the preparation steps are behind, you can transfer the business information CRM by using an automated migration system Trujay:

  1. Go to https://app.trujay.com and register your account. Provide your name, email, password and enter the phone number; or sign in with your social network accounts or as a CRM (HubSpot CRM) user.
    register
  2. Specify your existing CRM - Capsule. Provide the required credentials. Log in Hubspot CRM.

 

3. After that, select items you’d like to migrate to your new CRM platform. Check the corresponding boxes to migrate your accounts, contacts, tasks, opportunities, leads and notes together with the related activities such as calls and events. Click Start Free Demo Migration.

4. Now, check out your Demo migration results. If you are satisfied, you may fully migrate Capsule to HubSpot CRM.

Actions Afterwards

Now, when the data transfer part is over, it is recommended to use some post-migration tips for better platform implementation and automation:

  • check out if the records are transferred to the proper fields;
  • find out if the relations between the items are restored in the right way;
  • make sure to build personalized workflow rules;
  • set up the filters for reporting tools;
  • continue to educate your staff about new system by providing training and holding the meetings. Also, don’t forget to ask for workers’ feedback, so you can gauge where everyone in the organization is with the platform and what issues still need to be addressed.

To Sum Up

Now you know more about the future CRM, the possible migration ways, and how to switch the data automatically just in few steps.

Well, it is high time to migrate Capsule to HubSpot CRM right away.

Transfer to HubSpot CRM limited amount of your Capsule data by starting free Demo migration,  and enjoy using the desired solution.

Don’t wait up, migrate Capsule to HubSpot CRM today.

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