Move Straight Ahead With Your Capsule to Agile Migration (2018)

Home | Blog |
Move Straight Ahead With Your Capsule to Agile Migration (2018)

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, Capsule to Agile Migration may be your option to choose.



Brief Overview



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, the possibility to manage landing pages, and SM marketing.


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


Agile CRM has 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 in markets of Europe, Asia, Australia, Brazil, Canada, China, Germany, India, Japan, Latin America, Mexico, the Middle-East and Africa, the 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




  • 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 amounts because of its time/ labor consume, and human mistake possibility.


  1. 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. Go to Trujay.Migration and choose the option you like most:


- create your account by filling in your 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 how to get your Agile CRM API.



Step 3. Correspondence the fields on your current and future CRM in detail 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 Trujay experts and find out how to solve the issue.



Final Points


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 Demo Migration.

Recommended articles
Automated CRM Switch with Trujay! Infuse a New Life into Your Business Management!
News of universal importance! MagneticOne unveils the further portion of innovative rock solution. From now on, the automated CRM data migration is more than just a reality; it’s 5-step magic that will import all your data to the dream CRM …
julio 10 2014
SugarCRM Horizons or How to Strike the Right Business Path
With the swift-flowing course of business relationship development, the company-customer connection becomes multifaceted literary procedure. Starting from the targeted audience investigation and ending up with the positive customer experience building, business management processes are almost impossible without a flexible and …
julio 11 2014
SuiteCRM: Behind the Curtain of Open-Source Solution
SuiteCRM is considered to be an advanced solution for small and mid-size businesses. Being a mediator between company and customers, SuiteCRM helps to gain insights into your future customer behavior. Its functionality includes sales-force automation, reporting, customer support, diligent in-house …
julio 14 2014