For customers who are using a different CRM, we can convert your data from the following software packages:
- Microsoft Outlook™
- Fidelity Wealth Central™
- Redtail Technology™
- SmartOffice™ (formerly E-Z Data™)
- XLR8 CRM (Salesforce)
- Microsoft Access™ databases
- Microsoft Excel™ spreadsheets
- Microsoft Word™ documents
- and more...
We will analyze your data and discuss your requirements. Then we will give you a firm quote and schedule the conversion for a convenient time.
Click here to view the details in the Data Conversion Process.
View the Data Conversion Agreement.