Transition to Uspacy: How to Migrate from Bitrix24, AmoCRM, and Trello Without Data Loss

Transition to Uspacy from Bitrix24

The business environment is changing rapidly: sales are distributed across different channels, teams are increasingly working remotely, and for customers, not only the quality of services and goods is important, but also the speed of order processing and an individual approach.

Considering this, companies are increasingly switching to universal systems for managing clients, projects, tasks, and teams to keep up with the trends. Today, CRM implementation services are in higher demand than ever before.

If you want to “painlessly” migrate from Bitrix24, AMOCRM, or Trello to Uspacy, the specialists at Frigat Net will help. We will perform a complete migration quickly, without data loss and unnecessary costs.

Make the transition to Uspacy

Comparison: Uspacy vs. Bitrix24 and AmoCRM

To see the whole picture and understand why many companies choose to switch to Uspacy, it is enough to conduct a comparative analysis based on the main characteristics: functionality, interface, cost, and technical support.

UspacyБитрикс24AmoCRM
Functionality

A single, organic system encompassing task and project management, analytics tools, chats, KPI and HR toolsAn overloaded tool with a complex structure and numerous modules, many of which are unnecessary for small and medium businesses

The system is tailored for sales, works effectively with pipelines, but causes discomfort when setting up internal communication and project management
InterfaceModern, logical, created according to the “everything at hand” principleOverloaded with tabs and numerous settings

Minimalistic, has limitations in analytics and customization
CostTransparent pricing, without hidden fees or the need to purchase additional licensesRequires payment for integrations, extensions, storage

Cost increases as new users and functions are added
Support“Live” support, operators resolve issues quickly and effectivelyUser requests are processed slowly, often through intermediaries
Quick response to requests, but answers are mostly templated

Data migration to Uspacy is the right decision if flexibility, intuitiveness, and simplicity are important to you. Uspacy CRM is a tool that helps businesses grow in the most comfortable conditions.

How the Transition to Uspacy is Carried Out

Clients of our company do not need to deal with data export themselves, dig into settings, or solve any technical and organizational issues. We will do everything within the standard migration module according to a proven scheme.сы. Мы все сделаем в рамках стандартного модуля миграции по проверенной схеме.

How to transition to Uspacy

Data Transfer from Bitrix24

From Bitrix24, data transfer is possible in areas such as users, tasks, company structure, CRM, news, workgroups, and drive. Contacts are transferred with all fields and comments, deals and pipelines — with amounts and statuses, tasks and projects — with deadlines and subtasks.

The algorithm is quite simple:

  1. An incoming webhook is generated in the Bitrix24 account, and the link is copied.
  2. The migration process is started, and the link is pasted into the field.
  3. The items to be migrated are selected.
  4. Data import occurs.

Data Transfer from AmoCRM

Migration from AMO implies the transfer of the sales pipeline while preserving the logic of the stages, all fields, statuses and tags, users and roles, configured for your team’s structure.

The action plan consists of several steps:

  1. Authorization in AmoCRM.
  2. Launching the “start migration” function.
  3. Selecting what needs to be transferred: deals, contacts, companies, employees.
  4. Launching the migration.

Importing Tasks from Trello

Transferring tasks from Trello involves working with different components: boards and cards turn into projects and tasks, checklists — into subtasks, attachments and comments allow preserving the project history.

Import occurs according to the following scheme:

  1. Verification of data requiring transfer.
  2. Preparation of files for import.
  3. Transfer of all tasks.
  4. Quality control: correctness of fields, statuses, responsible persons.

Migration to Uspacy CRM: Fast, High-Quality, Reliable

Frigat Net specialists will analyze the source data, prepare the structure specifically for Uspacy, transfer tasks, configure user characteristics and notifications, test, and launch the system.

If your company hasn’t worked with a customer relationship management system before, please check out our other article “How to Prepare for CRM Implementation”.

Order your migration today to reach a new level in business tomorrow and work in a reliable system.

We will help you choose the optimal solution

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