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QuickBase Solution Provider

Bespoke CRMs | Cloud Databases | Marketing Management | Operational Management Systems


Migration from ACT to QuickBase and a custom CRM

A client previously using ACT software found various aspects of the CRM system limiting due to access issues from outside the office. The data within ACT was also structured under contacts so company as a table was not used and they wanted to address this in a future upgrade.

IGL recommended migrating to QuickBase and provided the client with a 30 day trial in order for them to assess the speed and functionality of the cloud based system.

IGL found a way of exporting the entire database from ACT and importing it into QuickBase as CSV. This route allowed IGL to amend the data and restructure the tables so that companies was used and related to contacts. IGL developed a bespoke CRM app for the client on QuickBase and imported the data in. Custom reports, dashboards and user views were added to fit exactly with the clients requirement.

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