Data Integration & Migration

moving your data to a new system is what we do

Your CRM system is the centre piece of your business systems.  Eligeo can help you migrate data from existing legacy systems or integrate into other systems to ensure a continuous flow of data.

Migration to a new system

If you're moving to a new CRM, we can help you map out exactly how that data will get from one system to the other. No matter how complex the data you have, we can find a way to not only move it but enhance it.

Integrating Existing Apps

Some of the most common integrations for our clients include ERP/Accounting systems or other unique marketing automation tools to enhance the way our clients work with their customers.

Custom Solutions

Eligeo builds custom solutions with our in-house development team to help our clients achieve their goals and objectives with their unique solutions.

Integrate from other Systems

Push data to other systems

Build custom workflows

One of the most common requests we receive is to tie data from other systems such as order entry, ERP or other operation systems back into the CRM so that you can report and manage the information from one system.

Pushing data to other systems such is another common request.  This could include notifying marketing systems or ERP systems of a new quote generation

We work with a number of partners including Zapier and in some cases, custom code, to build out highly efficient workflow processes to improve the processes within your business.