FeaturesMigration

A migration built around reliability

Data Migration

Importing your data from a spreadsheet or switching from current CRM, Twozo makes migration simple and fast.

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Two easy ways to migrate

Pick the path that suits you. Both are designed to get your data into Twozo with zero leakage.

1

Import from a file

You might have spent too much of your selling time building your contact list, logging deals, and tracking every interaction, all of it sitting in a spreadsheet. With Twozo, simply upload your file, match your columns to the right fields, and we take it from there. Your data lands exactly where it should, organised and ready to use from the moment you log in.

Import from a file illustration
2

Migrate directly from your CRM

Maybe your current CRM has become too complex, too expensive, or just not the right fit anymore. Whatever the reason, moving on shouldn't mean starting over. Twozo brings everything with you. Every contact, every deal, every pipeline, and every note from your existing CRM. Switching to Twozo will feel less like a migration and more like an upgrade.

Migrate directly from your CRM illustration

Keep everything in sync: calendar, mail & contacts

Calendar sync

Make your meetings, calls, and follow-ups live in both your calendar and Twozo.

Mail sync

All inbound and outbound emails are automatically logged, keeping conversations up to date.

Contact sync

Contacts appear in both your CRM and phone, making it easy to access and call clients anytime.

Twozo is built to move your data accurately, securely, and exactly the way you'd expect.

Illustration showing how data is migrated into Twozo

Custom fields

Your unique fields are mapped to equivalent Twozo fields, preserving your existing data structure.

Secure by default

All file transfers are encrypted. Your data never touches a third-party server.

Fast turnaround

Bulk data imports are processed within minutes, and full CRM migrations are completed within hours.

Zero data loss

Every record is validated before import. Duplicates can be merged or created as separate records.

Considering a CRM upgrade?

Join with teams who’ve moved to Twozo without losing a single record.