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What is Project.BI?

Effortlessly Enhance Reporting with Intuitive Dashboards Make strategic decisions and boost productivity in your advertising agency with Project.BI's cutting-edge software! Embarking on your business intelligence journey has never been easier. Seamlessly connect to your data using our user-friendly connection wizard to aggregate information from multiple sources. Explore your data analysis thoroughly with our all-encompassing industry-standard dashboards. With a vibrant selection of pre-built analytics dashboards based on best practices, Project.BI provides an engaging and informative experience for every user. The STAFF metrics are presented clearly, making it easy to grasp your most valuable asset. Insights into CLIENTS & JOBS enable you to monitor client statistics and evaluate job performance more effectively. The FINANCE & SUMMARY section presents executive metrics and financial dashboards, offering a comprehensive overview of your organization’s health. Access your dashboards effortlessly on any device, thanks to our HTML5 framework, which ensures that you can stay updated on mobile phones, tablets, and laptops. With Project.BI, making data-driven decisions has never been more straightforward or impactful, empowering you to thrive in a competitive landscape. By harnessing the power of advanced analytics, your agency is poised for unparalleled success.

What is MigrationCrunch?

Transitioning between CRM systems often presents a significant challenge: invaluable contacts, notes, and histories accumulated over the years remain trapped in an obsolete platform, further complicated by a migration fee that can exceed $2,000 from agencies. MigrationCrunch offers a solution that eliminates the need for these costly services by leveraging advanced AI technology for seamless data transfer. Users can easily upload their CRM export files (CSV formats from popular systems like ACT!, Salesforce, HubSpot, Zoho, GoldMine, and others) and allow the AI to manage the intricacies of the migration process: AI FIELD MAPPER — it proficiently resolves issues with inconsistent column names, unfamiliar headers, and phone numbers hidden within address fields, accurately categorizing each column while providing a confidence score for its evaluations. NOTE MATCHER — this innovative feature thoroughly examines each note to extract names, ensuring they are correctly linked to the relevant contacts, thereby recovering data that many other tools fail to capture. PRE-FLIGHT CHECK — prior to the actual import, this tool identifies duplicates, checks for incorrectly formatted emails, and flags any missing information, guaranteeing a hassle-free transition. BUILT-IN AUDIT — it generates a detailed row-by-row report to confirm that no information has been lost throughout the migration process. Users can upload their files for free and view their complete results at no charge, with payment required only once they are satisfied with the outcome. Additionally, selecting SalesCrunchCRM as the destination makes the service completely free of charge. To witness the efficiency of this solution firsthand, visit the Migration Crunch Homepage, where you can observe a live demonstration of the migration of 8,500 contacts, highlighting how straightforward and effective the process is. This tool not only simplifies migrations but also empowers users to reclaim their valuable data with confidence.

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Media

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Integrations Supported

Deltek WorkBook

Integrations Supported

Act!
GoldMine CRM
HubSpot CRM
Salesforce
Zoho CRM

API Availability

API Availability

Pricing Information

$11 per user, per month
Free Version
Free Trial Offered?

Pricing Information

$599.00
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub

Company Facts

Organization Name

Project.BI

Date Founded

2020

Company Location

Denmark

Company Website

project.bi

Company Facts

Organization Name

MigrationCrunch

Date Founded

2026

Company Location

United States

Company Website

salescrunchcrm.com/migrate

Categories and Features

Business Intelligence

Not specified

Categories and Features

Data Migration

Not specified

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