Transfer the Leads database from keycrm to keepincrm

Budget: 3360 UAH Deadline: 2 days

Good day. I can help with transferring the lead database and setting up integrations. To assess the cost and timelines, I would like to clarify:
1. What is the estimated number of leads to be transferred?
2. Should only leads be transferred, or also deals, contacts, notes, tasks, and communication history?
3. Is KeepinCRM already fully set up, or do we need to additionally configure pipelines, fields, and automations?
4. What telephony do you use?
5. What specific integrations through Apix-Drive need to be set up (Facebook Lead Ads or other sources)?
6. Should we check the accuracy of the import and the functionality of all integrations after the transfer?
7. What are the deadlines for completion and when do you plan to start the work?

Budget: 5000 UAH Deadline: 2 days

Hello, Ivan! My name is Alexander. I am an analyst and a specialist in business process automation. I have extensive experience working with CRM systems, structuring data arrays, and setting up integrations via API.

The task is completely clear; I will carry out the data migration and the integration setup turnkey with a guarantee of preserving every lead.

My clear technical plan for implementing your project:

1. SAFE TRANSFER OF THE LEAD DATABASE (KeyCRM -> KeepinCRM):
— We will perform a full export of the current lead database from KeyCRM in XLSX/CSV format.
— Using a Python script (Pandas library), I will conduct a complete validation and mapping of the columns to fit the structure of KeepinCRM. This will absolutely eliminate duplicates, phone number shifts, or loss of unique tags/statuses of leads.
— I will upload the ready clean database to KeepinCRM and check the correctness of the lead cards display.

2. SETTING UP INTEGRATIONS IN KEEPINCRM:
— Telephony: I will connect your current telephony service, set up pop-up client cards during calls, create leads for missed calls, and log audio recordings.
— Apex Drive: I will set up the connection to transfer leads from Facebook ad lead forms directly into KeepinCRM with the required statuses.

I work systematically and quickly, always available for prompt testing. I suggest we finalize the terms and start working through a secure Safe agreement. Please let me know which telephony service you are using (Binotel, Phonet, Ringostat, etc.) and the approximate volume of the lead database for migration? Expand

Budget: 15000 UAH Deadline: 4 days

I can take the transfer of leads from KeyCRM to KeepinCRM and check that after migration, fields, statuses, sources, and history of leads are not lost. The basic estimate is 15,000 UAH and 4 working days, if the database structure has no unexpected surprises =)

Access to KeyCRM, KeepinCRM, telephony, and Apex-drive is needed. Also, it would be desirable to have 1 example of a lead with all the necessary fields - we will verify the mapping for transferring the entire database.

> How many leads need to be transferred approximately?
> Should only leads be transferred, or also comments, tasks, tags, statuses, responsible persons, and advertising sources?

Look, here’s the nuance - the most important thing is not just to import the table, but to do a control sample after the transfer and test applications from FB through Apex-drive.

Similar experience with CRM and accounting systems
> https://business.ingello.com/forma-crm - CRM and logic of working with client data
> https://business.ingello.com/iks - corporate system with roles, processes, and integrations

About us for Freelancehunt - https://systems-fl.ingello.com/ua

After getting access, I will create a short migration plan, a test transfer, verification, and only then the main import. !!This reduces the risk of losing data!! Expand

Budget: 2500 UAH Deadline: 3 days

Hello!

I see the task: to transfer the lead database from KeyCRM to the already configured KeepinCRM + connect integrators (telephony, Apex-drive for FB advertising). I have done similar CRM migrations and integrations — my approach for you:

How I will do it:
• Export from KeyCRM (via API or export) — all leads with fields, statuses, tags, history.
• Mapping fields KeyCRM → KeepinCRM (to ensure nothing is lost or duplicated), test transfer on a portion, then full transfer.
• Integrity check after transfer (quantity, duplicates, key fields).
• Integrators: connecting telephony and Apex-drive (FB Ads) to KeepinCRM + testing the end-to-end scenario (lead enters → goes where it needs to).

I work carefully with data: first a backup, we transfer without losses.

A few clarifications to provide an exact timeline: what is the size of the database (how many leads)? Is there already access/API to KeepinCRM? What specific telephony?

Cost: from 2500 UAH (depending on the size of the database and the number of integrators — I will clarify after the answers). Timeline: 2-3 days. I work through a Secure Agreement — data and payment are protected. Expand

Budget: 8000 UAH Deadline: 4 days

Good day! I have transferred databases between CRMs via API — I will migrate from KeyCRM to KeepinCRM while preserving tags, statuses, and comments, not just bare contacts. I will connect telephony and ApexDrive so that new requests from Facebook go directly into KeepinCRM without manual transfer. Please let me know the approximate size of the database and whether I need to pull the history of deals and notes, or if just contacts with tags are sufficient? I am ready to start today and can realistically complete it in 3-4 days.

Budget: 8000 UAH Deadline: 2 days

We already have a practically ready similar solution for migrating leads between CRMs and setting up integrations, we can quickly adapt it for KeyCRM - KeepinCRM and discuss it here, I am available ))

I initially see the work taking 1-2 days, with a budget starting from 8000 UAH, if the database has no non-standard fields and no complex communication history.

I would carry out the CRM migration through export, field mapping, test loading a small part, checking statuses, sources, responsible persons, and duplicates, then the final transfer of the entire database.

After that, setting up integrators - telephony and Apex Drive for Facebook advertising, so that new leads are not lost and properly enter the required funnel.

Please clarify, do we need to transfer only leads or also notes, call history, tasks, sources, and managers?

And one more question - how many leads are approximately in the database, up to 1000, 10000, or more?

Similar logical cases:
- https://business.ingello.com/forma-crm - CRM and client work automation
- https://business.ingello.com/platforma - business platform with processes, roles, and integrations

Main page of Ingello for FLH - https://systems-fl.ingello.com/ua Expand

Budget: 3500 UAH Deadline: 5 days

Hello, I can set up lead migration from keycrm to keepincrm and integration for Facebook advertising. I have experience with Apex Drive. Could you please let me know how many leads are in the database and what telephony you are using?

Budget: 9000 UAH Deadline: 9 days

Good day, Ivan.

Your lead database will be fully transferred from KeyCRM to KeepinCRM without loss of records — contacts, interaction history, and statuses will retain their structure.
Initially, an audit of the source data will be conducted to avoid breaks in the lead chains, followed by migration with integrity checks.

Telephony and Apex-Drive for Facebook advertising will be set up so that new applications automatically enter KeepinCRM linked to advertising campaigns.
This will provide you with transparent analytics of lead sources and continuous customer processing after the switch.

Additionally:
- Instead of a simple data transfer, you can receive a customized structure of stages and automatic triggers, which will reduce lead processing time by 20–30%. Your sales funnel will operate more efficiently due to a complete audit and optimization of fields in KeepinCRM.

Budget: 10000 UAH Deadline: 1 day

Good day. I can quickly transfer the lead database from KeyCRM to KeepinCRM, check the correctness of fields, contacts, statuses, and data, so that everything works smoothly in the new CRM after the transfer. I will also set up the necessary integrations for telephony and Apex Drive for transferring leads from Facebook ads, and ensure that new applications are properly entered into the system and not lost. After the work is completed, you will receive the transferred database, configured integrators, and a verified working scheme without unnecessary delays.

Budget: 4000 UAH Deadline: 3 days

Hello, I have experience and am ready to take on the task. Please let me know what kind of telephony you need, and write to me privately to discuss the details.

Budget: 5000 UAH Deadline: 3 days

I have experience working with REST APIs and integrating third-party services, so migrating between CRM systems is a familiar task. I have worked on similar projects: extracting data through the API of one system, transforming the structure, and loading it into another. Setting up integrators (telephony, advertising platforms) is also not new — I have integrated various webhook services and external APIs into my projects. I am ready to clarify the details of the data structure in KeyCRM and the available integrators to better assess the scope of work.

Budget: 10000 UAH Deadline: 5 days

Good day, feel free to reach out. I have worked on and done integrations for Keycrm and Keepincrm, and I can transfer leads to the new CRM.

As for the integrators, we need to look into it in detail or as a separate task. There are projects completed with these CRMs, and you can check the reviews.

Budget: 8000 UAH Deadline: 5 days

We have experience in data migration between CRM systems. We will transfer the lead database from KeyCRM to KeepinCRM while preserving the data structure. We will also set up telephony integration and ApexDrive for the correct transfer of applications from Facebook. We guarantee the integrity of the information and prompt execution of all technical settings.