Migrating from AllProWebTools to Serenity CRM

As your business grows, the tools you rely on must evolve to keep pace. For many users of AllProWebTools (APWT), the platform's recent decision to stop releasing updates and reduce support has raised concerns about its long-term viability. Without regular updates and active support, your business risks falling behind in efficiency and security. Serenity CRM offers a compelling alternative with its continuous updates, active support, and a feature-rich platform designed for modern businesses. This article will guide you through the migration process from APWT to Serenity CRM, ensuring a smooth and successful transition.

Understanding the Differences Between AllProWebTools and Serenity CRM

Before you embark on the migration journey, it's essential to understand the key differences between APWT and Serenity CRM. While both platforms offer essential CRM functionalities, Serenity CRM brings several advantages that make it a superior choice for growing businesses.

1. Feature Comparison:

• APWT:
• Core CRM functions
• Basic email marketing and task management
• Limited automation

• Serenity CRM:
• Advanced automation with triggers and workflows
• Integrated social media planning and posting
• Online booking tools with video conferencing integration
• Monthly feature updates

2. Why Switch to Serenity CRM?

• Continuous Development: Serenity CRM introduces new features and improvements each month, ensuring your business always has access to the latest tools and technologies.
• Enhanced Automation: Automate repetitive tasks and streamline operations with Serenity CRM’s advanced automation features.
• White-Glove Onboarding: Experience a seamless transition with Serenity CRM’s done-for-you onboarding service.

For more insights into why Serenity CRM is the best choice for small businesses, read this blog post.

Preparing for the Migration

Preparation is key to a successful migration. To ensure a smooth transition, follow these steps:

1. Identify Critical Data and Processes:

• Contacts: Ensure that all your contacts are up-to-date and accurately tagged.
• Tags: Review and organize your tags, as they will be crucial in setting up automations in Serenity CRM.
• Products: Make sure your product listings are current and organized.

2. Map Your Data:

• Compare the data fields in APWT with those in Serenity CRM to ensure compatibility.
• Plan how your workflows and automations will be recreated in Serenity CRM.

For a detailed look at how to automate your business processes using Serenity CRM, check out Sales with Tags, Triggers, Links and Automation in Serenity. And, look at how to automate your business while on vacation here.

The Migration Process

Migrating your data from APWT to Serenity CRM involves several steps. Here’s a detailed guide to help you through the process:

1. Exporting Data from APWT:

• Location: Navigate to the Import/Export menu in APWT.
• Data to Export:
• Pages: Export all your website pages to ensure no content is lost.
• Tags: Export all tags used to categorize contacts and products.
• Combine CSV Files:
• Merge the exported CSV files into a single master file to simplify the import process.
• Combine Address 1 and Address 2 fields into one column for consistency.
• Add a tag for any contacts with deactivated email newsletters to maintain accurate segmentation.

2. Importing Data into Serenity CRM:

• Use the combined CSV file to import your data into Serenity CRM.
• Map the data fields carefully to ensure all information is transferred accurately.
• Set up your tags and automation workflows based on the imported data.

For information on our recommended online tools for additional business capability read Compatible Tool and Provider Recommendations

White-Glove Onboarding Project

One of the standout benefits of migrating to Serenity CRM is the white-glove onboarding service. This service is designed to make the transition as smooth as possible, with minimal effort required from your side.

1. What is Included:

• Done-for-You Setup: A dedicated Serenity team member will handle the entire setup process, ensuring everything is configured correctly from the start.
• Comprehensive Training: The onboarding includes training sessions for you and your team, ensuring everyone is equipped to use Serenity CRM effectively.
• Importing Contacts: Your contacts will be imported into Serenity CRM, along with tags and automation settings.
• Creating Automations: The team will set up your automation workflows, ensuring they are tailored to your business needs.
• Porting Phone Numbers: If you use phone services, the team will assist in porting your numbers to Serenity CRM.
• Additional Services: The onboarding covers many other tasks, such as integrating third-party tools and customizing the CRM interface to suit your preferences.

2. Timeline:

• The entire onboarding process typically takes 2 to 3 calendar weeks.
• By the end of this period, your Serenity CRM account will be fully operational and ready to use.

For more information on what to expect from the white-glove onboarding service, read What to Expect from Serenity CRM’s White-Glove Onboarding.

Review of Migrating

Migrating from AllProWebTools to Serenity CRM is a strategic move that can significantly enhance your business operations. With careful planning, a clear understanding of the process, and the support of Serenity’s white-glove onboarding service, the transition can be smooth and successful. By following the steps outlined in this guide, you can ensure that your business continues to thrive with the help of Serenity CRM’s advanced features and ongoing support. Ready to make the switch? Explore Serenity CRM and start your migration journey today.

Next Steps

Want to get started with Serenity? Check out the features list and subscribe on the Pricing page.

Terms

• APWT (AllProWebTools): A business management software that integrates tools for CRM, email marketing, e-commerce, and more. Recently, it has stopped releasing updates and is reducing support, which may lead to potential risks for businesses relying on it.