MyCRMBackup

MyCRMBackup

One-click CRM Backup

Overview

MyCRMBackup is a simple and reliable tool designed to keep your CRM data safe and secure. It works by automatically backing up your CRM information to your own storage, either every day or every week, depending on your preference. This means that you'll always have the most up-to-date version of your CRM data on hand, without having to manually save it yourself.

One of the biggest concerns when using a CRM is the risk of losing important customer data, especially if something goes wrong, such as a system error or unexpected downtime. With MyCRMBackup, you can eliminate that worry. Even if your CRM encounters an issue, you'll have a complete backup of your data stored securely, ensuring nothing important gets lost.

The tool is designed to be easy to use, with a simple setup that requires minimal effort. Once it's up and running, MyCRMBackup works automatically in the background, giving you peace of mind knowing that your CRM data is always safe and up to date.

  • Choose between daily or weekly automatic backups to suit your needs
  • No more stress over data loss—your backups are always ready

Features:

  1. Choose your own storage: You can backup your CRM data to OneDrive or GDrive
  2. Set up your cadency: No input from you, just choose how often you want to backup your data: daily or weekly.
  3. What can you backup with Attio? We can backup contacts, companies, deals, lists, list attributes, object attributes, notes, tasks, and users, and custom objects. We're in development now to add: Files

How it works

MyCRMBackup will automatically back up the following records: Companies, People, Deals, Lists, List attributes, Object attributes, Notes, Tasks, Users, Meetings, Deal Stages, Custom Objects, Attributes

Configure

  1. Register at MyCRMBackup.
  2. Connect your Cloud Storage, it could be Google Drive or OneDrive.
  3. Set up a cadence.
  4. Run backup.