CRM Migration

Migrate from Salesforce, HubSpot, Pipedrive, or legacy systems to Zoho CRM with zero data loss.

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Service overview

CRM Migration

We move your sales team off Salesforce, HubSpot, Pipedrive, or any legacy CRM and onto Zoho CRM — usually at 30-70% lower TCO with no loss of data, history, or attachments. Average engagement: 8–11 weeks.

Our migration approach has been refined across 50+ projects. We map every custom field, preserve every email thread, retain every attachment, and rebuild every automation in Zoho Flow. Your sales reps log in Monday morning to a familiar pipeline — just running on a platform that costs a fraction.

Includes: gap analysis, field mapping, automation rebuild, dashboard recreation, and 30 days of hypercare.

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30–70% lower TCO

Clients typically cut licensing 50%+ in year one — without losing functionality.

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30–70% lower TCO

Clients typically cut licensing 50%+ in year one — without losing functionality.

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Zero data loss guarantee

Every record, attachment, note, and email thread migrated with full audit trail.

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Zero data loss guarantee

Every record, attachment, note, and email thread migrated with full audit trail.

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Automation rebuild in Zoho Flow

Process Builder, Workflows, and email cadences rebuilt with parity.

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Automation rebuild in Zoho Flow

Process Builder, Workflows, and email cadences rebuilt with parity.

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Sales team productive day one

Familiar pipeline, custom dashboards, in-person training before cutover.

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Sales team productive day one

Familiar pipeline, custom dashboards, in-person training before cutover.

What's included

What’s included

Category

Details

What's included

  • Source CRM audit + gap analysis

  • Field mapping with custom-object support

  • Email history, calls, and attachments migrated

  • Automations rebuilt in Zoho Flow

  • Dashboards + reports recreated

Our methodology

  • Week 1-2: Audit + scope lock

  • Week 3-5: Sandbox build + sample migration

  • Week 6-7: UAT + edge-case fixes

  • Week 8: Full cutover + training

  • Week 9-11: Hypercare + tuning

Source systems we support

  • Salesforce (any edition)

  • HubSpot CRM + Marketing Hub

  • Pipedrive, Freshsales, Insightly

  • SugarCRM, Microsoft Dynamics

  • Spreadsheets + custom databases

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Our proven workflow

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Step 1

Discovery & scoping

Step 2

Build & implementation

Step 3

QA, launch & support

Common questions

Frequently asked questions

Will my sales team lose any deal history?

No. Every contact, deal, note, email, and attachment migrates — including assignment history and stage timestamps.

How much will I actually save?

Can you migrate Salesforce custom objects?

Do you handle the cutover weekend?

What about ongoing Zoho support after migration?

Will my sales team lose any deal history?

No. Every contact, deal, note, email, and attachment migrates — including assignment history and stage timestamps.

How much will I actually save?

Can you migrate Salesforce custom objects?

Do you handle the cutover weekend?

What about ongoing Zoho support after migration?

Get in touch

Start your Zoho transformation

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