Seamless Migration to Zoho CRM — From Any Platform, Without the Hassle
Migrating to a new CRM system is a big decision but it doesn’t have to be disruptive. Whether you’re moving from Salesforce, HubSpot, Zendesk, Freshdesk, SugarCRM, SAP, or even a custom-built system, we provide end-to-end Zoho CRM migration services that are secure, seamless, and stress-free.
We ensure zero downtime, zero data loss and full continuity of your sales, marketing, and support operations.
Why choose us
Zoho CRM isn’t just a cost-effective tool — it’s a robust, scalable platform that empowers your entire organization. Whether you’re a startup, SMB, or large enterprise, Zoho CRM adapts to your workflows, industry, and growth stage.
Cost-Effective & Scalable
Enterprise-grade functionality at a fraction of the cost. Scales effortlessly as your business grows.
Solutions Built for Your Business
Consolidate sales, support, and marketing data into one unified dashboard.
Full-Stack Powerhouse
Automate repetitive tasks, follow-ups, workflows, lead scoring, and more with Zoho’s AI-powered tools.
Speed, Scale & Support
Customize modules, layouts, fields, workflows, and reports to suit your unique business processes
One Team. Complete Solution.
Connect seamlessly with Zoho Books, Zoho Desk, Zoho Campaigns, Zoho Projects, and more without relying on third-party connectors.
Module Mapping – What Moves Where?
Salesforce ➝ Zoho CRM
Leads ➝ Leads
Accounts ➝ Accounts
Contacts ➝ Contacts
Opportunities ➝ Deals
Tasks ➝ Tasks
Notes ➝ Notes
HubSpot ➝ Zoho CRM
Contacts ➝ Contacts
Companies ➝ Accounts
Deals ➝ Deals
Tickets ➝ Cases
Tasks ➝ Tasks
Notes ➝ Notes
Zendesk ➝ Zoho CRM
Tickets ➝ Case
Users ➝ User
Organizations ➝ Accounts
SAP ➝ Zoho CRM
Customers ➝ Accounts
Contacts ➝ Contacts
Sales Orders ➝ Sales Orders
Invoices ➝ Invoices
Module Mapping – What Moves Where?
We follow a strategic, step-by-step approach that ensures data integrity, minimal downtime, and a seamless user experience throughout your migration to Zoho CRM.
Understand your business goals, teams, and current challenges.
Identify all data modules (leads, contacts, deals, tasks, custom modules, etc.) and their interrelationships.
Evaluate existing automations, integrations, and custom workflows.
Develop a tailored migration strategy and timeline that aligns with your operational needs.
Map each data field to its corresponding Zoho CRM field.
Create or replicate custom fields and modules where needed.
Clean and normalize your data (remove duplicates, fix formatting).
Perform test migrations of sample data sets to validate structure and relationships.
Use secure APIs, ETL tools, or encrypted file exchanges based on your platform.
Maintain data relationships (e.g., linking contacts to accounts, notes to deals).
Apply data versioning and logs to ensure traceability.
Transfer attachments, notes, tasks, emails, and historical activities where applicable.
Cross-verify data counts, field values, and custom records.
Test automation flows, assignment rules, and approval processes.
Ensure that reports, dashboards, and filters are functioning as expected.
Collect feedback from power users and address any gaps proactively.
Conduct interactive training sessions tailored to different user roles.
Provide user manuals, quick-start guides, and video tutorials.
Set up custom dashboards and views for sales reps, managers, and admins.
Offer admin-level training for ongoing system maintenance.
Monitor CRM performance, data sync, and third-party integrations.
Fix any minor issues or missed dependencies discovered post-launch.
Fine-tune workflows, reports, and user permissions based on live usage.
Offer up to 30 days of free support, with optional extended maintenance plans.
Real-World Success Stories
Salesforce to Zoho CRM – Global Logistics
Migrated 80,000+ records, integrated with Zoho Desk & Zoho Books, and deployed custom dashboards for sales performance.
HubSpot to Zoho CRM – SaaS Company
Full transfer of leads, workflows, and email automation. Integrated with Zoho Sign and Zoho Campaigns post-migration.
SAP to Zoho CRM – Manufacturing Firm
Migrated 15 years of customer and sales data. Built custom modules for order tracking and production workflows.
Migration Support for Multiple Platforms
We specialize in migrating from the world’s leading CRMs
Industries We Serve
Our consultants understand your business and tailor the Dashboard process accordingly.
Real Estate
Manage properties, clients, and transactions.
Healthcare
Improve patient care and administrative efficiency.
Education
Enhance learning management and student engagement.
Manufacturing
Optimize production processes and supply chain.
Construction
Streamline project management and communication.
Retail
Manage inventory, sales, and customer relationships.
IT Services & SaaS
Enhancing customer support and software delivery management.
Professional Service
Managing client projects and billing with ease.
Client Testimonials
“We moved from Salesforce to Zoho CRM in just 10 days with zero data mismatch amazing experience!”
Ravi S.,
Director, Logistics Firm
“They didn’t just migrate data — they helped us optimize our entire sales process.”
Megha K.,
Co-Founder, SaaS Startup
“Accurate, fast, and professional. Our SAP data moved flawlessly.”
Amit D., CFO,
Manufacturing Enterprise
Frequently asked Questions
Why Partner With Us?
