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Switch CRMs without losing data or momentum

Migrating from Salesforce, HubSpot, Pipedrive, or legacy systems to Zoho CRM with zero data loss and minimal disruption. Built with AI, so it is live in days rather than months.

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Fixed price
from $400
Delivery
2 to 10 working days
Data integrity
100% of records verified
If not live in 10 working days
We work for free
Partner status
Certified Zoho Partner

Why companies migrate to Zoho

From Salesforce

60-70%typical savings on total cost of ownership

Common migration

  • Salesforce Sales Cloud to Zoho CRM Professional

Why companies switch

  • Cost: Salesforce is 5-10x more expensive than Zoho
  • Complexity: too many features you don't need
  • Implementation costs: Salesforce consultants charge premium rates
  • Lock-in: difficult and expensive to customize

Our migration process

5 phases, 10 working days in total.

  1. Assessment and planning

    Day 1
    • Analyze current CRM data structure
    • Identify data quality issues
    • Determine what to migrate vs. archive
    • Map fields from old to new system
    • Create migration playbook

  2. Zoho setup

    Days 2–4
    • Zoho CRM setup matching current process
    • Custom fields and modules
    • Workflow recreation in Zoho
    • User and permission setup
    • Test with subset of data

  3. Data migration

    Days 5–6
    • Export all data from current CRM
    • Clean and deduplicate records
    • Standardize formats
    • Import to Zoho CRM
    • Validate 100% data transfer

  4. Testing and validation

    Days 7–8
    • Verify all records migrated
    • Check data relationships
    • Test workflows and automation
    • User acceptance testing
    • Fix any data discrepancies

  5. Cutover and go-live

    Days 9–10
    • Migrate any new data created during setup
    • Freeze old CRM
    • Switch over completely
    • Hands-on support for first week
    • Monitor usage and adoption

What we migrate

  • Accounts/Companies
  • Contacts
  • Leads
  • Opportunities/Deals
  • Activities (calls, emails, meetings, tasks)
  • Notes and attachments
  • Products and price lists
  • Quotes and proposals
  • Custom modules and fields

Rebuilt in Zoho rather than copied across

  • Workflows (rebuilt in Zoho)
  • Reports (created new in Zoho)
  • Email templates (recreated in Zoho format)

We don't just move data. We clean it

Deduplication

  • Identify and merge duplicate records
  • Standardize company names
  • Consolidate contact records

Standardization

  • Consistent phone number formats
  • Email validation
  • Address formatting
  • Picklist value cleanup

Enrichment

  • Fill missing data from public sources
  • Validate email deliverability
  • Update outdated information

Archival

  • Identify old/stale records
  • Archive instead of migrate (reduce clutter)
  • Keep backup of everything

Migration pricing

Three sizes, each with a fixed price range and a fixed delivery time. We confirm the exact figure in writing before work starts.

Basic Migration

$400 – $700
Live in 2–3 working days

Up to 10,000 records

  • Standard object migration
  • Basic data cleanup
  • Workflow recreation (5 workflows)
  • 2 training sessions
  • 30-day post-migration support
Get a fixed quote
Recommended

Standard Migration

$700 – $1,200
Live in 3–6 working days

10,000 - 50,000 records

  • All Basic features, plus:
  • Custom object migration
  • Advanced data cleanup and deduplication
  • Workflow recreation (15 workflows)
  • Historical data migration
  • 4 training sessions
  • 60-day post-migration support
Get a fixed quote

Enterprise Migration

$1,200 – $1,800
Live in 6–10 working days

50,000+ records

  • All Standard features, plus:
  • Complex custom objects
  • Multiple CRM consolidation
  • API-based migration
  • Extensive data transformation
  • Integration with third-party tools
Show all 9
  • 8 training sessions
  • 90-day post-migration support
  • Dedicated migration manager
Get a fixed quote

Fixed scope, fixed price, fixed date. Live in 10 working days, or we keep working for free.

Migration guarantees

Zero data loss

We verify 100% of records transferred correctly. If anything is missing, we fix it.

Minimal downtime

Most migrations happen over a weekend with zero disruption to sales operations.

Rollback plan

If a migration fails, we have a plan to roll back and resume your current CRM.

Training and support

We don't just migrate data. We ensure your team knows how to use Zoho.

CRM work we can show you

Nemmadi · Zoho CRM + Zoho FlowEnd to endbooking to invoice, with no manual invoicing

An inspection business automated from booking to invoice

Bookings, dynamic inspection checklists and invoicing run end to end in Zoho CRM and Zoho Flow with no manual steps.

Read the case study Stock Analytics Tool · Zoho CRM + Zoho Analytics + Zoho Billing100%of subscription billing automated

Subscriptions, churn tracking and board dashboards on the Zoho suite

A SaaS company got one system for customers, subscriptions and engagement, with churn warnings and executive reporting.

Read the case study

Ready to migrate?

Get your free migration assessment. We'll review your current CRM and provide a detailed migration plan and fixed-price quote.

Schedule migration assessmentView all CRM services

30-minute call. No obligation.