Chapter 2 · Getting it done
Moving to Zoho from another CRM?
Salesforce, ACT!, Zendesk, Pipedrive: your history comes with you.
Your customer database is the most important asset your company owns, so moving from one CRM to another isn’t a small decision. Most likely, the first thing you’re worried about is losing data.
If we can get the data out of your existing CRM, then we can get it all into Zoho.
We have deep experience migrating everything from ACT!, Salesforce, Insightly, Highrise, GoldMine and more into Zoho. We haven’t met a company yet that isn’t a good fit: pretty much anything you can do in another CRM, or imagine doing, you can do in Zoho.
Not coming from another CRM?
We can import your data from any source — spreadsheets, Outlook, your accounting system — and make sure all of it imports properly. When familiar data is already in the database on day one, end-user adoption improves significantly.
Do it with us, or do it yourself?
Whatever you move to, some things will work differently. We can handle the entire transition, give you expert advice so you can manage it yourself, or work collaboratively: you do some things, we do others.
Then we train you and your team, so they’re up to speed and using Zoho faster. But first, your data needs to be in Zoho.
![“She and her team have been tremendous about cleaning up the CRM, to integrations, to helping me wrap my head around the Marketing Hub [Automation] piece of Zoho One.” — Carissa Zachary, Airlite Plastics](/images/brand-19.webp?v=bc09fdc9)
WHY
Your history comes with you, cleaned.
Tell us what you’re moving
Alex VazSenior Zoho Project Manager
Built in Zoho Forms · lands in our Zoho CRM
Ask us why.
Tell us what you’re trying to get Zoho to do, and we’ll tell you which app, which setting, and why. The form goes straight into our own Zoho CRM, and a person answers it.
Ziggy answers in the chat bubble, any hour.
Built in Zoho Forms · lands in our Zoho CRM