Switch to a CRM system that is smarter and can grow with your business. We at Ibuinfotech make the smooth, secure, and stress-free transition to Zoho CRM for you. Our team ensures that every record, workflow, and integration are properly migrated without causing any data loss when you switch from spreadsheets, HubSpot, Salesforce, or any other CRM. Why Switch to Zoho CRM? 360° view of your customer journey
Automate sales and marketing workflows
Reports, custom dashboards, and KPIs incorporated with over 45 Zoho and third-party applications Comparable to other CRMs in terms of cost
The Migration of Our CRM
1. Migration Planning We assess your current CRM or tools, identify data structure, and create a roadmap for safe migration.
2. Mapping Data Fields, modules, custom values — everything is carefully mapped to align with Zoho CRM’s architecture.
3. Data Transfer Secure and complete data transfer of:
Contacts
Accounts
Leads
Deals
Notes
Activities
Attachments
4. Workflow & Automation Setup
We recreate existing workflows and also help improve them with Zoho’s automation tools.
5. Permissions and Setup for Users We create roles, profiles, and user access based on your organization’s hierarchy.
6. Training and Launch From day one, your staff is taught how to use Zoho CRM effectively.
7. Support Following the Migration Post-go-live, bug fixes, performance checks, and optimization.