Migration
Migrate to Zoho CRM without losing data or history
Moving from spreadsheets, HubSpot, Salesforce or another CRM to Zoho is mostly a data problem: mapping fields, cleaning duplicates and validating that what arrives matches what left. We plan it so your team keeps selling during the move.
- From spreadsheets or another CRM
- Validated by sample
- You talk to the developer
Where from?
What are you migrating from?
Pick an option to see the next step.
Companies already working with Zolven
- Royal Holiday
- L'ZENSE
- Educatech
- Goodguys Funding
- LK Idiomas
- Logatech
- Venemergencia
- Sijisa
Scope
What's included
Field mapping
Every source field mapped, transformed or intentionally left behind.
Data cleanup
Duplicates, formats and missing values fixed before import.
Relationships
Accounts, contacts, deals and activities kept linked.
Test batches
Sample imports reviewed with your team before the full load.
Cutover plan
A date, a freeze window and what happens with records created during the move.
Training
Your team learns Zoho with their own data, not demo data.
How we work
How we work
- 1
Inventory
What data exists, where, how clean it is and what's worth moving.
- 2
Map and test
Field mapping and test imports validated by sample.
- 3
Cutover
Final load, count validation and go-live with training.
Clients
What our clients say
Zoho Desk, Zoho Sign and refund automation
Felipe quickly understood how our service team works and helped us organize disputes, waitlists and refunds inside Zoho Desk, connected to our internal systems. We also moved contract signing to Zoho Sign without slowing operations down.
Zoho Analytics, collections and automated commissions in Books
Our leadership now reviews revenue, sales and retention on dashboards that match our real numbers. Commissions we used to calculate by hand are now generated automatically in Zoho Books, and collections drill down to every invoice.
Sales dashboards and a per-brand template widget in Zoho Desk
We run many brands and every reply had to go out with the right template. With the widget Felipe built, agents click Reply and the brand's template is already there. He also built the sales dashboards our teams needed.
Transparent pricing
Know the price before you start
Reference ranges for Zoho implementations. After a free review you get a fixed price in writing.
What's includedSimple start
1–5 users
$700 – $1,400 USD
CRM + automation
6–20 users
$1,450 – $2,500 USD
Multi-app + integrations
21–50 users
$2,550 – $3,350 USD
Enterprise / custom
50+ users
Quoted by scope
Implementation ranges before applicable taxes. Zoho and third-party licenses are not included.
FAQ
Questions before getting started
Can we keep email and activity history?
Often yes, depending on what the source system exports. We confirm it during the inventory.
How long does a migration take?
It depends on volume and data quality. Most small and mid-size migrations take a few weeks including testing.
Will our team have downtime?
We plan a short freeze window and a clear cutover date so selling doesn't stop.
Keep reading
Next step
Let's plan your migration
Tell us where your data lives today and roughly how many records you have.
- Free 30-minute review
- Scope and fixed price in writing
- A direct answer from Felipe
Tell us about your data
Source system, approximate record count and any must-keep history.