Zoho CRM · ContactSampleMoves with Zoho’s Freshsales tool
Zoho can undo the run and repeat it, up to three times, so a bad first pass costs nothing but a re-run.
Freshsales to Zoho CRM migration · US partner · Los Angeles
Migrate from Freshsales to Zoho CRM with a US partner
Field by field, with nothing left in a spreadsheet nobody owns.
Your reps keep working in Freshsales while we set up Zoho CRM beside it. Accounts, contacts, deals, quotes, calls, notes and files come across; sequences, workflows and territories get rebuilt; each team checks a sample before the full move.
- Every field mapped before import
- Sample move each team signs
- Fixed fee in a signed BRD
Advanced PartnerCertified Zoho CRM consultants
You’ll talk to our senior team, not a call center.300+ projects · serving US clients since 2025
01The honest inventory
Freshsales to Zoho CRM migration: what moves and what we rebuild
Zoho CRM connects to Freshsales with your API token and pulls twelve kinds of record straight across. Custom modules and anything that runs on rules, like sequences and workflows, stay behind, so our team rebuilds them.
Stays in Freshsales unless we act
Tap a card to see where each one goes.
02Module by module
The Freshsales to Zoho CRM migration map
Our starting map for any Freshsales account. The last column says how each item travels; your own custom fields and pick lists get added row by row in the assessment.
| In Freshsales | In Zoho CRM | How it moves |
|---|---|---|
| Sales accounts | Accounts | Wizard |
| Contacts | Contacts, linked to their account | Wizard |
| Lifecycle stage and status | A Contact Status pick list, or Leads for early-stage contacts | Import file |
| Deal pipelines and stages | Pipelines with the same stage names, created before any deal lands | Rebuild |
| Deals and deal products | Deals, with products in the related list | Wizard |
| Products | Products | Wizard |
| Quotes and line items | Quotes with quoted items | Wizard |
| Tasks, appointments, phone calls | Tasks, Meetings, Calls | Wizard |
| Notes and files | Notes and attachments on the same record | Wizard |
| Users | Users, matched by email | Wizard |
| Custom fields | Custom fields, created during mapping | Import file |
| Custom modules | Custom modules on Enterprise or Ultimate | Import file |
| Sales sequences | Cadences | Rebuild |
| Workflows, auto-assignment | Workflow rules, assignment rules | Rebuild |
| Territories | Territory management | Rebuild |
| Phone, chat, shared inbox | Zoho Voice, Zoho SalesIQ, Gmail or Outlook inside Zoho CRM | Rebuild |
| Marketplace apps | Zoho Flow or the Zoho CRM API | Rebuild |
03Nobody loses a deal
What keeps a Freshsales migration safe?
Three gates: a signed sample, matching counts and a read-only Freshsales you can still open. If any gate fails, we stop and fix it before anyone switches.
From our founders
We opened in Glendale in 2025, and across 300+ projects the calm migrations shared one habit: the people who own the data check it before we move it all. Your sales lead looks at their own deals in Zoho CRM first. Then the counts have to match. Then we switch.
Freshsales stays open, read-only, until you tell us to close it.
Ikramul Karim & Khris KakosimidiCo-Founder & CEO · Co-Founder & CFO
A sequence or stage looks wrong
We compare against the read-only Freshsales record and correct it in Zoho CRM, or undo the run and repeat it.
Reps edit deals during switch week
A catch-up pass collects every change made after the full move.
Go-live day goes badly
Inside the rollback window agreed in your BRD, the team works in Freshsales again while we fix it.
Your Freshsales stays live until you say so
Validation reportSample report
| Freshsales | Before | Zoho CRM | After | Match |
|---|---|---|---|---|
| Sales accounts | 1,860 | Accounts | 1,860 | |
| Contacts | 9,412 | Contacts | 9,412 | |
| Deals | 2,274 | Deals | 2,274 | |
| Quotes | 638 | Quotes | 638 | |
| Tasks, meetings, calls | 15,903 | Activities | 15,903 | |
| Notes | 5,117 | Notes | 5,117 | |
| Attachments | 1,206 | Attachments | 1,206 |
We don’t switch until these numbers match.
Sample numbers. Yours come from your own account, plus deals your reps pick for a spot check.
04Freshsales estimator
How big is your Freshsales migration?
Rough numbers are enough. Sequences and pipelines weigh more than record counts, because those are rebuilt by hand.
05Work back from renewal
When should your Freshsales migration start?
Freshsales renews by plan term, monthly or yearly. Enter that date: we set a stopper date two weeks before it, the last day you should depend on Freshsales, and print every step backward from there.
Run sheetFreshsales → Zoho CRM
- Start by
- …
- Go-live
- …
- Stopper date
- …
Sample run sheet only: your real Freshsales dates are set in the BRD, and each step here uses the long end of a typical range.
06Three sizes of move
Freshsales migration packages
Pick by how much logic your Freshsales account carries, more than by how many contacts it holds. We quote yours once the assessment is done.
Quick Move
One pipeline, few rules
- Pipeline and stages set up first
- Wizard run for the twelve supported record types
- Lifecycle stages mapped to a status field
- Email reconnected per rep
- One online training session
A fixed fee, set in the signed BRD before the wizard runs
Standard Move
Sequences and workflows
- Everything in Quick Move
- Sequences rebuilt as cadences
- Workflows and auto-assignment rebuilt
- Territories and roles
- Sample move signed by each team
One agreed fee in your BRD, covering every rebuilt sequence on the list
Complex Move
Custom modules, phone, many apps
- Everything in Standard Move
- Custom modules created and filled
- Phone and chat moved to Zoho Voice and SalesIQ
- Marketplace apps reconnected
- Cutover staged by team
Still one fixed number, written into the signed BRD up front
Start here
Migration Assessment
A paid look inside your Freshsales account before we name a fee, credited in full against the move.
- Data audit and duplicate check
- Field map with your custom fields
- Risk list and cutover plan
- BRD with scope, schedule and fee
07Discovery to decommission
How does a Freshsales to Zoho CRM migration run?
Five phases, fifteen steps, and seven of those steps only happen because Freshsales data is moving. Scroll and the dial closes one phase at a time.
Phase 1Steps 1 to 3
Discover what Freshsales really does for you
- Discovery callFree. Teams, seats, plan, and which sequences matter.
- Timeline & renewal check Migration onlyYour Freshsales term, export access and the stopper date.
- Migration planOrder of teams, the rebuild list, cutover options and a fixed fee.
Phase 2Steps 4 to 7
Agree the map, in writing
- Migration BRD Migration onlyEvery module and field, each sequence to rebuild, acceptance counts, rollback plan. Often the output of the paid assessment.
- Department sign-off Migration onlyEach team’s SPOC and your project owner sign.
- KickoffAccess, roles and the Freshsales edit freeze for cutover.
- Delivery scheduleDates per team, set back from the stopper date.
Phase 3Steps 8 to 10
Build Zoho CRM, then prove it on a sample
- Zoho CRM setupPipelines, fields, cadences and rules ready before data arrives, shown in review demos.
- Sample migration Migration onlyA slice of every team’s records through the Freshsales wizard.
- Sample sign-off Migration onlyEach SPOC checks their own deals and confirms.
Phase 4Steps 11 to 13
Move everything, then let reps test it
- Full migration + catch-up Migration onlyThe full run, a pass for late edits, and a validation report with both counts.
- TestingReps work real deals in Zoho CRM and flag gaps.
- TrainingBy team, on their own records, with manuals and recorded videos.
Phase 5Steps 14 to 15
Switch over, then close Freshsales
- Cutover & go-liveBefore the stopper date. Freshsales turns read-only and the rollback window opens.
- Hypercare & decommission Migration onlyWe stay close; you cancel Freshsales only after you confirm.
08The first morning
Day one in Zoho CRM for a Freshsales user
Reps open Deals in Kanban view and find the same pipeline, stages and owners. Today’s tasks, calls and meetings carry their old due dates. Their first email from Zoho CRM logs to the contact by itself.
Where did my button go?Freshsales → Zoho CRM
| In Freshsales you… | In Zoho CRM you… |
|---|---|
| Open the deal pipeline view | Open Deals, switch to Kanban, pick the pipeline |
| Enroll a contact in a sequence | Add the contact to a cadence |
| Change a lifecycle stage | Update Contact Status, or convert a lead |
| Look up a sales account | Search Accounts |
| Log a call or appointment | Add a Call or Meeting from the record |
| Build a CPQ quote | Create a Quote from the deal |
| Save a smart view | Create a custom view |
| Check the sales dashboard | Open Dashboards |
| Edit a workflow | Setup, Automation, Workflow Rules |
09Worth switching?
Why move from Freshsales to Zoho CRM?
Freshsales is cheaper to start and its phone is built in. Teams move when they want approval steps, deeper customization and the rest of the business on one vendor. Step through the jobs that usually decide it.
Price for a small team
Growth is $9 per user a month, billed yearly, with calling included.
Standard starts at $14 per user a month, billed yearly.
Stage rules and approvals
Workflows react to changes, but nothing stops a deal skipping a stage.
Blueprint sets what must happen before a deal moves on.
Mid-tier cost
Pro is $39 per user a month, billed yearly.
Professional is $23 per user a month, billed yearly.
Outreach sequences
Sales sequences with email, tasks and calls.
Cadences with email, call and task steps, plus exit rules.
The rest of the business
Freshworks covers help desk and marketing; accounting and HR sit with other vendors.
Books, Desk, Projects and People connect to the same records from one vendor.
Phone out of the box
Calling sits inside the CRM plan.
Needs Zoho Voice or a telephony integration set up.
10Three years of licences
Freshsales vs Zoho CRM licence cost over three years
Match your Freshsales plan to a Zoho CRM edition and set your user count. On the entry tier Freshsales is cheaper, and the calculator says so.
11Before you switch
Freshsales to Zoho CRM migration questions
The questions sales managers bring to our first call. Running a big custom module or a call center on Freshsales phone? Bring it up early.
What doesn’t move from Freshsales to Zoho CRM?
Rules and connections. Sales sequences, workflows, auto-assignment, territories, reports, built-in phone and chat, and Marketplace apps all need setting up again. Custom modules also sit outside Zoho’s Freshsales tool, so we create them in Zoho CRM and fill them from export files.
Which Freshsales records does Zoho’s migration tool carry?
Accounts, contacts, deals, deal products, products, quotes with their line items, tasks, meetings, calls, notes, attachments and users. It connects with your Freshsales API token, runs in the background and can be undone and repeated up to three times.
What happens to our Freshsales sales sequences?
We list each active sequence with its steps, delays and exit conditions during the assessment, then rebuild the ones you still use as Zoho CRM cadences. Contacts who were halfway through a sequence can be enrolled at the matching cadence step after cutover.
Is there downtime when we leave Freshsales?
Very little. Reps sell in Freshsales until a cutover window we plan after hours or over a weekend. A catch-up pass brings across late edits, and the next morning starts in Zoho CRM with Freshsales open read-only.
What about Freshsales phone numbers and chat?
Calling can move to Zoho Voice or a telephony integration inside Zoho CRM, and website chat to Zoho SalesIQ. We plan the phone and chat switch for cutover day so calls and chats keep landing on the right records.
How long does a Freshsales to Zoho CRM migration take?
It depends on sequences, workflows, custom modules and connected apps more than on record count. Your Migration BRD carries a dated schedule set back from a stopper date before the Freshsales renewal, so the go-live date is known before work begins.
How much does a Freshsales migration cost?
Each move is a fixed fee under one of three packages: Quick, Standard or Complex Move. The first call is free. Larger accounts often start with a paid Migration Assessment, credited in full against the migration, and the fee is set in a signed BRD.
Who signs off the Freshsales migration?
Each team that works in Freshsales names a point of contact, usually its head, who signs the Migration BRD and later their sample of migrated deals. Your project owner signs as well, and every sign-off is recorded.
What happens to our Freshsales account after go-live?
It stays open read-only through the rollback window so anyone can look up an old deal, and we keep a full export. You cancel Freshsales only after you confirm the team is settled, ideally before the next renewal.
12Getting started
How a Freshsales migration starts
A free first call, then a paid Migration Assessment whose cost is credited in full when you go ahead.
Freshsales moves run over video for teams anywhere in the US, Canada and Latin America; reps around Los Angeles can get us in the room for training.
- Migration callYour teams, your Freshsales plan and the date you want to be live
- Account walkthroughA screen-share of pipelines, sequences, workflows and apps
- Migration AssessmentData audit, field map, risk list and cutover plan
- BRD sign-off Our promiseScope, dates and one fixed fee in writing first
From kickoff the move follows our standard track. See how we work →
13Let’s talk
Tell us what you’re building. We’ll map the fix.
Book a free consultation with Elite Tech Global. We review your Zoho, AWS, Shopify or WordPress setup, show where AI / SI agents can save time, and agree the next step. If we work together, every requirement and a fixed price go into a signed BRD before the build starts.
Real people, one team. Led by co-founders Ikramul Karim and Khris Kakosimidi, and a 40+ member team across Zoho, AWS and AI.
- Book a callPick a time that suits you
- Email ussales@elitetech-global.com
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- Glendale, CALos Angeles area · serving the US, Canada & LatAm
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