Keap to Zoho CRM migration · US partner · Los Angeles
Years of tags become clean fields, lists and views you can actually report on.
You keep selling from Keap while we build Zoho CRM beside it. We sort every tag into a field, a segment or the bin, move your records, let your team check a sample, then switch in one planned window.
Advanced PartnerCertified Zoho CRM consultants
01The honest inventory
Your records move: contacts, companies, opportunities, orders, products, notes and tasks. Zoho CRM has no one-click Keap wizard, so we export from Keap, fill gaps through its reports and API, and load it all with Zoho CRM’s import for other CRMs. Campaigns, forms and checkout pages get rebuilt.
Moves across
Moves, but lands differently
Rebuilt in Zoho
Broadcast stats and email send history stay in Keap. Before it closes, we save the reports you still want as files.
03Object by object
Where each Keap object lands and how it travels. Your custom fields join it in the assessment.
| In Keap | In Zoho CRM | How it moves |
|---|---|---|
| Contact name, email, phones, address | Contact or Lead fields | Import |
| Email status (opted out) | Email Opt Out | Import |
| Company | Account, linked to its contacts | Import |
| Custom fields | Custom fields, created during mapping | Import |
| Tags | Fields, pick lists, Campaign members or Zoho tags | Tag join |
| Opportunities and stages | Deals, in a pipeline with matching stages | Import |
| Orders and invoices | Sales Orders or Invoices with product lines | Import |
| Notes | Notes on the same record | Import |
| Tasks and appointments | Tasks and Events | Import |
| Campaign builder sequences | Zoho Campaigns journeys or workflow rules | Rebuild |
| Web forms and landing pages | Zoho Forms or Zoho CRM webforms | Rebuild |
| Checkout pages and payment links | Zoho Commerce, or payment links from Zoho Books | Rebuild |
04Nothing gets lost
Keap stays open the whole time, and nothing moves in full until a sample has passed your own checks.
A note from our founders
We opened in Glendale in 2025, and across 300+ projects the smooth moves share one habit: nobody guesses. With Keap, the guessing hides in tags. So we list every tag, agree where it goes, and show you your own contacts in Zoho CRM before anything else moves.
Ikramul Karim & Khris KakosimidiCo-Founder & CEO · Co-Founder & CFO
Keap is still there, read-only, so we compare the tag in Keap with the field or list in Zoho and fix the rule.
The full move waits until each department lead signs off. A failed check means we adjust the map and run the sample again.
The BRD sets a rollback window. Inside it, your team can go back to Keap while we sort out what failed.
Your Keap stays live until you say so
Validation reportSample report
| Keap | Before | Zoho CRM | After | Match |
|---|---|---|---|---|
| Contacts | 18,240 | Contacts + Leads | 18,240 | |
| Opted-out emails | 2,117 | Email Opt Out | 2,117 | |
| Companies | 1,306 | Accounts | 1,306 | |
| Opportunities | 742 | Deals | 742 | |
| Orders | 5,488 | Sales Orders | 5,488 | |
| Tagged “Bought” | 3,951 | Customer Status | 3,951 |
We don’t switch until these numbers match.
Sample numbers. Your report lists your own counts, tag by tag.
05Keap estimator
Rough numbers are enough. Tags and campaigns weigh more than contact count, because we sort and rebuild those by hand.
06Three ways to move
Most Keap accounts fit one of three moves. Each is quoted for your account after the assessment, never as a list price.
Quick Move
One fixed fee for the Keap move, set in a signed BRD
Standard Move
Fixed in writing in your BRD before a single contact moves
Complex Move
Priced once, as a fixed number in the signed BRD
Start here
A paid review of your Keap account before we commit to a fee. What you pay is credited in full against your migration.
07The move, step by step
Fifteen steps in five phases, and seven of them exist only because this is a migration. Your team stays in Keap until cutover. Scroll and one sample contact moves phase by phase, trading Keap tags for Zoho fields.
Phase 1 · Understand
Phase 2 · Agree
Phase 3 · Build & prove
Phase 4 · Move & test
Phase 5 · Switch
Migration only steps you won’t see on a fresh Zoho CRM build. See the full process →
08Count back from the renewal
Start from the day your Keap plan renews. We set a stopper date two weeks earlier, the last safe day to rely on Keap, and count every phase back from there.
Start by…
Go-live…
Stopper date…
Keap renews…
Amber dot: a migration-only step
Sample plan, real dates go in your BRD. Phase lengths are illustrative ranges, planned at the longer end.
09The first morning
The first worry is always “where are my tags?” Here is the first morning, plus a cheat sheet for old Keap clicks.
Same people, same owners. The views you asked for sit along the top: VIP clients, coaching leads, past buyers.
The new form drops it into Zoho CRM with its source, and the welcome journey starts in Zoho Campaigns.
The customer’s orders sit on their record. Keap is still open read-only for anything older.
Where did my button go?Keap → Zoho CRM
| In Keap you… | In Zoho CRM you… |
|---|---|
| Apply a tag | Set the field, or add a Zoho tag |
| Search contacts by tag | Open a custom view filtered on that field |
| Add someone to a sequence | Add them to a Zoho Campaigns list or journey |
| Check the pipeline | Open Deals in Kanban view |
| Look up an order | Open Sales Orders on the contact |
| Share an appointment link | Send your Zoho Bookings link |
| Read broadcast stats | Open Zoho Campaigns reports |
| Edit an automation | Setup, Automation, Workflow Rules |
10Three years of licences
Keap sells one plan for two users plus extra seats and a contact tier; Zoho CRM charges per user. Compare at US list prices.
11Worth the move?
Keap is a strong all-in-one box for a solo owner who sells online. Teams leave when sales needs a real pipeline, reports, more seats, or links to accounting and support.
Zoho CRMNeeds Zoho Commerce or Books payment links next to it.
KeapBuilt in, which suits course and coaching sellers.
Zoho CRMSeveral pipelines, stage probabilities and forecasts.
KeapA simpler opportunity board.
Zoho CRMBlueprint asks for the right fields before a deal moves.
KeapLeft to habit and tags.
Zoho CRMCustom reports and dashboards on any field.
KeapReports often lean on tag counts.
Zoho CRMPay per user, from $14 a month on yearly billing.
KeapA two-user plan, then $39 a month per extra user.
Zoho CRMZoho Books, Desk and Projects share the same records.
KeapConnected through outside apps.
Zoho CRMThrough Zoho Campaigns, priced on its own.
KeapIncluded, with its own campaign builder.
See Zoho CRM editions and what we build → Small team? Look at Bigin →
12Before you switch
What owners ask before leaving Keap. Got a tag list nobody understands? Bring it to the call.
The logic. Campaign sequences, forms, checkout pages, appointment links and connected apps get rebuilt in Zoho. Broadcast stats and send history stay in Keap; we save the reports you want as files first.
We list every tag and agree where each goes: a field, a list, a Zoho tag or the bin. Nothing is dropped without your written approval, and the validation report counts each tag against its new home.
Yes. Opt-out status moves into Zoho’s Email Opt Out field, and we check the count before cutover, so Zoho emails skip those people.
Yes. Products, orders and order lines arrive as Products and Sales Orders or Invoices on each contact, or in Zoho Books if you want them in your accounting.
Very little. You work in Keap until a planned after-hours cutover, a catch-up pass brings late changes across, and the team starts the next morning in Zoho CRM.
It depends on your tags, campaigns, forms and connected apps more than on contact count. The Migration BRD carries a dated schedule set back from a stopper date before your Keap renewal.
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, and the fee is set in a signed BRD.
Each team that uses Keap, often sales and marketing, names a lead who signs the Migration BRD and later its sample. Your project owner adds a final signature, and we keep a record of each approval.
It stays open read-only through the rollback window, and we keep a full export. You cancel Keap only after you confirm the team is settled.
13How a Keap migration starts
The first call costs nothing. A paid Migration Assessment then produces the tag decisions, field map and BRD, and its cost is credited in full when the move goes ahead.
Keap moves run over video for businesses across the US, Canada and Latin America, with in-person sessions around Los Angeles.
Kick-off to go-live follows our standard process. See how we work →
14Let’s talk
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.
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