Save Money. Clean Your Data. Upgrade Your CRM Experience.
At Boosted CRM, our expert engineers deliver a seamless Salesforce to Zoho migration that’s fast, accurate, and cost-effective.
In just 2 days over a weekend, you can fully transition to Zoho with a cleaner, faster, and 75% more cost-efficient CRM environment — without losing your data, workflows, or momentum.
We specialize in providing a one-to-one migration experience where everything you use in Salesforce — from custom fields to automation — is mirrored into Zoho, optimized for better performance.
We begin by preparing your Zoho environment:
List data: Items, Customers, Vendors, Chart of Accounts
Opening balances with no historical transactions
Essential configuration setup
We organize and clean your data:
Import summary data for historical P&L and Balance Sheets
Bring transactional history from a specific time period forward
Eliminate duplicates, errors, and inconsistencies
Before going live, we conduct a full test migration:
Validate data integrity
Test workflows, permissions, layouts, and automations
Fix any issues ahead of the final migration
We execute a complete transfer of your Salesforce environment into Zoho, including:
User Data: All users, permission sets, profiles, and roles
CRM Structures: Layouts, user hierarchy roles, standard and custom objects
Sales Data: Opportunities, history, custom fields, formulas
Service Data: Cases → Zoho Desk
Activities: Tasks, calls, events, notes, attachments
Documents: Docusign agreements
Custom Code: Apex code → Deluge scripting for all functions
Finance Modules: Estimates, invoices, vendors, price-books, sales/purchase orders
Automation: Workflows, built processes, blueprints, layout rules, assignment rules
Field Dependencies: Dependency fields and assignment rules
Emails: Templates, triggers, and records
Third-Party Integrations: 3rd party apps integrations smoothly connected
Frequently Asked Questions
Most migrations are completed over a weekend (2 days) with zero downtime for your team.
No — we perform a full backup, test the migration, and validate all data integrity before going live.
Absolutely. All custom objects, fields, layouts, and automations are re-created in Zoho CRM, including Apex-to-Deluge code conversion.
We offer full Zoho CRM customization and optimization services to tailor your CRM exactly to your needs.
