Migrating from amoCRM to Zoho CRM

Executive Summary

CRMOZ helped our client migrate all of the data from amoCRM to Zoho CRM and build new business processes in CRM

Introduction

A commercial organization needed to transfer their data from one CRM (AMO CRM) to ZOHO CRM with all automations and workflows.

The Challenge

The organization was using a lot of auto-workflows in different modules like Leads, Contacts, Deals, etc. They needed to use the same workflows in the new CRM with some additional features and the possibility to change some variables themselves.

Implementation & results

Create a big general workflow for all modules and break them into small blueprints with custom automations for any case.
Widgets, deluge functions, workflows, and a few custom synchronizations with third-party services were included.
The organization has increased its productivity with client communication because of automatic data processing.
Also, deals and sales orders processing was increased because of the smart blueprints system with widgets for every client's case.
Now they have the possibility to spend more time on business development, but not on checking inbox data.

Do you want to move from another software to Zoho? Contact us and we will find the right solution for you!

CRMOZ

CRMOZ can help you maintain the correct functionality of the system, as well as aim for your growth. We look at your entire business, provide a plan for you, and carry out the necessary actions to help you integrate and automate your entire business, right from inquiries in your system all the way through the Zoho applications and through to delivering quick and precise results to your customers.