ACT! has served businesses well for years. But as your business grows, years of contacts, notes, activities, custom fields, and processes can make moving to a new CRM more complicated than simply switching software.
NWDDI helps you plan, map, migrate, validate, and adopt Zoho CRM, so your team can keep working while we manage the conversion.
Book your free ACT! migration assessment30 minutes. No obligation. We'll discuss your current ACT! environment, migration goals, timeline, and next steps.
Many businesses have relied on ACT! for a decade or more. It may still contain years of valuable customer information, but the way your team works and the tools available to support it have changed.
Does any of this sound familiar?
Your most important customer data may live on a desktop or server rather than being easily accessible wherever your team works.
Follow-ups, reminders, reporting, and other routine activities still depend on someone remembering to do them.
Customer information and related business processes may be spread across ACT!, email, spreadsheets, and other systems, creating extra work and making it harder to see the full picture.
Over time, duplicate records, variations in company names, custom fields, and unstructured information can accumulate in an ACT! database.
Years of notes, calls, activities, and customer relationships are part of the real value of your CRM. Moving systems should not mean abandoning that history.
If some of this sounds familiar, it may be time to consider what comes next.
Zoho CRM gives your team a modern, cloud-based platform for managing customer relationships, sales, and day-to-day CRM activity.
Stay connected wherever you are. Your team can access up-to-date customer information across devices and locations.
Automate repetitive CRM tasks, streamline follow-ups and workflows, and use Zoho CRM's built-in intelligence to help your team focus on the customers and opportunities that need attention.
Configure Zoho CRM around your sales process, customer relationships, workflows, and business requirements rather than forcing your team into a one-size-fits-all system.
Give your team a modern CRM environment designed to make customer information, activities, and sales processes easier to manage.
Add users, CRM functionality, automation, and integrations as your business grows and your requirements change.
Zoho CRM can work as a standalone CRM or as part of a broader Zoho environment. If your business needs extend beyond CRM, NWDDI can help you evaluate additional Zoho applications or Zoho One separately, based on your processes and requirements.
A proven six-step process designed to move your business into Zoho CRM while keeping the conversion controlled and validated.
We review your ACT! environment, users, custom fields, workflows, and migration requirements, then agree on the goals, scope, and timeline.
Before conversion, your team reviews the source data and addresses duplicates, outdated records, and inconsistencies that should not be carried into the new system. We provide guidance on what needs to be prepared for migration.
We map the agreed fields, notes, activities, relationships, and other data to their appropriate destinations in Zoho CRM and configure the system around your business requirements.
We perform a test migration and validate the results with you before proceeding with the full conversion.
We migrate the agreed data, configure users and permissions as required, and validate the completed migration before go-live.
We provide hands-on training to help your team get comfortable with Zoho CRM and can configure CRM automation and integrations based on your business requirements.
A well-prepared database makes a significant difference. Reviewing duplicates, inconsistent records, outdated information, and unnecessary data before migration helps ensure that only the information you want is carried into your new CRM.
Change is easier when your team understands the benefits. Hands-on training, real-time demonstrations, and early involvement of key stakeholders help drive adoption and confidence.
Your ACT! migration can focus specifically on moving your customer and sales processes into Zoho CRM. Broader system changes can be evaluated separately if and when they make sense for your business.
Give your team access to current customer information from desktop, laptop, or mobile devices.
Automated follow-ups, reminders, workflows, and other CRM processes can reduce repetitive administrative work.
Zoho CRM's tools and built-in intelligence can help your team identify the deals, contacts, and activities that need attention.
Bring customer records, activities, notes, sales information, and related CRM data into a more structured environment that is easier for your team to manage.
As your business changes, Zoho CRM can be configured and expanded to support new users, processes, automation, and integrations.
NWDDI has spent decades helping businesses improve the way work moves through their organizations. For the last nine years, we have built those processes inside Zoho. We are a certified Zoho Premium Partner.
We have implemented CRM systems, migrated complex operational data, integrated financial systems, and rebuilt workflows. We have helped manufacturing, distribution, and service companies turn disconnected processes into operating systems.
The timeline depends on the size and condition of your ACT! database, the number of users, the amount of historical data, custom fields, and the complexity of your business requirements.
We review these factors during the initial assessment and establish a realistic migration timeline.
Preserving valuable customer history is an important part of the migration process. During discovery and mapping, we identify the ACT! data included in the conversion and determine how it should be mapped into Zoho CRM.
The exact migration scope depends on your ACT! environment and the data supported by the destination system.
In most cases, your team can continue working in ACT! while much of the preparation, Zoho CRM configuration, mapping, and testing takes place.
The final migration and go-live process is planned to minimize disruption to your business.
Your team should review and prepare the source data before the full conversion. This may include identifying duplicates, outdated records, inconsistent company names, or information you no longer want to carry forward.
NWDDI provides guidance on data preparation requirements for the migration.
Migration cost depends on factors such as the number of users, the amount and complexity of the data, custom fields, integrations, and the overall conversion scope.
We review your environment first so we can define the work required and provide an appropriate estimate.
Yes. Moving to a new CRM is not only a technical change. Your team needs to understand how Zoho CRM is configured for your business and how their day-to-day processes will work in the new system.
NWDDI provides hands-on training to support adoption.
ACT! environments can vary significantly depending on version, configuration, database history, and how the system has been used over time.
We review your current ACT! environment during the assessment to determine the appropriate conversion approach.
No. An ACT! to Zoho CRM migration can focus specifically on your CRM.
If you are also considering Zoho One or replacing other business systems, such as accounting, marketing, project management, or customer support applications, those requirements can be evaluated separately as part of a broader project.
Talk with our team about your current ACT! environment, number of users, migration goals, and timeline. We'll help you understand what needs to happen before conversion and what a realistic migration path could look like for your business.
Book your free ACT! migration assessment30 minutes. No obligation. We'll discuss your current ACT! environment, migration goals, timeline, and next steps.