Northwest Data Designs

Migrating from ACT! CRM to Zoho CRM

The Ultimate Step-by-Step Guide and Best Practices for a Smooth Transition

For years, ACT! CRM has been a trusted solution for businesses managing customer relationships. However, as the CRM landscape evolves, businesses are seeking more advanced solutions to stay competitive. If you're looking for a modern, flexible, and intelligent CRM, Zoho CRM is the perfect upgrade- offering advanced automation, seamless integrations, and scalability at an unbeatable value.

Why Upgrade to Zoho CRM?

Cloud-Based & Accessible Anywhere
Stay connected no matter where you are. Zoho CRM works on any device, keeping your team in sync at all times.

Smart Automation & AI-Powered Insights   
Automate repetitive tasks, get AI-driven sales predictions, and improve efficiency with Zoho’s built-in intelligence- focusing on what matters most: growing your business.

Seamless Integrations
Connect with email, marketing tools, accounting software, and more—Zoho CRM integrates smoothly with popular business apps.

User-Friendly & Fully Customizable
No more outdated interfaces.! Zoho CRM is modern, intuitive, user friendly, and can be tailored to fit your unique business needs.

Cost-Effective & Scalable
Get enterprise-level features without breaking the bank. Zoho CRM grows with your business, offering value at every stage.

How to Migrate from ACT! to Zoho CRM in 6 Simple Steps

  1. Plan Your Migration
    • Identify essential data and set clear goals.
    • Assign key team members to oversee the process.
  2. Prepare Your Data
    • Remove duplicates and standardize data formats.
    • Backup your ACT! data.
  3. Export & Map Data
    • Export contacts, companies, notes in CSV format.
    • Use Zoho’s import wizard to align field accurately.
  4. Test & Validate
    • Import a small sample to check accuracy.
    • Verify custom fields and reports function correctly.
  5. Full Migration
    • Import all data, set user permissions, and train your team.
  6. Optimize & Automate
    • Set up automation and integrations for a streamlined workflow.
    • Monitor system performance and fine-tune for peak performance.

Ensuring a Smooth Transition

Keep Your Data Clean and Organized
A well-prepared database makes all the difference! By eliminating duplicates and standardizing fields before migration, you ensure a seamless transfer and better data integrity in Zoho CRM.

Empower Your Team For Success
Change is exciting when your team sees the benefits! Hands-on training, real-time demonstrations, and early involvement of key stakeholders will help drive adoption and enthusiasm.

Seamlessly Connect Your Tools
Zoho CRM integrates effortlessly with the tools you already use, ensuring smooth operations with email, accounting, marketing automation, and more.

Why Choose NWDDI for Your ACT! to Zoho CRM Migration?

With over 20 years of CRM expertise, NWDDI understands both ACT! and Zoho CRM inside and out. Our proven migration process ensures:

✔️  Minimal downtime and zero data loss
✔️  Hands-on training to get your team up to speed
✔️  Customized solutions tailored to your business needs

Ready to Make the Switch?

Don’t let outdated software hold your business back! Contact NWDDI today for a free consultation and take the first step toward a more powerful, flexible, and scalable CRM solution with Zoho CRM.

GET STARTED