Switch from Zoho / HubSpot — Migration Guide
Switch in 48 hours, keep everything. Complete 2-page guide with feature comparison table, migration process, and 14-day money-back guarantee. First month free for migrating teams.
What's inside
- Full feature comparison: HelloGrowthCRM vs Zoho vs HubSpot vs Kylas
- Free data migration — contacts, deals, pipeline, notes
- 48-hour migration process (5 steps)
- What gets migrated checklist
- 14-day money-back guarantee details
- WhatsApp + AI features not available on Zoho/HubSpot
- India support, DPDPA compliance, data residency
- First month free for migrating teams
Switching from
Zoho CRM · HubSpot · Kylas · Freshsales · Any spreadsheet
Offer
Free migration + first month free + 14-day guarantee
Why teams put off switching CRMs longer than they should
Almost every team that switches CRMs waited too long, and always for the same two fears: losing data, and losing momentum. Years of contacts, deal notes, and call history feel fragile, and nobody wants the sales team standing still while records move between systems. So teams keep paying for a CRM they have outgrown because the switch feels riskier than the status quo. In practice, both risks are process problems, solved by doing the migration in the right order rather than in a rush.
The data risk comes down to three things the guide covers step by step: a complete export from the old system, a field mapping agreed before import so every phone number and deal value lands in the right place, and a verification checklist that compares record counts before anything is switched off. The momentum risk is handled with a short parallel run — the old CRM stays readable while the team starts working in the new one — so there is never a day when nobody can see the pipeline. Handled this way, a switch is a weekend project, not a quarter-long migration.
The guide also names the mistakes that cause most failed migrations: importing years of dirty data wholesale instead of cleaning as you go, skipping the test import, cutting over big-bang with no fallback, and giving nobody ownership of team adoption in the first fortnight. Each one is avoidable once you know to look for it. And because HelloGrowthCRM migration is done for you — contacts, deals, pipeline, and notes moved free of charge — most of the checklist is work the migration team does, not work that lands on your desk.
What the brochure covers in depth
Each point on the inside list gets a practical treatment in the PDF — what the step involves, who does the work, and how to verify it before moving on.
Full feature comparison
HelloGrowthCRM, Zoho, HubSpot, and Kylas side by side — WhatsApp, calling, AI, pricing, and support — so you can judge the trade-offs on paper before moving a single record.
Free data migration
Contacts, deals, pipeline stages, and notes moved for you at no cost, with the field mapping agreed before import so nothing lands in the wrong column or gets silently dropped.
The 48-hour migration process
The five steps — export, field mapping, test import, verification, go-live — with what happens at each stage and who does the work. Most of it is the migration team, not you.
What gets migrated checklist
A record-by-record checklist for verifying counts against your old CRM before you switch anything off, so the team never discovers a missing deal three weeks after cutover.
14-day money-back guarantee
How the guarantee works in practice, so the switch is reversible. If the new system does not fit the way your team sells, you are not locked into the decision.
WhatsApp and AI features compared
What you gain on arrival: native WhatsApp through the Meta Cloud API, a built-in dialer with recording, and AI lead scoring — the capabilities the comparison table walks through in detail.
India support, DPDPA, and data residency
The compliance section covers where your data lives, how DPDPA obligations are handled, and what SOC 2 Type II controls mean for a small business evaluating vendors.
First month free for migrating teams
The switching offer and how to claim it, so the month you spend settling into the new system is not a month you are paying for twice.
How teams roll this out
The guide's migration plan mirrors what teams that switch cleanly actually do — and most of the technical work is handled for you.
- 1
Export everything from your current CRM
Pull full exports of contacts, deals, notes, and activity history from Zoho, HubSpot, or your spreadsheet before touching anything else. The guide lists exactly which exports to run so no table gets left behind in the old system.
- 2
Map fields and run a test import
Agree the field mapping — which old column becomes which new field — and import a small batch first. This is the step most self-managed migrations skip, and it is where phone numbers end up in email fields when they do.
- 3
Verify counts and run in parallel briefly
Check record counts against the migration checklist, then keep the old CRM readable for a short parallel period. Nobody has to trust the new system on day one; they can confirm it matches before the old one is retired.
- 4
Cut over and onboard the team
Basic setup takes 15 to 30 minutes, so the team starts in the new system the same day: telecallers on the built-in dialer with recording, WhatsApp connected through the Meta Cloud API, and every deal already in its pipeline stage.
Frequently asked questions
Straight answers to the questions teams ask most before downloading the guide or starting a migration.
Will we lose data when switching CRMs?
Not if the migration is done in the right order. The guide's process — full export, agreed field mapping, test import, then count verification against a checklist — exists precisely so nothing disappears in transit. Migration from Zoho, HubSpot, Kylas, Freshsales, or spreadsheets is handled for you, free.
How long does switching actually take?
The migration process in the guide runs over 48 hours across five steps, and basic setup of HelloGrowthCRM itself takes 15 to 30 minutes. The variable is your side: how quickly exports are pulled and field mapping is approved. Most teams keep selling throughout and never have a day without a working CRM.
What if the team does not adopt the new CRM?
Adoption fails when a new tool adds work. The guide's approach is a short parallel run plus a same-day cutover into a system where WhatsApp, the dialer with recording, and the pipeline live in one place — so day one is easier than the old routine, not harder. The 14-day money-back guarantee keeps the decision reversible.
What does HelloGrowthCRM cost after we switch?
Rs. 899 per user per month in India, or $10 per user per month on annual billing globally, with every feature included. A free plan covers 1 user and 200 leads, migrating teams get their first month free, and 259+ integrations reconnect the tools around your CRM.
Is the guide gated behind a form?
No. The PDF is a direct download — no email address, phone number, or signup is required. Share it with whoever signs off on the switch. If you want the migration done for you end to end, the concierge migration service covers exactly that.