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Switch to HelloGrowthCRM

Moving from Zoho, Salesforce, Freshsales, or Pipedrive? Pick your platform below for a step-by-step migration guide, feature comparison, and everything you need to go live in days — not months.

Choose your current CRM

Each guide covers why teams switch, a feature-by-feature comparison, and exact migration steps.

What you get with every switch

Auto field-mapping on CSV import

AI lead scoring from day one — no training period

Built-in dialer with call recording & summaries

Native WhatsApp — no third-party integration

Managed RevOps option for hands-on support

Most teams live within 1–2 days

Not sure where to start?

Book a free 30-minute migration call. Our team will map your current CRM setup to HelloGrowthCRM and give you a personalised go-live plan.

Common questions before switching

Will we lose data when we switch CRMs?

No. Migration is an import, not a transfer — your current CRM keeps its data untouched while a copy comes into HelloGrowthCRM via CSV with auto field-mapping. Most teams run both systems in parallel for a couple of weeks before cancelling the old subscription.

How long does a typical switch take?

Exporting and importing contacts, companies, and deals usually takes a few hours. Setup itself is 15–30 minutes, and most teams are fully live within 1–2 days. Rebuilding your key follow-up sequences happens on the free migration call.

What if our CRM isn't listed above?

Any CRM that exports CSV can be migrated — that covers virtually all of them. Follow the general migration guide, or book a migration call and we will map your export files to HelloGrowthCRM fields with you.