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KEY FEATURES
Migrating to Zoho CRM Plus requires more than moving data—it demands precision, structure, and continuity across teams. At Xceptive Solution, we deliver secure and accurate Zoho CRM Plus migration services that transfer your sales, marketing, and support data without loss, duplication, or disruption. Our migration approach ensures your teams start working on Zoho CRM Plus with clean data and zero downtime.
An unplanned migration can break workflows, reports, and customer history. A structured migration ensures business continuity.
We migrate leads, contacts, deals, tickets, campaigns, and interactions with full historical accuracy.
We eliminate duplicates, standardize fields, and clean records for reliable reporting and automation.
Your business keeps running while we handle migration in secure, staged phases.
Migration is aligned with CRM Plus best practices to support automation and scalability.
Accurate, secure, and disruption-free migration across the entire CRM Plus ecosystem.
We analyze your existing CRM, marketing, and support systems to create a detailed migration roadmap.
Identify duplicates, inactive records, and inconsistencies before migration begins.
Migration of leads, contacts, deals, tickets, campaigns, and customer interactions.
Precise mapping between source systems and Zoho CRM Plus to ensure data accuracy.
Preserve ownership, hierarchy, and access controls across teams.
Emails, calls, chats, tasks, and activity timelines migrated for full customer context.
Rebuild and validate reports to ensure performance tracking remains intact post-migration.
Multiple test runs, validation checks, and final sign-off before full deployment.
Fine-tuning workflows, automations, and reports after migration completion.
Unlock all CRM features and grow your business effortlessly.
A structured and risk-free approach to ensure smooth CRM Plus migration.
Zoho delivers enterprise-level features at an affordable cost, making it the
perfect balance of power, scalability, and value for growing teams.
| Feature / Platform | Zoho | Salesforce | HubSpot | Freshworks |
|---|---|---|---|---|
| Pricing | ✅ Affordable & flexible | ❌ Expensive | ✅ Moderate | ✅ Affordable |
| Customization | ✅ High | ✅ High | ❌ Limited | ❌ Moderate |
| Automation | ✅ Powerful | ✅ Powerful | ❌ Limited | ✅ Good |
| Integrations | ✅ 100+ native | ❌ 3rd-party heavy | ✅ Limited | ✅ Moderate |
| Setup Time | ✅ Fast | ❌ Slow | ✅ Fast | ✅ Fast |
| Best For | SMBs, MSMEs, Startups | Enterprise | Marketing teams | Support teams |
At Xceptive Solution, we don’t just deliver projects—we build partnerships. Hear from our satisfied clients who’ve seen
real growth through our SEO and digital services.
At Xceptive Solution, we don’t just deliver projects—we build partnerships. Hear from our satisfied clients who’ve seen
real growth through our SEO and digital services.
Zoho CRM helps businesses manage leads, automate sales processes, and track customer interactions in one unified platform. We help you set it up to achieve complete sales visibility and smarter decision-making.
Zoho CRM helps businesses manage leads, automate sales processes, and track customer interactions in one unified platform. We help you set it up to achieve complete sales visibility and smarter decision-making.
Zoho CRM helps businesses manage leads, automate sales processes, and track customer interactions in one unified platform. We help you set it up to achieve complete sales visibility and smarter decision-making.
Partnering with Xceptive gives your business measurable improvements—not just new tools. We focus on delivering real operational outcomes that help you scale faster and work smarter.
At Xceptive Solution, we don’t just deliver projects—we build partnerships. Hear from our satisfied clients who’ve seen real growth through our SEO and digital services.
Brick-and-mortar stores, service providers, and local professionals.
Geo-targeted optimization
Google Business Profile enhancement
Review & citation building
Brick-and-mortar stores, service providers, and local professionals.
Geo-targeted optimization
Google Business Profile enhancement
Review & citation building
Brick-and-mortar stores, service providers, and local professionals.
Geo-targeted optimization
Google Business Profile enhancement
Review & citation building
Brick-and-mortar stores, service providers, and local professionals.
Geo-targeted optimization
Google Business Profile enhancement
Review & citation buildingAt Xceptive Solution, we don’t just implement Zoho—we transform the way your business operates. Our consulting approach focuses on deep understanding, accurate setup, seamless automation, and long-term optimization so your teams work smarter, faster, and with zero friction.
Smart sales CRM to manage leads and improve customer relationships.
All-in-one suite combining CRM, support, marketing, analytics, and automation.
Pipeline-focused, lightweight CRM designed for small teams and startups.
Powerful inventory & order management software for ecommerce and distributors.
Advanced online form builder for capturing leads and syncing data.
No-code integration tool to automate flow between Zoho & third-party tools.
Low-code platform to build custom business apps & complex operations.
Complete HRMS for attendance, leave, policies & performance management.
Live chat, chatbot, and visitor tracking platform to convert leads faster.
Helping businesses streamline operations, automate workflows, and scale efficiently using modern technology platforms like Zoho. With a strong delivery team based in India and a global presence, we support organizations across industries with reliable, process-driven solutions.
By combining strategic thinking, technical expertise, and a deep understanding of business workflows, Xceptive Solution helps organizations build scalable systems that support growth, improve team productivity, and enhance customer experience.
Yes. We handle migrations from major CRMs, helpdesks, and marketing platforms.
No. Our staged migration and validation process ensures zero data loss.
Typically 2–6 weeks depending on data volume and complexity.
Data migrates directly; workflows and reports are rebuilt and optimized.
Yes. We offer AMC and continuous optimization services.
Get instant access to Zoho CRM with expert setup support.
