Australia’s #1 Zoho Partner
4 Years in a Row
Officially awarded Zoho Partner of the Year in Australia for 2022, 2023, 2024 and 2025. Chosen from 60+ Australian Zoho Partners by Zoho themselves.*
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Recognised as Australia’s #1 Zoho Partner, 4 years running
Minimum project size 10 consulting hours.
Smartmates is Australia’s Zoho Partner of the Year for four years running (2022, 2023, 2024, 2025). We’ve delivered 50+ five-star Google reviews from businesses who’ve moved their CRM the right way.
Whether you’re migrating from Salesforce, HubSpot, or a legacy system, we handle the entire process, from data audit to go-live, with a fixed, and transparent engagement model.
What’s Included in Your Zoho CRM Migration
- Full audit of your existing CRM data
- Data mapping and field alignment to Zoho CRM
- Clean import with deduplication and validation
- Workflow and automation rebuild
- User roles, permissions, and pipeline configuration
- Staff training and handover documentation
- Post-migration support after go-live
Migrating from Salesforce or HubSpot?
From Salesforce
Salesforce exports can be complex. Custom objects, formula fields, and layered automations don’t translate directly to Zoho. We map your Salesforce data architecture to Zoho CRM before a single record moves, so nothing is lost or misaligned during the switch.
From HubSpot
HubSpot’s contact-based model differs structurally from Zoho’s account-and-contact model. We handle the structural remapping, deal stage translation, and list segmentation rebuild so your sales team picks up exactly where they left off.
How the Migration Process Works
- Discovery
We review your current CRM setup, data volume, custom fields, and integration dependencies. You receive a clear migration scope document before any work begins. - Implementation
Our certified Zoho engineers migrate your data in a staging environment first. We validate accuracy, rebuild your workflows, and confirm everything is functioning correctly before we touch your live environment. - Optimisation
Once live, we fine-tune automation rules, clean up any residual data issues, and configure dashboards and reports to match how your team actually works.
Data Security and Risk Mitigation
Migrating CRM data carries real risk if done without structure. Here’s how we protect your business:
- Staging environment testing before any live data moves
- Full data backup taken before commencement
- Documented rollback plan agreed before go-live
- All work performed by certified Zoho professionals
Post-Migration Support
Go-live is not the finish line. We stay available after migration to handle edge cases, field fixes, and automation adjustments, via our flexible hours model, for as long as you need.
Ready to Move Your CRM the Right Way?
Speak with our certified Zoho experts. As Australia’s Zoho Partner of the Year for four consecutive years, we provide clear, structured guidance. Walk away with a clear migration scope, timeline, cost, and complete freedom to decide.
Request a Callback from Smartmates
Sarah
I’ll listen to your Zoho needs to understand your business challenges and goals, ensuring a tailored approach.
I’ll bring a certified Zoho engineer to our first consultation to explore solutions and clarify your requirements.
We’ll deliver your free project plan quotation, detailing the steps, timeline, and costs—up to this point, it’s completely free!
“My mission is to solve your key problems, build your trust in our capabilities and deliver exceptional value for money.”