Migration guide
Switch from Zoho to ElevateAI.
One platform instead of a dozen separate Zoho apps.
What changes for you
One login, one bill
CRM, campaigns, forms, booking, reviews, and payments in a single platform.
Nothing to wire together
The pieces already talk to each other, so a form fill can text, book, and assign on its own.
Support you can reach
Live chat and Zoom support, plus bi-weekly live office hours with real people.
ElevateAI / Import workspace
zoho-export.csv
Uploaded · columns matched automatically
- Contacts1,284
- Tags37
- Deals212
Sample data
From Zoho
5 of 6 mapped- Zoho CRMCRM with smart lists
- Zoho CampaignsEmail/SMS campaigns
- Zoho FormsForms & surveys
- Zoho BookingsCalendars
- Zoho FlowWorkflows & Automations
Everything has a home
Where your Zoho stuff lives in ElevateAI
| In Zoho |  In ElevateAI |
|---|---|
| Zoho CRM | CRM with smart lists |
| Zoho Campaigns | Email/SMS campaigns |
| Zoho Forms | Forms & surveys |
| Zoho Bookings | Calendars |
| Zoho Flow | Workflows & Automations |
| Zoho Sites / LandingPage | Funnels & websites |
Your switching checklist
Here's what you'll bring over, with our guides, ready-made templates, and our team on chat and Zoom if you get stuck.
- Contacts & tags, via CSV import
- Pipelines & deals
- Email templates & campaigns
- Forms
- Landing pages
- Calendars
Timeline
Most switchers are fully moved in within their first week.
- 1
Open your tool's guide
Exactly what to export and where it goes.
- 2
Bring your data over
Import contacts in minutes with CSV; rebuild pages and automations fast with our templates.
- 3
Go live supported
Stuck anywhere? Chat or Zoom with our team, anytime.
Questions about switching
Will I lose anything from Zoho?
No. Your contacts and tags, pipelines and deals, email templates and campaigns, forms, landing pages, and calendars all have a home here. The guide shows you exactly where each piece goes. Anything that needs rebuilding, our team will walk you through on chat or Zoom.
How long does switching take?
Most switchers are fully moved in within their first week. You follow the Zoho guide, import contacts with CSV, and our team is on live chat and Zoom whenever you get stuck.
What does switching cost?
Nothing extra. The guides, the templates, and our support are included on Core, Growth, and Pro, along with white-glove onboarding. There are no contracts: cancel anytime and take your data with you.
We set you up 1-on-1 in your first week, then stay on live chat and Zoom.
Coming from another tool?Ready to leave Zoho behind?
Follow the guide, import your contacts, and lean on our team whenever you need us.
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