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Freshsales to Zoho CRM · United Kingdom

Freshsales to Zoho CRM Migration in the UK

Moving from Freshsales to Zoho CRM? Shyphan migrates UK businesses across with the data mapped, cleansed and reconciled, the history intact and a sandbox dry run you sign off before anything touches live. Fixed quote in GBP.

Authorized Zoho Partner

Get a free migration assessment

A certified Zoho consultant replies within 24 hours.

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100+
Projects delivered
Authorized
Zoho Partner
4
Global offices
GBP
Fixed-quote pricing
Zoho migration consultant supporting a UK business moving off Freshsales
Why Shyphan

Why UK teams trust us with a Freshsales migration

  • Sandbox dry run before any live load
  • Written reconciliation you can hand to your auditor
  • History, notes and attachments migrated, not just master data
  • Parallel-run option for finance migrations
  • Rollback plan agreed before cutover
Why move

Why UK businesses leave Freshsales

Freshsales is a reasonable starting CRM, and teams usually move when they need deeper automation, territory management, Blueprint-style process control, or simply want sales on the same platform as finance and support rather than paying a separate vendor for each.

Zoho CRM is the sales system of record: leads, accounts, deals, forecasting, and the automation that moves them forward, and for most UK teams the switch is driven by cost, by wanting fewer vendors, or by needing the rest of the business on the same platform rather than by a single missing feature.

We are not evangelists. If Freshsales is serving you well and the business case is thin, we will say so. Where the case holds, we move you across cleanly and reconcile the result in writing.

Lead capture
Pipeline & forecasting
Workflow automation
Quotes & invoicing
Telephony & email
Dashboards
Zoho CRM and the Zoho apps replacing Freshsales for UK teams
Certifications

Our certified Zoho team

Eleven current Zoho certifications held by named consultants, covering Zoho CRM Administration, Zoho Creator Developer at Associate and Professional level, and Zoho People. Tap any certificate to view it in full, and verify our partner status on Zoho’s official directory.

Shyphan is an Authorized Zoho Partner
Namira Khan - Zoho CRM Certified Administrator (Zoho certification)Sushant Singh - Zoho CRM Certified Administrator (Zoho certification)Hyacinth Kadri - Zoho People Certified Associate (Zoho certification)Fazal Mahfooz - Zoho Creator Developer (Professional) (Zoho certification)Fazal Mahfooz - Zoho Creator Developer (Associate) (Zoho certification)Vikas Saroj - Zoho Creator Developer (Associate) (Zoho certification)Yashu Mittal - Zoho Creator Developer (Associate) (Zoho certification)Shreyansh Dubey - Zoho Creator Developer (Associate) (Zoho certification)Lubna Nizar - Zoho Creator Developer (Associate) (Zoho certification)Praveen Kumar Sonkar - Zoho Creator Developer (Associate) (Zoho certification)Shamly P - Zoho Creator Developer (Associate) (Zoho certification)
Across the UK

Freshsales migrations across the United Kingdom

We run Freshsales to Zoho CRM migrations for clients in London, Manchester, Birmingham, Leeds, Glasgow, Edinburgh, Bristol, Liverpool, Sheffield, Nottingham, Cardiff and Belfast and every UK region, remotely on GMT and BST, with the cutover scheduled around your quiet period rather than ours.

Every migration ends with a written reconciliation: record counts, financial totals and open items compared between Freshsales and Zoho CRM and signed off before the old system is retired.

Shyphan consultant running a Freshsales to Zoho CRM migration for a UK client
Zoho products

The full Zoho suite we implement across the UK

From CRM and Books to a complete Zoho One rollout, with 30+ apps configured for British teams.

Zoho One logoZoho One45+ apps, one licence Zoho CRM logoZoho CRMSales pipeline & automation Zoho Books logoZoho BooksAccounting & MTD VAT Zoho Creator logoZoho CreatorLow-code app building Zoho Desk logoZoho DeskOmnichannel helpdesk Zoho Projects logoZoho ProjectsProjects & timesheets Zoho People logoZoho PeopleHR, leave & attendance Zoho Analytics logoZoho AnalyticsDashboards & BI Zoho Inventory logoZoho InventoryStock & order management Zoho FSM logoZoho FSMField service management Zoho Recruit logoZoho RecruitATS & recruitment CRM Zoho Campaigns logoZoho CampaignsEmail marketing Zoho SalesIQ logoZoho SalesIQLive chat & chatbots Zoho Marketing Automation logoZoho Marketing AutomationMarketing automation Zoho Social logoZoho SocialSocial media management Zoho Commerce logoZoho CommerceEcommerce storefront Zoho Expense logoZoho ExpenseExpenses & HMRC mileage Zoho Billing logoZoho BillingSubscription billing Zoho Invoice logoZoho InvoiceFree online invoicing Zoho Bigin logoZoho BiginSimple pipeline CRM Zoho CRM Plus logoZoho CRM PlusSales, support & marketing Zoho People Plus logoZoho People PlusFull HR suite Zoho Sign logoZoho SignElectronic signatures Zoho Flow logoZoho FlowApp integration Zoho Forms logoZoho FormsOnline & offline forms Zoho Survey logoZoho SurveySurveys, NPS & CSAT Zoho Bookings logoZoho BookingsAppointment scheduling Zoho WorkDrive logoZoho WorkDriveTeam document storage Zoho Workplace logoZoho WorkplaceMail, docs & chat suite Zoho Mail logoZoho MailBusiness email hosting Zoho Cliq logoZoho CliqTeam messaging Zoho Meeting logoZoho MeetingVideo meetings Zoho Webinar logoZoho WebinarWebinars & registration Zoho Assist logoZoho AssistRemote support Zoho Vault logoZoho VaultTeam password manager Zoho Sprints logoZoho SprintsAgile sprint boards Zoho BugTracker logoZoho BugTrackerDefect tracking Zoho Backstage logoZoho BackstageEvent management Zoho PageSense logoZoho PageSenseA/B testing & heatmaps Zoho DataPrep logoZoho DataPrepData cleansing Zoho Voice logoZoho VoiceCloud telephony Zoho TeamInbox logoZoho TeamInboxShared inboxes Zoho Contracts logoZoho ContractsContract lifecycle Zoho RPA logoZoho RPARobotic process automation Zoho IoT logoZoho IoTConnected devices Zoho POS logoZoho POSPoint of sale Zoho ERP logoZoho ERPFull cloud ERP
What we deliver

How the Freshsales to Zoho CRM migration runs

Five stages, a sandbox dry run before anything goes live, and a fixed quote in GBP agreed up front.

01

Freshsales export and audit

A complete extract from Freshsales, profiled for duplicates, format breaks and referential gaps before any mapping is agreed.

02

Field mapping to Zoho CRM

Every object and field mapped, picklists aligned, and the gaps between the two data models flagged in writing rather than discovered at cutover.

03

Cleansing and de-duplication

UK postcodes, phone formats, company names and dates standardised, duplicates merged under agreed survivorship rules.

04

Sandbox dry run

A full rehearsal load in a sandbox that you inspect against Freshsales, with an exception list resolved before the live run.

05

Cutover and reconciliation

Live load on an agreed window, counts and totals reconciled and signed off, and a read-only archive of Freshsales retained.

Industries

Industries we serve in the UK

From technology and finance to manufacturing, healthcare, retail and professional services.

Real Estate
Construction
Manufacturing
Oil, Gas & Energy
Retail
E-commerce
Wholesale & Trading
Logistics & Transport
Healthcare
Pharmaceuticals
Education
Banking & Finance
Insurance
Hospitality & Tourism
Food & Beverage
Professional Services
Technology & IT
Government
Automotive
Telecom
Travel & Aviation
Agriculture
Non-profit & NGO
Media & Marketing
Shyphan certified Zoho team at Zoholics Shyphan team at a Zoho event booth Shyphan team
Our team

Backed by a certified Zoho team

Our consultants are certified across Zoho CRM, Books, One, Creator, Analytics and People, and we stay active in the Zoho community, including Zoholics. You work with senior people who know the platform inside out.

From discovery to go-live and ongoing support, the same team stays with you, available across UK time (GMT/BST) by call, email and screen-share.

Certified Zoho consultants Zoholics community GMT support

Whether you are moving off spreadsheets or scaling an existing Zoho setup, our certified team does the heavy lifting and trains yours to own it with confidence, so your investment keeps paying off long after go-live.

100+
Projects delivered
6+
Zoho products mastered
4
Global offices
Trusted by

Trusted by teams worldwide

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EXCELLENT
Rated by our clients on Google
J
James P.
VP Sales, a the UK SaaS company

We consolidated three tools into Zoho One. Pipeline visibility and forecasting finally live in one place, and the rollout beat our deadline.

M
Megan R.
Controller, a the UK services firm

Zoho Books with automated sales-tax and QuickBooks-style reporting cut our month-end close in half. Clean migration, zero data loss.

D
David L.
Operations Lead, a the UK distribution company

They understood our workflow fast and delivered on time. Post-launch support has been genuinely responsive.

Zoho services

Explore Zoho services & migrations across the UK

Everything British businesses search for, from Zoho implementation, CRM, accounting and ERP to HR, inventory, apps, migrations and industry solutions, delivered by a certified Authorized Zoho Partner.

Zoho vs the usual stack

Why British teams switch to Zoho

How Zoho, set up by an authorized partner, compares with a typical Salesforce or HubSpot stack. Figures are approximate and vary by plan.

Zoho with ShyphanTypical Salesforce / HubSpot stack
Apps included 40+ apps in Zoho One under one loginCRM only; marketing, support and finance are separate paid products
Typical cost per user / month From about $37 for the full suiteOften $150-300+ once add-ons are included
Accounting & UK VAT Built in with Zoho Books (HMRC VAT)Needs QuickBooks, NetSuite or third-party add-ons
Custom apps & automation Low-code Zoho Creator + Deluge includedExtra platform licensing and developer cost
Setup & migration Fixed-quote; we migrate your data for youDIY or costly per-hour partner work
How it works

Your Zoho rollout in 5 clear steps

A proven, fixed-quote process from first call to go-live and beyond, with no surprises.

1

Discovery call

We map your workflow, current tools, team size and goals on a free 30-minute call.

2

Blueprint & fixed quote

You get a clear plan: Zoho apps, customizations, integrations, timeline and a fixed price in GBP.

3

Build & migrate

We configure Zoho and migrate your data from Salesforce, HubSpot, QuickBooks or spreadsheets, cleanly.

4

Train & go-live

Admin and end-user training, testing and a smooth launch with zero downtime.

5

Support & optimize

Ongoing support, new users, automations and enhancements under an optional care plan.

Zoho partner the UK

Your authorized Zoho partner in the UK

Shyphan is an authorized Zoho partner in the UK, helping British companies plan, implement and get real value from Zoho. Whether you need Zoho CRM implementation, Zoho Books for UK VAT and accounting, or a full Zoho One ERP across sales, finance, HR and operations, our certified consultants deliver a fixed-quote rollout that fits how British businesses actually work.

We work with startups, small businesses and multi-state enterprises across London, Manchester, Birmingham, Glasgow, Edinburgh, Leeds, Bristol and Liverpool and every state in between. Teams come to us to migrate from Salesforce, HubSpot or QuickBooks, to replace a tangle of spreadsheets and point tools, or to finally connect sales, marketing, support and finance on one platform. Because Zoho One bundles 40+ apps for one low per-user price, most British businesses cut software spend while gaining a single source of truth.

As your Zoho consultant, we handle discovery, configuration, data migration, integrations, automation and training end to end, then support you as you scale. Book a free consultation and we will recommend the right Zoho plan and a clear roadmap in GBP, with no obligation.

FAQ

Freshsales to Zoho CRM migration: questions answered

Will we lose our Freshsales history when we move to Zoho CRM?
No. Notes, attachments, activity history and closed records come across alongside the master data. Losing history is the quickest way to lose user trust in the new system, so we treat it as in scope from the start.
How long does a Freshsales to Zoho CRM migration take?
For a typical UK SME, two to five weeks including the dry run and reconciliation. Freshsales exports are generally clean, so most of the effort goes into rebuilding automation and sequences rather than moving records.
What usually goes wrong in a Freshsales migration?
Freshsales is a reasonable starting CRM, and teams usually move when they need deeper automation, territory management, Blueprint-style process control, or simply want sales on the same platform as finance and support rather than paying a separate vendor for each. We surface these during profiling, before the quote is fixed, rather than raising them as change requests halfway through.
Can we run Freshsales and Zoho CRM in parallel?
For finance migrations we usually recommend one parallel period so the numbers can be compared. For CRM and support tools, parallel running splits the team's attention, so we prefer a clean cutover with the old system left read-only.
What happens to our Freshsales licences?
Keep them read-only until reconciliation is signed off and your first full period has closed on Zoho CRM, then cancel. We plan the timing so you are not paying for both any longer than necessary.
Do you migrate custom fields and workflows too?
Custom fields, yes. Workflows are rebuilt rather than copied, because automation designed for Freshsales rarely maps cleanly and is usually worth simplifying while you have the chance.
How much does this cost?
We quote a fixed price in GBP after a free discovery call, so you know the total before committing. Zoho licence fees are billed separately by Zoho and we will tell you exactly which edition you need and why.
Do you work with businesses outside London?
Yes. We deliver remotely across the whole United Kingdom, from London, Manchester, Birmingham, Leeds, Glasgow, Edinburgh, Bristol, Liverpool, Sheffield, Nottingham, Cardiff and Belfast to smaller towns, with on-site visits available for larger rollouts.
Which UK time zone do you work in?
Our consultants work UK hours, GMT in winter and BST in summer, for workshops, training and support, with an extended team providing cover outside core hours.
Related

Related Zoho migrations and services

Get Started

Ready to move from Freshsales to Zoho CRM?

Send us a Freshsales export or a screenshot of your data model and we will come back with a mapping plan and a fixed quote in GBP.

  • Sandbox dry run before go-live
  • History and attachments migrated
  • Written reconciliation sign-off
  • Fixed quote in GBP