Guías de Migración → Zoho CRM

Zoho CRM → HELIX

Dificultad: moderada Tiempo: 2-3 horas

Resumen

Puedes cambiar de Zoho CRM a Helix en 2-3 horas. Exporta tus datos como CSV, impórtalos a Helix, configura tus servicios. Usa ambos en paralelo una semana y cancela Zoho CRM cuando estés seguro. $299 una vez reemplaza tu suscripción de Zoho CRM para siempre.

Paso 1: Exportar de Zoho CRM

1

Export Leads/Contacts

Settings → Data Administration → Export → Select 'Leads' or 'Contacts.' Export with all fields.

2

Export Accounts

Same process → Select 'Accounts.' Captures company records.

3

Export Deals

Export 'Deals' or 'Potentials' (depending on your Zoho version).

4

Document Workflows/Blueprints

If you use Zoho automation, document your key workflows for recreation in Helix Cascade.

Paso 2: Importar a Helix

1

Import Contacts to Connect

Helix Connect → Import → Upload Zoho contacts/leads export. Combine if appropriate.

2

Migrate Active Deals to Jobs

For active opportunities, create Jobs in Helix with relevant deal context.

3

Build Cascade Automations

Recreate your most valuable Zoho workflows in Helix Cascade.

Zoho is incredibly powerful but often overkill for service businesses. You probably customized it heavily and now maintain a complex system. Helix is the 'start fresh with simplicity' option. Sometimes the right move is less software, not more.

Preguntas Frecuentes

Is Helix as customizable as Zoho?

No. Zoho is extremely customizable — custom modules, fields, workflows. Helix is opinionated — it works a specific way for service businesses. If you need heavy customization, Zoho is better. If you want a system that 'just works,' Helix is better.

What about Zoho's other apps?

Zoho's strength is the suite (Books, Invoice, Projects, etc.). Helix is standalone. If you're deep in Zoho ecosystem, migration is harder. If you only use Zoho CRM, migration is easy.

Obtener Helix — $299

Cancela Zoho CRM después de tu primera semana con Helix.