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I will migrate your salesforce CRM to zoho, US expert
US based Zoho and Salesforce CRM Consultant
CRM + Website Expert | 18+ Years Experience
Former CTO specializing in Salesforce, Zoho & Close. Now also building modern websites with Zoho Sites & Wix Harmony.
I Deliver:
- Complete Zoho CRM, Sales...
Vetted by Fiverr Pro
Juan L was selected by the Fiverr Pro team for their expertise.
Vetted for
CRM Management
Software Development
Software Management
Website Development
About this Gig
Vetted Pro
Expert in Salesforce AND Zoho I'm the only expert who speaks both languages fluently. That's what makes this migration different.
Your pipeline, your contacts, your automations all rebuilt properly in Zoho. Not dumped. Not approximated. Rebuilt.
I'm Juan, former CTO with 18+ years in CRM. PCMAG rates Zoho #1, Salesforce #2. I master both.
HOW IT WORKS:
Start with the Basic package 1 hour audit. I map your entire Salesforce org: data quality, field structure, automations, integrations. You get a written plan with a realistic hour estimate. Nothing moves until you approve it.
WHAT COMES ACROSS:
Contacts, Leads, Accounts, Deals, Activities
Custom fields you keep (the rest gets archived, not deleted)
Automations rebuilt natively in Zoho not workarounds
Integrations reconnected: email, Zapier, accounting tools
YOUR TEAM STAYS PRODUCTIVE:
We build Zoho in parallel while your team keeps working in Salesforce. Go-live happens over a weekend. Monday morning, everyone logs into Zoho and everything is already there.
30-day support included in every package.
Basic > up to 1 hour.
Standard > up to 7 hours.
Advanced > up to 10 hours.
Message me first for questions.
Software:
Zoho
Clients I’ve worked with
The Grotto Menswear
Men's Clothing
Starting on 2022, I've been working with The Grotto Mensware many projects improving their Zoho CRM, understanding their processes, creating custom modules, automations, dashboards and reports, and building API integrations with apps like Square, Acuity Scheduling. international providers and Shipstation. We have 19 orders now.
Jan 2022-Jun 2026
Wim Motors Academy
Driving School
WMA offer offroad biking vacation packages for companies, and after analyzing their business, we built a system for their customers to schedule their vacation adventures. We did it with a Zoho Creator app connected to their Zoho CRM during 4 GIGs.
Jun 2022-Dec 2022
My Portfolio
FAQ
Will my sales team have downtime during the switch?
No meaningful downtime. We build Zoho in parallel while your team keeps working in Salesforce. Go-live is scheduled over a weekend. Monday morning, everyone logs into Zoho: pipeline intact, history intact, ready to work.
What happens to all our existing data and history?
Your pipeline, contacts, deals, and activity history all move across. We also review duplicates and old records together, you decide what's worth keeping. What lands in Zoho is clean. Anything excluded is archived, not deleted.
Why start with the audit instead of jumping straight in?
No two Salesforce orgs are the same. The audit helps to map data, automations, and integrations, so you get a real hour estimate. It's the one hour that prevents expensive surprises later. If you have a simple Salesforce with a simple setup we can skip the Audit and start right away.
Can you rebuild our Salesforce automations in Zoho?
Yes, this is a core part of every migration. Workflow rules become Zoho Blueprints, triggers become Deluge functions, approval flows are rebuilt natively. The audit identifies everything so nothing gets left behind.
What if the project needs more hours than my package?
I flag it before going over — never after. If extra hours are needed we agree on scope first and open a separate order. No surprises. This is exactly why the audit exists: to size the work accurately before you commit to a package.
