7 Reasons to Migrate from Act! to Zoho CRM

2025-06-06 11:22:58 By Cameron

    Migrating from Act! to Zoho CRM can offer substantial benefits to just about any business. While the CRM migration process may be intricate and demanding, the advantages of transitioning to Zoho CRM largely outweighs any potential challenges. Here are 7 points to back this up:

1. Modern User Interface and Enhanced Usability

Zoho CRM boasts an intuitive user interface that provides ease of navigation and operation.This modern design enhances user experience, leading to increased adoption rates among employees. In contrast, Act! has been noted for an outdated and cumbersome interface, which can pose usability challenges. Furthermore, Zoho CRM offers a feature call Zoho Canvas which enables you to build a fully customizable layout in a drag-and-drop builder.

2. Advanced Integration Capabilities

One of Zoho CRM's standout features is its extensive integration capabilities. It seamlessly connects with a wide array of third-party applications to streamline workflows and synchronize multiple business processes. Act! on the other hand comes with limited integration capabilities, creating the need for additional tools and resources.

3. Robust Automation and AI Features

Zoho CRM offers advanced automation tools and artificial intelligence (AI) functionalities. These features empower businesses to automate routine tasks, gain insightful data analyses, and make informed decisions. Act! offers basic automation features which lack the depth and sophistication of Zoho CRM.

4. Scalability and Customization

As businesses evolve, as should their CRM system. Zoho CRM is highly scalable and fully customizable, allowing organizations to custom-tailor the system to meet their specific needs as they grow. This flexibility ensures that the CRM can align with business objectives over time. While Zoho can accommodate businesses of all sizes, Act! is generally more suited for smaller businesses. With this comes limitations when implementing extensive customization in Act!.

5. Cost-Effectiveness

Zoho CRM provides a range of pricing plans, including a free version for small businesses and competitively priced tiers for larger organizations. This makes it very affordable regardless of budget. Act! costs more for what you're getting, especially when factoring in additional costs for integrations and advanced features (that come included with Zoho CRM).

6. Cloud-Based

Being a cloud-based solution, Zoho CRM offers the advantage of remote accessibility, while lessening the need for local data storage. Users can access the system from anywhere with internet connection, facilitating remote work and updates on-the-go. Act! offers both desktop and cloud versions, but its cloud functionalities do not even come close to those of Zoho CRM.

7. Excellent Customer Support

Zoho CRM provides excellent customer support, with timely responses and professional conduct. Their support team consists of Zoho CRM experts, providing an extremely comprehensive knowledge base. Zoho CRM's support team ensures that any issues encountered during or after migration can be promptly addressed. To add to that, Zoho has a very family-oriented company culture, eager to help one another. Act!'s customer support on the other hand, is not so friendly or reliable.

    While migrating from Act! to Zoho CRM may require meticulous planning and execution, it can yield significant results for businesses aiming to improve lead generation, sales processes, customer relationship management, and more. If you'd like to get started with your Act! to Zoho CRM migration, click the button below. Or if you have any questions, feel free to reach us at support@twelvethree.com or 716-837-5727

Cameron