Why Zoho?
- HubSpot Pro/Enterprise pricing burden
- Zoho One bundles CRM + BI + HR + accounting
- Strong Korean/Japanese support
- Deep customization
Migration (3–6 weeks)
Week 1: data export - Export HubSpot Contacts/Companies/Deals/Products as CSV - List custom properties - Document workflows (screenshots)
Week 2: Zoho setup - Choose Zoho CRM plan (Standard/Enterprise) - Design field mapping (HubSpot → Zoho) - Define teams/roles/permissions
Weeks 3–4: data migration - Use Zoho Data Import Wizard - Contacts → split into Leads and Contacts - Deals → Opportunities - Migrate activities (email, call, note) - Handle field validation errors
Week 5: automation rewrite - HubSpot Workflow → Zoho Workflow + Blueprint - Copy email templates - Rebuild reports
Week 6: parallel + cutover - 2 weeks parallel operation - Train sales team - HubSpot read-only - Final validation, then cancel
Pitfalls
- Full HubSpot activity migration is hard (API limits)
- Email sequences don't 1:1 port — rewrite
- Redesign reports/dashboards for Zoho style
Cost savings
20-person team: HubSpot Pro $800/month → Zoho CRM Enterprise $420/month. Saves mid-six-figures KRW/year. With Zoho One, HR + BI bundled — bigger.