Start a Project
banner announcing act crm to zoho crm webinar on january 14

See How Zoho CRM Stacks Up Against ACT! and Why It’s Time to Upgrade

If you missed our Webinar on moving from Act! to Zoho CRM, you can view it here.

October 2024

“Working with Aspen94 on our Zoho implementation was a great experience. Their deep expertise was clear from the start, but what really made them stand out was how approachable and easy to work with they were. They kept the process smooth and even enjoyable, explaining things in a way that made sense, regardless of our technical background. They completed every task quickly and with incredible attention to detail, and their commitment to our project’s success was obvious. If you’re looking for friendly, knowledgeable support, I highly recommend Aspen94.”

Kellogg School of Management

September 2024

“I would highly recommend Marshall and his team at Aspen94. They are knowledgeable and friendly and helped with our migration from Act/QuoteWerks to Zoho CRM. They were experts in all the software products and always had a great plan to accomplish tasks in the proper manner. We had a tight deadline with a several custom requirements, but Aspen94 accomplished all tasks ahead of schedule. They also provided onboard training for our team to ensure a smooth transition to Zoho CRM. They are a great company to partner with.”

Arden Software North America

Zoho CRM

Primary Features

  • 100% cloud-based, accessible anywhere

  • Full-featured mobile apps for iOS/Android

  • Seamless integration with Zoho suite + 1000s of apps

  • Built-in AI capabilities and integrations with ChatGPT

  • Highly customizable, scalable as you grow

  • Advanced analytics and real-time KPIs

  • Robust automation and AI-driven workflow triggers

Act! CRM

Compared to Zoho CRM

  • Primarily desktop-based with limited cloud capabilities

  • Mobile is only available for cloud subscribers
  • Integrations are restrictive and third-party dependent
  • Lags behind competitors in adopting new technology
  • Customizations are complex and scaling is difficult
  • Basic reporting and dashboards
  • Limited workflow automation

Benefits of Moving to Zoho CRM

  • Anywhere, Anytime Access: work on any device without being tethered to your PC or an office server.
  • Unified Ecosystem: part of a larger suite, Zoho CRM integrates seamlessly with marketing automation, helpdesk, email campaigns, project management, surveys, digital signatures, cloud storage and much more.  
  • Cost Efficiency: reduce hardware costs and ongoing maintenance fees associated with upgrades and technical support.  With Zoho CRM, you pay for software that updates itself automatically.
  • Modern User Experience: the intuitive UI, guided setups, and easy customization make Zoho CRM onboarding simple and increase user adoption.
  • Dedicated Support & Resources: benefit from comprehensive support, training materials, and a thriving Zoho CRM user community.

The Migration Process

  • Step-by-Step Guidance: we provide a clear roadmap for transferring your existing Act! data into Zoho CRM without losing any crucial information.
  • Hands-On Assistance: our team has developed best practices and resources, including webinar sessions and tutorials, to help ensure a smooth transition.
  • Minimal Downtime: our proven migration strategies reduce downtime so you can keep business flowing during the switch.

Ready To Talk?

Contact Us Today!