How to Migrate from Zoho CRM to Muntri

Before you start

You'll need:

• Admin access to your Zoho CRM account
• A Muntri account (sign up free)
• About 30 minutes of hands-on time

Step 1: Export your data from Zoho CRM ~10 min

Tip: If you use Zoho's custom modules or custom fields, include them in the export. Muntri's AI will attempt to map them automatically.

Step 2: Import into Muntri ~5 min

How Zoho fields map to Muntri

Zoho field	Muntri field	Notes
First Name / Last Name	first_name / last_name	Direct match
Email	email	Primary email
Account Name	account.name	Creates account if new
Deal Name	opportunity.name	Direct match
Stage	opportunity.stage	Mapped to your pipeline stages
Amount	opportunity.amount	Direct match
Closing Date	opportunity.close_date	Date format auto-detected
Deal Owner	opportunity.owner	Matched by email
Lead Source	lead.source	Direct match
Lead Status	lead.status	Mapped to Muntri statuses
Phone / Mobile	phone	Primary phone
Description	notes	Imported as note

Step 3: Verify and clean up ~10 min

• Review duplicate flags. Muntri detects duplicates by email and company name. Merge in bulk from the import summary.
• Check pipeline stages. Zoho's default stages (Qualification, Needs Analysis, Value Proposition, etc.) may differ from Muntri's defaults. Rename in Settings > Pipeline Stages.
• Spot-check records. Open 5-10 contacts and deals to verify data integrity.
• Invite your team. Add users from Admin > Users.

Step 4: Explore what Zoho couldn't do Ongoing

With your data in Muntri, you now have access to capabilities that weren't available in Zoho CRM:

• AI SDR agents that autonomously research prospects and draft personalized outreach
• Natural language queries: ask "Show me deals closing this month over $50K" and get instant charts
• Pipeline health scoring with AI-powered risk detection on every deal
• Proposal management with AI parsing of RFPs and section drafting
• Customer success scoring with churn prediction (no separate Zoho Desk needed)
• Autonomy controls: set each AI feature to manual, co-pilot, or fully autonomous

Migrating from multiple Zoho apps?

If you're also using Zoho Desk, Zoho Campaigns, or Zoho Analytics alongside Zoho CRM, Muntri consolidates all of those into one platform. Export each separately and import into the corresponding Muntri module. No more juggling five logins.

Need help?

For complex migrations with custom modules, Blueprint workflows, or large data volumes, book a demo and we'll plan the migration together. Dedicated support is included on Business and Enterprise plans.