One login, one bill
CRM, campaigns, forms, booking, reviews and payments in a single platform.
MIGRATION GUIDE
Switch from Zoho to Pinnacle Ai.
One platform instead of a dozen separate Zoho apps.
What changes for you
Nothing to wire together
The pieces already talk to each other, so a form fill can text, book and assign on its own.
Support you can reach
24/7 live chat & Zoom support and bi-weekly live office hours with real people.
Where your Zoho stuff lives in Pinnacle Ai
| In Zoho | In Pinnacle Ai |
|---|---|
| Zoho CRM | CRM with smart lists |
| Zoho Campaigns | Email/SMS campaigns |
| Zoho Forms | Forms & surveys |
| Zoho Bookings | Calendars |
| Zoho Flow | Workflows & Automations |
| Zoho Sites / LandingPage | Funnels & websites |
Your switching checklist
Here's what you'll bring over — with our guides, ready-made templates, and our team on chat and Zoom if you get stuck.
- Contacts & tags — via CSV import
- Pipelines & deals
- Email templates & campaigns
- Forms
- Landing pages
- Calendars
TIMELINE
Most switchers are fully moved in within their first week.
- 1
Open your tool's guide
Exactly what to export and where it goes.
- 2
Bring your data over
Import contacts in minutes with CSV; rebuild pages and automations fast with our templates.
- 3
Go live supported
Stuck anywhere? Chat or Zoom with our team, anytime.
Questions about switching
No. Your contacts and tags, pipelines and deals, email templates and campaigns, forms, landing pages and calendars all have a home here — the guide shows you exactly where each piece goes. Anything that needs rebuilding, our team will walk you through on chat or Zoom.
Most switchers are fully moved in within their first week. You follow the Zoho guide, import contacts with CSV, and our team is on live chat and Zoom whenever you get stuck.
Nothing extra. The guides, the templates and our support are included on Core, Growth and Pro, along with white-glove onboarding. There are no contracts — cancel anytime and take your data with you.
“The automation and other features of PinnacleAI CRM are so robust that I have barely learned everything available to me.”
Ready to leave Zoho behind?
Follow the guide, import your contacts, and lean on our team whenever you need us.