How to Migrate from Zoho SalesIQ to Converge
Converge Team
Switching from Zoho SalesIQ? This guide covers everything you need: exporting data, connecting channels, setting up automations, and training your team. Most migrations take 1-3 days.
Migration at a Glance
Why Teams Switch from Zoho SalesIQ
Zoho SalesIQ is Zoho ecosystem users wanting integrated live chat and visitor tracking. However, teams often find these pain points:
- • Interface feels dated
- • Best value within Zoho ecosystem
- • Limited integrations outside Zoho
- • Mobile app has reliability issues
What You'll Gain with Converge
Step-by-Step Migration Process
Audit Your Current Setup
Document all channels, integrations, and workflows you use in Zoho SalesIQ. List active agents, custom automations, and any API connections.
Export Your Data
Export customer contacts, conversation history, and any saved templates from Zoho SalesIQ. Most platforms offer CSV or JSON export options in their admin settings.
Set Up Your New Platform
Create your Converge account, invite team members, and configure company settings (working hours, timezone, roles).
Connect Your Messaging Channels
Connect WhatsApp, Telegram, Messenger, Instagram, Discord, Zalo, and email to Converge. Each channel takes 2-5 minutes to set up.
Configure Automations
Set up auto-replies, SLA policies, auto-routing rules, and quick reply templates to match your previous workflows.
Run in Parallel (Optional)
Keep Zoho SalesIQ active for 1-2 weeks while your team gets comfortable with Converge. Route new conversations to Converge while finishing open tickets in Zoho SalesIQ.
Decommission Zoho SalesIQ
Once your team is fully on Converge, disconnect channels from Zoho SalesIQ, cancel your subscription, and keep your data export as a backup.
Feature Comparison
| Feature | Zoho SalesIQ | Converge |
|---|---|---|
| Starting Price | From $39/seat/mo | $49/mo flat |
| Pricing Model | Per seat | Flat rate (up to 15 agents) |
| ✓ | ✓ Native | |
| Telegram | ✓ | ✓ Native |
| Discord | ✗ | ✓ Native |
| Zalo | ✗ | ✓ Native (exclusive) |
| AI Suggestions | Limited | ✓ Included |
| Free Trial | Free plan available | 14-day free trial |
Cost Comparison
| Team Size | Zoho SalesIQ | Converge | Annual Savings |
|---|---|---|---|
| 3 agents | $117/mo | $49/mo | $816/yr |
| 5 agents | $195/mo | $49/mo | $1,752/yr |
| 10 agents | $390/mo | $49/mo | $4,092/yr |
| 15 agents | $585/mo | $49/mo | $6,432/yr |
Migration Timeline
What You Might Miss
Zoho SalesIQ has strengths that Converge approaches differently:
- • Very competitive pricing
- • Excellent Zoho ecosystem integration
- • Good visitor tracking and lead scoring
Converge focuses on messaging-first support with flat pricing. If Zoho SalesIQ's specific strengths are critical for your workflow, evaluate both platforms during Converge's 14-day free trial before committing.
Ready to try Converge?
$49/month flat. Up to 15 agents. 14-day free trial, no credit card required.
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