Migration Guide for Small Teams
Converge Team
Part of the Zoho SalesIQ migration guide
Migration guide specifically for small support teams (2-10 agents) switching from Zoho SalesIQ.
Small Team Migration from Zoho SalesIQ
For teams of 2-5 operators, SalesIQ's per-operator pricing adds up once you outgrow the Basic tier's 1,000-session cap or need Zia AI features — Professional is $17/operator/month and Enterprise is $25/operator/month on annual billing.
Why Small Teams Outgrow SalesIQ
The Free plan (3 operators, 100 sessions/month, no messaging channels) works for testing but not production. The Basic plan unlocks messaging channels but caps you at 1,000 sessions/month — easy to hit during a campaign or seasonal spike. A 5-person team that needs unlimited sessions and Zia chat summaries lands on Professional at $17/operator/month annual ($85/month), and Enterprise's OpenAI-powered Answer Bot pushes that to $125/month for the same five operators.
Same-Day Migration Plan
Morning: Sign up for your new platform, connect your messaging channels (WhatsApp, Telegram, Messenger — each takes 2-5 minutes), and set up quick reply templates using your exported canned messages. Afternoon: Invite your team, walk through the unified inbox together, and remove the SalesIQ widget from your website. By end of day, you're handling conversations on your new platform.
Cost Impact
A 3-person team on SalesIQ Professional pays $51/month annual ($75/month Enterprise). A 5-person team pays $85/month Professional or $125/month Enterprise. With a flat-rate platform like Converge at $49/month for up to 15 team members, you eliminate per-operator math entirely and have room to grow from three to fifteen agents without cost increases.
What You Keep, What You Lose
You keep all your messaging channels and customer relationships. You lose SalesIQ's visitor tracking intelligence (page views, visit history, lead scoring) and the Zoho CRM integration. If visitor tracking was your primary reason for SalesIQ, evaluate whether your new platform's analytics cover your needs before switching.
Need the full migration guide?
This page covers migration guide for small teams specifically. For the complete step-by-step migration process:
Read the complete Zoho SalesIQ migration guideReady to try Converge?
$49/month flat. Up to 15 agents. 7-day free trial, no credit card required.
Start Free Trial