GoldMine to Zoho CRM Migration | Abstract Automation

Move from GoldMine to Zoho CRM

Preserve history, clean data, rebuild key processes, and go live in 3 to 4 months.
(Yep, that's what it takes if you want it done right.)

Still running your business on GoldMine?

Still running your business on GoldMine? It worked back in the day but today it’s holding you back. Reporting is painful, integrations are limited, and your team avoids using it.

We take the stress out of moving CRMs. Your GoldMine data gets cleaned, tested, and migrated step by step, with your team trained and supported the whole way.

What You Get

A structured, step-by-step migration plan that delivers a modern CRM your team can actually use.

Full audit of your current GoldMine database
Clean export of contacts, companies, activities, and notes
Data cleaning and field-mapping plan
Zoho CRM build with the right modules, fields, and automations
Test migrations and validation at each stage
User training and post-go-live support

Timeline

The typical migration runs 3 to 4 months, phased to reduce risk.

Month 1:

Audit, data profiling, business discovery

Month 2:

Zoho CRM build, first test load, validation, adjustments

Month 3:

Second test load, user walkthroughs, training prep

Month 4:

Cutover window, final validation, go live, 30-day support

Our Process

We take a structured, step-by-step approach that keeps your data clean and your team confident.

1. Discovery & Planning
We start by reviewing your GoldMine system and understanding how your team uses it.
You’ll see exactly what data will move, what can be cleaned, and how Zoho CRM will be set up.

2. Data Cleanup
Duplicates, old contacts, and inconsistent fields we fix those before anything moves.
Your new CRM starts clean, accurate, and reliable.

3. Mapping & Migration
We map your GoldMine fields to Zoho CRM and migrate in small batches.
You’ll review each round, give feedback, and stay in control the whole way.

4. Customization & Training
We tailor Zoho CRM to your workflows, integrate tools like Zoho Inventory or Zoho Campaigns if needed, and train your users hands-on.

5. Go-Live & Support
Once everything’s validated, we switch you over to Zoho CRM and stick around for support.
No surprises just a clean transition and a system your team can trust.

Pricing

Most projects land between $15,000 and $20,000, depending on data size and complexity.

Paid in installments as we go with no long-term commitment required.

A proper GoldMine migration isn’t cheap. Most projects run $15k-$20k because we’re not just copying data, we’re rebuilding your system the right way inside Zoho CRM. You either do it once or you do it twice.

What I Need from You

One point of contact for decisions
Access to a recent GoldMine database copy
Examples of must-have reports and fields
Two or three sample records that represent clean data

How Risk Is Managed

Audit first, migrate in staged waves
Test loads before going live
Ample time to validate results
Clear cutover plan with rollback steps

Common Questions

Will we lose data?

No. Every migration is validated in test waves before final cutover.

Can you migrate everything?

We migrate what’s practical and valuable. Some artifacts don’t map cleanly, and we decide together whether to migrate, transform, or archive them.

Can you include custom requests?

Yes. Any custom work is scoped after the audit and priced separately if it’s outside the base package.

Next Step

Ready to plan your move off GoldMine?

Book a 30-minute call to review your system and start your audit checklist.

Book a 30-Minute Migration Call

Hear what just one of many happy clients have said about us...