erinoSend us one export
From your CRM, your sheets or both. We map every column to a field in Erino and show you before anything moves.
Switch to Erino Done-for-you migration
Switch to Erino. We move everything.
Sheets, WhatsApp groups, sticky notes, a dialer and an old CRM. Bring all of it into one place your team will actually use. Our team maps your process, moves every record and trains everyone, so not a single lead slips in the move.
Teams switch fromExcel & SheetsWhatsAppZohoLeadSquaredTeleCRMHubSpot
Get your free switch plan
Done. Your switch call is booked ✓An Erino switch specialist will WhatsApp you within one working day to set a time.
Free, 30 minutesWe migrate the dataNo downtime for your team
Want to see Erino first? Book a live demo →
Moving dayZoho CRMErinoMigrating
- Columns mapped to Erino fields
— - Leads imported
— - Duplicates merged
— - Follow-ups turned into tasks
— - Lead sources & WhatsApp connected
— - Team trained
—
Leads left behind0
Downtime for your teamNone
First enquiry after go-liveAssigned in seconds
Illustration of an Erino migration
100%team adoption
32%more conversions in 2 months
Zeroleads left behind in the move
1:1dedicated account manager
Teams that made the move
How do I switch my CRM to Erino?
Book a free switch call and share one export from your current CRM or spreadsheets. The Erino team rebuilds your pipeline, fields and automations, imports and de-duplicates your leads, turns pending follow-ups into tasks, connects your lead sources, WhatsApp and telephony, and trains your team. Your team keeps working in the old tool until Erino is ready, so nothing pauses.
- Send one export
- We rebuild & import
- Your team goes live
Flip the switch
Same seven leads. One switch.
Today they're spread across a sheet, a WhatsApp chat, a sticky note, a missed call, a notebook, an old CRM and an inbox. Flip the switch to see where they land in Erino.
No ownerAdmissions_Oct.xlsxRiya S. · NEET 27Row 41 · owner: ??
RSRiya S.NewPriya
✓ Call by 10:00 today
Unanswered 2dWhatsApp · Sana
Sir fees kitna hai? Weekend batch?
SKSana K.ContactedArjun
✓ Fee plan sent on WhatsApp
Not trackedCall Aarav after mock result!! (JEE)
AKAarav K.ContactedNeha
✓ Task: call after result, Fri
No callbackMissed callKabir M.2 hours ago
KMKabir M.NewPriya
↻ Auto-retry at 11:30
Lost in a notebookNotebookMeera J. – CAT – send fee plan
MJMeera J.CounsellingArjun
✓ Demo booked Sat 11:00
Stale 11 daysOld CRMIshita P.Stage: Prospect · Owner: —
IPIshita P.CounsellingNeha
⚑ Flagged before going cold
DuplicateMeta_leads (2).xlsxriya sharma · neetSame number as row 41
Merged into Riya S. ✓
Paid? UnclearInbox · TueRe: Fee receipt — RohanDid the payment go through?
RTRohan T.Enrolled ✓Won
✓ Payment confirmed
Illustration of an Erino pipeline
Switching is the easy part
Three steps. We do the heavy lifting.
Setup is done in as little as 2 weeks, and your team keeps selling in the old tool the whole time. A sync before go-live brings over anything new, so no enquiry falls between two systems.
We rebuild your process
Your stages, lost reasons, SLAs and dashboards, configured for you. Leads imported, duplicates merged.
Your team goes live
A hands-on session for everyone, WhatsApp and calling connected, and the team starts working in Erino.
Total effort from your team: one export, one call, one training session.
Say goodbye to juggling
Six tools your team juggles. One place they all go.
Hover or tap a card to see what takes its place in Erino.
Today
Google Sheets
Four tabs, two versions, nobody sure which is latest.
In Erino
One lead list, de-duplicated
Every enquiry from every source, with an owner and a history.
Today
WhatsApp groups
Leads forwarded by hand, picked up by whoever saw them first.
In Erino
Instant auto-assignment
Routed by course, centre or language the second they land.
Today
Notebooks & sticky notes
"Call after the result" lives in someone's head.
In Erino
Follow-ups that create themselves
Every stage change sets the next task, with a due time.
Today
A separate dialer
Calls happen. What was said, and what's next, doesn't get saved.
In Erino
Calls recorded and scored by AI
Sentiment, buying intent and objections on every call.
Today
The 6pm report
An hour of chasing counsellors for numbers every day.
In Erino
Live dashboards
Calls, demos, admissions and overdue tasks by person and branch.
Today
The old CRM
Records everything, enforces nothing. Half the team works around it.
In Erino
Built around your process
So well-fitted it feels like your own in-house CRM.
Connected during your switch
Your lead sources and channels come along too.
We connect the ad platforms, forms, WhatsApp providers, telephony and payment tools your team already uses, as part of the move.
Lead sources
Meta Lead Ads Facebook · Instagram
Google Ads Lead forms
Website forms Any form
Events TownScript · AllEvents
Automation Zapier · Pabbly
Conversations & payments
WhatsApp AiSensy · Gupshup
Cloud telephony Exotel · Knowlarity
IVR & dialers Ozonetel · Smartflo
Payments Razorpay · PayU
Scheduling Calendly
Using something else? Ask on your switch call.
Same leads. More admissions.
Your ad spend stays the same. What you get from it doesn't.
Put in your numbers, then switch Erino on.
From ads, website, calls and walk-ins
Enquiries that become paying customers
Per enrolment or sale
ErinoEvery lead owned, followed up and tracked
Admissions per month
48+15
from the same 800 enquiries
Converting todayExtra with ErinoPer 100 enquiries
Revenue per month₹12,00,000
Extra per year with Erino₹0
Estimate based on the 32% increase in conversions EdTech teams report within two months of using Erino: enquiries × conversion rate × 1.32 × average fee. Your results depend on your team and market. For a detailed view, try the lead leakage calculator or the CRM ROI calculator.
Replace multiple tools with one
See how Erino compares to what you use today.
Pick what your team uses now. Here's where the difference shows up in daily work.
| What your team needs | Erino | Sheets & WhatsAppGoogle Sheets, Excel, WhatsApp groups |
|---|---|---|
| Switching & setup | ||
| Your data moved for you | ✓Done by the Erino team | ✕You do it by hand |
| Built around your process | ✓Stages, fields and SLAs set up for you | ✕Whoever builds the sheet |
| Training for the whole team | ✓Hands-on session | ~Nothing to learn, nothing enforced |
| Leads & follow-ups | ||
| Instant auto-assignment | ✓By course, centre or language | ✕Forwarded in groups |
| Next follow-up created at every stage | ✓Automatic, with owner and due time | ✕In people's heads |
| Silent leads flagged before they go cold | ✓Alerts to rep and manager | ✕Nobody notices until it's late |
| WhatsApp, calls and email on one timeline | ✓With Indian WhatsApp and telephony | ✕Scattered across phones |
| Calling & AI | ||
| Call recording | ✓Every call, on the lead | ✕Not captured |
| AI call analysis | ✓Sentiment, intent and objections | ✕Not available |
| Support | ||
| Dedicated account manager | ✓With Erino Genuine Care | ✕None |
| Changes as you grow | ✓You ask, we configure | ✕Rebuild the sheet |
Reflects typical setups as of 2026; features vary by plan and edition. See also how Erino compares on the homepage.
Moving day
Everything worth keeping comes with you.
Every column is mapped before import and you check a sample before go-live. Nothing is deleted from your old tool.
- ✓Leads & contacts
- ✓Owners & teams
- ✓Stages & statuses
- ✓Notes & remarks
- ✓Sources & UTMs
- ✓Tags & custom fields
- ✓Follow-up dates, as tasks
- ✓Lost reasons
Left behind:duplicatesleads with no ownerthe 6pm report
What stops teams from switching
Six worries we hear on every switch call. All handled.
All fair questions. Hover or tap a card to see how we handle each one.
We'll lose our data.
Years of leads and notes, gone in an import.
How we handle it ↗How we handle itMapped, sampled, then movedEvery column is mapped first, you check a sample, and nothing is deleted from your old tool.
Our team will take weeks to learn it.
And targets don't pause for training.
How we handle it ↗How we handle itIf they can use WhatsApp, they can use ErinoOne hands-on session. Tasks come to them automatically. Teams report 100% adoption.
Switching mid-season will hurt sales.
The busiest weeks are the worst time to pause.
How we handle it ↗How we handle itNobody stops workingYour team stays in the old tool until Erino is ready. Go-live is planned around your calendar.
Our process is too custom.
Our stages and fields don't fit a template.
How we handle it ↗How we handle itCustom is the pointYour stages, fields, lost reasons, SLAs and dashboards, rebuilt the way you already work.
We're still in a contract.
Paying for two tools sounds wasteful.
How we handle it ↗How we handle itPlanned around your renewalWe time the move to your renewal date and busy weeks. Many teams switch first and let the old contract lapse.
We'll be on our own after go-live.
That's what happened last time.
How we handle it ↗How we handle itErino Genuine CareA dedicated Erino team stays with you after go-live, tuning your setup as you grow.
From teams that made the move
"Our previous CRM recorded everything but enforced nothing."
Founders and sales heads on what changed after they switched.
★★★★★
“We were getting 250+ leads a day. I had no idea which ones were actually followed up. Within 2 weeks of using Erino, I could see ownership, next steps, and overdue follow-ups in seconds. That clarity alone paid for the system.”
Swapnil M.Founder, CodeFobe★★★★★
“Our previous CRM recorded everything but enforced nothing. Tasks were there, but discipline wasn't. Erino changed that.”
ShekharSales Head, Technical GuftguRead the case study →
★★★★★
“Earlier, two SDRs would call the same lead or worse, no one would call it. Now ownership is visible and fixed. That chaos stopped completely.”
Gaurav S.Founder, AG Solutions★★★★★
“We were losing hot leads in the first 12 hours. It wasn't effort, it was coordination. The structure fixed it.”
Sagar S.Founder, Dhee Coding LabRead the case study →★★★★★
“We assign leads daily, but I had zero visibility after that. I used to keep asking for reports. With Erino, I can see follow-ups in seconds.”
Sandeep Y.Head of Sales, ArivihanRead the case study →Erino Genuine Care
We don't sell you a CRM and leave. We stay.
The team that moves you in stays on. They know your process, change your setup as you grow and train every new joiner. A partner after the switch, not a ticket number.
✓ Included with every Erino accountA named account manager
One person who knows your process, on WhatsApp and calls, from switch day onwards.
Most CRMs:A ticket queueSetup changes, included
New stage, field, automation or report? Ask, and we build it.
Most CRMs:Paid change requestsEvery new joiner trained
New team members trained as often as needed, not only at launch.
Most CRMs:Trained onceAdoption reviews
We review usage with you and fix whatever isn't sticking.
Most CRMs:Usage nobody checksReady before every peak season
Routing, reports and automations tuned before your busiest weeks.
Most CRMs:You're on your ownYour requests on our roadmap
Feature requests assessed for impact on your business and prioritised.
Most CRMs:Lost in a backlog
AN
Ananya · Your Erino account managerOnline · replies same business day
We're moving from Zoho. Can we keep our stages, including the "Scholarship test" step?
Yes. I've mapped your 7 stages and 42 fields. Sending you 50 migrated leads to check.
✓ Sample approved · Import scheduled
4 of our team are on leave for the training day.
I'll train them separately on Wednesday, and review everyone's first week with you on Friday.
Illustration of a typical Genuine Care conversation
Live in as little as 2 weeksCare doesn't end at go-live
How we protect your data →Day 1Map your processYour stages, fields, team and where leads slip today.
Weeks 1–2Move, configure, go liveData moved, lead sources, WhatsApp and telephony connected. Team trained hands-on.
Month 1Adoption reviewUsage checked, gaps fixed together.
Every monthChanges & trainingNew stages, reports and joiners, handled.
Before every peakReadiness checkTuned for your busiest weeks.
Switching FAQs
Questions teams ask before they switch
Didn't find yours? Ask it on a free switch call, or WhatsApp us. Read how we protect your data on the Security & Trust page.
What tools does Erino replace?
Erino brings the tools a sales or admissions team juggles into one place: lead tracking spreadsheets, WhatsApp groups used to hand out leads, notebooks and sticky notes for follow-ups, a separate dialer, manual daily reports and an older CRM. Leads, calls, WhatsApp, follow-ups and dashboards all sit in Erino.
How long does it take to switch to Erino?
Setup is done in as little as 2 weeks. The exact timeline depends on your team size, how much data you have and which integrations you need, and your switch plan gives you the dates before anything starts. Your team keeps working in the current tool until Erino is ready.
Who does the data migration?
The Erino team does it for you. You share an export from your current CRM or spreadsheets, and we map every column, import your leads, merge duplicates and turn pending follow-up dates into tasks with owners. You review a sample before go-live.
Which tools can we switch from?
Teams switch to Erino from Excel and Google Sheets, WhatsApp-and-notebook setups, Zoho CRM, LeadSquared, TeleCRM, HubSpot, Salesforce, Freshsales, Meritto and other CRMs. If your current tool can export to Excel or CSV, we can bring your data over.
Will we lose any data when we switch?
No. Every column is mapped before import, you review a sample of migrated records, and nothing is deleted from your old tool. Leads, contacts, owners, stages, notes, sources, tags, custom fields and follow-up dates all come with you.
Will our team have to stop working during the switch?
No. Your team keeps working in the current tool while Erino is set up. Records added in the meantime are brought over before go-live, and the go-live date is planned with you around your busiest weeks.
How long will it take our team to learn Erino?
Usually one hands-on session. Erino is built for frontline teams: if they can use WhatsApp, they can use Erino. Tasks come to them automatically, and teams using Erino report 100% adoption.
Can Erino be set up the way our process works today?
Yes. Pipelines, stages, statuses, fields, lead forms, lost reasons, SLAs, automations, roles and dashboards are configured to match how your team sells. We rebuild your process in Erino; you don't change it to fit the software.
Can we switch before our current CRM contract ends?
Yes. Many teams move to Erino first and let the old contract run out. On your switch call we plan the move around your renewal date and your busiest weeks.
Does Erino work with our WhatsApp, telephony and lead sources?
Yes. Erino connects with Meta and Google Lead Ads, website forms, WhatsApp providers such as AiSensy and Gupshup, cloud telephony such as Exotel, Knowlarity, Ozonetel and Smartflo, and tools like Zapier and Pabbly. Connections are set up for you during the switch.
What does it cost to switch to Erino?
Your free switch plan includes a clear quote covering licences, setup and data migration, shared before anything starts. Pricing depends on your team size and the setup you need. See the Erino pricing page for plans.
Is our data safe when we move it to Erino?
Erino's data is hosted in India and the platform is aligned with India's DPDP Act. Data is encrypted in transit and at rest, and access is role-based and scoped to your organisation. See the Erino Security & Trust page for details.
Free switch plan
Your next enquiry is already on its way. Let it land in Erino.
On a free 30-minute call, an Erino switch specialist looks at your current setup and hands you a clear plan. You keep the plan, whether or not you switch.
- How your data maps into Erino, column by column
- Your go-live date, planned around your busy weeks
- A pipeline built for how your team sells
- An upfront quote with no surprises after go-live
Get my free switch plan
Done. Your switch call is booked ✓An Erino switch specialist will WhatsApp you within one working day.
Free, 30 minutesNo obligationDPDP Act aligned