We publish the receipts
We have not published a story for this service yet. The ones we have published carry the real numbers, named clients, and quotes from the people who lived it.
Browse customer storiesSwitch CRMs without losing a single deal note.
We move you to HubSpot from Salesforce, Pipedrive, Zoho, Dynamics, or the 40-tab Spreadsheet of Doom, with your history intact and your team still speaking to you.
the situation
Everyone agrees the current CRM has to go. Nobody wants to be the one holding the export file when six years of deal history goes missing.
So the migration gets postponed. Again. Meanwhile you're paying for two systems' worth of pain: the old CRM's renewal, and the new deals rotting in it because reps stopped updating a tool they know is dying.
Migration isn't copy-paste. It's translation, objects, fields, automations, and eight years of creative data entry, moved into a system with different opinions. That translation layer is the whole job, and it's the part we're annoyingly good at.
what you get
What's included
Source system forensics, we map what you actually have (including the fields someone built in 2019 and everyone's afraid to delete).
Migration blueprint, what moves, what gets archived, what gets mercifully deleted. You approve the map before anything moves.
Data transformation & dedupe, records cleaned and matched in transit. You arrive with better data than you left with. That's the standard.
Automation rebuild, your old workflows translated into HubSpot logic, not just recreated blindly. (Half of them shouldn't survive the trip. We'll tell you which half.)
Parallel-run validation, both systems live briefly, numbers reconciled, sign-off before cutover. Nobody rides without a net.
Team transition training, "here's where that thing you did lives now," for every role.
Common routes: Salesforce → HubSpot · Pipedrive → HubSpot · Zoho → HubSpot · Dynamics → HubSpot · Sheets/Excel → HubSpot
how it works
How it works
1
Audit & blueprint · weeks 1–2
Source mapping, data decisions, cutover plan.
2
Test migration · week 3
Full dry run into a sandbox. We find the surprises here, where they're funny instead of catastrophic.
3
Production migration · week 4
The real move, validated record counts, reconciled reports.
4
Cutover & training · week 5
Old system read-only, team trained, support on standby.
investmentSee full pricing
Starting at $5,500 (typical range $5,500–$18,000), scoped by record volume, source system, and automation complexity. Ranges on the pricing page.
Migrating and implementing? The combined package is cheaper than the sum, ask.
questions we actually get
Questions, answered.
Will we lose data?
The honest answer: only what you approve losing, on purpose, in writing. The blueprint stage exists so there are no surprises. Our reconciliation reports show record counts matching before we call it done.
How long are we running two CRMs?
Days, not months. The parallel run is a validation window, not a lifestyle.
What about our integrations?
They're in the blueprint. Everything connected to the old CRM gets a plan: reconnect, replace, or retire. See Integrations & Automation.
Our data is embarrassing.
That's not a question, but we hear you. Every source system is embarrassing. Cleaning it mid-flight is included; judging you is not.
The longer you wait, the more there is to move.
CRM migrations don't get smaller with time. Book a call and we'll scope yours honestly, including whether now is actually the right time. (Sometimes it isn't. We'll say so.)