Expert-led migrations from Salesforce, Pardot, Zoho, Dynamics, and legacy CRM systems. We handle data transformation, workflow recreation, and team enablement so you switch platforms with confidence.
Audit source system, data models, integrations, and workflows. Define migration scope, success metrics, and rollback plans.
Clean, deduplicate, and transform data in staging. Validate relationships, custom objects, and historical records before anything moves.
Build matching object models, properties, pipelines, and automation in HubSpot. Recreate critical workflows and reporting.
Phased data imports starting with historical records, progressing to live data. Real-time validation and error handling at every checkpoint.
Comprehensive QA across all data types, integrations, and workflows. Execute cutover plan with hypercare support standing by.
Fine-tune automations, reporting, and user permissions. Train teams on HubSpot and provide 30-day hypercare so adoption sticks.
Daily snapshots during migration with instant rollback capability to any point in the process.
Automated checks for every field, relationship, and record to ensure 100% data accuracy post-import.
Complete logs of every operation, transformation, and import for compliance and troubleshooting.
Run both systems simultaneously during transition to validate accuracy and train users safely.
$12,000
Perfect for small teams migrating from simple CRM or spreadsheets with basic automation needs.
Ideal for: Small businesses, startups
$18,000
Comprehensive migration for mid-market companies with complex data models and integrations.
Ideal for: Mid-market, B2B SaaS
Custom
White-glove migration for large enterprises with multi-tenant, multi-brand, or complex compliance requirements.
Ideal for: Enterprise, regulated industries
Share your current CRM and goals. We'll deliver a migration plan with timeline, scope, and pricing within 48 hours.
Plan your migration