Fix What Was Broken in Your Last CRM

We migrate from all major CRM platforms, including Salesforce, Zoho, Pipedrive, Microsoft Dynamics, and legacy systems. We also handle migrations from spreadsheets, custom databases, and homegrown tools. If your data can be exported in a structured format, we can work with it.

Timeline depends on the volume of records, the complexity of your current data model, and how much cleaning is required before migration. Typically, data migration takes between 6 and 12 weeks. We scope this during discovery so you have a clear timeline before the project starts.

Nothing. We work from an export of your current CRM data, which means your existing system stays fully operational throughout the migration process. We recommend keeping your old CRM accessible for at least 30 days after go-live as a reference, but your team can start working in HubSpot from day one.

When a migration is planned and executed correctly, you shouldn’t experience any data loss. We validate migrated records against the source data and document any exceptions so there is clear visibility throughout the process. Most migration issues stem from preventable gaps like poor field mapping or an incomplete pre-migration audit, which is why both are fundamental parts of how we work.

Yes. Pre-migration data cleanup is one of the most valuable parts of what we do. We deduplicate records, normalize field values, and identify data that should be archived rather than migrated. Going live on HubSpot with clean data is significantly better than going live fast with dirty data.

Yes. Custom objects and properties require careful mapping to HubSpot's data model. We assess what you have, determine the right equivalent in HubSpot, and configure the migration to preserve the relationships and context that matter to your team.

A migration moves your existing data into HubSpot. An implementation configures the platform, pipelines, workflows, properties, teams, and permissions, so it's ready for your team to use. Most clients need both, and we often run them in parallel. We scope each component separately so you know exactly what's included.

Deduplication is part of our pre-migration audit. We identify duplicates in your source data, determine the right merge logic based on your business rules, and clean them before migration. We do not move duplicates into HubSpot and expect you to sort them out afterward.

That's actually the most common situation we encounter. Most companies come to us knowing their CRM data has problems. The pre-migration audit is designed to surface exactly what's there and give you a clear picture of what it will take to clean it. We have migrated data from systems that were in genuinely poor condition and delivered clean, trusted portals on the other side.

Yes. After migration, we walk your team through the new HubSpot structure, explain how the data is organized, and cover the key workflows and processes they'll use every day. If your team needs deeper HubSpot training beyond the migration handoff, we offer that as a separate engagement.