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CRM

Migrate to HubSpot without losing pipeline continuity.

Move from Salesforce, Pipedrive, Zoho, or a homegrown CRM with zero data loss and zero rep downtime.

The problem

Migrations are where deals go to die

Most CRM migrations leak data, break automations, and grind your sales motion to a halt for weeks. Reps lose their working set, marketers lose their attribution, and leadership loses confidence in the move.

You know the migration is the right call — but you also know that doing it badly will cost more than staying put.

We've migrated tens of thousands of CRM records across dozens of platforms — including some of the most complex Salesforce-to-HubSpot moves in the UK market.

The plan

How we migrate

  1. 01

    Audit and map

    Every object, every property, every workflow gets a home in the new system — or an explicit decision to retire.

  2. 02

    Stage and validate

    Full migration to a sandbox first. Reps validate their working set before we touch production.

  3. 03

    Cut over and stabilise

    Single-weekend cutover with a parallel-running fallback. Two-week post-cutover hypercare.

What success looks like

What good looks like

Reps log in Monday morning and find their pipeline exactly where they left it on Friday — only better instrumented.

  • Zero data loss

    Every record reconciled and accounted for, with audit trail.

  • Continuity of forecast

    Historical reporting preserved, so QBRs do not skip a beat.

  • Faster onboarding

    New reps get productive faster on the new system than they ever did on the old one.

Proof

Proof

0 deals lost

Salesforce-to-HubSpot migration of 80,000+ contacts and 12,000 deals over a single weekend. Pipeline continuity preserved end-to-end.

Mid-market SaaS company

FAQs

Frequently asked questions

  • We migrate the data and rebuild equivalent dashboards in HubSpot. You don't lose visibility into past performance.

Ready to migrate without the chaos?

A migration audit takes a week and costs nothing. We will tell you honestly what is involved and what could go wrong.