Migrate vital business data into HubSpot from various CRMs without missing a beat — properties mapped, associations preserved & reports maintained.
HubSpot migrations are not the same as exporting your old CRM into a spreadsheet & importing it somewhere new. We plan the move properly, so the structure of your data comes across with the records themselves.
Most of our HubSpot migrations are for real estate, property & home-related businesses moving from legacy CRMs, sector tools like Reapit or Yardi, broader CRMs like Salesforce or Pipedrive, or spreadsheets that have become too important to keep managing manually.
That means mapping all possible properties into HubSpot, preserving associations & ownership, then migrating the records a spreadsheet usually cannot handle: calls, emails, meetings, activities, quotations, line items & other non-standard objects.
We move teams onto HubSpot from a wide range of CRMs, service tools, & spreadsheets. If yours isn’t listed below, ask — we’ve almost certainly handled it.
We work best in these kinds of situations. If you recognise yourself here, we’ll likely be a fit.
Reapit, Yardi, MRI — sector-specific tools tend to have rigid exports. We translate them into HubSpot’s data model without losing the relationships.
Acquisition? Merger? Two HubSpot portals from previous teams? We consolidate them into one without losing reporting continuity from either side.
Salesforce, Pipedrive or a homemade, vibe-coded tool that’s no longer worth maintaining. We migrate the records that matter.
We connect your source & destination & assess the data architecture in each.
Every object, every field, every association & every timestamp accounted for.
We migrate 10% of your data first as a dry run. We then validate & refine.
Once approved, we schedule the full migration for the least disruptive time.
A few deliberate choices shape how we work & how every engagement runs.
Every HubSpot migration engagement is run end-to-end by a senior consultant. No discovery calls from a salesperson, then a hand-off to someone you haven’t met. The depth of expertise shows up in the build, the trade-offs & the tone of the conversation.
Platinum Partner status gives us a direct line to HubSpot’s product & support teams, which we use to unblock technical questions & escalate issues quickly. It’s a genuine advantage on complex builds — & one we put to work for clients. Ask for references on our intro call.
A good chunk of our work is for property businesses — developers, agencies, BTR operators — & the firms supplying them (construction, fit-out, home services, proptech). We know the lingo, the data model & the regulatory nuances, so we won’t make you explain trivial details.
Migrating to HubSpot isn’t about moving everything, which means most projects involve deciding what to leave behind as often as what to bring across. We push back on hauling over stale data & dead records that’ll clutter your new setup, & focus on migrating only what earns its place.
Not seeing your question? Ask it directly — we’ll usually answer the same day.
A HubSpot migration is the process of moving your data from another CRM (or spreadsheet, or homegrown tool) into HubSpot. Done well, it preserves associations, ownership, timestamps & engagement history — so your team can keep reporting on the past from inside HubSpot.
Most of our HubSpot migrations fall between £1,500 & £5,000 as a fixed fee, depending on data volume, source complexity & how many objects need migrating. We quote on scope, after a short audit of the source system.
Not long — one to two weeks typically. Smaller migrations (one object, modest volume) can be done very quickly; larger ones with custom objects, attachments & engagement history can run longer due to more testing & approvals.
Whenever you’re migrating data there’s always a risk that some data won’t be transferrable. But if we plan it carefully then asociations, ownership, timestamps & engagement events can almost always be preserved with the right approach. We design the migration around what your reports need to keep showing.
Yes — emails, calls, notes & attachments can all be migrated. It usually takes longer than the records themselves, but for most teams it’s worth the time.
We always aim to set the main migration going at a time when there should be a minimised level of activity in the source & destination systems, refreshing the data right before we do so. This helps reduce the risk of missing important data that your team are inputting in real time.
Bring us your data, your goals or a specific system you’re trying to move off. We’ll build a migration plan that brings across what matters.
