CRM migration and onboarding
New to HubSpot, or escaping an old CRM? Start it right.
Duplicate records. Lifecycle stages nobody trusts. Pipelines that were built for how the business worked three years ago. And a sales team that's gone back to spreadsheets because the CRM slows them down.
If any of that sounds familiar, you don't just need to migrate to HubSpot. You need someone to rethink how your data is structured, clean up the mess that's accumulated, and build something your team will actually use.
We migrate businesses from Salesforce, Microsoft Dynamics, Zoho, Pipedrive, and systems that probably shouldn't have been called a CRM in the first place. No data loss.
No copied-across chaos. No six-month handover that leaves you exactly where you started. Migrating to HubSpot shouldn't feel like open-heart surgery, the right implementation partner can make the transition seamless.
Most migrations fail because they copy the old system.
Lift-and-shift feels safe. It isn't. When you rebuild your broken architecture inside a new platform, you get a faster version of the same problem.
Here's what we do instead:
Restructure before we migrate: we map your existing data model to HubSpot's structure, simplify properties and objects, and remove anything that's accumulated over years of workarounds. What goes in is clean, logical, and designed for how your business works now.
Deduplicate and clean your records: orphaned companies, duplicate contacts, deals that have been sitting in the wrong stage for eighteen months. We find and fix them before migration, so what arrives in HubSpot is data your team can trust.
Rebuild your CRM architecture from the ground up: pipelines, lifecycle stages, workflows and dashboards are redesigned for how you operate today, not rebuilt to match what you had.
Account for every dependency before anything moves: connected campaigns, active workflows, custom objects, live reports. We map what exists so nothing breaks in transition.
Whether you have ten thousand records or ten million, we can help.
The complexity of a migration scales quickly. Multiple business units, regional data, custom objects, integrations with ERPs or data warehouses. We've handled all of it.
We run a full audit before a single record moves: what's worth keeping, what needs cleaning, and what should be retired. Then we build a migration plan that accounts for your connected systems, your active workflows, and the reports your leadership team relies on every week.
Every project includes architecture documentation and a handover your admin team can actually use.
"Unfortunately a lot of the businesses we work with have been burned before - a migration that went sideways, data that didn't make it across, a system nobody ended up using. That history doesn't disappear just because you've chosen a new platform. What we have to focus on is rebuilding the confidence alongside the technology. The system has to work, but the team has to trust it and be able to actually use it. In a way, that is more important than the technology - the tech is the easy part."
Todd McPhee
Founder, Engaging.io
Use cases include:
Healthcare patient portals with medication reorders and treatment plans
Partner portals for onboarding, resource libraries, and reporting
Investor dashboards with payment history and real-time portfolio data
We've used Engaging.io services for the implementation of HubSpot as our new marketing automation platform. The project required HubSpot to be integrated with both our CRM and our Sales Enablement platforms. The Engaging.io team have not only completed the project on time and within budget, but they also demonstrated exceptional dedication and ingenuity throughout the engagement. It was a complex implementation and there hasn't been a single challenge they haven't been able to solve for us. We are extremely grateful for their support and will definitely work with them again in the future.
Charlotte Cailleaux
Growth Marketing Manager
Frequently asked questions
Start with an audit, not a migration. Before a single record moves to HubSpot, we map what exists, identify what's clean enough to migrate, flag what needs deduplication, and retire what's just noise. That audit is the foundation. Everything else follows from it.
For most mid-market businesses, yes. HubSpot gives marketing, sales, and service a shared data model without the admin overhead Salesforce typically demands. The real question is whether your current architecture is worth replicating, or whether the migration is the opportunity to fix what isn't working. We help you answer that before you commit.
In stages, with a plan. We run a pre-migration audit, map your Salesforce data model to HubSpot's structure, identify and resolve dependencies like custom objects, campaign histories, and active sequences, and run parallel validation before go-live. Nothing moves until we know it lands correctly.
HubSpot's native onboarding gets you set up. A specialist implementation partner gets you set up right. If you have custom objects, third-party integrations, complex pipelines, or a team that needs the CRM to reflect how they actually sell, a partner designs the architecture before the build begins. That prevents months of rework later.
It depends on the complexity of your data model, the number of integrations involved, and how clean your existing data is. A straightforward migration from a single CRM typically runs four to twelve weeks. Multi-system migrations with custom object mapping or active integration dependencies can run longer. We scope every project individually. Anyone who gives you a firm number before seeing your data is guessing.
Usually because it wasn't built for how they actually work. If the pipeline stages don't reflect the real sales process, if properties are duplicated or mislabelled, if the reports don't tell them anything useful, they default to email and spreadsheets. We embed enablement into every project: not just how to use HubSpot, but why it's set up the way it is. That's what drives adoption long after go-live.
Tailored to your brand, audience and needs.
Every portal we build is custom-designed for your users, your brand, and your operational reality. That includes:
Intuitive UX and UI design aligned with your identity
Custom dashboards for members, admins, and stakeholder
Granular access controls and secure login flows
Integrations with CRMS, ERPS, inventory, payment platforms and more
Mobile-first, responsive design
Admin panels for internal teams to manage users and content
Documentation and support? Always.
We don’t vanish after go-live. Every portal includes:
Documentation for both users and admins
Team training tailored to tech literacy
Ongoing support options, so you can grow with confidence
Why businesses come to us for CRM migration
We've been doing this since 2009, across industries, continents, and complexity levels that most partners walk away from. As a HubSpot Elite partner, the 2025 JAPAC Partner of the Year, and holders of HubSpot's Advanced Implementation and Platform Migration accreditations, the hard migrations are where we do our best work.
Zero data loss is not a promise we make lightly. It's what the track record shows.
Ready to move to HubSpot without the migraines? Talk to us or see what a migration looks like in our case studies.