CRM MIGRATIONS

CRM migrations are scary. We understand this feeling and will work hand in hand with you to migrate your critcal data to your new HubSpot CRM platform. We keep things simple with a straight forward timeline and transition guide for your entire team.

TRANSFER ALL OF YOUR EXISTING CUSTOMER DATABASE

We will hand migrate your customer data over to your new platform while creating all of your existing custom properties that have been built using your previous CRM.

MIGRATE YOUR MARKETING, SALES & CUSTOMER SERVICE TICKET PIPELINES

No matter the depth of customization you have previously created, we will ensure migration of all of your marketing email, forms, etc. In addition we will migrate your full sales and customer service ticket pipelines.

FAQ

Can you migrate custom contact and company properties?

Yes, we can duplicate your exact custom property types including multi-check, drop down and boolean.

Can you support team training?

Yes! We set up onbaording training sessions for the entire team plus 1:1 onboarding sessions for new team memebers.