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CRM migration done right
for software.
HubSpot & Salesforce. Period.
Migrate to HubSpot or Salesforce, or stand up your first real CRM. We preserve every account, deal, and product-usage signal, and handle the integration complexity that kills most software migrations: billing-system handoff, product-led signals, and customer success context.
AmbassadorWinning by DesignYou lead revenue at a software company.
And you need a CRM that connects the whole business.
RevOps lead, VP Sales, COO, or founder of a $10M to $500M ARR software company. Maybe your CRM drifted from your product database. Maybe you inherited a bad install. Maybe you never had a CRM at all. You want one clean project. One product-and-billing-connected system. One source of truth.
No CRM yet
Excel, Outlook, tribal knowledge. Pipeline lives in one rep's head and walks out with them.
Failed CRM install
Salesforce or a dead HubSpot portal. Nobody uses it. It doesn't talk to billing or your product database. History is rotting.
Wrong platform
Your CRM works but doesn't fit. Wrong licensing, wrong integration, or you've outgrown it.
Four teams. Four wins. One system.
Proposals generated in minutes against live product catalog and pricing data. Not Excel. Not email threads.
Clean handoff from closed deal to onboarding. Account, subscription, billing, and implementation on one record.
A pipeline that reconciles to billed ARR on Monday morning. No manual mapping.
A dashboard that matches how revenue teams actually sell. History preserved for renewals, billing audits, and board reporting.
Your CRM isn't broken because it's old.
It's broken because nobody built it for a software company.
Generic HubSpot and Salesforce implementations skip the three things that make software RevOps work: the product-usage sync, the billing-system handoff, and the customer-context history you need to keep. Most software teams we talk to have already failed one migration. The rest are running sales on spreadsheets.
What's actually broken
Your CRM is a disconnected island. Deals in one system. Usage events in your warehouse. CS tickets in a third tool. Finance reconciles quarterly in a spreadsheet, and it never ties.
Or, if you don't have a CRM: the pipeline lives in a shared Excel file three reps have open at once. Deal history scattered across inboxes. When a rep leaves, their accounts leave with them.
How it feels day to day
Tired of explaining why the forecast and billed ARR don't match.
Anxious about the SOC 2 and renewal-data audits you're not sure survived the last cutover.
Stuck between a generalist agency with a 6-week playbook and an SI quoting $400K.
Why this is wrong
Revenue data and production data belong in one system.
"We're too small for a CRM" stops being true the first time you lose a renewal because nobody knew it was up.
The generic migration playbook. The 6-week HubSpot install that treats your software business like every other HubSpot install. Three out of four software teams we onboard have already paid for one.
We've sat in your chair.
We've migrated the CRMs nobody else would touch.
We know the 18-month migration that stalled at "data mapping." We know the audit where finance asked for billing and renewal records that no longer existed. We know the meeting where leadership realized the "CRM" was a 14-tab Excel workbook, and the person maintaining it just gave notice.
Every engagement starts from the assumption that something is already broken.
HubSpot's #1 Customer First Diamond Partner
Ranked by HubSpot on retention and delivery. NA 2024, 2025, and 2026.
200+ verified reviews
On G2 and HubSpot combined. Public. Auditable. Not anonymous quotes pulled from a case study.
Unified Method
Our playbook. Refined across dozens of software cutovers.
Stack bench depth
Stripe, Chargebee, Segment, Snowflake, Zendesk, Intercom, Gainsight, Plex.
HubSpot Impact Awards
Rookie Agency of the Year 2023. AI Excellence 2025.
Winning by Design Ambassador
Revenue-architecture methodology trained and certified.
Trusted partner who delivers.
We began with a complicated Salesforce to HubSpot migration under a deadline. This group came together and helped us through it, took the time to customize for our needs, and taught the entire team how to use the new custom optimizations. We then expanded our partnership and they've accomplished everything they said they would — they have proven their worth and are now one of our closest partners.
Harvey G. · President & CEO, FlexKey · Salesforce → HubSpot Migration Read the FlexKey case studyOur 5-stage method.
Documented. Priced. Bounded.
We don't start with "let's scope it." We start with a written assessment: what we'll do, what it costs, where the three biggest risks are. Then we run the same five stages every time.
Timeline varies case by case — most engagements run up to 24 weeks (6 months), depending on the complexity of your systems, the volume of historical data, and how many integrations are in play. The assessment is where we lock the exact timeline in writing.
Assessment
Audit, scope, and de-risk, before we touch the CRM.
- Current-state audit of CRM, billing, product data, spreadsheets, and inboxes
- Written scope of work: what we migrate, what we don't
- Risk register naming your top-3 migration failure modes
- Fixed price. Fixed timeline. Signed before we start.
Integration
Mapping
Map every field. Sign off the blueprint.
- Field-by-field data mapping across source & target CRM
- Custom object design ffor deals, subscriptions, usage history
- Integration architecture: billing sync, product events, CS handoff
- Blueprint signed off by Sales, Ops, and Finance before we build
Validation
Clean build. Parallel test on production data.
- Full CRM build in HubSpot or Salesforce - no dev portal shortcuts
- Parallel migration test on production-scale data
- Integration end-to-end test: billing sync, CS handoff, pipeline reconciles
- We find the broken paths before your sales team does
Controlled cutover. Documented rollback.
- Production cutover window agreed with Ops â usually a weekend
- Documented rollback plan, in writing, before we cut over
- Sales trained on the new system before go-live, not after
- If validation fails, we don't cut over. Period.
Support
30 days of live support. Iterate until adoption sticks.
- Weekly pulse check with Sales, Ops, Service, and Finance
- Adoption coaching and in-context training for reps and managers
- Integration health checks and data-drift monitoring
- Feedback loops straight back into the next quarterly assessment
Six commitments. Signed before kickoff.
Every engagement is scoped in writing, priced in writing, and governed by the same six promises. We don't overpromise. We overdeliver on what we sign.
No cutover until validation passes on production-scale data.
Deal history, product SKUs, channel hierarchies, and renewal records survive the cutover. If it lives in spreadsheets, we bring it with you.
Documented rollback plan, in writing, before go-live.
Sales trained before go-live, not after.
Fixed scope. Fixed price. No "scope surprise."
If we're the wrong partner, we tell you. And we tell you who should do it instead.
Stop talking about the broken CRM. Start migrating it.
45 minutes. Current-state map. Three highest-risk integration points. An honest answer on whether we're the right partner.
Schedule a Migration Assessment →What happens without
a software-specific partner.
We've cleaned up more migrations than we've run from scratch. And we've built first CRMs for software teams who waited three years too long. The pattern is always the same.
Deal history, gone
Retention requirement missed. Finance can't produce records. Renewal and usage claims can't be validated.
Billing sync silently breaks
Orphaned invoices. Broken commissions. 2–5% of revenue leaks through typos and missed renewals.
Sales reverts to Excel
Workflow slower than the spreadsheet. Pipeline visibility collapses. Back to where you started.
Operations inherits a broken handoff
Rebuilds orders from emails, PDFs, and phone calls. Ship dates missed. Wrong parts shipped.
Finance can't reconcile
4 hours of manual mapping every Monday. Or no forecast at all, just gut feel.
Customer Success loses context
No deal-to-subscription chain. Every call starts with a 20-minute phone reconstruction.
14 months in. Over budget.
Three major accounts lost. Board asking questions nobody wants to answer.
90 days after a clean migration.
Not aspirational. This is what our software clients are running on today.
One source of truth
Customer, deal, subscription, and product-usage data in one CRM, synced to your billing + data stack. Sales, operations, service, and finance pull from the same numbers.
Sales closes faster
Proposals generated in minutes against live product catalog and pricing data. Proposal-to-close cycle drops 15–30% in the first quarter.
Operations gets a clean handoff
Closed deals flow to billing with full account, plan, and contract context. Order entry time drops.
Finance reconciles on Monday
CRM opportunities tie to billing-system ARR. Month-end close drops from days to hours.
Customer Success has context
Customer history, product usage, renewal status, and open-opportunity data on one record.
Leadership dashboards match reality
Forecasts reconcile with billed ARR. CFO, CRO, COO looking at the same number.
Compliance is audit-ready
7+ years of deal, subscription, and usage data preserved, searchable, exportable on demand.
Two ways to work with us.
Fixed scope. Fixed price. No surprises.
Phased Migration Support
Month-to-month engagement for teams migrating in phases or needing hands-on support during a long cutover.
- Dedicated migration team
- Weekly sync + async support
- Integration work included (billing, product, CS)
- Flexes with scope as you discover
End-to-End Migration Project
Fixed-price, outcome-based project for teams ready to move all-in on one clean cutover with full billing + product integration.
- Full 5-stage method
- All-teams training + adoption
- Signed rollback plan
- Fixed price at kickoff
Answers to the questions we get every discovery call.
Can't find yours? Bring it to the assessment.
Ready for your migration assessment?
45 minutes. Written scope, risk register, fixed price. Before we touch a record.