What We Migrate
We Move More Than Just Contacts
Your CRM data is more than just names and emails. We ensure every important piece of your customer relationship history is accurately mapped and migrated into HubSpot—so you can pick up right where you left off.
Contacts, Companies & Custom Properties
We import all your contacts and companies, including associated custom fields, tags, and relationship data—mapped properly into HubSpot’s object model.
Deals & Pipeline Stages
Your sales pipelines and deal stages are recreated in HubSpot, with all open and closed deals brought in—so your sales team doesn’t lose any visibility or momentum.
Tasks, Notes, Meetings & Activity History
We transfer activity logs like tasks, call notes, meeting records, and timeline interactions—giving your team full context on every contact and company from day one.
Email Logs (When Accessible)
Where supported by your old CRM, we import past email records and engagement logs, ensuring no important client communication is lost.
Owners, Permissions & Team Structures
User assignments, team groupings, and ownership rules are preserved—so reps maintain access only to what they need, and reporting stays accurate.
Lists, Tags & Segmentation Logic
We migrate your saved lists, tags, and segmentation logic to HubSpot’s lists and workflows—enabling smart automation and targeting post-migration.