Skip to content
contact@inboundsys.com

Inboundsys, a HubSpot Platinum Partner Agency, provides complete CRM migration services to transfer your business data seamlessly. Whether you're transitioning to HubSpot from another CRM or leaving HubSpot, our professionals manage every step of the process with accuracy and care.

Schedule a meeting with us

HubSpot 5 out of 5 star rating graphic showcasing Inboundsys' top customer satisfaction and service excellence.
Upwork 100% Job Success badge showcasing Inboundsys' top performance and client satisfaction on the Upwork freelance platform.
Google 4.5 out of 5 star customer rating highlighting Inboundsys' strong reviews and service quality.

What is CRM migration?

CRM (Customer Relationship Management) migration transfers corporate data, such as contacts, deals, tasks, and reports, from one CRM system to another. This move is critical for firms seeking to improve workflows, increase functionality, or connect their tools with changing corporate goals.

Why is CRM migration needed?

Migrating your CRM isn't just a technical decision; it's a strategic one. Here are some common reasons businesses choose to migrate:

  • Enhanced Features: Moving to a CRM like HubSpot unlocks advanced tools for automation, marketing, sales, and customer service.
  • Cost Efficiency: Transitioning to a better-priced platform can reduce operational costs.
  • Scalability: As businesses grow, they require a CRM system that can scale seamlessly.
  • User Experience: Switching to a more user-friendly interface can improve adoption rates among your team.
  • Data Consolidation: Migrating helps integrate all data under one robust system, reducing duplication and errors.

Migrating from other CRMs to HubSpot

Easy to Use: Native integrations are easy to set up and need no technical experience.

  • Needs Assessment: Understanding your business goals and why you want to migrate.
  • Data Mapping: Identifying critical data points such as contacts, companies, deals, and tickets.
  • Data Extraction: Exporting data from your existing CRM while ensuring data integrity
  • Data Transformation: Cleaning and reformatting data to align with HubSpot's schema.
  • Migration to HubSpot: Importing data into HubSpot with zero disruptions to ongoing business operations.
  • Testing & Validation: Ensuring data accuracy, resolving issues, and verifying workflows.
  • Team Training: Training your team to maximize HubSpot's features.

Migrating from HubSpot to Other CRM

If you're moving away from HubSpot to another platform, we ensure the transition is as smooth. The process includes:

  • Business Analysis: Understanding your reasons for migrating and the features you need in the new CRM.
  • Data Preparation: Extracting data from HubSpot in the required format for the destination CRM.
  • Custom Field Mapping: Ensuring the new CRM accurately reflects custom properties in HubSpot.
  • Migration Execution: Transferring data to the new platform securely and efficiently.
  • Workflow Replication: Rebuilding workflows, automation, and integrations in the new CRM.
  • Post-Migration Support: Providing ongoing assistance to fine-tune your setup.

What do we migrate?

We ensure a comprehensive migration process, covering every critical aspect of your CRM, including:

Contacts and Companies: All customer and business records with detailed properties.

Deals and Pipelines: Sales deals and pipeline stages, including deal properties and history.

Tasks and Activities: Pending and completed tasks and activity logs.

Custom Properties and Fields: Any custom data fields tailored to your business.

Workflows and Automation: Existing workflows, triggers, and automation rules.

Marketing Campaigns: Active and historical campaigns, including associated assets.

Email Templates and Communication History: All email templates and logs of customer communication.

Reports and Dashboards: Analytics, reports, and dashboards for data insights.

Lead Scoring Models: Any criteria used for lead scoring in your current CRM.

Product Library: Information on your product or service catalog.

Knowledge Base Articles: Support documents or resources stored in your CRM.

File Attachments: Documents, images, and files attached to records.

Integration Settings: Connected third-party tools and integration configurations.

Team Permissions and Roles: User roles, permissions, and team structures.

Appointment and Meeting Schedules: Linked calendars and scheduled appointments.

Social Media Data: Social media interactions and campaign insights (if applicable).

Subscription Preferences: Customer subscription preferences and opt-in statuses.

Chat Transcripts: Customer chat histories from integrated chat tools.

Survey Responses: Customer feedback and survey data are stored in your CRM.

Support Tickets: Historical support cases or tickets, including statuses and resolutions.

We ensure a thorough migration that leaves no data behind, enabling your team to seamlessly transition to your new platform.

Why choose Inboundsys for CRM migration?

1

Expertise in HubSpot CRM

As a HubSpot Platinum Partner, we bring unmatched expertise to every migration.

2

Tailored Solutions

Every migration is customized to suit your business needs.

3

Zero Downtime Guarantee

We ensure your business remains operational throughout the migration process.

4

Secure Data Handling

Your data is handled with the highest standards of security and confidentiality.

5

Post-Migration Support

Beyond migration, we offer training and support to ensure your team gets the most out of your CRM.

Ready to migrate your CRM?

At Inboundsys, we take the stress out of CRM migrations. Let our experts handle the complexities while you focus on running your business.

Honoring the Brands That Trust Us

At Inboundsys, we are proud to collaborate with organizations that trust our expertise. One such client is ArangoDB, a leading multi‑model database platform that empowers enterprises to build modern applications with graph, document, and key/value data models in a single, scalable engine.
At Inboundsys, we are proud to collaborate with organizations that trust our expertise. One such client is Nextuple, a leading provider of supply chain and order management solutions that help enterprises modernize fulfillment, optimize operations, and deliver seamless customer experiences.
At Inboundsys, we are proud to collaborate with organizations that place their trust in our expertise. One such client is PerformLaw, a consulting firm dedicated to helping law firms achieve sustainable growth through strategic planning, financial management, leadership transition, and operational support. Their commitment to empowering legal practices aligns with our mission to deliver impactful digital solutions.
At Inboundsys, we are proud to collaborate with organizations that trust our expertise. One such client is Atlas Systems, a technology solutions provider celebrating 20 years of innovation, delivering IT services and digital transformation solutions that empower enterprises worldwide.
At Inboundsys, we are proud to collaborate with organizations that trust our expertise. One such client is Induspect, a company dedicated to delivering inspection and engineering services with a strong commitment to quality and passion, ensuring reliability and excellence across industries.
At Inboundsys, we are proud to collaborate with organizations that trust our expertise. One such client is Terrific Minds, a digital commerce and product engineering company that empowers businesses with innovative solutions, blending creativity, technology, and strategy to drive growth.
At Inboundsys, we are proud to collaborate with organizations that trust our expertise. One such client is CEG Digital, a leader in digital learning and higher education solutions, empowering universities and institutions with innovative technology and scalable online education programs.
At Inboundsys, we are honored to collaborate with distinguished organizations that trust our expertise. One such client is Lang & Schwander Hotel Interiors, a brand recognized for its excellence in hotel interior design and creative solutions.
At Inboundsys, we are proud to collaborate with organizations that trust our expertise. One such client is Funding Societies, Southeast Asia’s largest peer‑to‑peer lending platform, dedicated to empowering small and medium enterprises with accessible financing and driving financial inclusion through innovative fintech solutions.
At Inboundsys, we are proud to collaborate with innovative organizations that trust our expertise. One such client is BeautyFix MedSpa, a leading provider of non‑surgical treatments and plastic surgery services that enhance natural beauty with safe, personalized care.
At Inboundsys, we are proud to collaborate with innovative organizations that trust our expertise. One such client is Cashflo, a leading fintech platform that empowers businesses with working capital management, B2B payments, and supplier financing solutions.
At Inboundsys, we are proud to collaborate with organizations that trust our expertise. One such client is Celoxis, a globally recognized project management software company that empowers businesses with advanced tools for planning, tracking, and collaboration.
At Inboundsys, we are proud to collaborate with organizations that trust our expertise. One such client is Origin Corp, a leader in indoor air quality solutions and dehumidification systems, dedicated to creating healthier environments through innovation and technology.
At Inboundsys, we are proud to collaborate with organizations that trust our expertise. One such client is BeatRoute, a leading field force automation and sales productivity platform that empowers enterprises to enhance retail execution, streamline sales operations, and drive workforce efficiency.
At Inboundsys, we are proud to collaborate with organizations that trust our expertise. One such client is ResMed, a global leader in sleep and respiratory care solutions, dedicated to improving lives through innovative medical devices and digital health technologies.

Trusted by Businesses Worldwide

Excellent team and support from Inboundsys

We started our project to migrate from OLD CRM where we had 5 year data. Then we also wanted to revamp the entire Sales process what we had in FreshaSales. From Day 1 Inboundsys team has been very confident about the migration and implementation. I was really impressed with the kind of Knowledge they carry as a team. I found them available for all our queries during and post-implementation as well. With the kind of knowledge and commitment they showed, we could complete our implementation in time and satisfaction. Thanks, Inboundsys team, for all their assistance, and wish them all the best for their future endeavour. :)

Services provided - CRM Implementation and CRM Migration

Piyush Bhamare

Information Technology Services

Fast, Efficient and Overall Fantastic Service

Working with Inboundsys was an absolute pleasure. They understood the project scope immediately, and when any issues popped up, they would send us an analysis of the problems and suggested solutions; that alone was absolute gold compared to many other partners we work with. They were also swift in execution, and honestly, they exceeded all our expectations. I will partner with them again in a heartbeat.

Services provided - Website Development and Website Migration

Ghazi Jeiroudi

Marketing Advertising

Excellent team and support from Inboundsys

INBOUNDSYS have been and continue to be a great help to us while we split out website into two functional yet different sub-pages. They did the works quickly and we have been very happy with the outcomes.

Services provided - Website Development and Website Migration

Lena Kimenkowski

Design

Converted Wix Website to HubSpot

INBOUNDSYS quickly and accurately converted our Wix website over to HubSpot. The team was very responsive even though we live in opposite time zones! We are very happy with the work!

Services provided - Website Development and Website Design

Kateri Gabriele

Professional Training Coaching

Great people to work with

I've built approx 1000 websites for my businesses and for my client's businesses. Inbound are in the top 5 companies I have worked with. They exceeded my expectations in a number of ways . They took the time to read my brief carefully and ask a lot of questions before they got started. . They completed the dev 1.5 weeks ahead of schedule. . They were able to build applications and templates from scratch The result is a site that will return value to our company for the next 5 years. I hope they showcase our website and win more business.

Services provided - Website Development and Website Design

Anthony Coundouris

Anthony Coundouris

Excellent service - Highly Recommended

I've used Inboundsys lots of times over the past few years and each time, the level of service and the end product is excellent. Whenever I need a landing page building, the team understand the task and work efficiently to create the page from my design.

Services provided - HubSpot Website Development and Website Design

Daniel Greenhalgh

Computer Software

Knowledgeable and reliable

I have been working with Inboundsys for 3 years now and have been very happy with our working relationship. Project Managers are very responsive, reliable and know all the ins and outs of our business - which is especially helpful for me as a newcomer. I highly recommend Inboundsys - thank you, team!

Services provided - HubSpot Automation, HubSpot Email Marketing, and custom API Integrations with HubSpot

Chelsea Daniell

Medical Devices

Great Customer Service

I have worked with the team at Inbound for over a year now and they have been great partners. Project Managers go out of their way to keep my team moving in the right direction with HubSpot.

Services provided - HubSpot CRM Implementation and HubSpot Automation

Todd Paton

Marketing & Advertising

Supportive and Reliable

Working with the Inboundsys team is nothing but great! The team has shown endless support for our campaigns and requirements, especially when there was a crunch in timeline most of the times. They are able to deliver the campaigns with good understanding of the clients' needs. Kudos to Inboundsys Team.

Services provided - HubSpot Email Marketing and full Inbound Marketing Services

Shermaine Foo

Medical Devices

Proactive and quick!

All of the projects we handed the Inboundsys team yielded the desired outcome. They've proactively offered suggestions with all the feasible options and solutions. In the event of a problem, the Inboundsys team has been very supportive and prompt in resolving those problems in real-time. They have been fantastic for website development for both HubSpot CMS websites and Inbound Marketing Services.

Services provided - HubSpot Website Development, Search Engine Optimization, and Website Re-design.

Sourabh Choudhary

Information Technology Services

Please book your free 30-minute consultation with our experts today.

BOOK A MEETING NOW

Frequently Asked Questions (FAQs) about HubSpot CRM Migration Services

What is CRM migration?

CRM migration transfers all your business data—including contacts, companies, deals, tasks, workflows, and more—from one CRM platform to another. It ensures that your business operations continue seamlessly with a new CRM.

Why should I consider migrating my CRM?

You might consider migrating your CRM to:

  • Improve functionality and features.
  • Enhance user experience.
  • Save costs.
  • Scale with business growth.
  • Integrate with other tools.

How long does the CRM migration process take?

The timeline depends on the complexity of the migration, including the amount of data, the number of customizations, and the integrations involved. On average, it can take anywhere from 2 to 6 weeks.

Will my business experience downtime during the migration?

No. At Inboundsys, we ensure a zero-downtime migration so your business continues operating without interruptions.

Is my data safe during migration?

Absolutely. We use secure protocols to handle your data and ensure its protection at every stage of the migration process.

Do you sign a non-disclosure agreement (NDA)?

Yes, we are happy to sign an NDA to guarantee the confidentiality of your data.

What happens to my old data after migration?

Your old CRM data remains intact unless you choose to delete it. We recommend maintaining a backup before starting the migration process.

Can you help us clean up the data before migration?

Yes, we offer data cleaning services to remove duplicates, incomplete records, and irrelevant information before migrating your data.

Will I lose any data during the migration?

No, we use a meticulous process to ensure that all your data is securely transferred without loss.

Can you migrate custom fields and properties?

We map and transfer all custom fields and properties to the new CRM platform.

What happens to workflows and automation in my current CRM?

We rebuild workflows and automation in the new CRM to match your existing setup or improve upon it based on your needs.

How do you handle integrations with third-party tools?

We replicate or reconfigure all integrations to ensure they work seamlessly with your new CRM.

Can you migrate from any CRM to HubSpot?

Yes, we specialize in migrating data from platforms such as Salesforce, Zoho, Pipedrive, Microsoft Dynamics, and others to HubSpot.

Can you migrate from HubSpot to other CRMs?

Yes, we can migrate your data from HubSpot to platforms like Salesforce, Zoho, or any CRM you choose.

Do you support migrations for industry-specific CRMs?

We can handle migrations from niche CRMs, provided they support data export and import.

Do you migrate marketing and email campaigns?

Yes, we migrate email templates, campaign histories, and settings wherever possible.

Can you transfer HubSpot's custom reports and dashboards?

We replicate HubSpot reports and dashboards in the new CRM as closely as possible.

What support do you offer after migration?

We provide post-migration support, including troubleshooting, training, and fine-tuning workflows or integrations.

Will you train my team on the new CRM?

Yes, we offer training sessions to ensure your team is comfortable using the new CRM.

What if I encounter issues after migration?

Our team is available to resolve any issues you face post-migration as part of our support services.

Can you handle large-scale migrations?

We specialize in large-scale migrations involving thousands of records and complex workflows.

Can you migrate historical data?

Yes, we migrate all historical data, including old deals, closed tasks, and archived emails.

Do you provide a trial migration?

We can perform a trial migration for a small data set to validate the process before execution.

How much does CRM migration cost?

The cost varies based on the volume of data, complexity of workflows, and customizations. Contact us for a tailored quote.

Is there a way to estimate migration costs upfront?

Yes, we provide a detailed cost estimate after an initial consultation and analysis of your CRM setup.

Talk to experts

Don’t you find the required information here or do you have questions to get clarified, or you need further explanation? Please talk to our experts on this topic by directly fixing a meeting with them. Click the button below to schedule a meeting at your convenience.

Schedule a meeting with us

Certified and Validated

At Inboundsys, we highlight certifications that validate excellence and reliability. The ISO 9001:2015 certification demonstrates adherence to globally recognized quality management standards, ensuring consistent performance, compliance, and customer satisfaction.
At Inboundsys, we emphasize certifications and validations that strengthen trust and credibility. Recognition from organizations such as Dun & Bradstreet highlights our commitment to transparency, data‑driven growth, and building strong business relationships.
At Inboundsys, we emphasize certifications and memberships that strengthen trust and credibility. Being a NASSCOM Certified Member highlights our recognition within India’s IT and BPO industry, validating our commitment to innovation, professionalism, and excellence.
At Inboundsys, we highlight certifications and affiliations that validate excellence and credibility. Recognition from organizations such as TiE Silicon Valley underscores our connection to a global entrepreneurial ecosystem, fostering innovation, mentorship, and business growth.