A financial advisory firm moved six years of CRM history to a leaner system with zero data loss.
Industry: Financial advisory
Before
6 yrs
of contact and deal history that could not be lost
After
0
records lost across contacts, companies, and deals
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A 15-minute scoping call, no commitment.
The team was paying for HubSpot tiers it barely used, and reporting on deal stages had become cluttered. They wanted a leaner, pipeline-first CRM, but could not afford to lose six years of contact and deal history in the move.
A full migration from HubSpot to Pipedrive: every object, property, and lifecycle stage mapped, the data cleaned before import, and the pipelines, automations, and email sequences rebuilt on the new system. Both systems ran side by side for two weeks before cutover.
The system, end to end, press play to see it run.
- 01Audit and map
Mapped HubSpot objects, properties, and lifecycle stages to their Pipedrive equivalents before moving a single record.
pending - 02Clean before import
Removed duplicates and standardized fields so the new CRM started clean instead of inheriting old mess.
pending - 03Rebuild the workflows
Recreated pipelines, automations, and email sequences in Pipedrive so the team kept working the way it sold.
pending - 04Parallel run and training
Trained the team and ran both systems in parallel for two weeks, so nothing depended on a single cutover day.
pending
0
records lost across contacts, companies, and deals
3 wks
to full cutover, with no sales downtime
Lower
monthly software cost, and faster daily pipeline reviews
Want a similar outcome?
Book a 15-minute scoping call. We'll tell you what's possible for your business.
Response time
Within 1 business day
Coverage
USA · UK · EU
Team
15 people · 10 engineers