HubSpot CRM migration and consolidation

Close the data-loss, system-sprawl, and adoption gaps.

Three migration problems HubSpot solves

A migration off an ageing CRM stalls for months, because nobody is confident the historic deals, notes, and owners will land intact.

The business runs on four disconnected systems, because each team bought its own tool and no single record of the customer survives the gaps.

A new CRM goes live and then goes quiet, because the team was handed a login but never shown how the platform maps to their day.

Why does the migration off the old CRM keep stalling?

PYB maps the old data model to HubSpot before anything moves, so every contact, deal, note, and owner has a known destination. The migration runs as a planned import, not a hopeful copy-paste. The historic record arrives whole.
So when the team logs in on day one, the deals they remember are already there, with the right stage and the right owner. Confidence replaces the fear that something was left behind.
The fear of losing years of history is what keeps businesses on a dying CRM. Remove it, and the migration finally moves.

Why does the migration off the old CRM keep stalling?

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Why do four systems mean nobody knows the customer?

HubSpot becomes the single record where sales, marketing, and service meet. The tools each team bought separately are consolidated or connected, so one customer is one record. Duplicate accounts collapse into a single source of truth.
So when anyone opens a company, they see the full history: every email, deal, ticket, and payment in one timeline. No more switching between four tabs to assemble the story.
A consolidated record ends the daily friction of asking which system is right. The customer becomes one person to the whole business, not four fragments.

Why do four systems mean nobody knows the customer?

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Why does the new CRM go quiet after go-live?

PYB trains each team against its own workflow, not a generic demo. Sales learns the pipeline, marketing learns the lists, service learns the inbox. Short reference videos stay with the team long after launch.
So when someone forgets a step three weeks in, the answer is a 90-second clip, not a support ticket. Adoption holds because the platform fits the work people already do.
A CRM only returns its value when people use it. Training that maps to the real day is what turns a login into a habit.

Why does the new CRM go quiet after go-live?

Name Rota

Outstanding Support

"Our business made the decision to centralise all of our CRM needs via HubSpot. This meant moving away from multiple systems which we expected to be a difficult project. However, PYB took all of that stress away, leading us through each part of the process superbly, ensuring our whole team was comfortable and our transition was seamless."

Toby Nelson

Director of Customer Success

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FAQs

How long does a HubSpot migration and consolidation take?

Most projects run 10 to 14 weeks, longer where several systems are being merged. Weeks 1 to 5 cover data migration and architecture: auditing each source system, mapping objects, and importing contacts, companies, deals, and notes. Weeks 6 to 10 cover automation and integration: connecting or retiring the legacy tools and rebuilding key workflows. Weeks 11 to 14 cover user training, team by team, against real records.

Can HubSpot model the relationships held across our old systems?

Yes. Custom objects and associations rebuild the structure your legacy tools held in isolation, so a parent account, its sub-accounts, deals, and tickets all connect inside one model. Relationships that were implied by spreadsheets become enforced by the CRM, and they persist as records change hands. PYB has built consolidation architectures for clients whose data was scattered across three or more disconnected platforms.

How do you make sure no data is lost in the migration?

Every migration runs through a staged process: a mapped import to a sandbox, a reconciliation count against the source, then the production load once the numbers match. Owners, timestamps, and associations are preserved, not flattened. PYB holds the HubSpot Data Migration Accreditation, which is the formal proof that the import follows a tested, repeatable method rather than a one-off script.

What HubSpot products does a migration and consolidation project typically need?

Sales Hub Professional for the pipeline and deals. Marketing Hub Professional for the lists and campaigns moving across. Service Hub Professional for ticketing and the post-sale record. Operations Hub for syncing or replacing the systems being retired. Custom Objects (Enterprise tier) for the data model the legacy tools could not hold.

Does HubSpot meet the security standards we need to leave our old CRM behind?

HubSpot holds SOC 2 Type II and ISO 27001, with audit trails and permission controls that often exceed the systems being replaced. PYB adds its own ISO 27001, ISO 9001, and HubSpot Data Migration Accreditation. For a business consolidating sensitive customer data into one platform, that combination is the assurance a board needs before signing off the move.