Contacts & companies
Full contact and company records, de-duplicated and cleaned before import. All standard and custom properties mapped.
Deals & pipelines
Open and closed deal history. Pipeline stages rebuilt in HubSpot to match how your team actually sells.
Notes & activity history
Calls, emails, meetings, notes — migrated with dates so your team has full context on every contact from day one.
Workflow rebuild
Your key automations rebuilt natively in HubSpot — not ported over as-is, but redesigned to use HubSpot's tools properly.
Reporting
Your key reports rebuilt in HubSpot dashboards. Historical data preserved so trend reporting works from go-live.
Team training
Every project includes a live training session for the team, a recorded walkthrough, and a written guide they can refer back to.