You scaled with Pipedrive. Then you added Aircall, Mailchimp, Chili Piper, PandaDoc, Outreach, Zapier and a customer success tool to patch the gaps. It breaks, it leaks data, and it blocks fundraising diligence. We consolidate the sprawl into one HubSpot stack in six to eight weeks — with less than twenty hours of CEO time.
Pipedrive is a good sales-only pipeline tool. It was never built to connect marketing, sales and customer success in one system. To make it work at scale you bolt on seven to ten extra tools — and each one leaks data, breaks reporting, and compounds the work of closing the books, pleasing the board, and raising the next round.
Pipedrive is sales-only. Marketing, customer success, reporting and quoting all live in other tools — connected by middleware that breaks the moment anything changes.
Every extra tool is another licence, another integration to maintain, and another data source that disagrees with the others. Reporting is manual. Forecasting is gut feel. Board updates take a week.
Something forces the decision. It is almost always one of four triggers — and it almost always has a fixed deadline that the CEO, CFO or board does not want to miss.
Every quarter you keep patching the sprawl, the rework compounds. Reps learn habits in the old stack. Data hygiene gets worse. Diligence requests from investors take longer and longer to answer.
The founders and revenue leaders who move fastest tend to optimise for the same five things — because open-ended scopes and hourly billing are exactly what they are trying to escape.
Pipedrive handles the pipeline. Everything else — calling, email marketing, scheduling, contracts, sequences, automations, customer success — has to be bought separately. HubSpot replaces the entire stack with one data model and one bill.
Pipedrive plus the seven to ten tools that make it work.
One portal, one data model, one renewal conversation.
When pipeline data lives in ten places, three stakeholders lose every month — your CEO, your CFO, and your board. We size the migration backwards from the reports those three actually read.
Four inputs. Eight tool toggles. One consolidated number you can take to the CFO.
Honest numbers in. Honest stack cost out.
Untick anything that does not apply. Defaults reflect the typical sprawl we see.
Benchmarked from SalesPlaybook migrations, public Pipedrive / HubSpot / satellite-tool pricing.
Prodlane, the company behind the artificial-intelligence assistant MAIA, closed a seed round and doubled the sales team from two to four people — including the CEO. Four weeks of work in Pipedrive hit its ceiling on customisation, reporting and pipeline design. SalesPlaybook rebuilt the go-to-market system in HubSpot in six to eight weeks, with under twenty hours of CEO time, while the sales team kept selling.
Read the full MAIA by Prodlane case →"Wir haben vier Wochen in Pipedrive investiert, aber es war nicht ausreichend skalierbar. SalesPlaybook hat HubSpot in sechs bis acht Wochen vollständig aufgesetzt und in unsere bestehenden Prozesse integriert. Das hat uns erlaubt, weiter zu verkaufen, während wir die Grundlage für eine skalierbare Sales-Strategie gelegt haben."
A Done-With-You model. You own the data, the process and the final configuration. We bring the playbook, the technical hands, and the sequencing that keeps revenue flowing while the stack is rebuilt underneath it. This is the exact cadence we used for MAIA by Prodlane.
Migrations fail for predictable reasons. We have run enough of them to name each failure mode and the mitigation we apply before it becomes a problem. Full transparency — in the proposal, before you sign.
A proper Pipedrive-to-HubSpot migration — including Mailchimp, sequences, calling and quoting — takes six to eight weeks with us. Not a quarter. Not two. The sales team keeps selling. The CEO spends under twenty hours. The board sees one source of truth in time for the next update.
Benchmarks based on recent scoped engagements — including the MAIA by Prodlane migration. Your final number depends on hub selection, number of satellite tools retired, and Revenue Operations cadence — all confirmed before we sign.
The core lift: Pipedrive → HubSpot Sales Hub, cleanly migrated, with adoption and 3 months of Revenue Operations support. Up to three satellite tools retired.
Marketing Hub plus Sales Hub plus Service Hub plus Revenue Operations — one stack, one data model, one go-live. Five to seven satellite tools retired. This is the tier the MAIA by Prodlane migration used.
Multi-ideal-customer-profile, multi-entity setups with complex enterprise-resource-planning or contract-management integrations and a multi-month Revenue Operations partnership.
All prices in CHF, fixed-scope and invoiced against agreed milestones. HubSpot licences purchased by client directly — we will advise on seat count, contact tier and native discounts.
A senior HubSpot consultant walks through your current Pipedrive-plus-satellites stack, flags the five biggest blockers for your migration, and outlines a fixed-scope path to one HubSpot portal. No slides, no pitch, no obligation to work with us.