Sales-only CRM
Marketing, success, quoting and reporting sit in separate tools that do not share one lifecycle.
Pipedrive to HubSpot Migration
Pipedrive to HubSpot migration: Consolidate your revenue stack in one platform.
Pipedrive helped you move fast. Then the stack grew around it. We migrate sales, marketing and reporting into HubSpot so leadership gets one source of truth.
Book Strategy Call
From tool sprawl to one consolidated platform.
What costs time and revenue today.
Every tool adds cost
Every add-on creates another licence, integration and source of conflicting data.
Board reporting slows down
Forecast, CAC, payback and retention data take too long to assemble and trust.
Today → after
From daily constraint to a dependable revenue system.
Today
- Sales-only CRM
- Every tool adds cost
- Board reporting slows down
The shift
Clear decisions, a defined process and outcomes the team can see.
Afterwards
- One platform
- Cleaner reporting
- Adoption from day one
How we work together
How the shift is built.
Concept
Outcome
Lifecycle, pipeline, success flow and tool-retirement plan are aligned.
Implementation
Outcome
HubSpot configuration, Pipedrive import and native replacements are set up.
Refinement
Outcome
Data hygiene, dashboards and reporting pack are validated.
Adoption
Outcome
Training, documentation and power-user sessions prepare the team for handoff.
What the new operating state delivers.
One platform
Marketing, sales and success work from one shared HubSpot foundation.
Cleaner reporting
Pipeline and revenue metrics come from HubSpot instead of spreadsheets.
Adoption from day one
The setup maps to existing team habits while removing tool friction.
Activity history preserved
Deals, contacts, notes and activities are migrated with a clear plan.
Tool-sprawl calculator
What is consolidating your Pipedrive stack worth?
Your team size and satellite tools show the annual value of moving from disconnected tools to one HubSpot platform.
Annual consolidation value
Value created, not a HubSpot licence-price comparison.
- Redundant tool spend retired Selected tools replaced natively
- Integration work reclaimed Less middleware and admin glue
- Productivity value Five percent of revenue-team time recovered
Total annual value
1.7 months Payback on a CHF 25,000 migration
Model assumptions: public satellite-tool benchmarks; CHF 3,000 annual integration and admin effort per retired tool; 5% productivity uplift. HubSpot licence cost depends on hub and contact tiers and is scoped separately.
Pressure-test these numbers →What you actually get.
Concrete deliverables, not a vague scope of work.
- Structured API export including activity replay from Pipedrive
- Native replacements for Aircall, Mailchimp, Chili Piper, PandaDoc, Intercom, Zapier
- 12-month engagement history import from Mailchimp with an agreed cut-over
- Fundraise-ready reporting pack: pipeline, CAC, payback, cohort retention
- 8 x 60-minute power-user sessions plus a custom video library
- Single contact/company object for customer success instead of fragmented tools
- 3 hours/month hands-on RevOps support with a 48-hour email SLA
Proof, not promises.
"We spent four weeks on Pipedrive, but it wasn't scalable enough." — Carolin Maier, CEO & Co-Founder
From Excel + Pipedrive to full customer-journey reporting in under 2 weeks.
Fixed scope. No hourly model.
Prices are shown as fixed-scope guidance. HubSpot licences are purchased directly by the client where relevant.
Sales Hub Migration
CHF 8,000-15,000
3-5 weeks
Sales migration and core reporting
Book Strategy CallFull GTM Migration
CHF 20,000-30,000
5-8 weeks
Marketing, sales, service and RevOps
Book Strategy CallScale-Up Migration
CHF 40,000+
8-10 weeks
Multi-entity or ERP-connected setup
Book Strategy CallWho this is built for.
- Next funding round is visible
- New CRO or sales leader is taking over
- Tool sprawl creates reporting debt
- B2B software team with roughly 25 to 500 employees
Does this match your situation?
Book Strategy CallFree 60-minute Strategy Call · No pitch · Clear fit / no-fit answer
Questions we get before every engagement.
Do we lose activity and email history from Pipedrive?
No. A structured API export with activity replay ensures deals, contacts, notes and activities transfer completely.
How many tools typically get retired?
On average 4-8 satellite tools such as Aircall, Mailchimp, Chili Piper or PandaDoc are replaced by native HubSpot functionality.
Does the migration slow down our fundraise?
The opposite — the reporting pack is built specifically for board updates and investor diligence, and it is ready during the migration itself.
How much CEO time is required?
Typically under 20 hours across the whole project — roughly 95% of the technical work sits with us.
← Back to HubSpot CRM
Part of the system.
This service creates standalone outcomes. Together with the others, it forms the full operating system.
Guides for the decisions behind scalable revenue.
Comparisons, playbooks and calculators for teams that do not want to treat pipeline, HubSpot and sales execution as separate systems.
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How to Choose the Right HubSpot Agency
HubSpot’s ecosystem now spans 135 000+ customers and well over 6 000 certified solutions partners worldwide. The platform can run your entire go-to-market engine – yet many companies still pay steep license fees while only scratching the surface of what HubSpot can do. A digital agency can help businesses unlock the full potential of HubSpot by leveraging their expertise and experience with diverse organizational needs.
Efficient Sales CRM
90% of B2B entrepreneurs with 7- and 8-figure annual revenues still don't have an efficient sales CRM – that's why we created the 100% Masterclass with zero barriers:
Get your hands-on CRM guide with this & much more:
- 30+ hands-on HubSpot hacks you can implement right away
- 10+ tips for building a robust and scalable single source of truth
- Clear process definitions using Winning by Design's Bowtie framework
All from >50 hands-on HubSpot CRM implementations over just 18+ months.
Testimonials
What our clients say.
We save approximately €200,000 every year—not only through fewer, better technologies, but also by eliminating complexity and the staffing cost of one full-time role. We can now also see in real time whether we are on course.
Markus BimüllerWorkist
- Service
- HubSpot CRM
- Duration
- Under 3 Months
Our starting point was: help us fill the pipeline until our colleagues ask, ‘How are we ever supposed to work through all of this?’ Then came the aha moment. We realized that we needed to solve a completely different problem—one we did not even know we had. I cannot find a better way to put it: it is fantastic. We now have an automated process, clean qualification, and can see the numbers improving.
Daniel Nitz Experts Inside
- Service
- HubSpot CRM
- Duration
- 3 Months
“Having this clarity now—with complete dashboards, deal size, sales cycle, and conversion rate—is an absolute basic requirement, but openly speaking, we did not have it back then. Now we do. Our rough estimate is that we are closing five times as many deals, with the same deal size and a significantly faster sales cycle.”
Korbinian GuglhoerPerspective
- Industry
- Advertising technology
- Service
- HubSpot CRM
- Duration
- 3 months
Could your company be the next operating system story?
Use a free 60-minute Strategy Call to clarify the revenue constraint, fit or no fit and the right next step. No pitch.
Free · 60 minutes · no pitch · honest fit / no-fit answer and a clear next step
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