Sales-only CRM
Marketing, success, quoting and reporting sit in separate tools that do not share one lifecycle.
Pipedrive to HubSpot Migration
Consolidate the tool zoo into one revenue 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 Launchpad Pipedrive
HubSpot Zero data loss
Sales Hub Pipeline & forecast
Marketing Hub Campaigns & nurture
Reporting One source of truth
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 the shift is built.
Every phase has clear deliverables: no open scope, no hourly ambiguity.
Book Launchpad 1
Week 1-2
Concept
Lifecycle, pipeline, success flow and tool-retirement plan are aligned.
2
Week 3
Implementation
HubSpot configuration, Pipedrive import and native replacements are set up.
3
Week 4
Refinement
Data hygiene, dashboards and reporting pack are validated.
4
Week 5
Adoption
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 LaunchpadFull GTM Migration
CHF 20,000-30,000
5-8 weeks
Marketing, sales, service and RevOps
Book LaunchpadScale-Up Migration
CHF 40,000+
8-10 weeks
Multi-entity or ERP-connected setup
Book LaunchpadWho 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 LaunchpadFree 60-minute Launchpad · 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.
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