Who This Is For
- Businesses paying high monthly fees due to contact growth
- Teams needing better data control and compliance
- Organizations wanting predictable costs and custom workflows
- Companies planning multi-brand or multi-tenant operations
What You Get
| Deliverable | What It Includes |
|---|---|
| Exit Audit Report | Cost projection, dependency mapping, migration feasibility, timeline and risk plan |
| Migration Blueprint | Target architecture, data mapping, automation rebuild plan, deliverability plan |
| Implementation & Migration | Contacts, companies, deals, pipelines, permissions, templates, and automation rebuild |
| Training & SOP | Admin training, staff onboarding, and operations documentation |
Our 4-Phase Process
Phase 1 — Exit Audit
- Review your current HubSpot usage and tier limitations
- Estimate 12–36 month cost based on contact growth
- Identify critical dependencies (forms, workflows, integrations)
Phase 2 — Architecture Design
- Pick the right open-source CRM stack for your workflow
- Define data residency, security controls, and role permissions
- Design automation triggers and integration replacements
Phase 3 — Migration
- Export and clean data (contacts, companies, deals)
- Map pipelines and rebuild stages
- Rebuild automation and email templates
- Implement deliverability best practices (SPF/DKIM/DMARC)
Phase 4 — Go-Live & Training
- Admin training and staff onboarding
- Operational SOP handover
- Post-migration monitoring and optimization
Pricing (Example Ranges)
| Package | Typical Range |
|---|---|
| Exit Audit | Free / $500 |
| SME Migration | $3,000 – $6,000 |
| Managed CRM (Ongoing) | $200 – $500 / month |
Ready to Leave HubSpot with Confidence?
Tell us your contact size, number of users, and which HubSpot hubs you use (Marketing, Sales, Service, CMS). We will propose the best target stack and migration plan.
