Switching CRMs is one of the highest-friction decisions a sales team makes. Data migration risk, retraining costs, and the fear of downtime during the transition keep many teams stuck on CRM platforms that no longer serve them. HelloGrowthCRM eliminates those barriers with a structured migration process that handles data import, pipeline configuration, and team onboarding in a single coordinated engagement — typically completed in under five business days.
Migrating from HubSpot is the most common migration scenario for HelloGrowthCRM. HubSpot's cost structure escalates sharply as teams add contacts, use marketing features, or add users — making it economically unsustainable for growing SMBs. HelloGrowthCRM imports HubSpot contacts, companies, deals, notes, and activity history from a standard HubSpot data export. Your historical context comes with you.
Zoho CRM migrations are equally straightforward. Zoho's data export tools produce standard CSV files that HelloGrowthCRM's import engine can process directly. Contacts, leads, accounts, deals, and custom fields are mapped during the import configuration and brought into HelloGrowthCRM without data loss.
Salesforce migrations require more planning due to the platform's complexity, but HelloGrowthCRM's onboarding team has executed dozens of Salesforce-to-HelloGrowthCRM migrations and can guide your team through object mapping, custom field translation, and process recreation. The goal is not just to replicate what you had — it's to build a cleaner, simpler CRM configuration that your team will actually use.
Custom field mapping is handled during the migration setup session. HelloGrowthCRM supports unlimited custom fields on contacts, deals, and companies, so your team's existing data structure is preserved even if it doesn't map neatly to standard CRM fields.
Free migration support is included with every HelloGrowthCRM subscription. Book a migration call with our onboarding team and we will guide the process from export to launch — ensuring your team is productive on day one rather than spending weeks figuring out a new system.