How we work
Move platforms without losing the history
Migration risk is not the records. It is the reporting history, the automations nobody documented, and the integrations that quietly stop.
What this covers
What the engagement covers
Inventory before anything moves
Every object, field, automation, and integration in the old system cataloged, including the ones nobody remembers owning.
A model decided up front
Which object owns which fact in the new system. Migrating an old model into a new platform imports the problems with the data.
Staged and reversible
Move in stages with the old system intact until the new one is verified. A cutover with no way back is a bet, not a plan.
Reporting continuity
Deciding deliberately what history is preserved and what is archived, before the answer is decided for you.
What usually goes wrong
The failure is rarely a lost record. It is the automation nobody knew existed that stops firing, the integration that fails silently, or reporting that cannot compare this quarter to last because the field it depended on did not come across.
All three are found by inventory, which is unglamorous and is most of the job.
Pricing
How it works and what it costs
Applying and discovery are free. You see the price before anything starts.
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Step 1
Apply
Five minutes, save and resume. We read every one, and we will tell you if we are not a fit.
Free
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Step 2
Discovery and proposal
We look at your setup, walk you through what we would do, and put a fixed price on it.
Free
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Step 3
Technical Discovery
The inventory of the old system and the model for the new one, signed before anything moves.
Starts at $3,200, credited to the build
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Step 4
Migration
Staged and reversible, with the old system intact until the new one is verified.
Starts at $23,050
Staying where you are for now?
If the old system is staying put, an integration service connects it to HubSpot without a migration.
Common questions
Can you migrate from any platform?
Where the data can be exported or reached by API, generally yes. The harder question is usually what the data means, not how to move it.
Will we have downtime?
The aim is none, by running both in parallel until the new system is verified. Where a genuine cutover window is needed you will know the date well in advance.
What about our custom integrations?
Each one gets assessed individually: rebuild, replace with native, or retire, the same call an integration service makes on its own. Some turn out to be serving a process that no longer exists.
Start with the audit
The audit looks at your engine end to end and shows where it is losing revenue today.