Legacy-CRM escapes
Salesforce, Spotler, spreadsheets — I extract, clean and map your history into HubSpot so nothing important is lost in the move.
HubSpot Consultancy · Implementations & migrations
Implementations and migrations, done once and done right
Whether you're escaping a legacy CRM or standing HubSpot up from scratch, I handle the whole move — the data extraction, the transformation and the build nobody enjoys — so you land on a portal that's clean from day one.
In plain terms
In plain terms: I move your customer data out of your old CRM or spreadsheets and into a clean HubSpot you can actually run the business on — without losing your history, and without the switchover turning into a mess.
What I do
What this covers
Every migration is different, but the discipline is the same: nothing lost, nothing dumped, and a build that's ready to work on the day you switch over.
ETL, done properly
Extraction, transformation and load handled end to end. Owners, deal values, loss reasons and activity history arrive structured, not dumped.
Greenfield builds
No CRM yet? I stand HubSpot up from a blank portal — data model, pipelines and lead capture — sized to the licence you actually need.
Multi-entity rollouts
One consistent implementation across group companies, with each entity kept clean and separate where it matters.
Honest licence scoping
I'll tell you which HubSpot tier fits — and where you can start smaller — before a penny goes on the wrong plan.
How I work
How it typically runs
Audit & map
I look at your current system, agree what moves and what gets left behind, and map every field to its new home in HubSpot.
Migrate & build
The data comes across in a staged, checked migration while I build the model, pipelines and automation around it. You see progress weekly.
Verify & hand over
We reconcile the numbers, fix the edge cases, and I train your team so the new portal is theirs — not mine.
Proof
Where I've done this
Group rollouts, legacy escapes and greenfield builds — a spread of real HubSpot implementations.
Events & Conferences
GL Events
A legacy system replaced across three UK group entities — full extraction, transformation and a clean multi-entity build.
3 companies, one migration
Read the case study
Vibration Monitoring
Havspro
Migrated off a legacy CRM and marketing platform onto HubSpot Marketing Pro — data and history intact.
Legacy platform, retired
Read the case study
Technical Fabrics
Baltex
Legacy data extracted and transformed into a professional HubSpot build across UK and European operations.
UK & Europe, migrated clean
Read the case study
Architecture Practice
Worcester Lloyd
Moved from Excel-based systems to a clean HubSpot Sales Pro implementation, with minimal disruption.
Spreadsheets to Sales Pro
Read the case study
Events (GL Events Group)
Spacio Tempo
From manual records to HubSpot as the core system — a greenfield build that scaled from Starter to Marketing Pro.
Zero to core system
Read the case studyEveryone seems to be getting to grips with the system now. Tracking the projects is working great and the notes/task functions are being used by us all.
Thinking about a move to HubSpot
Tell me what you're on now — I'll tell you honestly what the migration involves, and what it takes to get it right.