TechnixTechnix

CRM Migration

Move Your Data Without Losing a Single Record

Seamless migration from Salesforce, Zoho, or Pipedrive to HubSpot. 12,000 records moved in 6 days with zero data loss, plus full activity history and team retraining.

CRM migration typically costs $1,500 to $10,000 depending on the number of records, data complexity, and source system. Technix Infotech has completed 12,000 record migrations in as little as 6 days with zero data loss. We migrate from Salesforce, Zoho, Pipedrive, and custom systems to HubSpot.

CRM migration typically costs $1,500 to $10,000 depending on the number of records, data complexity, and source system. Technix Infotech has completed 12,000 record migrations in as little as 6 days with zero data loss. We migrate from Salesforce, Zoho, Pipedrive, and custom systems to HubSpot.

Use Technix to migrate your CRM safely and start working in HubSpot within days, not months.

CRM migration is not just moving data. It is rebuilding your team's confidence in the system. Technix handles the technical complexity so your team experiences a seamless transition.

1

Audit your source CRM, map every field and relationship, and plan the migration in detail.

2

Clean, deduplicate, and validate your data before moving a single record to HubSpot.

3

Migrate in stages with validation checkpoints, then retrain your team on the new system.

Audit: Source CRM Data
Contacts
4,230Ready
Companies
890Ready
Deals
1,560Duplicates
Activities
12,400Cleanup
01

Audit your source CRM and plan every detail of the migration before moving data.

Rushing a migration is how you lose data. Technix audits every object, field, relationship, and automation in your current CRM to build a complete migration plan with no surprises.

  • Complete audit of contacts, companies, deals, activities, and custom objects in your source CRM.
  • Field by field mapping from your current system to HubSpot properties, including custom fields and calculated values.
  • Identification of data quality issues (duplicates, missing fields, invalid emails) before migration begins.
Mapping: Fields → HubSpot
Full NameFirst + Last Name
CompanyAssociated Company
Deal ValueDeal Amount
StatusLifecycle Stage
02

Clean, deduplicate, and validate your data before it enters HubSpot.

Your new CRM is only as good as the data you put in it. Technix cleans your data during migration, not after. You start with a pristine database from day one.

  • Automated deduplication across contacts, companies, and deals using multiple matching criteria.
  • Email validation, phone formatting, and address standardization before import.
  • Historical activity data preserved: every email, call, meeting, and note linked to the right record in HubSpot.
Migration: Progress
Contacts100%
Companies100%
Deals72%
Activities0%
03

Migrate in stages, validate at every checkpoint, and retrain your team.

Technix migrates in controlled stages: contacts first, then companies, then deals, then activities. Each stage has validation before the next begins. Your team gets retrained with their real data in HubSpot.

  • Staged migration with rollback capability at every step. If something is wrong, we fix it before moving forward.
  • Full team retraining on HubSpot using their actual migrated data, not demo accounts.
  • Post migration support for 2 to 4 weeks including data validation, workflow recreation, and ongoing fixes.

With Technix CRM Migration, clients experienced these results:

12,000

Records migrated in 6 days

Download ROI report

0

Data loss across all migrations

Download ROI report

100+

CRM migrations completed

Download ROI report

Discover how real businesses are using CRM Migration to drive measurable results.

Software
Software

Enterprise SaaS: 89% automated query resolution

See how this software business achieved 89% improvement.

Read case study
Real Estate
Real Estate

Real Estate Group: 342% MQL increase post integration

See how this real estate business achieved 342% improvement.

Read case study
Solar Energy
Solar Energy

Solar Installer: 13% form conversion rate achieved

See how this solar energy business achieved 13% improvement.

Read case study

Migrate Your CRM Without the Risk

Book a free migration assessment. We will audit your current CRM and provide a detailed migration plan with timeline and cost.

Choose Your Package

CRM Migration Packages

Standard

$1,500

  • Up to 5,000 records
  • Standard fields only
  • 1 pipeline
  • Basic validation
  • 1 week support
Get Started
Most Popular

Complex

$4,000

  • Up to 25,000 records
  • Custom fields + objects
  • Multiple pipelines
  • Full deduplication
  • Activity history
  • 2 week support
Book a Call

Enterprise

$10,000+

  • Unlimited records
  • Full data model migration
  • Complex integrations
  • Custom coded migration scripts
  • Full team retraining
  • 4 week support
Contact Us

Need something custom? Book a call and we will scope it together.

Platforms We Work With

HubSpotHubSpot
SalesforceSalesforce
PipedrivePipedrive
ZohoZoho

Client Success

What Happens After Deployment

We migrated 12,000 contacts from Salesforce to HubSpot in under a week. Every deal, every note, every email thread was exactly where it should be. Our sales team did not miss a single beat.

Sales Director

VP of Sales, SaaS Company

6 days

Migration Completed

0

Records Lost

Read full case study

Common Questions

CRM Migration FAQ

A typical Technix CRM migration takes 1 to 6 weeks depending on volume and complexity. Standard migrations under 5,000 records complete in 1 to 2 weeks, and the reference project of 12,000 Pipedrive records to HubSpot was completed in 6 days. Enterprise migrations with custom objects, integrations, and activity history take 4 to 6 weeks.

Technix has migrated to HubSpot from 20+ source systems including Salesforce, Zoho, Pipedrive, Freshsales, Monday CRM, Copper, Microsoft Dynamics, custom SQL databases, and spreadsheets. The most common migrations are Salesforce (with two way sync option) and Zoho (full cutover with workflow recreation).

No. Technix has a zero data loss record across 100+ migrations including the 12,000 record Pipedrive to HubSpot project completed in 6 days. We migrate in 4 to 6 staged checkpoints (contacts, then companies, then deals, then activities) with rollback capability and post stage validation, so any mismatch is caught and fixed before the next stage runs.

All historical data is preserved: deal stage history, emails, calls, meetings, notes, tasks, and attachments are migrated and linked to the correct contact and company records in HubSpot. Sales reps see the same conversation history they had in the source system, so there is no productivity gap on Monday morning.

Technix CRM migrations cost $1,500 for Standard (under 5,000 records, standard fields), $4,000 for Complex (up to 25,000 records, custom fields, activity history, multiple pipelines), and $10,000+ for Enterprise (unlimited records, complex integrations, custom coded migration scripts). Standalone migrations are also bundled into HubSpot implementation packages.

Yes. Migration includes role specific retraining for sales, marketing, and operations using your actual migrated data, not demo accounts. Reps practice with their own contacts, deals, and pipelines from day one, plus a 2 to 4 week post migration support window for question handling and edge case fixes.

Most migration vendors do data dumps. Technix rebuilds the operating system around your data: pipelines, lifecycle stages, lead scoring, workflows, and reports are recreated to match how your team actually works. The migration is also part of a full HubSpot implementation if needed, so you launch into a working CRM, not an empty one.

Yes. For Salesforce migrations, Technix often builds two way sync first so both systems stay aligned during a phased cutover. For Zoho and Pipedrive, a single weekend cutover is standard. Either approach keeps sales reps working through the transition with no downtime.

Free Resource

The CRM Migration Checklist: Zero Data Loss Guaranteed

A step by step checklist for migrating your CRM to HubSpot. Includes field mapping templates, data cleaning procedures, validation checklists, and team retraining plans.

Download the checklistNo email required

Knowledge Hub

Guides, Strategies, and Best Practices

The Complete Guide to CRM Migration

Everything you need to know about crm migration for growing businesses.

Read the guide

CRM Migration: Mistakes to Avoid

Critical lessons from 100+ implementations across 6 countries.

Read the guide

Choosing the Right CRM Migration Partner

A decision framework for evaluating providers and approaches.

Read the guide

Migrate Your CRM Without the Risk

Book a free migration assessment. We will audit your current CRM and provide a detailed migration plan with timeline and cost.

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Trusted by 100+ businesses across 6 countries.

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