Services / HubSpot and CRM consultant
A UK HubSpot agency for
CRM migration and setup.
HubSpot setup and CRM migration for UK businesses that have outgrown spreadsheets or the wrong system. As your CRM consultant we clean the data, move it from spreadsheets, Pipedrive, Salesforce or a property CRM, build your pipelines and automation, connect your other tools and train the team.
Builds from £2,500
HubSpot, CRM migration, Data cleaning, Pipelines, Automation, Training
Sound familiar?
A CRM nobody
keeps up to date.
Most CRM problems are not software problems. They are data, process and habit problems that a new system will not fix on its own.
01
Still in spreadsheets.
Leads, deals and follow-ups live in a shared sheet that only one person understands.
02
The wrong CRM.
You pay for features nobody uses, or the system has stopped fitting how you sell.
03
Duplicates everywhere.
The same contact three times, half the fields empty and no idea which record is right.
04
Scared of the switch.
You have heard about migrations that lost records, history or live listings.
What you get
HubSpot set up around
how you sell.
We map how your team actually works first, then configure HubSpot to match it.
01 · Setup
HubSpot setup.
Properties, pipelines, deal stages, teams and permissions configured for how you sell, not a default template.
02 · Migration
CRM migration.
Contacts, companies, deals, notes and history moved from spreadsheets, Pipedrive, Salesforce or property CRMs.
03 · Data
Data cleaning.
Duplicates merged, fields standardised and records checked before anything is imported.
04 · Automation
Pipelines and automation.
Lead routing, follow-up tasks, reminders and sequences that run without someone chasing them.
05 · Integrations
Integrations.
Website forms, email, accounts, ecommerce and ad platforms connected, so data arrives without re-typing.
06 · Training
Training and handover.
Hands-on training for the team, plus written notes on every property, pipeline and workflow.
How a CRM migration works
Map it, test it,
then switch.
Nothing switches over until the data has been mapped field by field and tested against real records.
01
Audit and map
Every field in the old system mapped to its new home, with gaps and mismatches flagged before import.
02
Clean and test
Data cleaned, then a test import checked record by record against the source.
03
Parallel run
The new CRM runs alongside the old one, with a written cutover plan and a rollback kept open.
04
Switch and train
A planned cutover, daily checks for the first weeks and training for everyone who uses it.
Case study
CRM migration · London estate agency
29
A CRM switch drained the site to 2 listings. Two weeks later it had 29
A London estate agency changed property CRM, and its website, which pulled every listing from the old system, dropped to 2 listings. We mapped the data field by field, tested the new CRM's live API, fixed the import and cut over with a rollback kept open.
- Full portfolio analysed: 64 properties and 893 images
- Field-by-field mapping audit
- Live API tested against its own documentation
- Same-day cutover, with the old feed paused rather than deleted
- On-market listings from 2 to 29 within two weeks of go-live
Client anonymised. Delivered with Kinsman & Co.
Read the case study →29
On-market listings within two weeks, from 2
15 min
Between imports, with no fatal errors recorded
893
Property images analysed before the switch
Price
A written plan
before anything moves.
Every CRM project starts with a written scope, so you know the cost and the cutover date before we touch your data.
- Discover workshopMap how your team sells and leave with a written CRM plan.£950
- CRM auditYour current CRM or spreadsheets, data quality and processes reviewed, with a costed plan. Credited against the build.£1,950
- HubSpot setupHubSpot configured, connected and handed over with training.from £2,500
- CRM migrationData mapped, cleaned and moved, with a tested cutover plan and rollback.Fixed quote
- PartnerFixes, new automation and reporting each month.from £1,500 a month
Questions
Questions about
HubSpot and CRMs.
Click a question to open it.
We set up, migrate and run HubSpot for UK businesses, as a hands-on CRM consultant rather than a reseller. We recommend HubSpot when it fits, and say so when a simpler or more specialist CRM would serve you better.
By mapping every field before anything moves, cleaning the data first, running a test import and checking it record by record. The old system stays available until the new one is proven.
Spreadsheets, Pipedrive, Salesforce, other CRMs and the property CRMs used by estate and letting agents. If a system can export data or has an API, we can usually move it.
Yes. Objects, fields, owners, deal history and notes are mapped across, and anything that does not move cleanly is agreed with you before cutover.
It depends on how many teams, pipelines and integrations you need, and how clean the data is. You get a written scope and timeline before we start.
That is the point of building it around how they already work. Every project ends with hands-on training and written notes, and we check how it is being used in the weeks after launch.
Other services
Websites and property CRMs for estate and letting agents.
Websites and custom CRMs for brokers and charter companies.
Zapier, Make and n8n workflows around your CRM.
Dashboards built on clean CRM data.
Ready to leave
the spreadsheet?
Tell us where your customer data lives today. We'll come back with a migration plan, a timeline and a fixed price.