We help HubSpot partners

We help you successfully deliver HubSpot data migrations, integrations, and setups to your clients.

We know it feels 😱 when your prospect or client says migration or integration?


Don’t worry. We have got you covered. You are not alone. We support HubSpot solution partners in North America and Europe that need our help with integrations and migrations for your client.

We do this type of work either as your tech partner or as a white label solution, depending on the context and the complexity of the project. This is something that we decide together once we debrief on a call which we organize through the calendar below 👇🏽

map-changes2

 

Here's how we do it:
1

Exploratory call

2

Data cleanup and mapping

3

Project Scope documentation

4

Hand-off

Are you or your client thinking think:

I don’t know how to do integrations and migrations

I don’t have the resources for this

I use more than one tool and my data is scattered

There are areas that won't be using Hubspot but need the info from Hubspot

I use an ERP that has info needed in Hubspot

I need my website moved into the HubSpot CMS

My client needs help with a hub I don’t use

Our process

4 STEPS TO WORK WITH A PARTNER

1
Exploratory Call

After we have connected at first, we have an exploratory we understand what you and your client are needing to solve, why and when? In order for us to engineer the right solution we need to understand the why, and not be told the how as there are many ways to solve a problem. Our mindset is “less is more”. It always has a cleaner finish and is easier to manage on the long-run.

process-step1

2
Project Scope Documentation

Once we have all the info needed we create a hyper-detailed scope of work document that the 3 teams (client, you and us) use as our north star. Every tinsy-winsy detail with explanations and diagrams, deliverables, pricing and timeline goes into this document. And once this is confirmed and approved, the action begins.

documentation

3
Project Deliverables

Once we start the project together, our language becomes sprints, milestones, checkin’s metrics, HubSpot, more HubSpot, tracking, documentation and hand-off. All the nitty-gritty details in the approved scope of work document are delivered. We take pride in our process that has allowed us to repeatedly deliver projects on time, on budget, and award-winning.

deliverables

4
Hand-off

Every milestone is completed and validated, and the project deliverables are complete. Our last step is to hand-off the project to you. This has documentation, recordings, and training on how to use the data, the objects, the modules that have been worked on. A software alone doesn't shine, without what’s in it and that’s what this step is all about.

milestones

What our partners say about us

Travis Scott

CEO

The team at CRM Toolbox has made my life much easier when partnering on implementation and integration projects. They’re committed to delivering projects on time and are very organized and professional.

Let's Talk
Gurvan Le Glatin

Marketing Manager

We have been in contact with CRM Toolbox for the migration of one of our client's website: they provided us with excellent service and they have put a lot of effort to meet the (high) requirements and beyond. Moreover, the team is super nice, highly skilled, and very responsive. Want to migrate your CMS to HubSpot? Go for CRM Toolbox, it's a no-brainer.

I need the same

How much is a migration to HubSpot?

Pricing depends on how many objects and records you want to migrate; we will connect our tool to your CRM to give you an accurate costing.

Starting from

$2,230

We have answers to your questions...

In some cases yes we do, and what determines if it is a yes or a no is the complexity of the project and requirements neeeded.

Absolutely. Our objective is to help you succeed with your client.

Yes we work with all of the 5 hubs.

When it comes to migrations, the price depends on the number of records being moved, and how much HubSpot work needs to be done. For integrations, it depends on complexity, the tool we integrate too, the frequency of the data-push etc…a starting price is usually between around 4,230. We scope by getting into conversations with you or you and your client, and we provide you with a detailed plan.

Anything between 3 weeks and up, depending on the complexity of the project.

No we can not. There are some technologies that we do not work with,l and some industries that we do not work with such as firearms and tobacco.

Let's talk about how we can support you