By Matthias, CRM Migration Specialist
Updated July 11, 2025
If you're a business owner currently locked into HubSpot but frustrated with sky-high costs, poor support, and a sales team that barely uses it, this could save you thousands while actually improving your results.
It's the exact method I use to migrate businesses away from bloated, overpriced CRMs into systems their teams actually want to use.
For the past six months, I've been helping business owners cut their CRM costs by 70% while dramatically improving sales team adoption and visibility.
Most of them see immediate improvements in pipeline tracking and team accountability.
(Results from a recent client migration)
All with a custom migration process, proprietary data extraction tools, and zero downtime.
No more paying for seats and features nobody uses. No more sales reps defaulting to Google Sheets or sticky notes.
During my week... I focus on what matters: building systems that actually work for real sales teams, not impressing software demos.
And I spend my time solving the core problem most CRM consultants ignore.
This has only been possible since I discovered the power of the "Perfect Fit CRM Method" - helping businesses escape the HubSpot trap without losing their data or momentum.
Let me explain how...
Since January, I've been consistently helping businesses migrate away from HubSpot using a systematic approach that combines deep technical expertise with real-world sales process optimization.
With this method, my clients get:
– 70% reduction in CRM software costs
– 100% sales team adoption (not 30% like before)
– Complete data migration with zero loss
– Custom integrations that actually work for their process
No cookie-cutter templates, no "one-size-fits-all" solutions, and definitely no more paying for features you'll never use.
Just a custom-built CRM that matches how your team actually sells, with all your HubSpot data cleanly migrated over.
This same method has helped dozens of businesses finally break away from HubSpot and get a CRM their sales team wants to open every day.
It will help you solve these problems once and for all:
- Overpriced software bills (paying for seats nobody uses)
- Poor team adoption (back to spreadsheets within weeks)
- Limited integrations (nothing talks to anything else)
- Terrible support (good luck getting help when you need it)
Without...
- Losing a single piece of important data from your current setup
- Any downtime during the transition
- Retraining your team on a completely foreign system
It only works if you're currently using HubSpot and genuinely frustrated with the cost, complexity, or adoption issues. If you're a startup that doesn't have a CRM yet, this isn't for you.
You also need to be ready to make a change. If you're perfectly happy paying $3,000+ per month for software your team barely uses, this isn't for you.
It also doesn't work if you're deeply integrated into HubSpot's marketing automation and unwilling to consider alternatives. If HubSpot is working great for you, you can probably stop reading now.
But if you want to cut your costs by 70% while actually improving your sales process...read on.
You're paying enterprise prices for basic CRM functionality. Your sales team is still using spreadsheets and sticky notes because your expensive CRM is too complex or slow.
You're locked into a contract that seemed reasonable until you realized you're paying for 20 features when you only use 3.
This method will make your life a lot less complex...
- No more unused software licenses
- No more "training" your team on overcomplicated workflows
- No more waiting days for basic support requests
- No more integrations that break every update
- No more paying for marketing features you don't need
Just simple, effective CRM that your team actually uses.
Think about how smart businesses approach any major system change.
When you're considering switching banks, you don't just close your old account and hope for the best. The smart approach is to have everything mapped out, tested, and ready before you make the switch.
But most businesses approaching CRM migration either:
1. Stay stuck with overpriced software because "migration is too risky"
2. Jump to a new system without proper planning and lose critical data
That's pretty dumb.
Instead, the Perfect Fit CRM Method works like this:
We audit exactly what you're actually using (vs. paying for), design a better system based on your real workflow, extract your data cleanly, and build everything in parallel before making the breakaway.
Not a rushed migration that breaks things.
Not a cookie-cutter template that ignores your process.
We show you exactly what your new system will look like with your actual data, configured for your actual sales process, before you commit to anything.
Why do we invest so much time into creating these custom migration plans before you've paid for the full project?
Because we know something powerful...
The company that builds the plan is almost always the company that gets the contract.
When you see your sales process running smoothly in a system that costs 70% less, you're already mentally closing deals there. You've emotionally committed to that specific setup. Starting over with another consultant would mean rebuilding the entire plan from scratch.
This is exactly how the HubSpot Breakaway Method works.
We audit your current HubSpot setup and identify what you actually use vs. what you're paying for
We design a custom system based on your real sales workflow - not a generic template
We create a detailed breakaway plan using our proprietary data extraction tools
⚠️ Go here to get your custom HubSpot Breakaway migration plan built for you in the next 5 minutes
Generic CRM templates and "one-size-fits-all" solutions are dead in 2025 (yes, I said it).
We now literally have the ability to build custom CRM environments that perfectly match your sales process with no compromise required...Making the switch from HubSpot very hard to say no to when presented properly.
You're the one who's shown them a better way to manage their pipeline...
You're the one who's built a custom plan to break them away efficiently...
You're the one who's made them a great offer to cut their costs while improving performance...
They are not then going to stick with their overpriced HubSpot contract or find some other generic CRM consultant.
When you create a custom breakaway plan for a business based on their specific sales process, you're not just delivering value - you're taking them halfway to implementation.
They can see exactly how their workflow would improve with their actual data.
There's no generic demo in the world that can do that.
And just like with any major business decision, the consultant who creates the custom plan is almost always the one who gets hired to implement it.
How we make the HubSpot Breakaway work even with complex HubSpot setups...
Step 1: HubSpot Audit & Mapping We analyze exactly what you're using vs. paying for in your current HubSpot setup. Most businesses discover they're paying for 15+ features they've never touched.
We map your actual sales workflow - not what HubSpot thinks it should be, but how your team actually moves deals through the pipeline.
Step 2: System Redesign Based on your real process, we design a cleaner, simpler system that eliminates bloat while improving the features that actually matter to your team.
Step 3: HubSpot Data Extraction Using our proprietary tools, we cleanly extract your contacts, deals, company data, and activity history from HubSpot without losing anything critical.
Step 4: Migration & Setup We build your new system in parallel, import your data with proper formatting, and set up workflows that match how your team actually operates.
Step 5: Automation & Dashboard Build We create the reporting and automation you actually need - not what some software company thinks you should want.
Step 6: Sales Team Onboarding We ensure your team knows exactly how to use the new system and actually wants to use it daily.
⚠️ Go here to get your custom HubSpot Breakaway migration plan built for you in the next 5 minutes
Step 7: Move your team to the new system with zero downtime.
The beauty of this method is its precision.
Most CRM migrations fail because consultants try to rebuild everything from scratch without understanding the real workflow.
With the HubSpot Breakaway Method, your migration plan is as simple as "Ready to cut your costs and improve your process?"
We have clients running this method who've successfully broken away from HubSpot, saving thousands monthly while improving their sales visibility, team adoption, and pipeline accuracy.
The specific CRM platform really doesn't matter.
You're moving from: Overpriced, underutilized HubSpot setup... To: A cost-effective system your team actually wants to use.
They already believe your current process is costing too much and working poorly (otherwise they wouldn't be interested in this migration).
They want the path of least resistance to better results at lower cost.
You're now in 'just don't mess up the migration' territory.
It's straightforward when done right.
We complete most migrations with zero downtime and 100% data preservation.
Here's why this works so well:
It solves the real problem - not just the surface symptoms. Most businesses don't have a CRM problem, they have a "paying too much for software nobody uses" problem.
It creates custom solutions at scale. When a business has a migration plan built for their specific workflow, they can see exactly how much better (and cheaper) things will be.
It eliminates the biggest migration fear - losing data or disrupting the sales process. Our proprietary extraction tools and parallel setup process means zero risk.
It allows for significant cost savings while improving performance. Even if the new system costs 50% less, you can still deliver better results.
We have multiple clients who've successfully broken away from expensive enterprise CRMs using the HubSpot Breakaway Method.
[Client testimonials and results would go here]
The best thing about this method is its reliability.
You don't have to worry about data loss, downtime, or team adoption issues. It's a proven process with proprietary tools and a $10/day starting point for small tests.
If you'd like to see how we can help you get this set up... so that you can quickly escape your HubSpot contract while improving your sales process, there are 2 options:
Option 1: Take the step-by-step process I laid out here, audit your own HubSpot usage, figure out what you actually need, research alternative platforms, and handle the migration yourself.
Option 2: You can have us...
– Audit your current HubSpot setup and identify exactly what you're wasting money on
– Design a custom CRM system based on your actual sales workflow (not a template)
– Extract all your data using our proprietary tools with zero loss guarantee
– Build and test your new system in parallel before switching over
– Train your team on the new system so adoption is immediate and complete
We'll even handle the entire transition so you never miss a beat in your sales process.