Your CRM became a tool zoo. We consolidate it back into one platform.

You scaled with Pipedrive. Then you added Aircall, Mailchimp, Chili Piper, PandaDoc, Outreach, Zapier and a customer success tool to patch the gaps. It breaks, it leaks data, and it blocks fundraising diligence. We consolidate the sprawl into one HubSpot platform in three to six weeks, with less than twenty hours of CEO time.

Typical go-live3–6 weeks
CEO time investUnder 20 hours
Tools retired4–8 on average
PricingFixed, not hourly
Top 4% HubSpot Solutions Partner
5+ B2B Sales-experienced HubSpot Specialists
HubSpot GTM Lead is a former Pipedrive operator
The Spike — why this matters right now

You do not have a Pipedrive problem. You have a tool sprawl problem.

Pipedrive is a good sales-only pipeline tool. It was never built to connect marketing, sales and customer success in one system. To make it work at scale you bolt on seven to ten extra tools — and each one leaks data, breaks reporting, and compounds the work of closing the books, pleasing the board, and raising the next round.

1

Pain

Pipedrive is sales-only. Marketing, customer success, reporting and quoting all live in other tools — connected by middleware that breaks the moment anything changes.

2

Impact

Every extra tool is another licence, another integration to maintain, and another data source that disagrees with the others. Reporting is manual. Forecasting is gut feel. Board updates take a week.

3

Critical event

Something forces the decision. It is almost always one of four triggers — and it almost always has a fixed deadline that the CEO, CFO or board does not want to miss.

4

Why now

Every quarter you keep patching the sprawl, the rework compounds. Reps learn habits in the old stack. Data hygiene gets worse. Diligence requests from investors take longer and longer to answer.

5

Decision criteria

The founders and revenue leaders who move fastest tend to optimise for the same five things — because open-ended scopes and hourly billing are exactly what they are trying to escape.

The Pipedrive tax

Every gap in Pipedrive is another line item.

Pipedrive handles the pipeline. Everything else — calling, email marketing, scheduling, contracts, sequences, automations, customer success — has to be bought separately. HubSpot replaces the entire stack with one data model and one bill.

Your current stack

Pipedrive plus the seven to ten tools that make it work.

PipedriveCRM
AircallCalling
MailchimpEmail
Chili PiperScheduling
PandaDocContracts
Contract HeroContracts
Outreach / ApolloSequences
Zapier / MakeMiddleware
IntercomCustomer Success
Looker StudioReporting
10 bills, integrations, data sources and admin contracts

Your HubSpot stack

One portal, one data model, one renewal conversation.

Sales Hub ProfessionalCRM + Sequences
Native callingReplaces Aircall
Marketing Hub ProfessionalReplaces Mailchimp
MeetingsReplaces Chili Piper
Commerce HubReplaces PandaDoc
Service Hub ProfessionalReplaces Intercom
Operations HubReplaces Zapier
Native dashboardsReplaces Looker
1 one platform, one source of truth, one renewal
Build your consolidation case in 30 seconds

What consolidating your Pipedrive tool zoo is worth

Three inputs. Eight tool toggles. The annual value of running one platform instead of nine.

Your team, today

Honest numbers in. Honest stack cost out.

Tools you are paying for alongside Pipedrive

Untick anything that does not apply. Defaults reflect the typical sprawl we see.

Annual value of consolidating

Benchmarked from SalesPlaybook migrations and public tool pricing. This is value created, not a licence-price comparison.

1
Redundant tool spend retired
The satellite tools you ticked, replaced natively in HubSpot
CHF —
2
Integration and admin time reclaimed
No more maintaining integration glue and middleware between tools
CHF —
3
Revenue uplift from one source of truth
5 percent of rep time recovered from context switching and rekeying
CHF —
Total annual value of consolidating
CHF —
payback on the migration fee
Assumptions: redundant tool spend uses public pricing for the satellite tools you tick (Pipedrive itself is replaced like-for-like by HubSpot and is not counted here). Integration and admin glue about CHF 3,000 per tool retired. Productivity uplift 5 percent of revenue-team time recovered, valued at fully-loaded compensation. Migration fee benchmark CHF 25,000 for the Full Go-to-Market tier. HubSpot licence cost depends on your hub mix and contact tier and is scoped with you directly, so we optimise it rather than assume a saving. Your number will differ based on negotiated discounts, contact tier, and adoption quality.
Featured migration · Pipedrive → HubSpot

How MAIA by Prodlane moved off Pipedrive in under two months, with under twenty hours of CEO time.

6–8 weeks
HubSpot live, Pipedrive retired
Under 20 hours
CEO time across the migration
2 → 4
Sales team doubled, process now repeatable
Series A ready
Pipeline, customer success, reporting in one view
"Wir haben vier Wochen in Pipedrive investiert, aber es war nicht ausreichend skalierbar. SalesPlaybook hat HubSpot in sechs bis acht Wochen vollständig aufgesetzt und in unsere bestehenden Prozesse integriert. Das hat uns erlaubt, weiter zu verkaufen, während wir die Grundlage für eine skalierbare Sales-Strategie gelegt haben."
CM
Carolin Maier
CEO & Co-Founder, Prodlane GmbH (MAIA)
Second migration · Excel & Pipedrive → HubSpot

How Aumico went live on HubSpot in under two weeks.

Under 2 weeks
HubSpot live and optimised
80 percent
Less time to send a quote
Full journey
Reporting across the customer journey
Excel + Pipedrive
Retired for one platform
"This was our first CRM implementation, and thanks to SalesPlaybook, it was an easy and successful process. The team provided excellent support, even beyond regular working hours, ensuring a seamless and effective implementation."
CB
Cem Bartosch
Aumico
How the SalesPlaybook migration works

Five phases. Co-created with your team. We run about 95 percent of the technical work.

A Done-With-You model. You own the data, the process and the final configuration. We bring the playbook, the technical hands, and the sequencing that keeps revenue flowing while the stack is rebuilt underneath it. This is the exact cadence we used for MAIA by Prodlane.

01
Week 1–2
Concept
Ideal customer profile, lifecycle stages, pipeline design, customer success flow and tool-retirement map, agreed before any build work.
02
Week 3
Implementation
Portal configuration, automations, permissions, data import from Pipedrive, native replacements for Aircall, Mailchimp, Chili Piper, PandaDoc and a first working version.
03
Week 4
Refinement
Deduplication, hygiene workflows, field-stack review, up to 40 reports and 3 dashboards built around the questions your team leads and management actually ask.
04
Week 5
Adoption
On-site or remote adoption week, power-user sessions, custom video library, documentation handover. Pipedrive retired.
05
Ongoing
Revenue Operations support
Bi-weekly working session, 3 hours per month hands-on support, 48-hour email service-level agreement with a senior HubSpot expert.

WEEK 1–2 Concept phase

  • Customer journey, sales cycle and pipeline design for one ideal customer profile
  • Lifecycle stage map, validation rules, exit criteria, service-level agreements
  • Tool-retirement plan: which satellite tools stay, which ones get replaced natively
  • Client effort: 30–45 hours combined across marketing, sales and customer success leads

WEEK 3 Implementation phase

  • Portal setup, user roles, lifecycle and pipeline implementation
  • Forms, views, lists, custom properties, role-specific layouts
  • Automations for lead management, nurture and ticket handling
  • Native replacements for calling, email, scheduling, quoting and sequences
  • Client effort: about 20 percent of the concept-phase effort, on top

WEEK 4 Refinement phase

  • Data deduplication and hygiene workflows on the Pipedrive export
  • Field-stack review and lifecycle transition alignment
  • Up to 40 sales, marketing and customer success reports plus 3 dashboards
  • Fundraise-ready reporting pack: pipeline, customer acquisition cost, payback, cohort retention
  • Client effort: about 30 percent of the concept-phase effort, on top

WEEK 5+ Adoption & Revenue Operations

  • Adoption week at start of go-live (on-site or remote)
  • Weekly one-to-one session plus up to 8 × 60-minute power-user sessions
  • Custom video library plus full implementation documentation
  • Ongoing: 3 hours per month hands-on support, 48-hour email service-level agreement
What actually goes wrong in a Pipedrive to HubSpot move

The issues and blockers no-one mentions in the sales cycle.

Migrations fail for predictable reasons. We have run enough of them to name each failure mode and the mitigation we apply before it becomes a problem. We are also clear about the limits: some historical detail cannot be migrated one-to-one out of any of these tools, so we plan a clean cut-over rather than promise a perfect copy. Full transparency, in the proposal, before you sign.

Risk What typically goes wrong

Activity history lost when exporting from Pipedrive
Pipedrive's export does not preserve every activity, note and email thread in a format HubSpot accepts. A naive export loses the timeline that your reps rely on to run deals.
Email marketing history trapped in Mailchimp
Open, click, unsubscribe and contact-scoring history rarely maps one-to-one into HubSpot. Lose it and you lose your warm audience overnight.
Customer success data spread across three tools
Tickets in Intercom, health scores in a spreadsheet, renewals in Pipedrive — each one missing context the others have.
Reporting definitions differ by stakeholder
"Marketing-qualified lead", "sales-qualified lead" and "pipeline" each mean something different to the CEO, the CFO and the team leads. The migration is when this surfaces.

Mitigation How SalesPlaybook handles each

Structured Pipedrive export and activity replay, in scope
We extract deals, contacts, organisations, notes, activities and emails through the Pipedrive application programming interface and replay them onto HubSpot's timeline. We are upfront about what cannot be carried over one-to-one and agree a clean cut-over date so the new system is the single source going forward.
Mailchimp migration pattern, built for reuse
Audience, segments, template library and last-twelve-months engagement history imported into HubSpot Marketing Hub — with a cut-over window agreed in writing.
Single customer object across sales and service
One contact, one company, one renewal view — with Service Hub tickets, health scores and customer-success playbooks in the same portal.
Reporting definitions agreed in Week 1, not Week 7
We surface the questions your team leads, management and board actually ask first, then build the lifecycle stages backwards from those reports, so no-one argues about definitions at the board meeting.
Three to six weeks. Under twenty hours of CEO time.

Weeks. Not quarters.

A proper Pipedrive-to-HubSpot migration, including Mailchimp, sequences, calling and quoting, takes three to six weeks with us. Not a quarter. Not two. The sales team keeps selling. The CEO spends under twenty hours. The board sees one source of truth in time for the next update.

Typical migration timeline, by partner
Global systems integrator
6–9 months
Regional HubSpot partner
3–5 months
SalesPlaybook
3–6 weeks
Timelines vary with data volume, custom fields, enterprise-resource-planning integrations, and licence activation. Full scope confirmed before signing — no moving targets.
Budget estimates

Fixed scope. Fixed price. No hourly billing.

Benchmarks based on recent scoped engagements — including the MAIA by Prodlane migration. Your final number depends on hub selection, number of satellite tools retired, and Revenue Operations cadence — all confirmed before we sign.

Sales Hub Migration

The core lift: Pipedrive → HubSpot Sales Hub, cleanly migrated, with adoption and 3 months of Revenue Operations support. Up to three satellite tools retired.

CHF 8,000–15,000
3–5 weeks · 1 ideal customer profile, 1 deal pipeline, 1 lead pipeline
  • Sales Hub Professional implementation
  • Pipedrive export plus one-time data cleanup
  • Up to 40 reports plus 3 dashboards
  • 10 × tailored 60-minute training sessions
  • 1 quarter of Revenue Operations support (48-hour SLA)
Book CRM assessment call →
Scale-Up Migration

Multi-ideal-customer-profile, multi-entity setups with complex enterprise-resource-planning or contract-management integrations and a multi-month Revenue Operations partnership.

CHF 40,000+
8–10 weeks · Multi-ideal-customer-profile, multi-entity
  • Everything in Full Go-to-Market Migration
  • Multiple ideal customer profiles and multi-pipeline setup
  • Custom integration scoping (DATEV, SAP, Odoo, Stripe)
  • Multi-entity portal architecture
  • 6–12 month Revenue Operations partnership
Book CRM assessment call →

All prices in CHF, fixed-scope and invoiced against agreed milestones. HubSpot licences purchased by client directly — we will advise on seat count, contact tier and native discounts.

Free CRM assessment call

Bring your Pipedrive account and the seven other tools. Leave with a plan for one consolidated platform.

A senior HubSpot consultant walks through your current Pipedrive-plus-satellites stack, flags the five biggest blockers for your migration, and outlines a fixed-scope path to one HubSpot portal. No slides, no pitch, no obligation to work with us.

45 minutes · senior HubSpot consultant · zero-obligation