A full CRM move without stopping the sales operation
Complete migration from HubSpot to GoHighLevel: 89 custom fields, 5 sales pipelines and domain configuration.
From problem to solution
- 01 · The challenge
Changing CRM is one of the most delicate operations there is: the sales team cannot stop, and any data lost in the move is a client left without follow-up.
USP had years of history in HubSpot with a bespoke structure.
- 02 · What we did
We started with a requirements questionnaire to work out what was still useful and what was just carried over.
We designed the new structure around the real sales process, not the previous system, and migrated: 89 custom fields, 5 pipelines and domain configuration. Building the structure around how they sell today is what makes a team adopt a CRM instead of abandoning it.
How it comes together
Inside the project
Measurable results
Services used on this project
Tech stack used
- GoHighLevel
- HubSpot
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