Migration guide
Switch from HubSpot to ElevateAI.
Keep the CRM habits. Skip the jump from starter to pro.
What changes for you
No starter-to-pro price cliff
One flat price with the whole platform included, so the tools you need next don't move you to a bigger plan.
No per-contact tiers
Unlimited contacts on every plan. Your list can grow without your bill growing.
A human sets it up
Two 1-on-1 Zoom calls in your first week: tech setup, then training, included free.
ElevateAI / Import workspace
hubspot-export.csv
Uploaded · columns matched automatically
- Contacts1,284
- Tags37
- Deals212
Sample data
From HubSpot
5 of 7 mapped- Contacts & listsCRM with smart lists
- Deals & pipelinesOpportunities & pipelines
- WorkflowsWorkflows & Automations
- Marketing emailEmail/SMS campaigns
- Landing pages & CTAsFunnels & websites
Everything has a home
Where your HubSpot stuff lives in ElevateAI
| In HubSpot |  In ElevateAI |
|---|---|
| Contacts & lists | CRM with smart lists |
| Deals & pipelines | Opportunities & pipelines |
| Workflows | Workflows & Automations |
| Marketing email | Email/SMS campaigns |
| Landing pages & CTAs | Funnels & websites |
| Meetings links | Calendars |
| Conversations inbox | One inbox: SMS, email & social |
Your switching checklist
Here's what you'll bring over, with our guides, ready-made templates, and our team on chat and Zoom if you get stuck.
- Contacts & tags, via CSV import
- Pipelines & deals
- Email templates & campaigns
- Forms
- Landing pages
- Calendars
Timeline
Most switchers are fully moved in within their first week.
- 1
Open your tool's guide
Exactly what to export and where it goes.
- 2
Bring your data over
Import contacts in minutes with CSV; rebuild pages and automations fast with our templates.
- 3
Go live supported
Stuck anywhere? Chat or Zoom with our team, anytime.
Questions about switching
Will I lose anything from HubSpot?
No. Your contacts and tags, pipelines and deals, email templates and campaigns, forms, landing pages, and calendars all have a home here. The guide shows you exactly where each piece goes. Anything that needs rebuilding, our team will walk you through on chat or Zoom.
How long does switching take?
Most switchers are fully moved in within their first week. You follow the HubSpot guide, import contacts with CSV, and our team is on live chat and Zoom whenever you get stuck.
What does switching cost?
Nothing extra. The guides, the templates, and our support are included on Core, Growth, and Pro, along with white-glove onboarding. There are no contracts: cancel anytime and take your data with you.
We set you up 1-on-1 in your first week, then stay on live chat and Zoom.
Coming from another tool?Ready to leave HubSpot behind?
Follow the guide, import your contacts, and lean on our team whenever you need us.
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