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swap_horizMigration Guide

Switch from HubSpot to Skode CRM

Voice AI data entry, native invoicing, and 38+ AI tools with custom pricing instead of $100/user/mo. Migrate your contacts, companies, and deals in 1-3 days.

scheduleEstimated migration time: 1-3 days

Step-by-Step Migration Guide

Follow these six steps to move from HubSpot to Skode CRM. Each step includes estimated time so you can plan your migration window.

1

Export Data from HubSpot

schedule30 minutes

Go to HubSpot Settings > Import & Export > Export. Export your contacts, companies, deals, and activities as separate CSV files. Include all properties including custom properties. For large databases, use HubSpot data export tool which processes in the background.

2

Map Fields to Skode CRM

schedule30 minutes

Upload your CSV files to Skode CRM import tool. Use the visual field mapper to match HubSpot properties to Skode CRM fields. Create custom fields on the fly for any HubSpot properties that do not have a direct match. Review the mapping summary before proceeding.

3

Import to Skode CRM

schedule15-60 minutes

Start the bulk import. Skode CRM processes up to 100,000+ records in background chunks with automatic duplicate detection. Import contacts first, then companies, deals, and activities in sequence. Monitor progress in the import dashboard.

4

Set Up Automations

schedule2-4 hours

Recreate your key HubSpot workflows in Skode CRM automation builder. Start with lead assignment rules, deal stage automations, and notification triggers. Skode CRM supports trigger-based automations with AI-powered actions.

5

Configure Invoicing

schedule1-2 hours

Set up Skode CRM native invoicing: create invoice templates, configure payment links, set up recurring billing rules, and customize your customer portal. This replaces the need for a separate Commerce Hub add-on.

6

Train Team on Voice AI

schedule30 minutes

Onboard your team to Skode CRM Voice AI data entry. Show them how to create leads, log notes, and update deals by speaking naturally. Voice AI works on desktop and mobile, supports 50+ languages, and extracts structured fields automatically.

What Transfers and What Does Not

HubSpot is a broad platform. Here is exactly what migrates to Skode CRM and what stays behind.

check_circle

What Transfers

checkContacts (names, emails, phones, all properties)
checkCompanies and associations
checkDeals (amounts, stages, close dates)
checkNotes and activity logs
checkActivities (calls, meetings, emails logged)
checkCustom properties
info

What Does Not Transfer

closeHubSpot Workflows

HubSpot workflows use a proprietary format. Recreate key automations in Skode CRM automation builder. Our support team can help map your existing workflows.

closeMarketing Hub data (emails, landing pages, forms)

Skode CRM does not have marketing automation. If you need inbound marketing, keep HubSpot Marketing Hub or use a dedicated marketing tool alongside Skode CRM.

closeSequences

HubSpot Sequences are email automation tools. Skode CRM handles email differently. Evaluate whether your sequence workflows can be replicated in Skode automations.

closeMarketplace integrations

Third-party integrations are specific to HubSpot. Check Skode CRM integrations page to verify your essential tools are supported.

HubSpot vs Skode CRM

Key differences that drive teams to switch from HubSpot to Skode CRM.

FeatureSkode CRMHubSpot CRM
Voice AI Data EntryNative (Whisper + GPT-4o)Not available
Native Invoicing55+ features built-inRequires Commerce Hub add-on
AI Analytical Tools38+ in every paid plan~8 tools at Pro+ ($100/user)
Mid-Tier PriceCustom pricing (no minimum)$100/user/mo ($500/mo min)
Marketing AutomationNot availableFull Marketing Hub suite
Integration MarketplaceGrowing library + API1,600+ integrations

Data sourced from official product pages and documentation as of March 2026. Features and pricing may change.

Migration FAQ

Common questions about switching from HubSpot to Skode CRM.

rocket_launchFree Migration Assistance

Ready to Leave HubSpot?

Voice AI data entry, native invoicing, and 38+ AI tools at half the price. Start your migration today.

Free forever plan available. 14-day trial on paid plans. Cancel anytime.