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HubSpotMove from HubSpot

Leave HubSpot without losing anything.

HubSpot's per-seat + per-hub pricing scales faster than most teams' revenue. Odexy is per-org — every module included; no seat multiplier. Migrations preserve every deal, contact, company, ticket, and sequence.

Why teams leave

Every migration starts with a specific reason.

Per-seat + per-hub pricing runs away

Sales Hub Pro is $90/seat; Service Hub Pro is another $90; Marketing Hub Pro is $800/mo base. Odexy is one per-org bill regardless of seats or which modules you use.

You want the AI to reach past the CRM

HubSpot's Breeze works across HubSpot's hubs; Odexy AI calls crm.deal.update, crm.contact.update and sales.invoice.create on your behalf under your permissions — and reaches projects, HR and payroll the same way.

Your invoicing lives elsewhere

HubSpot's own payments run in the US, UK and Canada, with Stripe connected elsewhere. Odexy ships every module: sales, invoicing, subscriptions, credit notes, 18 payment gateways — all joined to the deal that won them.

You've built custom-object bloat

HubSpot custom objects charge per-record over the free tier. Odexy treats every entity as first-class; no per-record cost, no schema-tax.

Import matrix

What flows over automatically. What needs a hand. What has to be re-created.

DataHow it movesStatus
Contacts + companiesHubSpot API export → CRM entities; email-primary dedup; associations preserved Assisted
Deals + pipelines + stagesFull pipeline replica per portal; stage probabilities + close dates preserved Assisted
Custom properties + fieldsHubSpot properties → Odexy custom fields; type mapping preserved (currency stays currency) Assisted
Activity timeline (notes / calls / meetings)Full activity log per contact / company / deal Assisted
Email historySent + received emails imported; threads reconstructed Assisted
Tickets + pipelinesService Hub tickets → Odexy Support Assisted
Sequences (email cadences)HubSpot sequences → Odexy sales cadences (Sub-phase 5.4 queue; assisted for now) Assisted
Workflows / automationsRecreate in Odexy Automation; when-then shape maps directly Assisted
Custom objectsModeled as Odexy custom fields on the parent entity; deep custom objects may need schema design Assisted
Marketing emails + landing pagesOdexy does not do marketing email today; keep HubSpot Marketing Hub OR move to Mailchimp / Postmark Manual
The honest version

What actually breaks — before it costs you a Monday morning.

  • Marketing Hub has no direct equivalent here today (broadcast email campaigns + landing-page builder + form-tracked-nurture). Most migrating teams either keep HubSpot Marketing on a Free tier for the form embeds, or move to a dedicated marketing tool (Customer.io, Mailchimp).
  • HubSpot email tracking pixels (open + click + link tracking) map to Odexy email metrics, but the exact deliverability + engagement dashboard shapes are different.
  • Reporting: HubSpot Reports rebuild as saved DataTable views + Tremor charts in Odexy. Complex multi-object attribution reports need a design pass in the sandbox period.
  • Meetings: HubSpot Meetings booking pages map to Odexy Calendar scheduling links, but we do not yet ship a fully embeddable public booking widget (Q4 2026 roadmap item).
  • Free-tier HubSpot users: the free CRM has generous limits; make sure the plan you land on covers your seat count + AI actions/day.
Timeline

What the first two weeks look like.

  1. 01

    Data audit

    We map your HubSpot portal to an import plan; identify custom-object depth + workflow count.

    Days 1-2
  2. 02

    Sandbox import

    Full CRM + Sales + Support data into Odexy sandbox; your revops team walks it end-to-end.

    Days 3-6
  3. 03

    Workflow + sequence port

    Top 20 workflows + all active sequences rebuilt. You review the diffs.

    Days 7-10
  4. 04

    Parallel selling

    Both systems live. Sales team logs into Odexy for new deals; HubSpot stays read-only.

    Days 11-18
  5. 05

    Cutover

    HubSpot → archive tier or cancel. Odexy is CRM of record. 30-day post-cutover engineer coverage.

    Day 19

Ready to leaveHubSpot?

Migrations get a named Odexy engineer — not a form to fill out.

The Odexy changelog, by email

What we shipped, every other week.

Honest notes on what changed in Odexy and where to find it. No marketing pitches.