How to Migrate from HubSpot to Agiled (2026 Step-by-Step Guide)

HubSpot is a powerful CRM and marketing platform, but for a small service business it is often expensive and only half of what you need: the jump to Professional is about $90-$100 per seat per month plus a mandatory $1,500 one-time onboarding fee, and HubSpot has no native proposals, contracts, invoicing, projects, or client portal for delivering and billing the work. HubSpot exports records to CSV, so moving your contacts and deals into Agiled is clean. This guide covers what to migrate and when HubSpot is still the better choice.

HubSpot shines for large marketing and sales teams. But many freelancers and agencies adopt it for the CRM, then realize they are paying enterprise prices, hitting the Professional paywall, and still running separate tools for contracts, invoicing, and project delivery. Agiled combines CRM with the full client-business layer in one affordable platform.

Comparing first? See Agiled vs HubSpot and the best HubSpot alternatives.

Why service businesses move off HubSpot

• The Professional cliff. Sales Hub Starter is $20/seat/month ($15 annual), but real automation, sequences, and reporting live on Professional at about $100/seat/month ($90 annual), plus a mandatory $1,500 one-time onboarding fee. Enterprise is $150/seat/month with a $3,500 onboarding fee.
• You still need other tools. HubSpot does not natively send proposals and contracts, run projects, track billable time, or give clients a branded portal to approve work and pay. Service delivery happens elsewhere.
• Marketing contact billing. Marketing Hub charges by marketing contacts, which scales unpredictably as your lists grow.
• Overkill for SMBs. Much of HubSpot's power targets large orgs. Smaller teams pay for capability they never use.

Agiled gives you a CRM plus proposals and contracts, invoicing, projects, time tracking, and a client portal in one plan, with no per-seat onboarding fees.

The honest part: when HubSpot wins

HubSpot is genuinely best-in-class for large marketing and sales organizations that need deep marketing automation, lead scoring, multi-channel campaigns, and a mature integration ecosystem. If your primary need is enterprise marketing and a large sales team, HubSpot is likely the right tool, and Agiled is not a like-for-like replacement for Marketing Hub. This guide is for SMBs and service businesses that adopted HubSpot mainly as a CRM and want to consolidate client operations.

What exports from HubSpot

Data in HubSpot	Can you take it?	How
Contacts / companies	Yes	Export to CSV
Deals / pipelines	Yes	Export to CSV
Notes / activities	Partial	Export where available
Email templates	No bulk export	Recreate in Agiled
Workflows / automations	No	Rebuild in the workflow builder
Marketing assets	No	Not applicable in Agiled

The takeaway: your contacts, companies, and deals export cleanly to CSV, so importing your CRM data into Agiled is straightforward.

How HubSpot maps to Agiled

HubSpot	Agiled equivalent	Notes
CRM contacts / companies	CRM	Included, no per-seat onboarding fee
Deals / pipelines	CRM	Visual pipeline
Quotes (limited)	Documents	Proposals with package selection and pay
(none) Contracts / e-sign	Documents	Built-in e-signatures
(limited) Payments	Finance	Native invoices, recurring billing, expenses
Meetings scheduler	Scheduling	Booking pages, calendar sync
(none) Projects	Projects	Kanban, Gantt, dependencies, milestones
(none) Client portal	Client portal	Branded, clients approve and pay
Workflows	Workflow automation	Visual triggers

The migration plan

Phase 1 - Set up Agiled (Day 1-2)

1. Create your Agiled account, add branding and business details.
2. Connect Stripe/PayPal and your calendar.

Phase 2 - Export and import your CRM (Day 2-4)

1. Export contacts, companies, and deals from HubSpot to CSV.
2. Import them into Agiled's CRM and set up your pipeline stages.

Phase 3 - Add the client-business layer (Day 4-6)

1. Build your proposal, contract, and invoice templates in Documents and Finance.
2. Set up scheduling and your intake form.
3. Recreate your key automations in the workflow builder.

Phase 4 - Switch over (Day 6-8)

1. Route new leads through Agiled and invite active clients to the client portal.
2. Run a full end-to-end test (lead, proposal, contract, invoice, payment).
3. Cancel HubSpot and any separate contract/invoicing tools once you are confident.

What it costs after you switch

HubSpot Sales Hub is about $20/seat/month at Starter ($15 annual) and jumps to roughly $100/seat/month at Professional ($90 annual) plus a $1,500 onboarding fee, before any separate contract or invoicing tools. Agiled has a limited free workspace, Starter at $29/month ($24 annually), and Pro at $69/month ($59 annually) for 3 seats, with CRM, contracts, invoicing, projects, scheduling, and a portal all included and no onboarding fee.

Mistakes to avoid

• Comparing only Starter prices. The real HubSpot cost is the Professional tier plus its onboarding fee plus your separate delivery/billing tools.
• Trying to replace Marketing Hub. If you rely on enterprise marketing automation, keep it; consolidate only the CRM and client ops.
• Skipping the CSV export. Export contacts, companies, and deals before cancelling.
• Forgetting the separate subscriptions. The savings come from retiring contract and invoicing tools too.

When you should stay on HubSpot

• You run a large marketing or sales organization that depends on HubSpot's marketing automation, lead scoring, and integration depth. HubSpot is built for that scale, and Agiled does not replace Marketing Hub.

If you are an SMB or service business using HubSpot mainly as a CRM and paying for the rest of your stack separately, Agiled consolidates it. See the Agiled vs HubSpot comparison.

Frequently Asked Questions

How much does HubSpot really cost in 2026?

Sales Hub Starter is $20/seat/month ($15 annual), but most teams need Professional for automation and reporting, which is about $100/seat/month ($90 annual) and carries a mandatory $1,500 one-time onboarding fee. Enterprise is $150/seat/month with a $3,500 onboarding fee. Marketing Hub adds contact-based pricing on top. Those costs, plus separate contract and invoicing tools, are what push SMBs to consolidate.

Can HubSpot send invoices and contracts like Agiled?

Not in the same way. HubSpot is a CRM and marketing platform; it has limited quoting and payment features but no full proposals-to-contracts-to-invoicing-to-projects flow with a client portal. Agiled includes all of that natively, which is the main reason service businesses move their client operations over.

How do I move my HubSpot data into Agiled?

Export your contacts, companies, and deals to CSV, then import them into Agiled's CRM and rebuild your pipeline. Workflows and email templates are recreated in Agiled. Because HubSpot has clean CSV exports, the data move is straightforward.

Is Agiled a full replacement for HubSpot?

For SMBs and service businesses using HubSpot as a CRM, yes, and it adds the client-delivery layer HubSpot lacks. For large organizations relying on HubSpot's Marketing Hub (campaigns, lead scoring, marketing automation at scale), Agiled is not a like-for-like replacement, and those teams typically stay on HubSpot.

Will I lose my deal history if I leave HubSpot?

Not if you export first. Export contacts, companies, and deals to CSV before cancelling so you keep your records, then import them into Agiled. Keep the exports archived for reference.

Related:

• Agiled vs HubSpot: full comparison
• Best HubSpot alternatives
• Dubsado vs HubSpot
• Migrate from Pipedrive to Agiled
• Migrate from Monday.com to Agiled

Ready to start? Create your free Agiled account and import your contacts today.