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Capra Digitals

Real CRM transformations

Data migration and HubSpot success stories

From legacy chaos to a revenue system the leadership team actually trusts. Three engagements, written up with the numbers we can substantiate and the parts that were genuinely hard.

Book a free consultationHow we work

Records migrated

70k+

Single engagement

Data integrity

100%

Reconciliation report signed off

Weeks typical

4–8

Discovery to go-live

Client retention

92%

01 · Pipedrive → HubSpot · SaaS payments

Volume: a two-month Pipedrive to HubSpot migration that cut admin work by 80%

A UK-based SaaS payments platform outgrew Pipedrive. We rebuilt their revenue system in HubSpot in two months, with no duplicate records carried across and forecasting the leadership team could finally rely on.

  • Roughly 80% less administrative time spent maintaining the CRM compared with the Pipedrive era
  • Pipeline accuracy good enough that leadership stopped rebuilding forecasts by hand
  • Centralised customer data with cross-system integrations feeding the deal record
Read the Volume case study

Efficiency gain

80%

Duplicates removed

100%

End-to-end delivery

2 mo

Source of truth

1

02 · Greenfield HubSpot · Digital health

Tendercare: from no CRM at all to a full-funnel revenue system

Tendercare, a US mobile health app, had never run a formal CRM. We built their HubSpot portal from an empty instance into a working lead-to-customer system, with nurturing that runs whether or not anyone remembers to follow up.

  • Structured lead-to-customer workflows replacing ad-hoc inbox follow-up
  • Response time improved because assignment and notification happen automatically
  • Marketing and sales working from the same definitions and the same dashboard
Read the Tendercare case study

CRM systems

0 → 1

Lead capture

100%

Lifecycle stages

4

Roles trained

3

03 · 70,000+ tickets migrated · Enterprise SaaS

Savance: 70,000 tickets migrated, 20,000 duplicates removed, no data loss

Savance carried fifteen years of legacy ticketing data and a HubSpot portal weighed down by duplicates and rising marketing contact costs. Over four months we migrated the service history, cleaned the database and unified Sales, Marketing and Service Hubs.

  • 20,000+ duplicates eliminated with governance in place to keep them from returning
  • Marketing contact spend reduced by several hundred dollars per month
  • Bounce and spam complaint rates down; email open rate improved from 18% to 27%
Read the Savance case study

Tickets migrated

70k+

Duplicates removed

20k+

Manual work removed

70%

Email open rate

27%

Questions

Before you get in touch

How big a migration can you handle?

The largest single engagement to date moved more than 70,000 support tickets plus associated contacts and companies into HubSpot Service Hub with a reconciliation report and no data loss.

How long do these engagements take?

Standard implementations and migrations run four to eight weeks. Volume closed in two months, Savance took four months because it combined a service migration, a 20,000-record cleanup and a three-hub rebuild.

Do you work with companies that have never used a CRM?

Yes. Tendercare had no CRM at all before their build. Greenfield implementations are often faster than migrations because there is no legacy data to untangle — the work goes into getting the model right first time.

Can you share references?

Yes. We can put you in touch with clients in a similar industry or with a comparable scope once we have had an initial conversation about your project.

Next step

Ready to transform your data and revenue operations?

Whether you are migrating from Pipedrive, Salesforce or a custom CRM, or building HubSpot from scratch, you will leave the call with a tailored roadmap.

Book a free consultationContact us