Which open-source HubSpot CRM alternative fits your team
EspoCRM suits teams with simpler sales pipelines, SuiteCRM suits teams that need deeper customization of modules and workflows, and Odoo suits teams that want the CRM tied to other business applications such as invoicing, inventory or projects. Most teams start the decision with a trigger: a seat tier increase at renewal, a data residency requirement that the hosted service cannot meet, or a growing concern about lock-in to a single vendor's data model and pricing. Each of these triggers points to the same question, which is how much of the CRM your organization needs to control directly. Self-hosting changes who holds the data, the code and the upgrade schedule. EspoCRM and SuiteCRM are published under the GNU AGPLv3, and Odoo Community is published under the LGPLv3, so your organization can run, modify and inspect the software inside its own infrastructure. The licenses differ in their obligations, particularly for teams that modify and offer the software to others, so have your legal or compliance team review the license text that applies to the exact edition you deploy. Odoo also offers a separately licensed Enterprise edition, so confirm which features your requirements depend on are in the Community edition before you commit.
Before you shortlist, write down your current seat count, the objects you use (contacts, companies, deals, tickets, custom objects) and the integrations your marketing and support teams depend on. Those three lists will show which platform has the fewest gaps. A small sales team with one pipeline and light reporting usually has a shorter path with EspoCRM. A team with custom objects, approval logic and detailed field-level rules should test SuiteCRM early. A team whose sales process depends on invoicing or inventory data should evaluate Odoo as one system instead of two. Confirm each candidate's current release and its support status with the vendor or project before you plan around it, since fact-checked version numbers in this page are limited to what the sources list.
EspoCRM, SuiteCRM and Odoo CRM compared for HubSpot teams
Each option below can run in your own cloud account or data center, which removes per-seat tier decisions from the renewal cycle. The cards differ mainly in license model, database stack, and how much of the sales process you rebuild before go-live.
EspoCRM for lean sales teams
EspoCRM is licensed under GNU AGPLv3 and runs on PHP with MySQL 8.0+, MariaDB 10.6+ or PostgreSQL 15+. It provides a REST API, which matters if your HubSpot workflows push records into other systems and those integrations must be rebuilt against a new endpoint. It fits teams that want a focused sales CRM with contacts, accounts, leads, and opportunities without a large suite around it. Check how its workflow and email features cover your current HubSpot sequences, since these are often the largest rebuild item. Confirm the database version your hosting standard supports before you choose the stack.
SuiteCRM for structured enterprise processes
SuiteCRM is published under AGPLv3 and maintained by SalesAgility. SuiteCRM 8 pairs an Angular frontend with a Symfony backend, which means your in-house developers will work in two stacks when they customize screens or APIs. The latest stable version listed in the SuiteCRM-Core repository is 8.10.2. It suits organizations with formal sales processes, custom modules, and reporting requirements. The trade-off is a heavier platform to upgrade and host. Ask your implementation partner to confirm the upgrade path from your current SuiteCRM version before committing to customizations.
Odoo CRM within a wider suite
Odoo is published under LGPLv3. Its suite includes a CRM app, and a separately licensed Enterprise edition is built on the Community code. Choose it when sales, invoicing, inventory, or support must share one database with HubSpot's sales records. The trade-off is scope: the suite brings more modules to configure, test, and maintain than a sales-only CRM. Verify which features you need sit in Community and which require Enterprise, because that affects licensing cost and the support model you negotiate. Map each HubSpot feature to an Odoo edition in writing before the project starts.
Licensing and cost of ownership
Open-source licenses remove the per-seat subscription, but they do not remove cost. Your budget moves to hosting, database operations, implementation, data migration, integration rework, backups, and ongoing upgrades. Under AGPLv3, modifications you offer to users over a network must be shared, which affects custom code you build for EspoCRM and SuiteCRM. Under LGPLv3, Odoo Community has different obligations, and Enterprise is licensed separately. Ask any partner for a quote that separates one-time migration work from recurring hosting and support.
Which open-source option covers each HubSpot CRM capability
This table maps the core HubSpot CRM objects and controls to EspoCRM, SuiteCRM and Odoo CRM. Read each row as a starting point: coverage ratings are general, and you should confirm specific features against each project's current documentation and your own test instance before deciding. The main takeaway is that the CRM core is well covered, while marketing email and workflow depth usually need a separate tool such as Mautic or custom build work.
| Capability | EspoCRM | SuiteCRM | Odoo CRM |
|---|---|---|---|
| Contacts and companies (accounts) | Covered: core entities with custom fields and layouts | Covered: Accounts and Contacts modules with custom fields | Covered: partner records with contact persons and company hierarchy |
| Deals and pipelines | Covered: opportunities with configurable stages | Covered: Opportunities with sales stages and pipeline views | Covered: pipeline stages per sales team in the CRM app |
| Tickets (service requests) | Partial: confirm whether a case or ticket module fits your flow | Covered: Cases module for support tickets | Partial: helpdesk is a separate Odoo app, confirm the edition and modules you need |
| Custom objects | Partial: custom entities can be created, confirm limits for your data model | Covered: custom modules via Module Builder, confirm upgrade impact | Partial: custom models require development, confirm with your Odoo version |
| Associations between records | Covered: relationships between entities, confirm multi-object links | Covered: relationships between modules, confirm many-to-many behavior | Covered: many2one and many2many links between models |
| Role-based permissions | Covered: roles with field and record level access | Covered: role and team-based access control | Covered: access rights and record rules per group |
| API access | Covered: REST API documented in the project repository | Covered: REST API, confirm endpoints for your integrations | Covered: external API via JSON-RPC and XML-RPC, confirm for your edition |
| Native marketing email and workflows | Gap or partial: confirm campaign and workflow depth before relying on it | Gap or partial: confirm campaign features in current release | Partial: marketing app exists in some editions, confirm features and licensing |
How to export HubSpot records with associations intact
Start by confirming that the user running the export holds export permissions in HubSpot, because only those users can export contacts, companies, deals, tickets and custom objects with their property values and associations. The export can be produced as CSV, XLSX or XLS, and the HubSpot export guide explains how the associated records are included. Associations are the part most likely to break during a move, because a flat file shows a contact's company or a deal's contact as text or ID columns rather than as links. Before you export, list every object pair you need to preserve, such as contact to company, deal to contact and deal to company, and confirm which of these appear in your export settings.
Plan the export around HubSpot's limits. HubSpot allows up to 300 exports in a rolling 24-hour window and up to three exports running at once. For a large portal, split exports by object type and by date range or owner, and keep a log of each file's name, object, record count and time. Run a test export of a small set of companies and their contacts first, then check that the association columns carry the record IDs you expect. Ask your HubSpot administrator to confirm which custom objects and association labels exist in your portal, since custom association types need their own mapping.
Map associations into the target before importing any records. In EspoCRM, SuiteCRM or Odoo, decide whether each association becomes a relationship field, a linked record or a lookup on import, and import parent records such as companies before the contacts and deals that reference them. Keep the HubSpot record ID in a dedicated external ID field on every object so you can rebuild links and reconcile counts after each load. Ask the implementation partner to write a reconciliation script that compares association counts per company and per deal between the source export and the target. Also confirm which HubSpot data sits outside these exports, including email threads and attachments, because those need a separate plan.
What self-hosting HubSpot CRM alternatives costs over several years
This table separates the HubSpot subscription from the cost of running EspoCRM, SuiteCRM or Odoo in your own infrastructure, marking each item as one-time or recurring. Use it to build a like-for-like comparison, then ask each party for a written quote that covers the same scope. No figures are given because none are supplied for this comparison, so the drivers column shows what moves each cost up or down.
| Cost component | One-time or recurring | Who is paid | Main cost drivers |
|---|---|---|---|
| HubSpot subscription and seats | Recurring | HubSpot | Number of paid seats, tier features, contact or record volume and add-on modules. Confirm current terms with HubSpot. |
| Infrastructure (servers, storage, network) | Recurring | Cloud provider or data center | Concurrent users, record volume, attachment storage and high availability requirements. |
| Platform installation and configuration | One-time | Implementation partner or internal team | Number of modules enabled, pipeline and stage design, and identity integration such as single sign-on. |
| Data migration from HubSpot exports | One-time | Implementation partner or internal team | Export volume against HubSpot's export limits, association mapping complexity, and data cleansing needs. |
| Customization and integrations | One-time, then recurring for upkeep | Implementation partner or internal team | Custom fields, workflow rebuilds, email sync and marketing tool connectors such as Mautic. |
| Backups, monitoring and patching | Recurring | Internal operations or managed service provider | Backup frequency, retention period, recovery testing and the number of components to patch. |
| Upgrades and version maintenance | Recurring | Internal team or support retainer | Release cadence of the chosen platform, plugin compatibility and regression testing scope. |
| Compliance evidence and security testing | Recurring | Internal compliance team, assessor or testing provider | Regulatory obligations, control documentation volume and how often access reviews and penetration tests are run. |
| Internal administrator skills | Recurring | Internal staff | Admin headcount, PHP, Python or Odoo skills in-house, and how much workflow change is requested over time. |
What you give up when leaving HubSpot and how teams work around it
Leaving HubSpot CRM usually means losing an integrated marketing suite, built-in email tracking, a large app marketplace and vendor-managed uptime and support. Each gap has a workable pattern in self-hosted environments, but each one moves cost and responsibility to your team or a partner, so confirm the workaround before you commit to a date.
Integrated marketing suite
HubSpot bundles forms, landing pages, email campaigns and lifecycle workflows with the CRM under one login and one data model. Open-source CRMs such as EspoCRM, SuiteCRM and Odoo cover the sales side well, but campaign tooling is thinner or lives in a separate product. Many teams pair the CRM with Mautic for marketing automation. Confirm which forms, landing pages and scoring rules you use today, then map each one to a specific tool and a sync method before you retire anything.
Native email tracking
HubSpot logs opens, clicks and replies against contact records through its sales and marketing tools. Self-hosted CRMs typically depend on a mailbox sync or an IMAP and SMTP integration, and tracking pixels or link rewriting need a separate mail gateway or plugin. Check how each candidate handles inbound mail routing, shared inboxes and the tracking pixel's effect on deliverability. Ask your legal and privacy team whether tracking is permitted in each region you email.
App marketplace and integrations
HubSpot's marketplace offers prebuilt connectors to many finance, support and productivity tools. Open-source CRMs offer fewer ready-made connectors, so most integrations are built through REST APIs, webhooks or an integration platform. Inventory every connected app and classify each as native, connector, or custom. Budget for maintaining custom integrations after go-live, since each one needs testing on every CRM upgrade.
Managed uptime and hosting
HubSpot runs the platform, its availability and its backups as part of the subscription. Self-hosting moves those duties to your infrastructure team or to a partner under a written support agreement. Define the availability target, patch windows, backup frequency and restore testing in writing, and confirm who holds the on-call duty for database and application failures. Without that agreement, uptime becomes an internal responsibility that is easy to underfund.
Built-in vendor support
HubSpot provides vendor support and documentation through its own channels for its subscription tiers. With open-source CRMs, support comes from community forums, the vendor's commercial edition, or an implementation partner. Ask each candidate what support is offered in its community and paid editions, and what response commitments exist. If your team lacks CRM administration skills, a retainer for upgrades, troubleshooting and configuration changes usually replaces the vendor help desk.
When to pair the CRM with Mautic for marketing automation
Pair the CRM with Mautic only when campaigns, lead scoring and forms must move along with the sales records. If HubSpot is currently the place where marketing emails, landing pages and lead scores live, moving the CRM alone leaves those workflows broken. Mautic is the open-source marketing automation platform to evaluate for that role, and it is typically run as a separate self-hosted service next to whichever CRM you choose, whether that is EspoCRM, SuiteCRM or Odoo. Decide early whether Mautic will own contact creation and scoring, or whether the CRM will, because that decision determines every sync rule that follows.
Contact sync and lead handoff need to be designed as explicit rules and then tested with real records from a staging copy. Define which system is the source of truth for each field, how duplicates are matched, and at what point a scored contact becomes a lead or opportunity in the CRM. Run a test set that includes contacts with multiple companies, changed email addresses and deleted records, and confirm the results in both systems. Check the sync mechanism in each product's documentation, including the API fields and webhooks it exposes, and confirm how it handles failures and retries.
Consent records and suppression lists are the highest-risk part of this move. Export opt-in and opt-out status with its timestamp and source, along with every suppressed address, and import them before any campaign runs. A contact who opted out in HubSpot must not receive email from Mautic because a sync was incomplete. Ask your legal or privacy team which lawful basis and retention rules apply, and verify with the Mautic documentation how consent and do-not-contact flags are stored and imported. Keep the original HubSpot export as evidence of the migration.
How migrating off HubSpot CRM works, step by step
The sequence moves HubSpot records, associations and history into a self-hosted CRM in a controlled order, with each stage closed by a check that the data matches. It ends with a retired HubSpot account and a documented record of what moved.
Inventory objects, properties and workflows
List every object in use (contacts, companies, deals, tickets and custom objects), each property on those objects, the pipelines and deal stages, and every workflow, sequence and integration that reads or writes data. The sales operations lead or HubSpot admin should own this list, and the output is a signed-off inventory that marks which items are required, which are retired and which need a replacement in the target CRM. Confirm the export permissions your users hold before this step, because the export in the next step depends on them.
Export records with associations
Run exports from HubSpot for each object, keeping property values and association columns, in CSV, XLSX or XLS format. HubSpot's documented limits are up to 300 exports in a rolling 24-hour window and up to three exports running at once, so schedule large objects across days and keep a log of each file's name, row count and date. Check the export with the account owner before deleting anything. The step is done when every object has a dated file set and the row counts match the HubSpot views they came from.
Map fields and association keys
Build a mapping sheet that links each HubSpot property to a field in EspoCRM, SuiteCRM or Odoo, and defines how association columns become relationships such as contact to company or deal to contact. Decide how to handle HubSpot record IDs, duplicates, picklist values that do not exist in the target and fields with no equivalent. The data owner signs off the mapping, and the output is a versioned mapping document plus a transformation script or import template that a second person has reviewed.
Pilot with a subset of records
Import one team's contacts, companies and a small set of deals into a non-production instance of the target CRM. Compare record counts, key fields, owners and associations against the HubSpot export, then test the sales views and reports the team uses daily. The pilot is closed when the sales lead confirms that the sample reads correctly, and every defect found is either fixed in the mapping or logged as a known gap with a named owner.
Run the migration in parallel
Load the full data set into the target CRM and keep HubSpot in active use for a defined overlap period agreed in writing before the run starts. During overlap, teams enter new records in one system only, and a delta export from HubSpot covers changes made after the first load. The migration lead reconciles counts and sample records daily and records every discrepancy. The step is done when reconciliation shows no unexplained differences for the agreed set of objects.
Cut over to the new CRM
Freeze writes in HubSpot, run the final delta export, load it into the target CRM and switch users, integrations and reporting to the new system. Confirm that the forms, email tools and any connected applications point to the new endpoints. The cutover owner, who is usually the head of sales operations with an IT counterpart, signs a go-live checklist, and the step closes when the first full business cycle runs without a blocking issue.
Decommission HubSpot and archive evidence
Keep a final, verified archive of HubSpot exports, the mapping document, reconciliation logs and the cutover checklist in a location your records policy covers. Then remove API keys and integration tokens, downgrade or close the HubSpot subscription at the end of the contract term, and confirm with your legal team how long the archive must be retained. The step is complete when the archive is verified, access is revoked and the closure is recorded by the finance or procurement owner.
Which HubSpot alternative fits your situation
When the main pressure is the per-seat cost of HubSpot CRM as headcount grows, the question is which open-source CRM keeps sales workflows intact without a per-user license fee. EspoCRM is often the lightest fit for pipeline-focused teams because it is licensed under GNU AGPLv3, runs on PHP with MySQL 8.0+, MariaDB 10.6+ or PostgreSQL 15+, and offers a REST API. SuiteCRM suits teams that need deeper sales and service modules and is published under AGPLv3 by SalesAgility.
- Licensing cost: Community editions carry no per-seat license, so the recurring cost shifts to hosting, administration and support.
- Staffing cost: Someone must own upgrades, backups and user administration, which is usually the largest ongoing line item.
- Module scope: Confirm that the features your sales team uses daily, such as sequences or forecasting, exist in the chosen edition.
- Export path: Plan the migration from HubSpot's CSV exports with associations, which are limited to 300 exports in a rolling 24-hour window.
- Quote basis: Ask any implementation partner for a written scope covering data mapping, user training and cutover.
Confirm the current license terms and feature lists directly with each project before budgeting for a seat-free deployment.
When customer records must stay in a specific country, region or private data center, the deciding factor is where the platform runs, not the license. All three candidates can be self-hosted in your own cloud account, data center or air-gapped network, so the CRM database, attachments and backups remain under your control. Odoo, whose CRM app is part of a broader suite, can be a good fit when residency applies to finance and operations data that must sit in the same database.
- Hosting location: Choose the region, provider and network boundaries before selecting the CRM.
- Database engine: Match the platform to a supported database such as PostgreSQL 15+ or MariaDB 10.6+ that your residency team already operates.
- Backup copies: Include backup storage, replicas and log files in the residency scope.
- Third-party services: Confirm that email sync, telephony and enrichment add-ons do not send records outside the approved region.
- Edition boundaries: Odoo's LGPLv3 Community code is open, but Enterprise features are separately licensed, so confirm which modules you need.
Ask each vendor and integrator to document where every data store and integration endpoint runs.
When sales processes need custom objects, approval logic and cross-module workflows, the choice depends on how much of the data model you want to own in code. SuiteCRM 8 pairs an Angular frontend with a Symfony backend, which suits teams with PHP and TypeScript skills who want to extend the platform deeply. Odoo offers a wider suite of connected apps, so customers, quotes, invoices and inventory can share one data model. EspoCRM is simpler to adapt through its entity and layout configuration.
- Custom entities: Map each HubSpot custom object to a module or entity before choosing the platform.
- Automation: Confirm which HubSpot workflows must be rebuilt as rules, scheduled jobs or code.
- Extension skills: Check whether your team or partner can maintain Symfony, Angular or Odoo modules after go-live.
- Upgrade effort: Customized code increases the cost of each upgrade, so keep changes in supported extension points where possible.
- Association model: Test that HubSpot record associations translate into the target platform's relationships.
Request a prototype with two or three of your most complex workflows before committing to a platform.
When the CRM holds personal data subject to banking, healthcare or public-sector controls, the platform must be assessed as part of the wider control environment. Self-hosting gives you direct control over access, logging, encryption and retention, but it also makes you responsible for evidence. DeployOpen prepares systems, controls and evidence for compliance assessments, while independent auditors and certification bodies issue any opinion, so the CRM choice should be made with the assessor's requirements in mind.
- Access control: Confirm role-based permissions, field-level restrictions and single sign-on options in the chosen edition.
- Audit logging: Verify that record changes, exports and permission changes are logged and retained for the period your policy requires.
- Hardening and testing: Plan application and API security testing before production, including the REST API that EspoCRM exposes.
- Data subject requests: Confirm how deletion and access requests are fulfilled across records, attachments and backups.
- Assessor scope: Agree with your auditor which controls will be tested and which evidence they expect.
Confirm each control mapping with your assessor and the platform documentation, since no supplied source certifies any of these platforms for a specific standard.
How much effort and cost does moving off HubSpot CRM take?
What drives the total cost of moving off HubSpot CRM?
Total cost is driven by the work, not by the software, because the core SuiteCRM, EspoCRM and Odoo Community editions are open-source and carry no license fee. The cost components are the hosting infrastructure you run, the implementation labor (data mapping, import scripts, configuration, testing and cutover), the rebuilding of workflows and custom fields that HubSpot had configured, user training, and ongoing operations such as patching, backups and upgrades. One-time costs cover migration and setup. Recurring costs cover hosting, administration time and support. Costs rise with the number of custom properties, integrations, and the size of the record history you must keep. Ask any quote to separate one-time migration fees from recurring support and hosting, and to state which items are in scope. Odoo Enterprise is a separately licensed edition, so ask whether any module you need requires it.
How long does a HubSpot CRM migration take?
Timing depends mainly on data volume, the number of objects and associations, and how much HubSpot logic you must rebuild. A team with a small contact base and few custom properties will finish far sooner than one with years of deal history, custom objects and bespoke sequences. Export format matters too: HubSpot exports contacts, companies, deals, tickets and custom objects with property values and associations as CSV, XLSX or XLS files, so associations must be re-linked on import using the IDs or keys you preserve. Ask any vendor or partner to break the timeline into discovery, mapping, test migration, validation and cutover, and to state the assumptions behind each phase. Avoid accepting a single duration without a list of the data sets it covers.
How do HubSpot export limits affect the migration schedule?
HubSpot allows up to 300 exports in a rolling 24-hour window and up to three exports running at once, according to the HubSpot Knowledge Base. For a small account this rarely matters, but a large account with many object types, property sets and separate association exports can hit these limits during a full extraction. Plan extraction in batches, run exports during a window you control, and keep a log of each file's name, object type and record count. Build the schedule so that a failed or partial export can be re-run without restarting the whole extraction. Confirm with your HubSpot administrator which accounts hold export permission, because only users with that permission can run these exports.
What must the internal team provide during a migration?
The internal team must supply the business knowledge that no migration tool can infer. That includes a list of pipelines and deal stages with their meaning, the definition of each lifecycle stage, owners for each data domain, decisions on which history to keep, and sign-off on field mappings and validation results. Someone with HubSpot admin rights must run exports and confirm associations. An accountable product or sales operations owner must approve user roles, reports and permissions in the new system. Expect to allocate time for user acceptance testing, because sales users are the best judges of whether a migrated pipeline behaves as expected. Ask any implementation partner to list these internal inputs in writing before work begins.
Can a non-specialist team migrate from HubSpot CRM without outside help?
A non-specialist can often move simple data, such as a few thousand contacts and companies with standard properties, by exporting CSV files and importing them into a self-hosted CRM. The difficulty rises with associations, custom objects, workflows, permissions and integrations, because these must be recreated and tested, not just copied. Self-hosting also adds work that HubSpot previously handled: provisioning a server, configuring a database such as MySQL 8.0+, MariaDB 10.6+ or PostgreSQL 15+ for EspoCRM, setting up backups, applying updates and managing access. Confirm your team has someone who can operate a PHP or Python application and a database in production. A fixed-scope engagement can cover only the parts you choose to outsource.
Must Mautic move at the same time as the CRM?
No. The CRM and marketing automation can migrate in separate phases, although they are linked. Moving the CRM first lets sales operate on the new system while marketing keeps HubSpot running. When you move marketing automation to Mautic as well, plan contact identifiers, consent records, email preference fields and campaign membership carefully, because these affect who can receive messages. Treat the two migrations as separate scopes with separate sign-offs, so that a delay in one does not block the other. Ask any quote to state whether Mautic integration, contact sync and consent migration are included, and whether they are priced separately.
How should I compare fixed-scope migration quotes?
Compare quotes by scope, not by total. A fixed-scope quote should list the source systems, the object types and record volumes in scope, the number of custom properties and workflows to rebuild, the integrations, the test cycles, the cutover support and the post-go-live period. It should also state what is excluded, such as data cleanup, email history or third-party connectors. Ask whether hosting, backups, upgrades and retainer support are one-time or recurring, and request the assumptions behind each line. Two quotes are only comparable when they cover the same data, the same environments and the same acceptance criteria. DeployOpen plans, implements and documents self-hosted platforms in your own infrastructure under written, fixed-scope agreements, and provides retainers for ongoing support when needed.
How DeployOpen scopes a HubSpot CRM replacement
DeployOpen plans, implements, integrates, hardens, backs up and supports self-hosted CRM platforms such as EspoCRM, SuiteCRM and Odoo inside your own cloud account, data center or air-gapped network. The work runs under a fixed scope agreed in writing before any work starts, so the scope document is where the replacement decisions get made. For a HubSpot exit, that document should name the objects to migrate (contacts, companies, deals, tickets and any custom objects), the association rules that link them, the users and roles that will need access, the integrations that must be rebuilt or retired, and the acceptance tests that show the migrated data matches the export. Ask for a written statement of which of these items are in the fixed scope and which are optional extensions.
Hosting, backups and hardening are part of the scope conversation, not an afterthought. Confirm where the CRM database, file storage and backups will live, who holds the keys, how restores are tested, and which controls the platform configuration must meet. Ongoing support, upgrades and continuous security testing are available as retainers, which is usually the right model once the first cutover is complete and the platform becomes a standing dependency. DeployOpen prepares systems, configuration and evidence for compliance assessments, such as access records, change logs and backup restore results, but it does not issue audit reports, attestations or certifications. Your independent auditor or certification body makes that determination, so agree early on which evidence your auditor expects and who will produce it.
How DeployOpen hands over and supports your CRM replacement
DeployOpen plans, implements, customizes, integrates, hardens, backs up, documents and supports self-hosted open-source CRM platforms inside your own infrastructure. Most engagements are fixed-scope, so the scope, deliverables and timeline are agreed in writing before any migration work begins.
How we scope
- Inventory HubSpot objects, properties, associations, pipelines and users that the replacement must cover
- Agree in writing whether the target is SuiteCRM, EspoCRM or Odoo CRM, and which hosting environment it runs in
- Confirm whether marketing automation with Mautic is inside or outside the written scope
How we build
- Install and configure the chosen CRM in your cloud account, data center or air-gapped network
- Map HubSpot export files, including associations, to target entities and test imports on sample data
- Test access controls, integrations and data accuracy against the agreed scope before cutover
How we hand over
- Deliver written documentation covering configuration, data mapping decisions and known gaps
- Walk your administrators through record ownership, permissions, backups and routine maintenance tasks
- Provide evidence of tests and controls in a form your auditors can review, noting that DeployOpen does not issue audit reports
How we support
- Offer ongoing support, upgrades and continuous testing as a retainer after handover
- Plan upgrades of the CRM platform and its database as part of the retainer scope
- Ask us to confirm support boundaries, response expectations and fees in the quote before work starts
