HubSpot → Halo Migration

HubSpot to Halo CRM.

If you started on HubSpot's Starter plan and you're now staring down the jump to Professional just to get sequences, automation branching, or a proper reporting builder — plus a mandatory onboarding fee to unlock them — there's a simpler path. Halo CRM replaces HubSpot with one licence, no caps on contacts or sends, and quoting built in from day one. No Sales Hub, Service Hub, and Marketing Hub to license, band, and renew separately. Allied ESM, a pure play Halo partner, scopes and delivers the migration.

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94%

of sales organisations plan to consolidate their tech stack in the next 12 months

Source: Salesforce, State of Sales, 2022

platform, one price — no Sales Hub, Service Hub, or Marketing Hub to licence separately

Still need HubSpot?

Halo's native HubSpot integration syncs companies, contacts, products, quotations and deals both ways — so you can run Halo and HubSpot side by side during a phased transition.

✓ Halo Certified ✓ Bi-Directional Sync 🇬🇧 UK Based

The Structural Case

Why UK Revenue Teams Are Leaving HubSpot

HubSpot's free CRM is a great front door — but the packaging behind it is built to charge you again for the capabilities a growing team actually needs. Sequences, automation branching, custom reporting and full CPQ all sit above the tier you probably signed up on.

What's Gated, and What Isn't

HubSpot Sales Hub

Email sequencesProfessional tier only

Workflow automation builderProfessional tier only

Custom reporting & forecastingProfessional tier only

Full CPQRevenue Hub, priced per seat

OnboardingMandatory fee, Pro & Enterprise

Marketing contactsBilled in bands, extra to grow

Halo CRM

Sequences & automation✓ Included

Custom reporting & forecasting✓ Included

Quoting & sales orders✓ Included

Customer service desk✓ Included

Onboarding✓ No mandatory fee

Contacts & sends✓ No caps to plan around

Source: HubSpot published pricing and the HubSpot Product & Services Catalog, verified 27 July 2026.

Sales, service, and marketing are sold as three separate HubSpot Hubs, each with its own tier ladder, its own seat pricing, and — at Professional and Enterprise — its own mandatory onboarding fee. Halo's answer is structural: one licence, one platform, and no higher tier to be upsold to.

94%

of sales organisations plan to consolidate their tech stack in the next 12 months to boost productivity.

Source: Salesforce, State of Sales, 2022

51%

of sales leaders using AI say disconnected systems are actively slowing down their AI initiatives.

Source: Salesforce, State of Sales, 2026

There's also the compounding cost to consider. Marketing Hub is priced by marketing-contact volume in banded increments, and crossing a band can trigger a billing change mid-cycle — while a downgrade only takes effect at renewal, once the damage to your budget is already done. Multiply that across three separately-licensed Hubs, each with its own tier ladder, and the total cost curve looks very different a year or two on from the price you signed up for.

The Halo Difference

One Platform. One Price. Nothing Held Back.

Every capability below is part of the same Halo licence — not a Hub you buy separately, not a tier you upgrade into, not a contact band you have to watch.

One Licence, Everything Included

Pipeline, quoting, sequences, campaigns, and customer service all come in a single Halo licence. No Sales Hub, Service Hub, or Marketing Hub to license separately, and no seat or contact tier to grow into.

No Caps on Contacts or Sends

Halo doesn't band pricing by marketing-contact volume or bill you differently when a list crosses a threshold mid-cycle. Store, segment, and email your customer base without checking a contact meter first.

Quoting & CPQ Included

Raise a quote straight from the opportunity, with secure signing and automatic sales order creation on approval — included in the licence, rather than a separately priced product the way HubSpot sells CPQ through Revenue Hub.

Configure Without Consultants

Halo's no-code environment lets your own admin build workflows, dashboards, and automations — the kind of change that on HubSpot usually means waiting on the next tier, not the next ticket.

HubSpot vs Halo

A structural look at how the two platforms differ — not a price comparison, a capability one.

	HubSpot
Pricing model	Tiered Hubs, seat pricing, paid add-ons	Single all-inclusive licence
Contact / usage limits	Marketing contacts billed in bands	No caps on contacts or sends
Sequences & automation	Professional tier only	Included in every licence
Custom reporting	Professional tier only	Included in every licence
Full CPQ	Revenue Hub, priced per seat	Included, raised from the opportunity
Customer service desk	Separate product (Service Hub)	Included in the same platform
Self-service portal	Tier-gated add-on	Included as standard
Native integrations	App marketplace + partner development	250+ native integrations included
Onboarding fees	Mandatory at Professional & Enterprise	No mandatory onboarding fee
Deployment options	Cloud only	Cloud (AWS) or on-premises

Native HubSpot Integration

You Don't Have to Cut Over in One Weekend

Halo has a native, bi-directional HubSpot integration — so a phased transition is genuinely possible, not just a slide in a pitch deck. Companies, contacts, products, quotations, and deals sync both ways, meaning your team can start working in Halo while HubSpot stays live for the parts of the business that aren't ready to move yet.

Bi-directional sync for companies, contacts, products, quotations, and deals
Field-level mapping per entity, so you control exactly what syncs and how
Webhooks give near-instant inbound sync on products, sales, and quotations
Quote line items sync per deal, so nothing gets left behind in the old system

Some teams use it to run a clean, phased migration. Others keep it running long-term as a genuine dual-platform integration. Either way, it's part of Halo's 250+ native integrations →

Halo CRM Opportunities Kanban — deals grouped in Discovery, Presented, Proposal, Negotiation and Won stages, the stages HubSpot deals map onto

How It Works

What Actually Moves From HubSpot to Halo

Companies, contacts, products, quotations, deals, and campaign history — migrated using Halo's HubSpot integration and import tooling, with field mappings agreed with you before anything moves.

Discovery & Data Mapping

We review your HubSpot portal — companies, contacts, deal stages, custom properties, sequences, and existing integrations — and map them onto Halo's CRM structure before anything is built.

Halo Design & Build

Pipelines, deal stages, quoting, and automation configured to match how your team actually sells — improved where HubSpot's tier gates required a workaround.

Data Migration & Integration

Companies, contacts, products, quotations, deals, and campaign history imported with agreed field mappings. Where HubSpot needs to stay live during the transition, Halo's native bi-directional integration keeps both systems in sync.

Training & Change Adoption

Allied ESM's Change & Adoption practice gets your sales and service teams confident on Halo from day one — not just deployed, adopted.

Go-Live & Ongoing Support

We go live with you, not just hand over documentation. Allied ESM's managed services team is available post-launch to optimise and expand your Halo CRM environment.

Allied ESM scopes HubSpot to Halo migrations as fixed-price engagements, so you know the full cost before work begins.

Why Allied ESM

A Pure Play Halo Partner, Built for This

Every Allied ESM consultant is Halo certified, and our team's roots run through the ServiceNow ecosystem too — giving us real depth in enterprise platform migrations, not just Halo product knowledge.

100%

Halo-focused. No split attention, no competing platforms — every hour we invest goes into being the best Halo partner on the market.

Dual Certified

Halo and ServiceNow certified across the team — giving us a genuinely informed view of what moving off an incumbent platform actually involves.

UK Based

Headquartered in London, delivering Halo CRM migrations for mid-market organisations across the UK, fully remote and UK-timezone.

Common Questions

Frequently Asked Questions

Honest answers to the questions we hear most from teams considering the move from HubSpot to Halo.

Can we migrate our HubSpot contacts, deals, and campaign history into Halo?

Yes. Halo's HubSpot integration imports companies, contacts, products, quotations, and deals, with bi-directional sync available once connected. Allied ESM scopes and delivers HubSpot to Halo migrations as fixed-price engagements, agreeing field mappings with you before anything moves.

What about our HubSpot marketing emails?

Halo integrates directly with Mailchimp for ongoing campaign management — audiences, segments, and campaign history (opens, clicks, unsubscribes) import as distribution lists — and your contact and deal data carries across through the HubSpot integration. Allied ESM can scope the right migration path for your existing marketing data as part of the project.

Is there a contact limit in Halo?

No. Halo doesn't band pricing by marketing-contact volume the way HubSpot's Marketing Hub does — there's no threshold that triggers a mid-cycle billing change, and no separate contact tier to plan around as your list grows.

Do we lose sequences?

No — you gain them without a tier upgrade. HubSpot only makes email sequences available on Professional-tier Sales Hub and above; Halo includes sequences and automation in every licence, with no separate charge for the capability.

Can we run Halo and HubSpot at the same time during the transition?

Yes. Halo's native HubSpot integration syncs companies, contacts, products, quotations, and deals both ways, with webhooks for near-instant inbound sync — so teams can move onto Halo in stages, department by department, without losing visibility of deals still being worked in HubSpot.

Is AI included?

Yes. Halo AI — auto-classification, smart summarisation, predictive analytics, and a virtual agent — is part of every Halo licence. There's no separate AI tier and no usage-based AI billing to plan around. See Halo AI →

What does Halo cost?

Halo is priced on one all-inclusive monthly licence — pipeline, quoting, sequences, campaigns, AI, reporting, and 250+ native integrations are all included, with named and concurrent licence options you can mix within the same organisation. See Halo's all-inclusive UK pricing →

What about our other HubSpot integrations?

Halo has 250+ native integrations of its own, and where an existing HubSpot-connected tool needs to be rebuilt to point at Halo instead, Allied ESM can scope and deliver that as part of your migration project.

Keep going: the Halo CRM story

The full picture

Halo CRM

Pipeline, quoting, campaigns, and accounts — the whole platform on one all-inclusive licence.

See the Halo CRM hub →

Included, not an add-on

Quoting & CPQ

Raise a quote from the opportunity, get it signed, and generate the sales order automatically — all in the licence.

See Quoting & CPQ →

Considering another platform?

Compare Halo

See how Halo compares against ServiceNow, Freshservice, and the rest of the field.

Visit the Compare hub →

On Salesforce instead of HubSpot? Read our Salesforce to Halo guide →

Ready to Leave HubSpot Behind?

Talk to a Halo partner that knows what a real migration involves — data, integrations, adoption — and scopes it as a fixed-price engagement, so you know the full cost before work begins.

Book a Consultation Explore Halo CRM

Official Halo Partner

Allied ESM is a pure play Halo partner — licensing, implementation, consulting & managed services.

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