Migrating from HubSpot to Vyro CRM can save your business up to 90% on CRM costs while maintaining all essential features. This comprehensive guide walks you through every step of the migration process, from data export to full system configuration.

Many businesses are discovering that they're overpaying for CRM features they don't use. Vyro offers a cost-effective alternative with powerful automation, lead management, and sales tools designed for growing businesses.

Why Migrate from HubSpot to Vyro?

HubSpot is a powerful platform, but it comes with a hefty price tag. For many businesses, especially small to medium-sized companies, the cost can be prohibitive. Vyro offers similar core functionality at a fraction of the cost, making it an attractive alternative.

Beyond cost savings, Vyro provides better value for money with features specifically designed for European businesses, including GDPR compliance built-in, local support, and pricing in euros. Many businesses report improved efficiency after migrating.

Step 1: Prepare Your Data Export

Before starting the migration, you need to export all your data from HubSpot. This includes contacts, companies, deals, tasks, notes, and email history. HubSpot allows you to export data in CSV format, which can then be imported into Vyro.

Start by creating a comprehensive list of all data you need to migrate. Don't forget custom properties, workflows, and email templates. Take time to clean your data before export - remove duplicates, update outdated information, and verify email addresses.

Step 2: Export Contacts and Companies

In HubSpot, navigate to Contacts and use the export function. Make sure to include all custom properties and associated data. For companies, export separately and ensure the relationship between contacts and companies is maintained through unique identifiers.

Vyro's import wizard can handle CSV files directly. Map your HubSpot fields to Vyro fields during import. Most standard fields map automatically, but you may need to manually map custom properties.

Step 3: Migrate Deals and Sales Pipeline

Export your deals from HubSpot, including deal stages, amounts, close dates, and associated contacts. In Vyro, you can recreate your sales pipeline with custom stages that match your HubSpot setup.

The migration process preserves deal history and relationships. Make sure to import deals in the correct order to maintain pipeline integrity. Vyro's pipeline view provides similar functionality to HubSpot's deal board.

Step 4: Transfer Email History and Templates

Email history is crucial for maintaining context. Export email threads from HubSpot and import them into Vyro. While the exact format may differ, Vyro preserves email content and associations with contacts.

Email templates can be recreated in Vyro's template system. Take this opportunity to review and optimize your templates. Vyro's email editor offers similar functionality with a more intuitive interface.

Step 5: Set Up Automation and Workflows

Recreate your HubSpot workflows in Vyro's automation system. While the interface may differ, Vyro offers similar automation capabilities including email sequences, task creation, and lead scoring.

Use this migration as an opportunity to review and optimize your automation. Many businesses discover redundant or inefficient workflows during migration and can streamline their processes.

Step 6: Configure Integrations

Vyro integrates with most of the same tools as HubSpot. Set up integrations with your email provider, calendar system, and other business tools. Vyro's integration marketplace offers connectors for popular services.

Test all integrations thoroughly before going live. Make sure data flows correctly and automation triggers work as expected. Vyro's support team can assist with integration setup if needed.

Step 7: Train Your Team

While Vyro's interface is intuitive, your team will need time to adapt. Schedule training sessions and provide resources. Vyro offers comprehensive documentation and video tutorials to help your team get up to speed.

Focus on key workflows your team uses daily. Create quick reference guides for common tasks. Most teams adapt within a week, and many report that Vyro is actually easier to use than HubSpot.

Cost Savings: The Numbers

HubSpot's pricing can range from $50 to $1,200+ per month depending on features and number of users. Vyro offers similar functionality starting at much lower prices, with transparent pricing and no hidden fees.

For a typical small business with 5 users, the annual savings can exceed $5,000. Larger businesses with 20+ users can save $20,000 or more annually. These savings can be reinvested in growth initiatives or other business tools.

Getting Support During Migration

Vyro offers free migration support to help you transition smoothly. Our team can assist with data mapping, import processes, and configuration. We understand that migration can be daunting, and we're here to make it as painless as possible.

Don't hesitate to reach out with questions. Many businesses complete their migration over a weekend with proper planning and support. We also offer migration services for businesses that prefer hands-on assistance.

Conclusion: Make the Switch with Confidence

Migrating from HubSpot to Vyro is a strategic decision that can significantly reduce costs while maintaining functionality. With proper planning and the right support, the migration process is straightforward and can be completed without disrupting your business operations.

The savings alone make the migration worthwhile, but you'll also benefit from a CRM designed for modern businesses, with better support, GDPR compliance, and features that grow with you. Start your migration today and join thousands of businesses that have made the switch to Vyro.

How to Migrate from HubSpot to Vyro: Step-by-Step Guide