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HUBSPOT MIGRATION

NetSuite to HubSpot Migration

Give your sales team a CRM they’ll actually use — while keeping NetSuite running your back office.

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WHY MIGRATE

NetSuite is a great ERP. It’s not a great CRM.

Most companies using NetSuite’s CRM module ended up there by default — it came bundled with the ERP, so why pay for another system? But your sales team knows the truth: NetSuite’s CRM is clunky, slow, and built for accounting logic, not sales workflows. Pipeline management is painful. Reporting requires NetSuite expertise to build. Mobile access is limited. And marketing automation is essentially non-existent. HubSpot gives your sales team a purpose-built CRM with native marketing, real pipeline management, and an interface they’ll actually adopt — while NetSuite continues handling finance, inventory, and operations.

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WHAT WE MIGRATE

CRM data out of NetSuite. ERP data stays.

We extract the CRM layer from NetSuite and rebuild it properly in HubSpot — then connect the two systems so data flows where it needs to.

Contacts & Companies

Customer and prospect records migrate from NetSuite to HubSpot with custom fields, categories, and relationship data intact. We clean and deduplicate during the process.

Opportunities & Deal Data

NetSuite opportunities become HubSpot deals with proper pipeline stages, amounts, dates, and associated contacts. Historical data preserves your sales context.

Activities & Communication History

Calls, emails, notes, and tasks associated with customer records transfer to HubSpot’s activity timeline — giving your sales team full relationship context from day one.

Custom Records & Fields

NetSuite custom record types and fields are mapped to HubSpot custom objects and properties. We ensure no business-specific data or context is lost in translation.

Sales Processes & Workflows

NetSuite saved searches, workflows, and approval processes relevant to sales are rebuilt as HubSpot automation — simpler, faster, and accessible to your team without admin help.

NetSuite-HubSpot Integration

After migration, we integrate HubSpot and NetSuite so customer data, order status, and financial information flows between systems. Your sales team gets CRM data; your finance team keeps ERP data.

Keep NetSuite for finance. Use HubSpot for growth.

This isn’t about replacing NetSuite. It’s about giving each system the job it’s best at. NetSuite handles accounting, inventory, order management, and financial reporting. HubSpot handles pipeline management, marketing automation, sales enablement, and customer engagement. We connect them so data flows seamlessly — order status visible in the CRM, new deals synced to the ERP, customer records consistent across both systems.

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A CRM your sales team will actually adopt.

The most common complaint about NetSuite CRM is adoption. Sales teams resist using it because the interface is built for accountants, not sellers. Pipeline views are rigid. Mobile access is limited. Creating a report requires technical skills most reps don’t have. HubSpot solves all of this. Drag-and-drop pipelines, mobile-first design, one-click reporting, and an interface that makes selling easier instead of harder. When your CRM helps reps close deals faster, adoption stops being a problem.

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OUR FRAMEWORK

A structured approach to extracting CRM from ERP

NetSuite migrations require careful planning because CRM data is intertwined with ERP data. Our framework ensures clean separation.

Discovery & Data Mapping

We audit your NetSuite CRM data — customers, opportunities, activities, custom records, and workflows. We map what moves to HubSpot, what stays in NetSuite, and what needs to sync between both.

HubSpot Build & Integration Design

We configure HubSpot for your sales process and design the NetSuite-HubSpot integration architecture. Both systems are prepared before any data moves.

Migration & Integration Deployment

CRM data migrates to HubSpot in validated phases. Simultaneously, we deploy the NetSuite-HubSpot integration so both systems are connected from go-live.

Training & Hypercare

Sales teams get hands-on HubSpot training. Finance teams learn how the integration works. 30 days of hypercare post-launch to catch issues and optimise workflows.

TESTIMONIALS

Client Testimonials

Working with MO Agency was an absolute pleasure. Ashleigh and Caleb were extremely helpful in getting our CRM migration across the line.

Hancock K.

Manager | Banking & Financial Services

When we decided to move CRM systems, MO Agency quickly gave me the peace of mind I needed. Caleb seamlessly handled the data migration.

Greyling F.

Manager | Banking & Financial Services

MO Agency has been instrumental in helping us implement HubSpot with custom API integrations, providing exceptional service throughout the process.

Potgieter J.

Head of Sales | Finance & Insurance

Reviews from the HubSpot Partner Directory. View them all.

CASE STUDY

How we separated CRM from ERP for a mid-market manufacturer

A manufacturing company was forcing sales teams to use NetSuite CRM alongside the ERP. Adoption was below 30%. We migrated the CRM layer to HubSpot, integrated both systems for order visibility, and achieved 95% sales team adoption within 60 days.

Read the full case study

Common Questions About NetSuite to HubSpot Migration

Do we need to replace NetSuite entirely?

No. Most clients keep NetSuite as their ERP and use HubSpot as their CRM. We integrate both systems so data flows between them — customer records, order status, and financial data sync automatically.

How does the NetSuite-HubSpot integration work?

We use HubSpot’s native NetSuite integration, Operations Hub, or our DataBridge Middleware depending on complexity. Common syncs include contact/company records, deal-to-order status, and financial data visibility.

How long does a NetSuite to HubSpot migration take?

Typical migrations take 8–12 weeks including the integration build. Complex instances with heavy customisation, multiple subsidiaries, or large data volumes may take 3–4 months.

Will we lose any historical data?

No. We migrate full CRM history — contacts, opportunities, activities, and notes. Your sales team has the same context in HubSpot they had in NetSuite, presented in a far more accessible interface.

Can HubSpot handle our reporting needs?

Yes. HubSpot’s reporting is significantly easier to use than NetSuite’s. Sales managers can build their own dashboards without admin help. For combined CRM–ERP reporting, we integrate the data so both systems feed your business intelligence tools.

What ongoing support do you provide?

Most clients engage on a monthly retainer for CRM optimisation, integration maintenance, and ongoing HubSpot configuration as their sales process evolves.

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