Switch Guide: Moving from HubSpot to Maximizer CRM
HubSpot starts free and ends expensive — their growth-stage pricing is notorious for jump-shocking companies as they scale. Maximizer CRM is a Vancouver-founded company with over 30 years of history serving Canadian businesses, with explicit Canadian data hosting, transparent pricing, and no surprise tier-jump penalties. For Canadian sales teams handling sensitive client data, Maximizer's PIPEDA compliance is built-in and documented — not an add-on you pay extra for. The Buy Canadian case here is strong: same core CRM capabilities, lower total cost, your data doesn't leave Canada.
What You'll Gain
- Canadian data hosting: Maximizer's cloud is hosted in Canada with documented PIPEDA compliance.
- Predictable pricing: No surprise costs as your contact database grows. Flat per-user pricing.
- 30+ years of Canadian enterprise expertise: Maximizer has deep experience with Canadian financial services, real estate, and professional services sectors.
- Local implementation partners: Strong Canadian partner network for implementation and customization support.
- Mobile CRM: Full-featured mobile app for field sales teams.
What You Might Miss
- Marketing automation: HubSpot's marketing hub (email campaigns, landing pages, workflows) is far more developed than what Maximizer offers natively.
- Free tier: HubSpot's free CRM is genuinely useful. Maximizer is paid from day one.
- Integration ecosystem: HubSpot has thousands of native integrations. Maximizer connects via API but has fewer out-of-the-box connectors.
- Reporting and dashboards: HubSpot's reporting is more visual and customizable.
Migration Checklist
- Export HubSpot contacts — Go to Contacts → Actions → Export. Include all properties, notes, and activity history.
- Export companies and deals — Export companies from Companies → Export and deals from Deals → Export separately.
- Document your HubSpot pipelines — Screenshot each pipeline stage and its automation rules. You'll rebuild these in Maximizer.
- Set up Maximizer account — Work with a Maximizer implementation partner or their onboarding team to configure your account.
- Import contacts and companies — Maximizer's import wizard maps CSV fields to CRM fields. Map your HubSpot properties carefully.
- Recreate your pipeline stages — Build your sales pipeline stages in Maximizer matching your HubSpot configuration.
- Connect your email — Link Outlook or Gmail to log emails against contacts automatically.
- Train your sales team — Plan a half-day training session on Maximizer's interface and workflows.
Data Export Tips from HubSpot
HubSpot allows exporting contacts, companies, deals, and tickets separately. Each export gives you a CSV with all properties. For email history, go to Contacts → [contact] → Activity and note that email activity exports are limited — you may want to archive email history in your email client before switching. Custom properties export with your contact data if you include them in your export template. HubSpot also offers a Data Export under Account Settings for a full account backup.
Timeline Estimate
Most sales teams complete this migration in 3–4 weeks. Data import and basic configuration can be done in a week. The longer work is recreating automation workflows and training your team. If you're also replacing HubSpot's marketing tools, plan a separate migration for that workstream.