Case study
A home-equity lender moved off HubSpot
The lender checks every customer against five loan programs before quoting, and it kept its leads and deals in HubSpot. Now one CRM the lender owns does both.
- Before
- ~$3,000/mo
- What the lender paid HubSpot
- After
- Under $300/mo
- What its own CRM costs to run
What the new CRM does
- Checks every customer against five loan programs at once and shows the reason for each answer.
- Tracks every lead and deal through the lender's own stages.
- Sends follow-up texts and emails on a schedule.
- Sends contracts through DocuSign and lets customers sign proposals online.
- Syncs Gmail and Google Calendar, and logs phone calls.
- Gives each of seven roles, from sales staff to admins, access to only its own part.
How the switch went
- Step 1
History came over first
Deals, contacts, meetings and tasks from HubSpot were copied into the new CRM in a one-time import, then checked.
- Step 2
Both systems ran side by side
The team kept working while the new CRM took over piece by piece. Each week we checked what was still going to HubSpot.
- Step 3
Then HubSpot was switched off
Once nothing important was left in HubSpot, the lender ended its HubSpot contract in 2026.
How it is kept safe
- About 25,000 automated tests, including 57 that click through the app like a real user.
- A separate security review on changes before they are approved.
- Data rules on every database table, so each role only reads what it should.
- A log of who changed what, including every move of a deal between stages.
It is a large system: about 116 database tables and 130 screens, built with AI writing the code under my direction and review.
One free hour tells you if your switch would look like this.
Most switches start at $2,500 and take 1–6 months, depending on size. A system this size takes longer, and I'll tell you how long on the call.