Complete migration guide. 1-2 hours. easy difficulty.
$20/month → $279 once. Every step documented.
Switching from HubSpot CRM to Helix takes 1-2 hours. HubSpot CRM at $20/month costs $805 over 3 years. Helix is $279 once — you save $526 over that period. Most of your data transfers directly. You can run both in parallel until you are confident. 30-day money-back guarantee means zero risk. HubSpot is the gold standard for marketing CRM. You probably landed on HubSpot because it was free and 'professional.' But service businesses don't need marketing automation — they need operational automation. That's the shift: HubSpot helps you get leads, Helix helps you serve them.
Before you do anything in Helix, get your data out of HubSpot CRM. This is the most important step — once you have your export files, the rest is straightforward.
With your export files ready, importing into Helix takes about 15 minutes. Helix walks you through the data mapping — you tell it which columns in your CSV match which Helix fields.
After import, work through this checklist during your first week. Keep HubSpot CRM active as a backup until you have checked everything off.
Once everything checks out: cancel your HubSpot CRM subscription. Download a final backup for your records first.
HubSpot CRM at $20/month costs $240 in year one. With 11.4% annual SaaS inflation, year two costs $267 and year three costs $298. Over 3 years: $805. Over 5 years: $1,507. Helix is $279 once. You save $526 over 3 years. The migration takes 1-2 hours. The break-even point is 14 months. After that, every dollar HubSpot CRM would have charged you stays in your pocket.
Maybe. If you rely heavily on email marketing, forms, and landing pages, HubSpot Free still does those well. Helix handles CRM, scheduling, jobs, and invoicing better for service businesses. Some contractors run both — HubSpot for marketing, Helix for operations.
HubSpot form embeds will still work on Free plan. Leads come into HubSpot, you manually add them to Helix Connect. Or replace with simple contact forms that email you directly.
No, and intentionally so. HubSpot is built for marketing and sales teams. Helix Connect is built for service operators who need customer context, not lead scoring. If you need advanced CRM, keep HubSpot. If you need 'who is this customer and what have we done for them,' Helix Connect is perfect.
30-day money-back guarantee. Export from HubSpot CRM first, then decide.
Guide updated March 2026. Pricing verified.