Updated October 2026By Joe LaGrutta, Founder, JayOhHubSpot Platinum Partner
Find the row where most of your answers land. One “Complex” answer in automation or integrations usually outweighs two “Small” answers elsewhere.
| Band | Records | Objects | Integrations | Automations | Timeline | Effort | Services cost |
|---|---|---|---|---|---|---|---|
| Small | Under 50K | Standard objects only | 0–2 | Under 25 | 3–6 weeks | 30–110 hrs | $5K–$20K |
| Mid | 50K–500K | Standard + products, 1–3 custom objects | 3–6 | 25–100 | 6–12 weeks | 110–300 hrs | $20K–$55K |
| Complex | 500K+ or multiple instances | 4+ custom objects, CPQ or billing objects | 7+ | 100+, or custom code | 12–24+ weeks | 300–800+ hrs | $55K–$150K+ |
JayOh guidance drawn from 75+ CRM and marketing automation migrations since 2016; not a survey. Costs are partner services only. They exclude software licenses, overlap months on the old platform, and third-party tools. Timelines include design, build, test loads and cutover, plus roughly two weeks of hypercare.
Records are the cheapest thing you will move. Logic is the most expensive. Budget accordingly.
| Driver | Keeps you Small | Pushes you to Mid | Pushes you to Complex | Share of effort |
|---|---|---|---|---|
| Automation and custom code | Under 25 workflows, no code | 25–100 workflows, a few scripts | 100+ automations, Apex or custom code | 25–40% |
| Integrations | Native connectors only | 3–6, some keyed on CRM IDs | 7+, ERP, billing, product data | 15–25% |
| Data model | Standard objects | Products, line items, 1–3 custom objects | CPQ, many-to-many, 4+ custom objects | 10–20% |
| Data quality | Deduped, consistent picklists | Some duplicates, messy picklists | Duplicate Leads and Contacts, no domain hygiene | 10–20% |
| Reporting | Under 10 reports to rebuild | 10–30 reports, a few dashboards | Board, finance and attribution reporting | 5–15% |
| Users and permissions | One team, open visibility | Several teams, some restrictions | Territories, sharing rules, partners | 5–10% |
| Record volume and history | Under 50K, no activities | Up to 500K, 1–2 years of activity | Millions, full activity history | 5–10% |
| Decision speed | One owner decides in 48 hours | Committee, weekly decisions | No owner; definitions disputed | Multiplies all of the above |
Share of effort is a typical range across JayOh migration projects; your mix depends on which drivers are in the Complex column.
Direction matters. Moving into Salesforce means building an org; moving into HubSpot means redesigning logic that no longer fits.
| Path | Typical timeline | Typical services cost | What moves the number |
|---|---|---|---|
| Pardot (MCAE) to HubSpot | 6–10 weeks | $15K–$55K | Assets kept, scoring redesign, form handlers |
| Marketo to HubSpot | 6–12 weeks | $20K–$60K | Program and token complexity, nurture volume |
| Salesforce to HubSpot | 8–14 weeks | $25K–$75K | Apex, CPQ, integrations keyed on Salesforce IDs |
| HubSpot to Salesforce | 10–16 weeks | $30K–$100K | Org build, permissions, user count, quoting |
| Pipedrive, Zoho or similar to HubSpot | 3–6 weeks | $6.5K–$20K | Mostly setup; data is usually simple |
| Post-merger consolidation (multiple instances) | 12–24 weeks | $55K–$150K+ | Conflicting definitions, duplicate accounts, two sets of automation |
Typical ranges cover most projects we scope on each path; outliers exist in both directions. Each path name links to its detailed guide with a mapping table and checklist.
Design is the phase teams try to shorten and the one that decides whether cutover is boring. Boring is the goal.
| Phase | What happens | Small | Mid | Complex |
|---|---|---|---|---|
| Audit and design | Inventory, field map, pipelines, permissions, automation decisions | 1 week | 2–3 weeks | 3–5 weeks |
| Clean and prepare | Dedupe, normalize picklists and domains, map owners | < 1 week | 1–2 weeks | 2–4 weeks |
| Build | Objects, properties, automation, integrations, reports | 1–2 weeks | 2–4 weeks | 4–8 weeks |
| Test load and reconcile | Loads in dependency order, counts and amounts matched | < 1 week | 1–2 weeks | 2–4 weeks |
| Cutover | Freeze, delta load, switch integrations and forms, train | 2–3 days | 1 week | 1–2 weeks |
| Hypercare | Daily error and adoption checks, parity sign-off | 1–2 weeks | 2 weeks | 2–4 weeks |
| Total | 3–6 weeks | 6–12 weeks | 12–24+ weeks |
Phases overlap in practice; build often starts on settled objects while design finishes on the rest. Two reference points from JayOh projects: a HubSpot CRM and Marketing Hub rollout live in 40 days, and a post-merger consolidation of 4 platforms into 2 in 90 days.
The same published vehicles as every other JayOh engagement. A read-only audit sets the fixed scope; the vehicle follows the band.
| Band | Typical vehicle | Published price | How it maps |
|---|---|---|---|
| Small | HubSpot implementation package, or a Bucket of Hours | Implementation from $5,000 (up to 30 hrs), + $1,500 for data migration up to 5,000 records. Buckets: Small 40 hrs $8,000, Medium 80 hrs $14,000, Large 120 hrs $20,000 | One-time cost, used inside the bucket’s window |
| Mid | Partner Plan, Gold or Platinum | Gold: 15 hrs/week, $12,000/month. Platinum: 20 hrs/week, $15,000/month | Typically 2–4 months, including hypercare |
| Complex | Partner Plan, Platinum to Black Diamond | Platinum: 20 hrs/week, $15,000/month. Black Diamond: 40 hrs/week, $30,000/month | Typically 4–6 months, with a dedicated sprint cadence |
Full tier list, terms and what each plan includes are on the pricing page. Comparing agency, fractional and in-house costs more broadly? See what a RevOps agency costs.
| Approach | Best for | What it covers | What it misses |
|---|---|---|---|
| DIY with native import | Small, clean, standard-object moves with an experienced admin | Records and basic associations | Automation redesign, integration repointing, reconciliation discipline |
| Self-serve migration tool | Record and association moves at volume | Records, associations, some activity history | Pipelines, permissions, automation, integrations, reporting parity |
| Migration partner | Anything with custom logic, integrations or a hard deadline | Design, cleanup, build, loads, cutover, training, hypercare | Costs more up front; needs a responsive internal owner |
Eight inputs. You get a band, a services range, a week-by-week phase plan, and the JayOh vehicle that would usually fit.
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Illustrative estimate built from JayOh scoping weights and the hourly economics behind our published pricing. Not a quote; a read-only audit sets the fixed scope.
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