Migration Guides6 guides

Migrate to Outsolvi from your current tracker

Step-by-step migration guides for the 6 most common source tools. Each guide has a day-by-day plan, pre-migration checklist, common gotchas specific to that tool, team-rollout playbook for 3-15 rep teams, and risk-mitigation notes.

5-step plan

From Yesware

Someone searching how to migrate from Yesware is past the decision and looking for the execution-stage how-to. Typically an AE or sales-ops lead who has been on Yesware for years and is now switching for cost or Outlook-coverage reasons.

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4-step plan

From Mailtrack

Someone migrating from Mailtrack is typically tired of the 'Sent with Mailtrack' footer, hitting the limits of Gmail-only tracking, or upgrading because they need confidence-scored opens. The migration is simpler than Yesware (less integration depth) but still has specific steps worth doing right.

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5-step plan

From Mixmax

Someone migrating from Mixmax is typically a Gmail-only team hitting the per-seat-cost ceiling ($29-$89/user/mo), or a team expanding to add Outlook reps that Mixmax can't cover. The migration has more moving parts than Mailtrack because Mixmax has sequences, calendar integration, and Salesforce sync.

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5-step plan

From Streak

Someone migrating from Streak is replacing a Gmail-native CRM, not just a tracker. The migration is more involved because pipelines, deal stages, and contact records need to land in a replacement CRM (HubSpot CRM Free is the canonical destination), and the tracking layer (Outsolvi) is added alongside.

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5-step plan

From Saleshandy

Someone migrating from Saleshandy is typically either an Outlook user affected by Saleshandy's V3 Outlook drop, an AE team realising the cold-outreach motion is the wrong shape for their warm-pipeline work, or a team consolidating from Saleshandy's full cold-outreach platform to a lighter stack.

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5-step plan

From HubSpot Sales Hub

Someone migrating from HubSpot Sales Hub is doing it primarily for cost. Sales Hub Pro is $100/user/mo yearly; the HubSpot CRM Free + Outsolvi stack is $7-$20/user/mo. The migration keeps HubSpot CRM as the system of record while replacing the Sales Hub layer with Outsolvi.

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