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Migration Guide5-step planUpdated May 25, 2026

Migrating from HubSpot Sales Hub to HubSpot CRM Free + Outsolvi

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.

HubSpot Sales Hub Pro at $100/user/mo yearly is the realistic feature-comparable tier for tracking, sequences, and reporting. Many teams find that most of Sales Hub's features go unused — the actual workflow-essential subset is tracking + basic sequences + the CRM activity timeline, which can be replaced by Outsolvi + HubSpot CRM Free at 1/14th the cost.

The migration keeps HubSpot CRM Free as the system of record (contacts, deals, pipeline) and replaces Sales Hub Pro's tracking and sequences with Outsolvi + Lemlist/Smartlead (for cold-outreach motion) or just Outsolvi (for warm-pipeline AE motion). The combined stack costs $7-$45/user/mo depending on motion, versus $100 for Sales Hub Pro.

Pre-migration checklist (Day 0)

  • Confirm HubSpot CRM Free will cover your CRM needs (contacts, deals, pipeline view, activity log all work on free tier).
  • Audit Sales Hub feature usage: sequences, document tracking, meeting scheduler, forecasting, predictive lead scoring.
  • Identify which features are workflow-essential. Most teams find: tracking essential, sequences sometimes-used, document tracking nice-to-have, forecasting/lead-scoring rarely used.
  • Plan replacement strategy for each essential feature: Outsolvi for tracking, dedicated cold-outreach platform (if cold sequences needed), Calendly for scheduling, DocSend or similar for document tracking.
  • Note HubSpot Sales Hub renewal date — plan migration timeline to complete 30 days before renewal for clean cutover.

Day-by-day migration plan

Day 0

Feature audit and replacement planning

Identify which Sales Hub features need replacement, which can be dropped, which can be handled by HubSpot CRM Free's native tools.

Tasks
  • Sales Hub feature audit complete
  • Replacement strategy documented for each essential feature
  • Outsolvi trial started
  • Replacement tools identified (Lemlist/Smartlead/Calendly/DocSend as applicable)
Day 1

Install Outsolvi + downgrade HubSpot

Don't cancel HubSpot Sales Hub yet — downgrade to CRM Free can wait until Day 30. Install Outsolvi alongside the current Sales Hub setup.

Tasks
  • Outsolvi Outlook + Gmail installation across team
  • Sign in and complete onboarding
  • Confirm Outsolvi-HubSpot CRM webhook is configured (engagement events flow into HubSpot CRM activity timeline)
  • Kickoff call: explain dual-stack period, replacement strategy, timeline
Day 7

Engagement calibration

Compare Sales Hub tracking data vs Outsolvi confidence-scored data. Sales Hub has stronger underlying filtering than most trackers but doesn't expose confidence to the rep. Outsolvi's tier breakdown will be a new view.

Tasks
  • Open rate comparison documented
  • Hot-lead detection vs Sales Hub's lead-scoring compared
  • Reply sentiment grading validated
  • Team feedback on Outsolvi UI
Day 14

Sequence and feature migration

Move active sequences to replacement tool (Lemlist/Smartlead for cold motion, or skip if warm-only). Replace document tracking with DocSend if used. Replace meeting scheduler with Calendly. Each replacement is configured and team-trained.

Tasks
  • Active sequences migrated to replacement cold-outreach tool
  • Document tracking workflow moved to DocSend (if applicable)
  • Meeting scheduler moved to Calendly
  • Team workflows documented for new stack
Day 30

Downgrade to HubSpot CRM Free + cancel Sales Hub

Sales Hub Pro downgrade to HubSpot CRM Free retains all CRM data. Final cutover complete.

Tasks
  • Downgrade HubSpot subscription to CRM Free
  • Final Sales Hub data export (sequences, reports for archive)
  • Confirm CRM data integrity post-downgrade
  • Team retrospective on new stack and per-seat cost savings

Common gotchas for HubSpot Sales Hub migrations

Problem

Downgrading HubSpot Sales Hub Pro to CRM Free may remove some custom workflows, custom reports, or advanced features the team didn't realise were tier-locked.

Solution
Audit during Day 0 prep. Document any tier-locked features that will disappear and plan workarounds. Most workflow-essential features survive the downgrade; advanced reporting often doesn't.
Problem

Sales Hub's document tracking with page-level analytics is genuinely useful for proposal-heavy sales and Outsolvi doesn't replicate it.

Solution
Pair Outsolvi (for email + click tracking) with DocSend (for page-level document analytics). Combined cost is meaningfully less than Sales Hub Pro and gives you more granular document-side data than Sales Hub did.
Problem

Sales Hub's forecasting and predictive lead scoring won't have direct replacements.

Solution
Most teams find these features were rarely consulted in actual workflow. Outsolvi's hot-lead detection plus HubSpot CRM Free's pipeline view typically cover the day-to-day decision needs. For teams where forecasting is genuinely workflow-essential, consider alternative forecasting tools (Clari, Aviso) that integrate with HubSpot CRM.
Problem

Existing HubSpot Sales Hub sequences are running and need to either complete or be migrated cleanly.

Solution
Let active sequences complete before migration if possible. If migrating mid-sequence, pause the sequence in Sales Hub before Day 30, recreate it in the replacement tool, and resume from the same step. Document the in-flight prospect list to avoid double-touching.
Team rollout playbook

For teams of 3-10 reps, the 30-day timeline works well. For teams of 10-25, phased rollout: champions (Day 1), half the team (Day 14), remainder (Day 30). HubSpot CRM downgrade can happen team-wide on Day 30 regardless of phasing — it's an account-level setting, not per-user.

Risk mitigation

Full 30-day overlap with Sales Hub Pro active. The cost overlap (one month of Sales Hub Pro for the team) is meaningful but small compared to the annual savings. After Day 30, monitor for 14 days to ensure no feature gaps surfaced post-cutover; HubSpot allows reactivating Sales Hub mid-term if needed (though prorated cost applies).

Frequently asked questions

Why migrate from HubSpot Sales Hub Pro?+

Cost. Sales Hub Pro is $100/user/mo yearly; the HubSpot CRM Free + Outsolvi stack is $7-$20/user/mo. For a 10-rep team, that's $12,000 vs $840-$2,400 annually — a $9,600-$11,160 savings. Trade-offs are some Sales Hub-specific features (document page-level analytics, advanced forecasting, predictive lead scoring) that most teams don't use day-to-day.

Will HubSpot CRM Free hold my pipeline data after downgrade?+

Yes. HubSpot's downgrade path is data-preserving — contacts, deals, pipeline, custom properties all stay. Tier-locked features (custom reports, workflows beyond limits, advanced permissions) become inaccessible but the underlying data remains.

What about HubSpot's document tracking?+

HubSpot Sales Hub Pro has document tracking with page-level analytics. Outsolvi tracks the email and click on the document link but not page-level events inside the document. For proposal-heavy sales motions, pair Outsolvi with DocSend ($15/user/mo) for page-level document analytics. Combined stack is still meaningfully cheaper than Sales Hub Pro.

Can I run Outsolvi inside HubSpot's UI?+

Outsolvi runs as an Outlook add-in and Gmail Chrome extension. HubSpot has its own Chrome extension that shows CRM context inside Gmail. The two can run alongside each other — Outsolvi for tracking, HubSpot extension for CRM context. They don't conflict.

What's the cost savings for a 10-rep team?+

Sales Hub Pro yearly: 10 × $100/mo × 12 = $12,000. Outsolvi Teams Pro yearly: 10 × $20/mo × 12 = $2,400. HubSpot CRM Free: $0. Combined Outsolvi + HubSpot CRM Free = $2,400/year, vs $12,000/year for Sales Hub Pro. Savings = $9,600/year. For larger teams the absolute savings scale linearly.

Start your HubSpot Sales Hub migration today

14-day free trial of Outsolvi, no credit card. Run alongside HubSpot Sales Hub during the calibration period, then cutover when the data confirms the new tool works for your team.

Nate SummersCo-Founder, Outsolvi

Nate built Outsolvi after watching every email-tracking tool he had ever used lie to him about opens. Outsolvi runs Tier 1 to 5 confidence scoring on every open, native in Outlook and Gmail, so the number on the dashboard is one a rep can actually act on.

Last reviewed May 25, 2026Editorially independent

We update these pages when the underlying mechanics change — new mailbox-provider rules, new tracker behavior, new measurement gaps. The dates above are real revisions, not auto-touches.