Last updated: 10 November 2026
Seven UK CRM consultants worth shortlisting for a SaaS migration, especially a move from Salesforce to HubSpot, are Evara, We Are Catalyst, SpotDev, Arise GTM, Huble, Struto and Equanax. Which CRM consulting firm works best for a UK midmarket SaaS scaleup depends on how much Salesforce knowledge you need on the way out as well as HubSpot knowledge on the way in.
Equanax is the author of this guide. We have said where we are the better fit and where another consultancy is, and every claim about another firm comes from that firm's own site.
Why midmarket SaaS teams migrate
Midmarket SaaS companies usually move CRM for three reasons: to consolidate two systems that grew up separately, to cut the cost and admin load of a platform that has become heavy, or to move faster on revenue operations changes than the current set-up allows. The move is rarely only about contacts. It carries pipelines, automation, reporting and the integrations that keep billing and product data flowing.
A consultancy that knows only the destination can build a clean HubSpot account and still miss what the old system quietly did. That is why we weight dual-platform knowledge so heavily below.
Selection criteria: how we chose
We included UK-based firms whose own sites describe CRM migration or Salesforce work in connection with HubSpot, and who have a verifiable UK office. We then compared them on six criteria:
- Salesforce depth. Do they describe Salesforce consulting, implementation or migration out of Salesforce, as opposed to a connector only?
- HubSpot depth. Do they describe HubSpot implementation and migration as a core service?
- Migration method. Is there a stated approach covering mapping, testing and cutover?
- Integration capability. Can they keep billing, product and support integrations alive through the move?
- Delivery model. Is the work fixed scope, subscription or retainer, and is the model explained?
- Fit for a scaleup. Is the firm sized and priced for a midmarket SaaS team?
Where a firm's site does not say, the table says "not published" rather than guessing.
Comparison table
| Agency | Best for | Salesforce depth | HubSpot depth | UK base | Pricing model | Source |
|---|---|---|---|---|---|---|
| Evara | Financial services firms wanting platform-agnostic CRM work | Consulting, implementation and managed service | HubSpot services across Hubs, Breeze AI | London | Fixed-scope, priced after a workshop | https://www.evara.co/about |
| We Are Catalyst | UK SMEs wanting HubSpot plus marketing and web | CRM management across HubSpot, Salesforce and Zoho | Onboarding, implementation, migration | Birmingham, London | Not published; set after discovery | https://www.wearecatalyst.co.uk/ |
| SpotDev | UK and European B2B teams needing custom integration | Salesforce named as a migration source | Custom integrations, coded actions, migration | Bath | Fixed price where scope allows | https://www.spotdev.co.uk/services/hubspot-development |
| Arise GTM | B2B SaaS and fintech wanting HubSpot plus managed agents | Salesforce to HubSpot migrations | Implementation, audits, migrations | London | Published on its own site | https://arisegtm.com/hubspot-agency |
| Huble | Large, multi-region programmes | Salesforce named as integration and migration source | CRM implementation and migration | London | Not published | https://www.huble.com |
| Struto | Teams connecting finance and ERP systems | Salesforce connector offered | HubSpot implementation and integration | London, Horsham | Monthly subscriptions and scoped work | https://struto.io |
| Equanax | B2B SaaS and financial services on either platform | Salesforce and HubSpot delivery | HubSpot implementation and migration | Sutton, London | Fixed fee, work starts on payment | https://equanax.com/ |
Evara: the platform-agnostic financial services choice
Evara suits financial services firms that want a consultancy comfortable with both platforms. Its about page describes Salesforce consulting, implementation and managed service, and its HubSpot services page covers the HubSpot Hubs and Breeze AI setup. It does not state Salesforce partner status.
It is based in London, with a New York office, and states fixed-scope projects with typical timelines of 6 to 12 weeks for a single hub and 12 to 24 weeks for several. Price is confirmed after a discovery workshop.
We Are Catalyst: the SME choice with multi-CRM experience
We Are Catalyst suits UK SMEs that want HubSpot onboarding and marketing from one agency. Its site describes CRM management across HubSpot, Salesforce and Zoho, and its HubSpot site covers onboarding, CRM implementation and migration across the Hubs.
It states an average onboarding of about six weeks and no hidden onboarding fees, with budgets set from a cost matrix after a discovery meeting. It is headquartered in Birmingham with a London office. A midmarket SaaS with heavy integration needs should check how deep the engineering goes.
SpotDev: the integration-heavy migration choice
SpotDev suits UK and European B2B teams already committed to HubSpot that need custom integrations and a careful data move. Its HubSpot development page lists CRM and data migration, including from Salesforce, alongside custom integrations, coded workflow actions and serverless functions.
It names Salesforce as a migration source rather than a partnership. It quotes fixed prices where scope allows and offers a late-delivery guarantee, and is based in Bath with a remote engineering team.
Arise GTM: the migration plus managed agents choice
Arise GTM suits B2B SaaS and fintech teams that want a Salesforce-to-HubSpot migration and managed AI agents afterwards. Its HubSpot agency page covers portal audits, migrations including from Salesforce, CMS websites and RevOps.
It is based in London and publishes package prices on its own site, for example a GTM Blueprint at £12,500 and managed AI plans from £5,000 a month, though not a migration price. Its agents are built in a Claude workspace and connected to HubSpot, so weigh whether you want that design alongside the migration.
Huble: the large-programme choice
Huble suits large, complex, multi-region programmes. Its site lists CRM implementation and migration, revenue operations and integrations including Salesforce, Dynamics, ERP and CPQ. Salesforce appears as a source and integration, not a partnership.
It has a London office and positions itself for mid-market and enterprise organisations. Pricing is not published, so ask early for a scoped quote.
Struto: the connector-led choice
Struto suits HubSpot-centred UK teams whose main migration risk is finance and ERP integration. Its site describes HubSpot implementation and its strutoIX connectors for systems including Business Central, Xero, NetSuite, Sage and Snowflake, and it offers a Salesforce connector without claiming Salesforce partner status.
Connectors are sold as monthly subscriptions, for example from £175 a month, with wider engagements scoped separately. It lists London and Horsham offices.
Equanax: the dual-platform, fixed-fee choice
Equanax suits midmarket SaaS and financial services teams that want one consultancy fluent in both Salesforce and HubSpot, on a fixed fee. This is us, so weigh it accordingly. Equanax is based in Sutton and London and works across HubSpot, Salesforce, n8n, Clay and Apollo.
We map objects, automation and reporting explicitly, agree what will behave differently after the move, and run a rehearsed cutover. Projects are a fixed fee with no retainer, and work starts on payment. We are a small team, so a large multi-region programme is better served by Huble. Our HubSpot consulting for SaaS CRM migration page sets out the method.
The Salesforce to HubSpot mapping problem
Contacts and companies move easily. The work is in the pieces that do not have a one-to-one equivalent:
- Objects: Salesforce separates leads and contacts, HubSpot uses one contact record with a lifecycle stage. Decide how existing leads map.
- Automation: flows and process builders have to be rebuilt as workflows, and some logic may be better handled by a different tool.
- Reporting: a leadership dashboard that matched last quarter should match after the move. Agree which reports are rebuilt and how you will check them.
- Integrations: each billing, product or support connection needs a plan to be repointed without a gap.
Migrate, consolidate or stay
Before you hire anyone, decide whether to move at all. If the current CRM is not what is blocking your RevOps work, fixing process and data first can be cheaper than a migration.
What to ask in the first call
A first call tells you more than a proposal. Ask each shortlisted consultancy five things and note whether the answer comes with an example:
- What did the last Salesforce to HubSpot move you ran look like? You want the source systems, what went wrong in the dry run and how it was fixed, not a sales deck.
- How do you test before cutover? A sandbox or test-account load that checks record counts, associations and a handful of leadership reports is the minimum.
- What is your rollback plan? There should be a defined point at which you would stop, and a way back.
- Who owns the integrations afterwards? Find out whether the connectors you rely on are documented and handed to you, or live only in the consultancy's tooling.
- What is not included? Historic activity archives, custom reporting and training are common exclusions, so ask for them in writing.
A consultancy that answers these plainly, including the parts that went badly, is usually safer than one that promises a smooth move.
Cost and timeline expectations
No firm here publishes a price for a full Salesforce to HubSpot migration, and any quote that arrives before discovery is a guess. Stated timelines cover HubSpot implementation rather than migration, but are a useful floor: Evara states 6 to 12 weeks for a single hub and 12 to 24 weeks for several, and We Are Catalyst states an average onboarding of about six weeks. A midmarket SaaS with billing and product integrations should expect to land towards the longer end, because integrations take the longest to prove.
Ask each firm to explain what drives its estimate: the number of source systems, volume of history, custom objects and live integrations. For wider selection help, see our guides to the best HubSpot partners for UK SaaS, UK HubSpot migration agencies for complex CRMs and CRM consulting firms for B2B SaaS.
FAQ
Which CRM consulting firm works best for UK midmarket SaaS scaleups?
One that knows both the system you are leaving and the one you are joining, and can keep your billing and product integrations running. For a Salesforce to HubSpot move, Evara describes Salesforce consulting and implementation as well as HubSpot services, Arise GTM and SpotDev name Salesforce to HubSpot migration, We Are Catalyst manages CRMs including Salesforce, and Equanax works in both. Choose on migration method, integration depth and whether you want a fixed fee.
How long does a Salesforce to HubSpot migration take?
It depends on source systems, history, custom objects and live integrations. No firm here states a migration-specific timeline. As a reference point, Evara states 6 to 12 weeks for a single-hub HubSpot project and We Are Catalyst about six weeks for an average HubSpot onboarding. A midmarket SaaS with billing and product integrations should expect longer, and should treat any date quoted before discovery as a guess.
Should we migrate to HubSpot or stay on Salesforce?
Migrate if the current CRM is the thing blocking revenue operations work, for example through duplicate records, high admin load or slow change. If the real problem is process or data quality, fix those first, because a migration moves the mess along with the data. A short audit can answer this before you commit.
What is hardest about moving from Salesforce to HubSpot?
Rarely the contacts. The hard parts are rebuilding flows and process builders as workflows, matching the reports leadership trusts, handling objects with no direct equivalent and repointing live integrations without a gap. Agree each of these in the mapping phase, and decide in advance what will behave differently afterwards.
Fixed fee or retainer for a CRM migration?
A fixed fee suits a migration because it has a clear start, finish and set of deliverables, so cost and scope are agreed before work begins. A retainer suits the administration and change that follow. Ask each firm which model it is selling and what you own at handover.
About the author
Jack Crabtree is Director of Equanax. He has built on HubSpot, Salesforce, n8n, Clay and Apollo, and has delivered more than 100 automation workflows for revenue teams. To scope a move, book a free AI audit.
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