Migrate your CompanyHub CRM data
Budget-friendly SMB CRM with deep customization via custom fields, custom tables, and workflow flowcharts. Teams that outgrow Excel-style simplicity typically migrate toward HubSpot or Pipedrive.
In its favor
Why people choose CompanyHub CRM
The signal that keeps CompanyHub CRM on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Lowest per-user cost in the SMB CRM tier at up to $42/month, with a 14-day free trial and no credit card required to start.
Fully customizable fields, pipelines, and custom tables without touching code—marketers and operations teams can adapt it to any vertical.
Built-in email automation (sync, bulk mail, open tracking) is native to the platform rather than requiring a separate tool integration.
Visual pipeline with drag-and-drop deal stages and follow-up reminders keeps sales reps focused on the next action.
Custom tables let SMBs model domain-specific objects like Properties, Courses, or Payments without paying for a higher-tier CRM.
No built-in calling or SMS means sales teams requiring phone workflows must purchase and integrate a separate telephony stack.
Custom tables and UTrons automations do not export cleanly—teams with heavy custom data models face significant re-implementation effort when leaving.
Reporting provides only surface-level visualizations and lacks weighted deal values, pipeline velocity, or activity-based conversion metrics.
Goals and targets tracking is buried in the interface and not surfaced prominently enough for sales managers running weekly reviews.
The product is unable to be uninstalled from integrations once connected, creating lock-in friction for teams evaluating a switch.
Reasons to switch
Why people leave CompanyHub CRM
The recurring reasons buyers give for replacing CompanyHub CRM. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where CompanyHub CRM fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
CompanyHub CRM pricing overview
CompanyHub is priced per user per month with three tiers topping out at approximately $42/user/month. Annual billing reduces the per-user cost. There are no explicit per-seat minimums or add-on fees disclosed, though the platform markets itself as significantly cheaper than Salesforce with comparable SMB feature coverage.
Starter
Tier 1 of 3
~$15/user/month
What's included
Need help selecting your CRM?
Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on CompanyHub CRM's schedule — see our quote-based pricing →
What gets migrated
CompanyHub CRM object support
Object-by-object support for CompanyHub CRM migrations. Per-pair details surface during scoping.
Contacts
Fully supportedContacts are the primary record type in CompanyHub, supporting standard fields plus unlimited custom fields. The API exposes list/create/update endpoints with pagination via start/limit. We migrate all contact properties 1:1, including the hotness meter (hot/warm/cold classification) as a custom property.
Companies
Fully supportedCompanyHub treats Companies as distinct from Contacts. The API supports CRUD operations on companies. We migrate Companies and their associated Contacts, preserving the relationship linkage during import into the destination CRM.
Deals
Fully supportedDeals are the pipeline record object, tied to pipeline stages that users drag deals through. The API exposes Deals with filtering by stage. We map Deals to the destination CRM's equivalent opportunity object, sequencing stage names to match the target pipeline.
Pipeline Stages
Mapping requiredCompanyHub allows users to customize the names and order of pipeline stages. During migration scoping we capture the full stage list and map each to the destination's stage schema. Custom stage names are preserved as labels on the opportunity record.
Tasks
Mapping requiredTasks in CompanyHub can be created manually or auto-generated by UTrons (workflow automations). The API exposes task records. We migrate tasks with their due dates, assigned owners, and linked Contact or Deal associations, though UTrons-generated task-creation logic does not carry forward.
Custom Fields
Fully supportedCompanyHub supports unlimited custom fields on Contacts, Companies, and Deals. Custom field definitions (name, type, options) are readable via the API. We export field definitions alongside values so the destination schema can be provisioned before data lands.
Custom Tables
Mapping requiredCustom Tables are CompanyHub's extension mechanism for domain-specific objects (Payments, Properties, Courses, etc.). These are queryable via API and can have their own custom fields and reports. We migrate Custom Table rows as custom objects, requiring destination schema provisioning first. The row count per table is captured during scoping.
Quotes
Fully supportedCompanyHub generates Quotes in 1 click with customizable templates. Quote records are accessible via API and include line items, totals, and template references. We map Quotes to the destination CRM's quote or proposal object.
Users/Owners
Mapping requiredCompanyHub users have profiles controlling field-level and record-level visibility. The API exposes user records. We map CompanyHub users to the destination CRM's owner/user records, applying the same visibility profile logic where the target supports it.
Activities (Emails, Notes)
Mapping requiredEmail sync and email tracking records are stored as Activities. The API exposes activity history linked to Contacts. We migrate activity logs as timeline entries in the destination CRM, noting that email body content may be truncated in API responses.
| Object | Support | Notes |
|---|---|---|
| Contacts | Fully supported | Contacts are the primary record type in CompanyHub, supporting standard fields plus unlimited custom fields. The API exposes list/create/update endpoints with pagination via start/limit. We migrate all contact properties 1:1, including the hotness meter (hot/warm/cold classification) as a custom property. |
| Companies | Fully supported | CompanyHub treats Companies as distinct from Contacts. The API supports CRUD operations on companies. We migrate Companies and their associated Contacts, preserving the relationship linkage during import into the destination CRM. |
| Deals | Fully supported | Deals are the pipeline record object, tied to pipeline stages that users drag deals through. The API exposes Deals with filtering by stage. We map Deals to the destination CRM's equivalent opportunity object, sequencing stage names to match the target pipeline. |
| Pipeline Stages | Mapping required | CompanyHub allows users to customize the names and order of pipeline stages. During migration scoping we capture the full stage list and map each to the destination's stage schema. Custom stage names are preserved as labels on the opportunity record. |
| Tasks | Mapping required | Tasks in CompanyHub can be created manually or auto-generated by UTrons (workflow automations). The API exposes task records. We migrate tasks with their due dates, assigned owners, and linked Contact or Deal associations, though UTrons-generated task-creation logic does not carry forward. |
| Custom Fields | Fully supported | CompanyHub supports unlimited custom fields on Contacts, Companies, and Deals. Custom field definitions (name, type, options) are readable via the API. We export field definitions alongside values so the destination schema can be provisioned before data lands. |
| Custom Tables | Mapping required | Custom Tables are CompanyHub's extension mechanism for domain-specific objects (Payments, Properties, Courses, etc.). These are queryable via API and can have their own custom fields and reports. We migrate Custom Table rows as custom objects, requiring destination schema provisioning first. The row count per table is captured during scoping. |
| Quotes | Fully supported | CompanyHub generates Quotes in 1 click with customizable templates. Quote records are accessible via API and include line items, totals, and template references. We map Quotes to the destination CRM's quote or proposal object. |
| Users/Owners | Mapping required | CompanyHub users have profiles controlling field-level and record-level visibility. The API exposes user records. We map CompanyHub users to the destination CRM's owner/user records, applying the same visibility profile logic where the target supports it. |
| Activities (Emails, Notes) | Mapping required | Email sync and email tracking records are stored as Activities. The API exposes activity history linked to Contacts. We migrate activity logs as timeline entries in the destination CRM, noting that email body content may be truncated in API responses. |
Gotchas
What to watch for in CompanyHub CRM migrations
Issues we've hit on past CompanyHub CRM migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Admin-only export gate blocks non-admin migration scoping
Custom Table schema is not self-describing in the API
UTrons workflow logic does not survive migration
API key cap of 5 limits concurrent migration jobs
Email body content may be truncated in activity API responses
| Severity | Issue |
|---|---|
| High | Admin-only export gate blocks non-admin migration scoping |
| Medium | Custom Table schema is not self-describing in the API |
| Medium | UTrons workflow logic does not survive migration |
| Low | API key cap of 5 limits concurrent migration jobs |
| Low | Email body content may be truncated in activity API responses |
Leaving CompanyHub CRM?
Where CompanyHub CRM customers move next
12 destinations CompanyHub CRM can migrate to.
How a CompanyHub CRM migration works
Four steps, CompanyHub CRM-specific
Connect
API key + subdomain (custom authentication header) into CompanyHub CRM. Scopes limited to read-only on the data we move.
Map
We translate CompanyHub CRM-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate CompanyHub CRM quirks before production.
Migrate
Full migration with CompanyHub CRM rate-limit handling. Rollback available throughout.
FAQ
CompanyHub CRM migration FAQ
Answers to the questions buyers ask most during CompanyHub CRM migration scoping. Not seeing yours? Book a call.
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Migrate CompanyHub CRM.
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Free scoping call with a migration engineer. Tell us about your CompanyHub CRM setup and destination — written quote back within a business day.