SBSSearch BusinessSoftwareFind My Software

Migration guide

How to switch from HubSpot CRM to JobNimbus

A step-by-step playbook for migrating your crm data, team, and workflows from HubSpot CRM (Free) to JobNimbus ($200/mo).

Advertising disclosure. Search Business Software is reader-supported. When you buy through links on our site we may earn an affiliate commission — at no extra cost to you. Our rankings and reviews are independent and not influenced by these partnerships. Read our full disclosure.

Why teams switch from HubSpot CRM to JobNimbus

HubSpot CRM is strong on generous free tier and easy to learn, but teams often hit limits on paid hubs get expensive fast. JobNimbus addresses this — it's best for roofing companies that want flexibility without enterprise pricing.

From

HubSpot CRM

Free

To

JobNimbus

$200/mo

7-step migration plan

  1. 1

    Export your data from HubSpot CRM (contacts, jobs, invoices, payments) as CSV files.

  2. 2

    Sign up for JobNimbus — most teams use the free trial to test the migration safely.

  3. 3

    Clean your CSVs: dedupe contacts, standardize phone numbers, fix date formats.

  4. 4

    Import customers and historical jobs into JobNimbus. Match custom fields carefully.

  5. 5

    Run HubSpot CRM and JobNimbus in parallel for 1–2 weeks so your team can validate data.

  6. 6

    Train your office staff and field crews on the new JobNimbus workflows.

  7. 7

    Cancel HubSpot CRM once you've confirmed all reporting and integrations work.

What you'll gain with JobNimbus

  • Customizable workflows
  • Built-in financing options
  • Strong mobile photo capture

Ready to switch?

Start a free trial of JobNimbus — most teams run it alongside HubSpot CRM for 1–2 weeks before fully cutting over.

Try JobNimbus

Get the free 2026 Trade Software Buyer's Guide

42 pages. Pricing benchmarks, side-by-side feature matrices, and the 5 questions every owner should ask before buying. PDF, no fluff.

One-time send. We'll add you to a weekly software brief — unsubscribe anytime.

Frequently asked questions

How long does it take to switch from HubSpot CRM to JobNimbus?+

Most teams complete migration in 1–3 weeks: data export, import/cleanup, team training, and a parallel-run period. Larger teams (10+ users) typically need 4–6 weeks.

Can I import my HubSpot CRM data into JobNimbus?+

JobNimbus accepts CSV imports for contacts, jobs, and invoices. Export from HubSpot CRM, clean the file, then import. Custom field mappings may require their support team for accounts >5,000 records.

Why switch from HubSpot CRM to JobNimbus?+

Common reasons: roofing companies that want flexibility without enterprise pricing. Plus better pricing fit ($200/mo vs Free) and feature differences in crm.

Keep exploring

Hand-picked next steps based on what you're reading.

Head-to-head comparisons

Read more reviews: HubSpot CRM · JobNimbus