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Migration guide

How to switch from Lofty to HubSpot CRM

A step-by-step playbook for migrating your crm data, team, and workflows from Lofty (Custom) to HubSpot CRM (Free).

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Why teams switch from Lofty to HubSpot CRM

Lofty is strong on true all-in-one: site + leads + crm and ai assistant qualifies leads automatically, but teams often hit limits on expensive vs standalone crms. HubSpot CRM addresses this — it's best for service businesses focused on lead capture and sales pipeline.

From

Lofty

Custom

To

HubSpot CRM

Free

7-step migration plan

  1. 1

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

  2. 2

    Sign up for HubSpot CRM — 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 HubSpot CRM. Match custom fields carefully.

  5. 5

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

  6. 6

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

  7. 7

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

What you'll gain with HubSpot CRM

  • Generous free tier
  • Easy to learn
  • Huge integration ecosystem

Ready to switch?

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

Try HubSpot CRM

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Frequently asked questions

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

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 Lofty data into HubSpot CRM?+

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

Why switch from Lofty to HubSpot CRM?+

Common reasons: service businesses focused on lead capture and sales pipeline. Plus better pricing fit (Free vs Custom) and feature differences in crm.

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Head-to-head comparisons

Read more reviews: Lofty · HubSpot CRM