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HubSpot Elite Solutions Partner, Manufacturing Industry Specialist and Software Industry Specialist
HubSpot for fintech

The migration
everyone said
was too big.

We sell outcomes. Not hours.

See what a migration costs Read the Rapyd story

A fintech CRM has compliance in the room, an entity per region, SLAs in the contract and InfoSec signing off. That is why partners say it cannot be moved.

Rapyd's Salesforce held 8.7 million data points, 2,000 properties and dozens of mission-critical workflows and SLAs across 40 teams in North America, EMEA and Asia-Pacific. We rebuilt it natively in HubSpot in six months, with zero downtime at go-live. Our prices are published.

What is different about a fintech revenue stack?

Four things, and they are the four a generic implementation gets wrong.

Compliance is a stakeholder

KYC status, licensing by market and what the CRM is allowed to hold about a customer all shape the data model. Compliance sits in discovery, not in the sign-off meeting at the end.

One company, many entities

A licence per country, a legal entity per region, teams that overlap by product and geography. Permissions, ownership and reporting have to follow that structure or every regional lead rebuilds their numbers by hand.

Service levels are in the contract

Response times and resolution windows are commitments to customers and sometimes to regulators. The service desk has to enforce them, measure them and prove them.

InfoSec signs off the CRM

Data residency, field-level permissions, audit trails, integration credentials. The buyer is as often the head of MIS and InfoSec as the CRO. The architecture has to survive that review before the project is real.

Rapyd: 40 global teams off Salesforce in six months

Rapyd is a global fintech platform for collecting, sending and managing funds across more than 100 countries. Its Salesforce environment had grown complex and fragmented: 8.7 million data points, more than 2,000 CRM properties, dozens of mission-critical workflows and SLAs spanning marketing, sales, customer service, compliance and operations, and 40 interdependent teams across three regions. The timeline was tight.

We rebuilt it natively in HubSpot across CRM, marketing, sales and service. More than 2,000 properties created or rebuilt, complex SLAs and automation frameworks rebuilt natively, 24 process guides written, every department trained and operational at go-live, zero downtime at cutover. Support has continued since, including on site. Read the story →

8.7M+data points migrated
2,000+CRM properties created or rebuilt
4hubs: CRM, marketing, sales, service
24process guides, every department live at go-live
Rapyd

"Migrating from Salesforce to HubSpot was a huge, complex project, but Penguin managed it end-to-end. The process went smoothly, was engaging for the whole organization, and we're now live on HubSpot."

Yuli Moldavsky, Sr. Director, MIS & InfoSec, Rapyd · Read the story →

How you move something that size without downtime

Zero downtime is a method, not luck.

1
Discover, with compliance in the roomEvery object, field, workflow and SLA read as it is used. What the CRM is allowed to hold decided before anything is designed.
2
Prepare, entity by entityThe data model, permission sets and reporting structure built to the company's real shape: regions, licences, product lines. Duplicates and dead records go here.
3
Migrate in rehearsal, then for realRecords, associations and history move to a full rehearsal first. Every count is reconciled against the source, so go-live repeats something that already worked.
4
Launch by team, nothing switched off earlyProcess guides per department, training on live data, the old system kept read-only until the last team is across.

Who has done this with you?

Payments and fintech platform · Salesforce → HubSpot

The largest migration we have run

Four hubs, 40 teams, three regions, six months. Complex SLAs rebuilt natively, 24 process guides, every department operational at go-live, ongoing support since.

8.7M+data points
2,000+properties
40teams
0downtime
Read the story →
Also trusted by
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Intuit
All customer stories →

What does it cost?

We sell outcomes. Not hours.

Every outcome has a price on it, published here, on our pricing page and inside our calculators. A move the size of Rapyd's is scoped from the same components; the calculator shows the working.

Migration off Salesforce, Dynamics or Marketo

Starts at $40k for one hub and rises with scope. The migration fee is flat however many systems you are leaving. Typical two-hub moves land around $80k; a full revenue stack with all four hubs, CPQ and custom integrations around $150k.

From $40kone hub, rising with scope

AI-readiness or portal audit

A report and a roadmap for the portal you already have. Every dollar of it is credited if we go on to do the work.

$5k–$15kcredited against implementation
100% credited toward the work

Ongoing support

A named team with SLAs, on site where it is needed. What Rapyd has run on since go-live.

$4k–$9ka month

When are we not the right fit?

Three situations where we will tell you so on the first call.

Your regulator or licence terms require the CRM to sit inside a certified environment HubSpot does not offerThat is a hard constraint. We will say so rather than design around it.
You are mid-way through a core banking or ledger migrationThis is the wrong quarter. Two system changes at once tends to complete neither.
Your Salesforce is well built, every region reports from it without a spreadsheet, and InfoSec is happyYou have something most fintechs are trying to buy. We would rather say so now than eleven months in.

Questions fintech teams ask us

Can a fintech CRM with millions of records move to HubSpot without downtime?

Yes. Rapyd moved 8.7 million data points, 2,000 properties and 40 teams across three regions in six months with zero downtime at go-live. The method is a full rehearsal migration reconciled against the source, then a real run that repeats it.

How do you handle compliance and data-residency requirements?

Compliance joins discovery. What the CRM may hold, by market, is decided before design, and permissions, audit trails and integration credentials are built for InfoSec review from the start.

Can HubSpot enforce contractual SLAs?

Yes. Rapyd's SLAs and automation frameworks were rebuilt natively in HubSpot's service tools, with reporting that proves compliance rather than estimates it.

How long does a migration this size take?

Rapyd took six months for four hubs and 40 teams. Most mid-market full-stack migrations complete within four months.

What does it cost?

From $40k for one hub. A full four-hub stack with CPQ and custom integrations lands around $150k. The migration fee is flat however many systems you are leaving.

Start with the number, not the call

Work out what the move costs for your stack first. When you want it checked against your actual entities, SLAs and regions, that is what the call is for.

Migration cost Audit cost Talk to Perry