Free playbook
The HubSpot Exit Plan: Move Your Sales Team to a Chat-First CRM Without Losing a Deal
Export, remap, run both side by side and cancel HubSpot at the end of the term with every open deal accounted for.
- A three-sign test and a ringgit stack-cost table to fill in before your renewal date
- The full HubSpot export list, including fixing 012 numbers to the 60 format WhatsApp needs
- A stage-mapping table from HubSpot's defaults to a chat-first pipeline, with a blank version for yours
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What's inside
- A three-sign test and a ringgit stack-cost table to fill in before your renewal date
- The full HubSpot export list, including fixing 012 numbers to the 60 format WhatsApp needs
- A stage-mapping table from HubSpot's defaults to a chat-first pipeline, with a blank version for yours
- The parallel-run schedule, open-deal migration steps and a team announcement in Malay, English and Chinese
- Ten checks before you cancel, and four ways to rebuild a lost conversation
Who this is for
Sales managers and owners of Kuala Lumpur and Klang Valley sales teams of five or more who sell on WhatsApp but record deals in HubSpot, and are weighing a move before their renewal.
Made by the team behind Yalla — the chat-native CRM where the AI does the work, not just the talking.