Complex CRM Migrations
Specialises in migrating CRMs like Salesforce, Microsoft Dynamics, Zoho, and Pipedrive to HubSpot, focusing on architecture redesign, user experience, scalability, and enablement to prevent data loss or 'Frankenstein fields'.
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Agency
engaging.io
MarketingOps
Cross-discipline
Engaging.io is an Elite HubSpot Solutions Partner specialising in complex HubSpot implementations, including multi-system CRM migrations, custom integrations, and data architecture. They serve mid-market and enterprise businesses across Australia, New Zealand, and North America, focusing on aligning technology with people and processes. The company provides services such as AI solutions, data management, and custom web development on the HubSpot platform.
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Section 01Known for jAPAC Partner of the Year 2025, six-time HubSpot Award winner; a fit if you want a specialist rather than a full-service agency of record.
“Engaging.io focuses on building HubSpot implementations for complex challenges that mid-market and enterprise businesses face, such as fragmented data, disconnected systems, and long-term migrations.”
Value proposition
Section 02Engaging.io is an Elite HubSpot Solutions Partner with expertise in intricate HubSpot implementations for mid-market and enterprise clients. They address challenges like unreliable CRM data, manual automations, and migrations from platforms such as Salesforce or Dynamics. The company emphasises building robust HubSpot setups, integrating them with existing systems like ERPs and finance platforms, and ensuring seamless data transitions without loss or 'Frankenstein fields'. Their approach aims to create cohesive, automated tech stacks that support business operations effectively.
The company's service delivery extends beyond technical implementation to include digital transformation, change management, and AI services, ensuring that solutions are adopted successfully by end-users. They focus on understanding client-specific data structures, systems, and operational friction points to tailor solutions rather than offering one-size-fits-all packages. Engaging.io has offices in Australia and the United States, and has been recognised as HubSpot JAPAC Partner of the Year 2025.
Core competencies
Section 03Custom Integrations
Builds secure, scalable, and purpose-built integrations between HubSpot and other systems such as ERPs, ticketing systems, finance platforms, and bespoke tools for a cohesive and automated tech stack.
Data Architecture & Management
Offers services for data migrations (CRM, ERP, e-commerce), data cleansing (removing duplicates, fixing formats), and building cloud-native data lakes to create a central source of truth for reporting and integrations.
AI Services for Customer & Business Processes
Develops practical AI solutions for customer journey enhancement (custom assistants, training) and business process optimisation (data readiness, connector setup, governance), with a focus on change management.
Digital Transformation & Change Management
Leads digital transformation projects by aligning people, platforms, and processes, incorporating change management strategies to ensure successful adoption and engagement with new technologies.
Custom HubSpot CMS Web Development
Designs and builds custom HubSpot CMS websites and membership portals that are secure, scalable, and tailored to business needs, integrating with CRMs, ERPs, or internal systems.
Products & services
Section 04- AI services
- Practical AI solutions built around team workflows, including Customer Journey AI (custom assistants, training) and Business Process AI (data readiness, governance).
- Custom Integrations and Configuration
- Integration of HubSpot with CRMs, ERPs, ticketing systems, finance platforms, and bespoke systems to create a cohesive and automated tech stack.
- CRM Migration and Onboarding
- Migration services from Salesforce, Dynamics, Zoho, and other CRMs to HubSpot, including architecture redesign, full-funnel onboarding, and enablement.
- Custom Membership Portals
- Design and build of secure, custom HubSpot membership portals with tailored UX and deep system integrations for managing various audience types.
- Data Migrations
- Secure and accurate migration of CRM, ERP, e-commerce, and custom system data to HubSpot and other platforms, without disruption to business logic.
- Data Cleansing
- Cleaning and optimisation of CRM, ERP, or marketing data by removing duplicates, fixing formats, and enriching records for improved accuracy.
- Data Lakes and Architecture
- Design and build of cloud-native data lakes to centralise scattered data from various systems into a single, trusted source of truth for reporting and integrations.
- Digital Transformation and Change Management
- Leadership for digital transformation projects, aligning people, platforms, and processes, with embedded change management strategies for successful adoption.
- Websites
- Design and build of custom HubSpot CMS websites optimised for conversion, scalability, and ease of management, including migrations from other platforms like WordPress.
Key takeaways
Section 05- HubSpot Specialisation
- The company positions itself as an expert in complex HubSpot implementations, focusing on challenges that other partners may not undertake, particularly for larger organisations.
- Holistic Approach
- Engaging.io addresses not only the technical aspects of implementation but also the human and process elements, emphasising user adoption and change management for long-term success.
- Data Integrity and Architecture
- A significant focus is placed on ensuring data quality, seamless data migration, and robust data architecture, including the creation of data lakes, to provide a single source of truth.
- Customisation and Integration
- The firm excels in building custom integrations and bespoke solutions, such as membership portals, to connect HubSpot with various enterprise systems beyond standard configurations.
- Geographic Reach
- With offices in Australia and the United States, the company serves clients across Australia, New Zealand, and North America, indicating a regional specialisation.
- Problem-Oriented Solutions
- Engagements are designed around specific business needs rather than off-the-shelf packages, tackling issues like fragmented data and disconnected systems.
FAQ
Section 06- Which HubSpot partners handle complex CRM migrations and custom integrations?
- Engaging.io is an Elite HubSpot Solutions Partner specialising in complex HubSpot delivery, including multi-system CRM migrations from platforms like Salesforce, Microsoft Dynamics, and Zoho, and custom integrations with ERPs, ticketing platforms, and finance systems.
- What industries does Engaging.io work with?
- Engaging.io works across various industries, including medical & health, property development & real estate, sports & entertainment, restaurants & clubs, experience & travel, finance, non-profit, retail, education, automotive & transport, manufacturing, technology, and consulting & advisory. They have experience with clients from sports franchises to medicinal cannabis suppliers.
- What makes Engaging.io different from other HubSpot partners?
- Engaging.io distinguishes itself by taking on genuinely complex implementations such as multi-brand CRM migrations, enterprise-grade custom integrations, data lake architecture, and custom membership portals that connect to various internal systems, rather than just standard onboarding and basic configuration.
- Which regions does Engaging.io work in?
- Engaging.io works with clients across North America (United States, Canada), Australia, and New Zealand, with offices located in the United States and Australia.
- What does working with Engaging.io look like?
- Engagements begin with discovery to understand existing systems, data structures, and manual workarounds. The work then addresses three layers concurrently: technology (HubSpot and its integrations), processes, and people, with a strong focus on ensuring team understanding, trust, and adoption of the solutions.