The collaboration with iManagement began in 2024. The client was relying on a fragmented mix of solutions accumulated over the years: HubSpot served as the CRM for managing contacts and leads and hosted parts of the website; Zendesk was used for CRM and invoicing; and there was an outdated WordPress site. The cost of maintaining the client’s contact volume in HubSpot could not be justified.

We analyzed the situation and recommended a more cost-effective tech stack. We then migrated all data from HubSpot and Zendesk to EngageBay’s CRM solution. The website components previously hosted on HubSpot were migrated to WordPress, which was updated, and a new responsive site was developed. We bridged the data between WordPress and EngageBay’s CRM and implemented a seamless integration using Zapier; this allows contacts to be added via a Google Sheet, automatically updating both the CRM and LMS according to the client’s specifications. We also provided the client with secure, cost-effective web hosting.