Content Rules required a stronger digital platform and a more cost-efficient CRM ecosystem to support its growing content marketing operations. The project involved designing and developing a custom website with CMS functionality, migrating the company from HubSpot to Zoho CRM, and safely transferring existing client, campaign, and operational data.
The objective was to reduce recurring CRM costs while improving website presentation, content management workflows, lead handling, and overall operational efficiency.
↘ Custom website development with CMS
↘ HubSpot to Zoho CRM migration
↘ CRM setup, workflow configuration and automation
↘ Data migration, cleanup and validation
↘ Cost optimization without losing CRM functionality
Content Rules was operating with a growing client base and increasing digital content requirements. Their existing HubSpot CRM subscription had become a recurring cost concern, while their website and internal content management process needed to better reflect the agency’s expertise and operational maturity.
Our process began by understanding their current sales, client management, and content workflow structure. We reviewed the existing HubSpot setup, mapped key CRM fields, pipelines, contacts, campaign history, and business processes, then planned a structured migration to Zoho CRM. The focus was to retain essential CRM functionality while reducing subscription dependency and improving daily usability for the team.
In parallel, we developed a custom website supported by a CMS that allowed the Content Rules team to manage services, portfolio content, case studies, blogs, campaign materials, and lead generation sections without technical dependency. The website was designed to present the agency’s creative positioning while keeping the backend practical for ongoing content updates.
The migration phase included data cleaning, field mapping, formatting, import testing, validation, and backup procedures to ensure that client records and campaign history were transferred securely. Zoho CRM was then configured with custom fields, workflows, lead management processes, and reporting dashboards aligned with Content Rules’ business requirements.
Content Rules achieved a complete digital and CRM transformation with a stronger website, improved content management capabilities, and a more cost-effective CRM infrastructure. The migration from HubSpot to Zoho helped reduce monthly CRM expenses while maintaining essential sales, client management, and reporting functionality.
The new CMS-enabled website improved the company’s professional presentation and gave the internal team more control over content updates, service pages, portfolio showcases, and lead generation sections. Clean data migration ensured that important client information, campaign history, and operational records remained accessible without disruption.
Key results:
↘ 60% reduction in monthly CRM subscription cost
↘ Custom website developed with CMS control
↘ Smooth migration from HubSpot to Zoho CRM
↘ Clean transfer of client and campaign data
↘ Improved lead tracking and workflow visibility
↘ Faster content updates with reduced technical dependency
Build a website, CMS and CRM ecosystem that helps your team work faster, manage leads better, and reduce unnecessary platform costs.
Park Place Tower, Sheikh Zayed Rd,
Trade Center First, Dubai, UAE
