Audit the source
Inventory records, fields and automations. Agree what can move and what requires separate work.
Read the audit process →If your CRM, email, social, creative and SEO work sit in separate products, coordination becomes part of the job. Marketing Titan brings those workflows into one application. Compare the coverage and the depth you need before you move.
This is a workflow overview. Specialist point tools may offer deeper features in their own category; check the details of your actual implementation.
| Stack component | Separate-tool approach | Marketing Titan approach |
|---|---|---|
| CRM / HubSpot | Customer and campaign work spread across your CRM and other tools. | Shared records and a connected sales pipeline. Explore the sales pipeline → |
| Email / Mailchimp | Email lives in its own vendor’s lists and workflows. | Email and CRM activity on the customer record. Explore AI Email & CRM → |
| Social scheduler | A separate place to plan and queue social content. | Social production and scheduling inside the platform. Explore social publishing → |
| Design tool | Creative work produced away from campaign context. | Creative Studio and design agents use product and brand context. Explore Creative Studio → |
| SEO tool | Search work in another specialist tool. | SEO specialists alongside content and GEO work. Explore the SEO and GEO agents → |
Marketing Titan’s migration process starts with an audit and keeps the existing system live during the transition.
Inventory records, fields and automations. Agree what can move and what requires separate work.
Read the audit process →Transfer contacts, companies, deals, lists, templates and supported history into a workspace.
See which records can move →Compare both systems and reconcile reporting before deciding on the cutover.
Explore the parallel period →You choose the cutover date. Custom code, third-party app data, proprietary scores and in-flight automation state have migration limits. Confirm onboarding terms and the needs of your own stack with the team.
Explore Marketing Titan with your own business in mind, or walk through the platform with the team.