Migrate from DealHub to Kugamon: the playbook
DealHub is an external quote-to-revenue platform that syncs to Salesforce, HubSpot and Dynamics; your quotes live in DealHub and a copy lands in the CRM. Kugamon keeps every quote, order and subscription as a Salesforce record your admin owns. The move is typically 4–6 weeks; DealHub does not publish pricing, Kugamon publishes $65 per user per month.
Should you leave DealHub?
- You run several CRMs and DealHub is the common quoting layerDealHub is doing its job — stay
- Salesforce is your only CRM and you want one system of recordKugamon fits — every quote is a Salesforce record
- You run Subskribe, which DealHub now ownsSee the Subskribe playbook first
Where you are
DealHub is multi-CRM by design — quote and order data lives outside your Salesforce org, and Salesforce holds a copy that is as current as the last sync. Kugamon is 100% Salesforce-native: reps quote inside Lightning, and every record lives in your org in real time.
DealHub was designed as a multi-CRM tool, which means Salesforce is one of several supported platforms, not the design center. Your quote and order data lives in DealHub, not in your Salesforce org. Salesforce receives a copy of each quote when the sync runs at configured milestones (for example submit or won), so forecasts are as current as the last sync. Playbooks, pricing rules and approvals are configured in DealHub’s console, not in Salesforce Setup. DealHub is headquartered in Austin, Texas (with an office in Holon, Israel); DealHub advertises 24/7 global support but publishes no SLA; get response times in the order form. It acquired Subskribe on November 19, 2025 and closed a $100M growth round led by Riverwood Capital on January 20, 2026. What the Subskribe deal means for customers →
Kugamon is the #1 rated CPQ on AppExchange — built exclusively for Salesforce, not retrofitted from a multi-CRM platform. Reps quote inside Lightning. All quote, order, and billing data lives in your Salesforce org in real time. Pipeline forecasts are accurate the moment a quote is created, and Agentforce can read every record without a custom connector. US-based support.
What you leave, what you gain
| What you leave behind | What you get with Kugamon |
|---|---|
| Not truly Salesforce-native — DealHub's multi-CRM architecture means Salesforce is one of several supported platforms, not the design center | 100% Salesforce-native — designed exclusively for Salesforce, not retrofitted from a multi-CRM platform |
| Quote and order data stored outside your Salesforce org; Salesforce receives a copy of each quote when the sync runs at configured milestones (for example submit or won), so forecasts are as current as the last sync | Fully embedded in Salesforce Lightning — reps never leave the CRM to quote, order, or renew |
| Playbooks, pricing rules and approvals are configured in DealHub’s console, not in Salesforce Setup | All quote, order, and billing data stored in your Salesforce org — real-time pipeline forecasting with no sync delay |
| DealHub advertises 24/7 global support but publishes no SLA — get response times in the order form | Admin-configurable guided selling without developer involvement |
| Reviewers report that one logic change often has to be repeated in several places, with no version diffing | US-based support |
Where your data lives, before and after
This is the whole argument in one picture: the master quote and every record after it live on DealHub’s platform, and Salesforce holds a synced copy of the quote.
What moves, and what gets rebuilt
Export from DealHub first; treat the Salesforce copies as a cross-check.
The migration, step by step
- DealHub Data Export
Export product catalog, pricing rules, playbooks, and historical quotes from DealHub. Identify which historical records need Salesforce visibility.
- Salesforce Data Cleanup
Since DealHub stores data externally, deduplicate and reconcile any out-of-sync Opportunities or Accounts in Salesforce before Kugamon install.
- Configure Kugamon
Rebuild guided selling paths and playbooks natively in Kugamon. The Setup Wizard makes this an admin-level task with no coding.
- Sales Team Enablement
Train reps on the Lightning-native workflow. Most DealHub users adapt quickly because they quote on the Salesforce records they already use.
- Go-Live
Activate Kugamon. Disable DealHub integration. Reps now quote and order entirely within Salesforce.
What it costs over three years
DealHub is a multi-CRM platform — it supports Salesforce, HubSpot, Microsoft Dynamics, and others, which means none of them is the design center. Quote and order data lives in DealHub’s own database, not your Salesforce org; Salesforce receives a copy of each quote when the sync runs at configured milestones (for example submit or won). Kugamon is built exclusively for Salesforce. Every quote, order, invoice, and subscription is a record in your Salesforce org — no external storage, no sync, no drift.
Yes. Reps go back to Excel when quoting is slower than their workaround. Kugamon runs entirely inside Salesforce Lightning, so reps quote from the Account or Opportunity record they’re working on. The quoting workflow is designed for rep velocity first, compliance second — if it’s faster than the rep’s current workaround, they’ll use it.
Kugamon works with Agentforce out of the box because it’s 100% native Salesforce. Agentforce agents read Kugamon quote, order, and billing data the same way they read any other Salesforce record — no custom connector, no API mapping, no integration project. DealHub syncs a copy of each quote to standard Salesforce Quote or Opportunity Product records, so Agentforce works on that copy, not on DealHub’s master record; Kugamon is already there.
DealHub guided-selling playbooks rebuild cleanly in Kugamon, often with fewer steps because Kugamon’s Setup Wizard handles guided selling natively in Salesforce. Most teams use the migration as an opportunity to retire stale or rarely-used paths. Typical timeline is 4–6 weeks end-to-end, including a parallel-run validation period.
Most Kugamon migrations complete in 4–8 weeks — against the 12–18 months a Revenue Cloud Advanced rebuild takes in practice. We've been building Salesforce-native CPQ since 2009, across 150+ companies. We know where the traps are, and we've built a proven process to avoid them. You keep your Salesforce data, your product catalog, and your pricing rules. We handle the rest.
For Salesforce CPQ customers, your data stays in Salesforce — because Kugamon is in Salesforce. There's no database migration, no export-import, no data mapping to an external system. Your product catalog, price books, quotes, and order history remain exactly where they are. For teams migrating from other platforms — including DealHub, Nue, Conga, or a custom-built CPQ — Kugamon supports data imports to bring your product catalog, pricing, and historical quote data into Kugamon. Either way, we've done it before and we'll guide you through it.
How long would yours take?
Readiness check
Twelve questions about your catalog, pricing logic, approvals and integrations. Returns a timeline range.
Take the check →Object mapper
Where every Salesforce CPQ, Conga, Revenue Cloud Advanced, DealHub and Nue object lands — and what has no equivalent.
Look up an object →3-year cost
Published prices where they exist, labelled estimates where they do not, at your user count.
Open the calculator →Nothing is submitted and no email is asked for — all three run in your browser. 134 public AppExchange reviews are on the reviews page.
See your migration plan
Published timelines by source platform, a fixed implementation fee, and a calculator that labels every estimate.