About Tandem Health
Tandem Health is an international telehealth platform focused on mental wellness and coaching. As their operations grew across Europe and the U.S., they needed a CRM that could better scale, automate, and centralize their data.
Why Tandem Health Left HubSpot
HubSpot had become:
Expensive for a growing team with custom needs
Difficult to customize deeply without engineering support
Limited in flexibility for API-driven workflows and GTM automations
We performed a rapid audit and identified that Tandem needed a CRM built around their product, sales, and contract workflows, with a flexible data model and strong integrations.
Objectives
Migrate their full CRM in under 1 week
Build a modular system that scales with their sales and onboarding teams
Enable GTM automations using tools like Lemlist, Oneflow, and custom forms
Become a strategic, long-term CRM partner
From HubSpot to a Modular CRM Stack
1. Lightning-Fast Transition
In just 7 days, we:
Migrated all data from HubSpot (contacts, companies, pipelines, etc.)
Rebuilt their CRM in Attio with custom views, filters, workflows
Designed onboarding materials and trained the international team
2. Strategic System Design
We built a system of systems:
Attio for CRM and GTM pipeline tracking
Oneflow for contract generation and e-signatures
Lemlist for outbound sales automation
Typeform & Webflow for custom lead capture forms
3. Long-Term Partnership
We didn’t stop at the migration.
We now support Tandem monthly as their external CRM partner
We provide continuous support, Slack access, and proactive system evolution
We’re currently working on AI-assisted follow-ups and advanced integrations
Results
Operational
Full CRM live in 1 week
All sales teams onboarded across countries
Fully integrated lead → close workflow using modern SaaS tools
Strategic
One unified GTM stack, scalable and modular
Faster onboarding of reps and better sales visibility
CRM evolves continuously without internal dev effort
Why This Matters
If you're a growing healthtech or B2B startup and need to switch from HubSpot, Tandem Health’s setup shows you can move fast and gain flexibility. With Attio at the core and a trusted partner like Novlini, you unlock growth without the CRM bottlenecks.