CRM migration

Free CRM data migration

New to Pipeline CRM? We’ve got you covered! We offer free data migration and a smooth onboarding process. Let us handle the heavy lifting, so you can focus on what matters – growing your business

Effortless CRM data migration

Select the option that best aligns with your needs

Start with a free trial of Pipeline CRM. Once you’re ready, let us know and we’ll migrate your data for free.

With your support, we’ll import your data into your Pipeline CRM account within 3 business days or less.

We offer both a DPA or mNDA to ensure that you are fully protected.

How Does it Work?

Step 1:

Create a free trial account

Create your 14-day free trial account. No credit card required. Experience Pipeline’s full features risk-free. Click here to start.

Step 2:

Go to “Request A data import”

In your trial account’s top right-hand corner, click on the “Help” icon, and select “Request A Data Import.

Step 3:

Get in touch with our team

Fill out a data import request form, attach your file, and we’ll get back to you ASAP!

What to expect

1

Personalized data assessment

The Pipeline CRM Data Specialist will review your file and contact you if there are any additional questions.

2

Custom import and setup

Our expert team will create custom fields tailored to your business and seamlessly import your data into the system.

3

Ready for launch!

We’ll notify you that your account is live to explore during the rest of your trial period.

FAQs - Free Data Migration

How long does this service take?

48 hours, pending availability.

What is not included?

1. We do not clean, scrub, or organize your data.
2. Activities or attachments are not included
3. Live post import support.