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CRM migration

Free CRM data 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
Book a demo
Start a trial
  • No credit card required
  • 14-day free trial
  • Cancel anytime
Free CRM Data Migration

Effortless CRM data migration

Select the option that best aligns with your needs
  • Send us data
Start with a free trial of Pipeline CRM. Once you’re ready, let us know and we’ll migrate your data for free.
  • Quick turnaround

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

  • Data security
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.
data import2

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.
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Step 3:

Get in touch with our team

Fill out a data import request form, attach your properly formatted 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

Trial accounts are limited to a single-sheet import per account. We recommend consolidating your data into one comprehensive CSV file if multiple users need to import information or if you have multiple sheets of data to import. This helps ensure all your essential data is included in your free import allocation. For more complex import needs beyond the single-sheet limit, our paid import services are available to assist you. Contact customercare@pipelinecrm.com for more details.
No. The single-sheet import limit applies to the entire account, not per user. We recommend that your team collaborates to create one consolidated data sheet that includes all necessary information. This approach ensures you maximize the value of your free import service.
Yes. While this offer is limited to one sheet import, we offer comprehensive paid import services for businesses with more extensive data migration needs. These services can accommodate multiple sheets and larger datasets. Please reach out to customercare@pipelinecrm.com to discuss your specific requirements and receive information about our paid import options.

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

48 hours, pending availability.