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.

No credit card required.

Free CRM Data Migration

Effortless CRM Data Migration

Select the Option That Best Aligns with Your Needs

Fast and Secure

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Send Us Data

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

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

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

How it Works

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.

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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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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

48 hours, pending availability.

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