Move from Pipedrive in one afternoon.
Your contacts, companies and deals come with you. Export a CSV there, upload it here: the columns are recognized on sight, and you review the mapping before anything is written.
Three steps, no scripts
- 1
Export
In your current CRM, export contacts, companies and deals as CSV. The standard export is enough.
- 2
Upload and review
The importer suggests the column mapping and shows the first rows. A blank field is ignored, never guessed.
- 3
Run
You get the count of what entered, what was duplicate and what stayed out, with the reason for each line.
What comes, and what does not
- Contacts, with email, phone, job title and company.
- Companies, with domain and website.
- Deals, with amount, stage and owner. Won and lost deals arrive closed, keeping your history honest.
- The email history inside the other tool stays there. From the first send here, the thread lives with the deal.
- Automations and reports are rebuilt, not imported: yours here start from the funnel you shape.
The math, side by side
The cycle you want — funnel, proposal and signed contract — is sold today as two tools. Here, it is one.
Pipedrive Premium + PandaDoc
$49 + $49 per person, per month
$980/month for a team of 10
And two systems keep two states: the funnel says "sent" while the document already came back signed.
Quathos CRM Growth
$39 per month for the whole workspace — up to 10 people
$39/month for a team of 10
Funnel, proposal, signature and payment in one product. The signature moves the funnel — one state.
Public prices of the plans named above, checked on Aug 30, 2026: Pipedrive · PandaDoc · Quathos CRM
The funnel is waiting.
Create the workspace, import the CSV and see your pipeline standing in the same afternoon.