How to Migrate from Pipedrive to Agiled (2026 Step-by-Step Guide)

Pipedrive is a focused, well-built sales CRM, but it stops at the closed deal. It has no project delivery, contracts, invoicing, time tracking, or client portal, so once you win the work you switch to other tools to actually deliver and bill it. Pipedrive exports to CSV, so moving your contacts and deals into Agiled is clean. This guide covers what to migrate and when a dedicated sales CRM is still the better choice.

Pipedrive is great at one thing: moving deals through a visual pipeline. For a pure sales team that is exactly right. But service businesses live beyond the sale, in delivery, contracts, invoicing, and ongoing client relationships, and that is where Pipedrive hands off to other apps. Agiled keeps the CRM and continues all the way through delivery and payment in one platform.

Comparing first? See Agiled vs Pipedrive and the best Pipedrive alternatives.

Why service businesses move off Pipedrive

• It stops at the closed deal. Pipedrive has no project management, contracts/e-signatures, invoicing, time tracking, or client portal. After "won," you change tools.
• Per-seat sales pricing plus a stack. Pipedrive is $14/seat/month (Lite, annual) up to $79/seat (Ultimate), and you still pay for delivery and billing tools on top.
• Add-ons for more. Capabilities like LeadBooster and extra features are paid add-ons that increase the real cost.
• Built for sales, not service delivery. The data model centers on deals, not on ongoing client work and billing.

Agiled gives you a CRM pipeline plus proposals and contracts, invoicing, projects, time tracking, and a client portal.

The honest part: when Pipedrive wins

For a dedicated sales team focused purely on pipeline velocity, forecasting, and outbound, Pipedrive's depth and sales-specific features are excellent. If your need is a specialist sales CRM and delivery/billing genuinely lives in other systems, Pipedrive may be the better fit. This guide is for service businesses that want their CRM, delivery, and billing in one place.

What exports from Pipedrive

Data in Pipedrive	Can you take it?	How
Contacts / organizations	Yes	Export to CSV / Excel
Deals / pipelines	Yes	Export to CSV / Excel
Activities / notes	Partial	Export where available
Email templates	No bulk export	Recreate in Agiled
Workflow automations	No	Rebuild in the workflow builder

The takeaway: contacts, organizations, and deals export to CSV, so importing your sales data into Agiled is straightforward.

How Pipedrive maps to Agiled

Pipedrive	Agiled equivalent	Notes
Contacts / organizations	CRM	Full client records
Deals / pipeline	CRM	Visual pipeline and stages
(none) Proposals	Documents	Package selection, sign + pay
(none) Contracts / e-sign	Documents	Built-in e-signatures
(none) Invoicing	Finance	Native invoices, recurring billing, expenses
(none) Projects	Projects	Deliver the work you sold
(none) Time tracking	Time tracking	Timer to invoice
(none) Client portal	Client portal	Branded, clients approve and pay
Workflow automations	Workflow automation	Visual triggers

The migration plan

Phase 1 - Set up Agiled (Day 1-2)

1. Create your Agiled account, add branding and business details.
2. Connect Stripe/PayPal and your calendar.

Phase 2 - Export and import your CRM (Day 2-4)

1. Export contacts, organizations, and deals from Pipedrive to CSV.
2. Import them into Agiled's CRM and set up your pipeline stages.

Phase 3 - Add delivery and billing (Day 4-6)

1. Build your proposal, contract, and invoice templates in Documents and Finance.
2. Set up projects, time tracking, and scheduling.
3. Recreate key automations in the workflow builder.

Phase 4 - Switch over (Day 6-8)

1. Route new leads through Agiled and connect won deals straight into projects and invoices.
2. Invite active clients to the client portal.
3. Cancel Pipedrive and any separate delivery/billing tools you have replaced.

What it costs after you switch

Pipedrive is $14/seat/month (Lite, annual) up to $79/seat (Ultimate), with monthly billing higher ($24-$99) and paid add-ons, plus your separate delivery and billing tools. Agiled has a limited free workspace, Starter at $29/month ($24 annually), and Pro at $69/month ($59 annually) for 3 seats, with CRM, contracts, invoicing, projects, time tracking, and a portal all included.

Mistakes to avoid

• Comparing only the CRM price. Add the delivery and billing tools you run after the sale before comparing.
• Skipping the CSV export. Export contacts, organizations, and deals before cancelling.
• Forgetting the bolt-on tools. The savings come from retiring delivery and billing subscriptions too.
• Skipping the end-to-end test.

When you should stay on Pipedrive

• You are a dedicated sales team that needs specialist pipeline management and forecasting, and delivery/billing genuinely lives in separate systems you are happy with. Pipedrive is excellent for that focused use.

If you are a service business juggling Pipedrive plus delivery and billing tools, Agiled consolidates it. See the Agiled vs Pipedrive comparison.

Frequently Asked Questions

Can Pipedrive handle invoicing and project delivery?

No. Pipedrive is a sales CRM focused on the pipeline up to the closed deal. It has no native project management, contracts, invoicing, time tracking, or client portal. Service businesses switch to other tools after winning the work. Agiled keeps the CRM and continues through delivery and billing in one platform.

How do I move my Pipedrive data into Agiled?

Export your contacts, organizations, and deals to CSV, then import them into Agiled's CRM and rebuild your pipeline stages. Automations and email templates are recreated in Agiled. Because Pipedrive has clean CSV exports, the data move is straightforward.

Is Agiled a good sales CRM like Pipedrive?

Agiled includes a visual CRM pipeline that covers the lead-to-client lifecycle, and then adds delivery and billing. For a pure, high-volume sales team that needs specialist forecasting and sales tooling, Pipedrive goes deeper on sales specifically; for service businesses, Agiled's CRM-plus-delivery is usually the better fit.

Will I lose my deal history if I leave Pipedrive?

Not if you export first. Export contacts, organizations, and deals to CSV before cancelling so you keep your records, then import them into Agiled. Archive the exports for reference.

Is Agiled cheaper than Pipedrive plus other tools?

Often, yes. Pipedrive is $14-$79/seat/month plus add-ons, and a service business adds separate contract, invoicing, and project tools. Agiled bundles all of that into one plan, so consolidating typically lowers total tool spend.

Related:

• Agiled vs Pipedrive: full comparison
• Best Pipedrive alternatives
• HoneyBook vs Pipedrive
• Migrate from HubSpot to Agiled
• Migrate from Monday.com to Agiled
• Migrate from Notion to Agiled

Ready to start? Create your free Agiled account and import your contacts today.