Migrate your ClinchPad data
Kanban-style deal CRM for small teams leaving spreadsheets. Drag-and-drop pipeline tracking with minimal enterprise overhead — simple by design, limited by design.
In its favor
Why people choose ClinchPad
The signal that keeps ClinchPad on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Free tier covering 100 leads lets small teams validate CRM fit before committing to a paid plan, removing upfront financial risk.
Trello-inspired Kanban board makes pipeline management immediately familiar to users transitioning from spreadsheets or project management tools.
Minimal feature surface reduces onboarding time — sales reps spend minutes learning the interface rather than hours in training.
Affordable monthly pricing with no long-term commitment appeals to bootstrapped startups and small agencies with tight budgets.
Drag-and-drop stage progression gives visual feedback on deal status without requiring users to open individual record pages.
Lack of a public API means integrations must rely on third-party connectors or manual data re-entry, limiting automation potential.
Small-team design hits walls when organizations grow — no native team hierarchy, role-based permissions, or advanced reporting beyond pipeline totals.
Limited native integrations compared to HubSpot or Pipedrive; users cite dependency on Zapier or direct Mailchimp sync as fragile workarounds.
Minimal reporting beyond deal counts and basic stage funnel — teams needing revenue forecasting or activity analytics find the platform underpowered.
Mobile app is reported as basic or slow by some users, making field sales updates inconvenient.
Reasons to switch
Why people leave ClinchPad
The recurring reasons buyers give for replacing ClinchPad. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where ClinchPad fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
ClinchPad pricing overview
ClinchPad uses a per-month subscription model with five published tiers from $0 to $99. The Free plan caps at 100 leads. All paid plans offer unlimited leads, with pricing scaling by included features rather than by contact volume. Teams larger than 33 users receive custom pricing on request.
Free
Tier 1 of 6
$0/month
What's included
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What gets migrated
ClinchPad object support
Object-by-object support for ClinchPad migrations. Per-pair details surface during scoping.
Leads
Fully supportedLeads are the primary record in ClinchPad, storing contact name, email, phone, company, and source. We export all standard lead fields and preserve any custom text fields added by the customer. Stage history is derived from pipeline movement timestamps.
Deals
Fully supportedDeals are tightly coupled to Leads in ClinchPad — each lead can have one active deal. We map the deal value, expected close date, and pipeline stage to equivalent fields in the destination CRM, merging where necessary.
Pipeline Stages
Fully supportedPipeline stages are user-defined Kanban columns (e.g., New, Contacted, Proposal, Won, Lost). We preserve the exact stage names and sequence, creating a matching pipeline structure in the destination if it supports custom pipelines.
Notes
Fully supportedNotes attached to a lead or deal are migrated as chronological text entries. We preserve the timestamp and author if exposed via export. Note volume per record is typically low in ClinchPad.
Files and Attachments
Mapping requiredClinchPad stores attachments linked to leads. We extract files from the export and re-attach them to the corresponding record in the destination, handling filename deduplication when multiple records share attachments.
Contacts (within Leads)
Fully supportedContact fields (name, email, phone, address, company) live inside the Lead record. We separate these into first name, last name, and email properties for CRMs that split Contacts from Leads.
Tags
Mapping requiredClinchPad allows tagging leads. Tags migrate as label or tag fields, though the destination may require a custom field if it does not support native tagging.
Users and Team Members
Mapping requiredClinchPad has a flat user model without granular role permissions. We map users to the destination CRM's owner or assignee fields, noting that role-based access control may not carry over.
Custom Fields
Mapping requiredClinchPad supports limited custom text fields on leads. We export these as-is and create matching custom properties in the destination CRM, which may require manual field type configuration.
Activities and Tasks
Not in this platformClinchPad does not expose a structured activity log or task object via any documented export mechanism. We cannot migrate activity history beyond notes and file attachments.
Integrations / Connected Accounts
Not in this platformClinchPad integrations (Mailchimp, Google Calendar, Wufoo, Dropbox) store connection tokens but not customer data. We do not migrate integration state — connections must be re-established in the destination CRM.
| Object | Support | Notes |
|---|---|---|
| Leads | Fully supported | Leads are the primary record in ClinchPad, storing contact name, email, phone, company, and source. We export all standard lead fields and preserve any custom text fields added by the customer. Stage history is derived from pipeline movement timestamps. |
| Deals | Fully supported | Deals are tightly coupled to Leads in ClinchPad — each lead can have one active deal. We map the deal value, expected close date, and pipeline stage to equivalent fields in the destination CRM, merging where necessary. |
| Pipeline Stages | Fully supported | Pipeline stages are user-defined Kanban columns (e.g., New, Contacted, Proposal, Won, Lost). We preserve the exact stage names and sequence, creating a matching pipeline structure in the destination if it supports custom pipelines. |
| Notes | Fully supported | Notes attached to a lead or deal are migrated as chronological text entries. We preserve the timestamp and author if exposed via export. Note volume per record is typically low in ClinchPad. |
| Files and Attachments | Mapping required | ClinchPad stores attachments linked to leads. We extract files from the export and re-attach them to the corresponding record in the destination, handling filename deduplication when multiple records share attachments. |
| Contacts (within Leads) | Fully supported | Contact fields (name, email, phone, address, company) live inside the Lead record. We separate these into first name, last name, and email properties for CRMs that split Contacts from Leads. |
| Tags | Mapping required | ClinchPad allows tagging leads. Tags migrate as label or tag fields, though the destination may require a custom field if it does not support native tagging. |
| Users and Team Members | Mapping required | ClinchPad has a flat user model without granular role permissions. We map users to the destination CRM's owner or assignee fields, noting that role-based access control may not carry over. |
| Custom Fields | Mapping required | ClinchPad supports limited custom text fields on leads. We export these as-is and create matching custom properties in the destination CRM, which may require manual field type configuration. |
| Activities and Tasks | Not in this platform | ClinchPad does not expose a structured activity log or task object via any documented export mechanism. We cannot migrate activity history beyond notes and file attachments. |
| Integrations / Connected Accounts | Not in this platform | ClinchPad integrations (Mailchimp, Google Calendar, Wufoo, Dropbox) store connection tokens but not customer data. We do not migrate integration state — connections must be re-established in the destination CRM. |
Gotchas
What to watch for in ClinchPad migrations
Issues we've hit on past ClinchPad migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
No public API — export relies on manual CSV
Lead and Deal are merged — not separate objects
Attachment storage outside the lead record
| Severity | Issue |
|---|---|
| High | No public API — export relies on manual CSV |
| Medium | Lead and Deal are merged — not separate objects |
| Medium | Attachment storage outside the lead record |
Leaving ClinchPad?
Where ClinchPad customers move next
12 destinations ClinchPad can migrate to.
How a ClinchPad migration works
Four steps, ClinchPad-specific
Connect
API key generated from the user's Settings page. Per Software Suggest and Tekpon listings, ClinchPad exposes an API surface that integrates with Gmail, Google Apps, Olark Live Chat, Zapier, and a small set of form / newsletter tools. into ClinchPad. Scopes limited to read-only on the data we move.
Map
We translate ClinchPad-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate ClinchPad quirks before production.
Migrate
Full migration with ClinchPad rate-limit handling. Rollback available throughout.
FAQ
ClinchPad migration FAQ
Answers to the questions buyers ask most during ClinchPad migration scoping. Not seeing yours? Book a call.
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