Migrate your PipelineManager data
Sales-focused CRM for SMBs built around visual pipelines and deal management, with tiered pricing and Vertafore backing.
In its favor
Why people choose PipelineManager
The signal that keeps PipelineManager on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Visual sales-funnel UI — reviewers consistently cite the color-coded pipeline visualization as easier to navigate than Salesforce for outside sales teams.
Built-in Sales Processor with phone-call scripts addresses outbound prospecting needs that generic CRMs leave to bolt-on dialer tools.
Quick install and immediate funnel visualization remove the multi-week setup typical of mid-market CRMs.
Responsive support — reviewers note quick replies via the in-app feedback button and a usable in-product help system.
Per-user pricing from $49/month sits between low-cost CRMs and the high-end enterprise tier, making it accessible to small sales teams without consumer-grade compromises.
No free version — only a free trial — pushes very small teams toward HubSpot Free or Zoho Bigin.
Light on workflow automation, marketing automation, and analytics depth compared with mid-market CRMs like Pipedrive or HubSpot.
Limited public review presence on G2 and Capterra makes peer validation thinner than for established competitors.
No publicly documented developer API limits integration into custom BI or marketing stacks.
Mobile experience and integration ecosystem are smaller than market leaders, constraining field-sales teams that need offline access.
Reasons to switch
Why people leave PipelineManager
The recurring reasons buyers give for replacing PipelineManager. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where PipelineManager 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
PipelineManager pricing overview
PipelineManager charges per user with three tiers. The Develop tier caps Pipelines at 2 and active Deals at 2,500. The Grow tier raises Pipeline limits to 5 and removes the Deal cap. Enterprise offers unlimited everything with custom terms.
Develop
Tier 1 of 3
$33/user/month (annual), $39/monthly
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on PipelineManager's schedule — see our quote-based pricing →
What gets migrated
PipelineManager object support
Object-by-object support for PipelineManager migrations. Per-pair details surface during scoping.
Pipelines
Fully supportedPipelineManager organizes all records into Pipelines. Each Pipeline contains ordered Stages that Deals move through. We replicate the Pipeline structure and Stage ordering in the destination CRM, mapping Deals to equivalent stages.
Deals
Mapping requiredDeals are the core record type. Base tier caps active Deals at 2,500; higher tiers are unlimited. We export full Deal records including stage, value, owner, and dates, then map stage names to destination pipeline stages. Custom Deal fields require field-level mapping.
People
Mapping requiredPeople are individual contacts stored with name, email, phone, and custom properties. We migrate all People fields and map any custom properties to equivalent fields or notes on the destination contact record.
Companies
Mapping requiredCompanies are account-level records that can be associated with Deals and People. We preserve the Company name and core fields, and maintain the link to associated Deals if the destination CRM supports company-deal relationships.
Activities
Mapping requiredActivities track deal interactions (calls, emails, notes). We export activity history as a time-stamped log attached to the parent Deal or Person record in the destination system.
Attachments
Fully supportedThe platform stores unlimited file attachments per account across all tiers. We transfer file attachments in their original format, preserving filenames and linking them to the migrated record.
Custom Properties
Mapping requiredUsers can add custom fields to People, Companies, and Deals. We identify all custom properties during discovery and map them to destination CRM equivalents or store them in a custom fields object.
Users
Mapping requiredUser accounts map to deal Owners in the destination. We preserve the owner assignment per Deal, and flag any inactive users that should be reassigned during migration.
| Object | Support | Notes |
|---|---|---|
| Pipelines | Fully supported | PipelineManager organizes all records into Pipelines. Each Pipeline contains ordered Stages that Deals move through. We replicate the Pipeline structure and Stage ordering in the destination CRM, mapping Deals to equivalent stages. |
| Deals | Mapping required | Deals are the core record type. Base tier caps active Deals at 2,500; higher tiers are unlimited. We export full Deal records including stage, value, owner, and dates, then map stage names to destination pipeline stages. Custom Deal fields require field-level mapping. |
| People | Mapping required | People are individual contacts stored with name, email, phone, and custom properties. We migrate all People fields and map any custom properties to equivalent fields or notes on the destination contact record. |
| Companies | Mapping required | Companies are account-level records that can be associated with Deals and People. We preserve the Company name and core fields, and maintain the link to associated Deals if the destination CRM supports company-deal relationships. |
| Activities | Mapping required | Activities track deal interactions (calls, emails, notes). We export activity history as a time-stamped log attached to the parent Deal or Person record in the destination system. |
| Attachments | Fully supported | The platform stores unlimited file attachments per account across all tiers. We transfer file attachments in their original format, preserving filenames and linking them to the migrated record. |
| Custom Properties | Mapping required | Users can add custom fields to People, Companies, and Deals. We identify all custom properties during discovery and map them to destination CRM equivalents or store them in a custom fields object. |
| Users | Mapping required | User accounts map to deal Owners in the destination. We preserve the owner assignment per Deal, and flag any inactive users that should be reassigned during migration. |
Gotchas
What to watch for in PipelineManager migrations
Issues we've hit on past PipelineManager migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Sales-led / private API surface
Limited automation primitives
Sparse public review presence
| Severity | Issue |
|---|---|
| High | Sales-led / private API surface |
| Medium | Limited automation primitives |
| Low | Sparse public review presence |
Leaving PipelineManager?
Where PipelineManager customers move next
12 destinations PipelineManager can migrate to.
How a PipelineManager migration works
Four steps, PipelineManager-specific
Connect
No publicly documented developer API. CSV export from the admin UI is the standard data egress path. into PipelineManager. Scopes limited to read-only on the data we move.
Map
We translate PipelineManager-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate PipelineManager quirks before production.
Migrate
Full migration with PipelineManager rate-limit handling. Rollback available throughout.
FAQ
PipelineManager migration FAQ
Answers to the questions buyers ask most during PipelineManager migration scoping. Not seeing yours? Book a call.
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Migrate PipelineManager.
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Free scoping call with a migration engineer. Tell us about your PipelineManager setup and destination — written quote back within a business day.