Switching from Pipedrive to Close

If you're moving from Pipedrive, you can try a sales process in Close and review a sample of your data before moving the rest.

Close brings calling, texting, and email into the CRM, so your conversations and follow-up stay with the lead. Our migration team can help move your Pipedrive records. Rebuilding follow-up and transferring phone numbers are planned separately.

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14-day free trial. No credit card required. Simple data migration is free; confirm the scope and timing with our team before you switch.

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What changes in Close?

Call and text from the lead

If you want to replace the calling app connected to Pipedrive, try calling from the lead's page in Close. The call is logged alongside your emails and texts.

Follow up across channels

On Growth and Scale, Close workflows can combine email, text, and call steps when a lead meets your criteria. Test the timing with one lead before adding more.

Work through a call list

The Power Dialer on Growth and Scale moves through your list. Scale also includes the Predictive Dialer, which connects you when someone answers.

Selling in the first week, without an admin

87% of new Close users place a call, send an email or text, or host a meeting in their first week. No Close customer needs a full-time Close administrator, and support is free and human on every plan.

When staying with Pipedrive may make sense

If your calling app already logs calls in Pipedrive and your team likes the setup, you may not need to switch. If the missing piece is automation or email sync, compare the cost of upgrading to Pipedrive Growth with the work of moving.

Who handles the move?

Our migration team imports agreed records, removes duplicates, and reviews the result with you. Simple migrations are free, with a stated turnaround of five to seven business days. Confirm your scope and timing on a consultation call; phone transfers and rebuilding follow-up may take longer.

Our team agrees on the scope, imports the records, removes duplicates, and walks you through the result.
Your team prepares the exports, explains custom fields and the sales process, and checks records and next steps after import.
Plan separately for workflows, connected apps, number transfers, and the registration required before business texting to US numbers.

Complex, multi-system, or messy-data migrations may carry an hourly cost. We'll discuss any cost in advance.

Teams that made the move

ResQ Club and 6P Marketing both moved from Pipedrive to Close.

ResQ Club's Venla Wiik says bringing the work together in one tool was the biggest difference. She also notes that some imported data needed attention, which Close Support helped resolve.

“Once we switched from Pipedrive to Close, the biggest difference was that we could do everything within the same tool.”

Venla WiikCountry Director, Germany, ResQ ClubRead the customer story

6P Marketing's Meghan Watchorn led a move after spending a month learning how the team worked.

“I want people prospecting and talking to people, not copying and pasting emails from one system to another.”

Meghan WatchornChief Growth Officer, 6P MarketingRead the story

Try a call and follow-up before you move

Start with sample data and one sales process. Keep Pipedrive running while you test.

Call from a lead.Use a trial number rather than waiting for your current number to transfer. Check the call's time and duration in the history.
Leave a voicemail and send a text.If your team uses both, test them and check where the reply appears.
Pick up the conversation again.Find the last interaction and the next task without checking Pipedrive.

If you plan to use dialers, workflows, or AI agents, test those with a small group first. On Growth and Scale, the power dialer queues calls one after another; it isn't available in the mobile app.

AI agents are available on every plan and can qualify leads, book meetings, and log calls. They make outbound calls in English to US and Canadian numbers and use AI credits plus calling charges.

What should you budget?

Include the Close plan, calling and texting usage, and any overlap with your Pipedrive contract. The cost table compares Close Growth with Pipedrive Growth plus Aircall Professional for calling, automated follow-up, and a power dialer.

98% of Close users say it saves them at least three hours a week of admin and manual work, which is more than 150 hours a year per seller.

For this work	Close	Pipedrive plus Aircall
Calling, SMS, email, automated follow-up, and a power dialer	Close Growth$99 billed annually$109 billed monthly	Pipedrive Growth plus Aircall Professional$89 billed annually$119 billed monthly

Pricing notes

These list prices were checked September 28, 2026. The Pipedrive example adds Aircall Professional for calling and its power dialer. Aircall requires at least three licenses, so the per-rep amount isn't the minimum bill for a solo seller. Close calling and SMS usage are additional; the comparison estimates about $0.02 per minute for most outbound calls.

If you already have a calling app, use your actual cost. If you call from your phone, you may not need a separate app.

List prices are a starting point. What you pay depends on your billing term, team size, calling, texting, and AI usage beyond included credits, add-ons, onboarding fees, and the terms you agree with each vendor. Prices and plans change, so confirm current pricing before you buy.

Buying for five or more sellers? Talk to our sales team about team pricing and onboarding.

From a sample import to a full migration

Keep Pipedrive available while you prepare. A sample lets you see where records land and fix gaps before the full move.

Export your data.A Pipedrive global admin can export CSV files for leads, deals, organizations, people, activities, and notes.
Agree on scope and review a sample.Tell our migration team which custom fields, activity history, and sales stages matter. Review the sample before proceeding.
Run the migration.Our team imports the agreed records and removes duplicates. Confirm the scope and timing during your consultation.
Walk through the result.Check open deals, owners, history, and next steps before your team changes over.

Pipedrive organizations become Close leads, people become contacts, and deals and Pipedrive leads become opportunities. Check custom fields and activity history with Support. Pipedrive automations and sequences need to be rebuilt as Close workflows.

Pipedrive	Close
Organizations	Leads
People	Contacts
Deals and leads	Opportunities
Notes	Notes
Incomplete tasks	Tasks
Completed calls	Calls
Custom fields and other activity history	Confirm with Support

See the Pipedrive migration guide for the full process.

Can you keep your phone numbers?

Often, yes. Phone numbers move separately from CRM data, so start early and confirm eligibility with Support. US and Canadian numbers can transfer by default, and a transfer can take two to four weeks.

Coordinate the timing before canceling your old service. Some carriers may use an internal transfer rather than a standard port. Use a trial number while you test.

For a US number, you'll generally need a signed Letter of Authorization and either your latest carrier invoice or Customer Service Record. The name and address must match. Ask Support about numbers from other countries.

For Aircall, JustCall, and OpenPhone numbers, ask your carrier account manager about an internal transfer. Confirm the steps for your numbers with Support before canceling your old service.

Before sending business texts to US numbers, complete A2P 10DLC registration. See the number-porting guide for details.

Before you switch

Check your Pipedrive renewal date and any contract overlap.
List every open deal, its stage, owner, and next step.
Export scheduled activities and keep a copy of your exports.
List the automations and sequences you'll need to rebuild.
Check your connected apps and start any number transfers early.
Complete required registration before sending business texts to US numbers.
Have each rep complete a real call and follow-up in Close before cutover.

Questions about switching

Will we lose data?

The migration maps organizations, people, deals, and Pipedrive leads into Close, along with notes, incomplete tasks, and completed calls. Check custom fields and other activity history with Support and review the sample before moving everything.

What happens to custom fields and pipeline stages?

Tell the migration team how you use them, including which fields distinguish prospects from customers. Check the mapped fields, stages, and statuses in your sample before the full import.

How long will it take?

The published turnaround for a simple data migration is five to seven business days. The full move can take longer because number transfers may take two to four weeks and workflows need rebuilding. Set a cutover date after you review the import and test follow-up.

Can we keep Pipedrive running while we try Close?

Yes. Test a process in Close while you continue working in Pipedrive. Check your billing and renewal terms before canceling.

What does the import cost?

Simple data migration by our team is free. Complex, multi-system, or messy-data migrations may carry an hourly rate, which we'll discuss in advance. An admin can also start an Import2 migration inside Close, usually at no cost.

What happens after the trial?

If you don't upgrade, the account pauses and your data stays available for a limited time. The 14-day trial requires no credit card and includes calling and AI credits. Paid plans have a 30-day money-back guarantee.

Start with a sample of your Pipedrive data

Try the call and follow-up first, then decide when you're ready to move the rest.

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Migration steps are from our Pipedrive migration guide and help center, Pipedrive details from its help center, and prices from each vendor's pricing page, checked Sep 28, 2026. Quotes are from customer stories published on close.com.