Switching from Pipedrive
Leaving Pipedrive? We bring your whole book across.
Pipedrive is a great sales pipeline — but it isn't built for NZ advice, and its CSV export leaves your client files behind. We move everything for you over the API: contacts, custom fields, notes, deals — and every document on every client. Free.
- Files come across (CSV exports drop them)
- Read-only access — we never change Pipedrive
- NZ-based team
Start your Pipedrive switch
Two minutes, three steps — and your exact switch plan appears straight away:
- Find yourself on the adviser register (we pre-fill the rest)
- Tell us where to reach you
- Get your step-by-step Pipedrive switch plan instantly
No obligation. We'll only use your details to plan your migration — no spam, ever.
Why a CSV export isn't enough
Pipedrive's export leaves your documents behind.
The signed SOAs, IDs and policy PDFs stapled to each contact don't come out in a Pipedrive contact CSV — and no CRM can attach files on import. That's why we move you over the API instead, so your documents come with you.
- Contacts
- Custom fields
- Notes
- Deals & stages
- Labels & tags
- Every client file
Your only homework
How to give us access to Pipedrive
Two minutes. This is the one step we need from you — we do everything after it.
- In Pipedrive, open Settings → Personal preferences → API.
- Copy your personal API token shown on that page.
- Send us the token (we'll give you a secure way to share it).
- That's it — we pull your data read-only, migrate it, and verify it with you before you go live.
Prefer not to share a token? A CSV export works as a fallback for your contacts — but note it can't carry your files. The token is the route that keeps your documents.
Pipedrive vs Find Advice — the honest version. We wrote a side-by-side comparison, including where Pipedrive still wins. Worth a read before you move.
See the honest comparisonPipedrive switch — common questions
What advisers ask about leaving Pipedrive.
Will the files attached to my Pipedrive contacts come across?
Yes. This is exactly why we use Pipedrive's API rather than a CSV export — the contact CSV doesn't include file attachments. We pull every document from each person via the API and bring them across, and keep a full backup.
Why not just export a CSV and import it?
A CSV is fine for plain contact fields, but it silently drops your file attachments and most notes, and CRMs can't attach files on import. So a CSV-only move loses your signed documents. The API route keeps them.
Do my deals and pipeline stages come across?
Yes — deals become opportunities with their stage and won/lost/open status preserved. Anything that can't be mapped cleanly is kept verbatim in a note, so nothing is lost.
Is my Pipedrive account safe during the move?
Yes. We only read from Pipedrive — nothing is changed or deleted, and it keeps running until you choose to switch off.
How much does it cost to move off Pipedrive?
The migration is free when you move to the Find Advice managed CRM — NZD $200 + GST per month, flat, for unlimited users, versus Pipedrive's per-seat pricing.
Ready to leave Pipedrive behind?
Send us your details — we'll handle the move, files and all.
Start my switch