CRM MIGRATION SERVICES
We are a Platinum Pipedrive Partner
1000+
Stack implementations
4.9 / 5
Client rating
Award-Winning
Partner expertise
READY FOR A BETTER CRM?
Your team avoids updating the CRM. Reports need a spreadsheet to make sense and you’re paying for features you barely use.
You know something needs to change. But concerns about lost data, interrupted sales and another learning curve keep the move on hold.
Motii helps you understand what switching involves, what needs to move and how.
Lorem ipsum dolor sit amet. Most teams just hand you a login. Motii configures, connects, automate, and trains so [Partner] earns its place in the stack.
Certified partner expertise — Motii knows [Partner]'s limits and the Pipedrive patterns that unlock them.
Connected by design — mapped to real fields, stages, and triggers.
Adoption, not install-and-leave — MotiiCare so the team actually uses it after go-live.
Scoped for your industry — construction, SaaS, property, manufacturing, finance patterns Motii already ships.
.png)
A CLEARER PATH TO YOUR NEW CRM
Your customer relationships, open opportunities and useful sales history deserve a place in your new CRM. We review what your current platform can export, map it to Pipedrive and test the migration before the main move.
You’ll know what can transfer, what needs a different approach and how your team will work through the transition.
WHAT BETTER CRM MIGRATION LOOKS LIKE
Lorem ipsum dolor sit amet. Most teams just hand you a login. Motii configures, connects, automate, and trains so [Partner] earns its place in the stack.
Certified partner expertise — Motii knows [Partner]'s limits and the Pipedrive patterns that unlock them.
Connected by design — mapped to real fields, stages, and triggers.
Adoption, not install-and-leave — MotiiCare so the team actually uses it after go-live.
Scoped for your industry — construction, SaaS, property, manufacturing, finance patterns Motii already ships.
.gif)
Keep customer conversations moving
Preserve the available records, relationships and next steps your team needs to follow up with confidence.
.gif)
Give your team a clearer way to work
Build pipelines and activities around your sales process, with practical training to help people use the new CRM.
.gif)
Leave messy data behind
Clean up duplicates, inconsistent fields and outdated records before they carry across to your new system.
Compare
Pipedrive puts deals, sales stages and next activities at the centre of its visual pipeline. That makes it worth considering when your priority is clearer sales management and consistent follow-up.
If you’re comparing Pipedrive with HubSpot, Salesforce or Zoho, the right choice depends on the capabilities your business actually needs.
| Comparison | What to consider before switching |
|---|---|
| Pipedrive vs HubSpot | HubSpot brings marketing, sales and service into one platform. If your main need is sales pipeline management, consider whether Pipedrive connected to your existing marketing and support tools would suit your business better. |
| Pipedrive vs Salesforce | Salesforce offers extensive customisation and a broad CRM suite. Assess which capabilities your team relies on and whether a setup centred on Pipedrive’s sales pipeline can meet those requirements. |
| Pipedrive vs Zoho CRM | Zoho offers configurable modules and automation. Compare your essential fields, workflows and reporting needs with how they would work in Pipedrive. |
Lorem ipsum dolor sit amet. Most teams just hand you a login. Motii configures, connects, automate, and trains so [Partner] earns its place in the stack.
Certified partner expertise — Motii knows [Partner]'s limits and the Pipedrive patterns that unlock them.
Connected by design — mapped to real fields, stages, and triggers.
Adoption, not install-and-leave — MotiiCare so the team actually uses it after go-live.
Scoped for your industry — construction, SaaS, property, manufacturing, finance patterns Motii already ships.
YOUR PIPEDRIVE MIGRATION PARTNER
As a Pipedrive Platinum Partner and four-time ANZ Partner of the Year, Motii brings the expertise to migrate your data, build your sales workflows and help your team get comfortable in Pipedrive.
You get a clear plan for the switch and a technical partner to support you beyond launch.
KEEP YOUR SYSTEMS WORKING TOGETHER
Your website forms, marketing platforms, phone system and accounting tools all need consideration when you switch. Motii reviews your existing connections, identifies what needs rebuilding and tests the agreed workflows before launch.
So new enquiries reach the right place, customer information flows between systems and your team has fewer reasons to re-enter data.
OUR CRM Mirgration PROCESS
At Motii, we don't just set and forget your new CRM system, we're here ready to support your team with training and ongoing support.
Lorem ipsum — every Motii partner deployment follows a clear path. Not a login and a wave goodbye. Start or transfer [Partner], connect to Pipedrive, automate first use-case, train and hand over.
Four steps: start or transfer → connect to Pipedrive → automate first use-case → train & hand over.
01
Understand your sales process
Map how your team sells and what your CRM needs to support.
02
Build your Pipedrive setup
Configure Pipedrive around your pipelines, people and processes.
03
Connect and automate systems
Connect your systems and automate repetitive sales tasks.
04
Launch, train and keep improving
Train your team and get your new CRM ready for day-to-day use.
THE MOTII PLAYBOOK
What do CRM mirgrations actually involve?
Hear what to expect and what to get right before you start on the Motii Playbook podcast.
Lorem ipsum dolor sit amet. Most teams just hand you a login. Motii configures, connects, automate, and trains so [Partner] earns its place in the stack.
Certified partner expertise — Motii knows [Partner]'s limits and the Pipedrive patterns that unlock them.
Connected by design — mapped to real fields, stages, and triggers.
Adoption, not install-and-leave — MotiiCare so the team actually uses it after go-live.
Scoped for your industry — construction, SaaS, property, manufacturing, finance patterns Motii already ships.
.png)
Why Motii
Moving the data is one part of a successful CRM migration. Motii combines CRM migration, implementation, integration and automation expertise to look at the whole setup.
We help you move beyond the frustrations of your old CRM and build a better way to manage sales.
TRAINING & ONGOING SUPPORT
Switching systems means learning a new way of working. We help your team get comfortable in Pipedrive with practical training built around their everyday tasks, from managing deals to recording activities and keeping customer information up to date.
After launch, Motii can continue supporting your team, answering questions, refining workflows and improving reporting as your needs change.
Lorem ipsum dolor sit amet. Most teams just hand you a login. Motii configures, connects, automate, and trains so [Partner] earns its place in the stack.
Certified partner expertise — Motii knows [Partner]'s limits and the Pipedrive patterns that unlock them.
Connected by design — mapped to real fields, stages, and triggers.
Adoption, not install-and-leave — MotiiCare so the team actually uses it after go-live.
Scoped for your industry — construction, SaaS, property, manufacturing, finance patterns Motii already ships.
Case Study
“Time savings? There’s a lot. We’ve sent 511 automated emails and set hundreds of automated activities for home loan reviews - no stone unturned ”
Dylan Bertovic, Stryve Finance
FAQ
CRM migration is the process of transferring customer and sales information from one CRM to another. It includes reviewing data, mapping fields, transferring records and checking the results. A broader migration project can also include new CRM setup, integrations and team training.
We can assess a move from your existing CRM to Pipedrive, including HubSpot, Salesforce or Zoho. What can transfer depends on your current platform, export access and data structure. We review those requirements before agreeing on the migration scope.
We identify the information your team needs and check how it can be exported and stored in Pipedrive. Some records or types of history may not transfer in the same format. We explain those limitations before starting and use testing to check the agreed data.
We plan the move to minimise disruption. Your team may be able to continue using the existing CRM while Pipedrive is prepared. We agree on the cutover window and how to capture new or updated records during the transition.
We configure Pipedrive around familiar sales tasks and provide practical training using your team’s workflows. Clear ownership, relevant fields and useful reporting help give people a reason to keep the CRM up to date.
The cost depends on your data quality, record types, new CRM configuration and integration requirements. We scope those needs before quoting, so you understand what’s included in the move.
get Started
Tell us what you’re using, what’s frustrating your team and what you need from your next CRM. We’ll help you understand whether Pipedrive is a good fit and what a migration would involve.
Prefer to talk it through? Book a time in our calendar for a free 15 minute scoping call.
