Moving from another CRM or system?
We ensure a structured, secure migration to Pipedrive — without data loss, broken processes, or unnecessary downtime.
We analyze your current CRM structure and data quality.
We define how your data will translate into Pipedrive.
We import, verify, and test everything before go-live.
We ensure your team transitions smoothly to the new system.
We help companies move from other CRM systems — or spreadsheets and internal tools — to Pipedrive.
Our migration process includes:
Data review and structure analysis
Field and pipeline mapping to Pipedrive
Data cleanup and preparation
Secure data import
Testing and validation
Go-live support
We make sure your historical data, relationships, and sales processes are transferred correctly.
Deals and pipelines
Activities and history
Custom fields
Notes and attachments
Selected reporting structures
If your system stores it — we’ll evaluate how to bring it into Pipedrive properly.
Migration is ideal if you:
Use another CRM and want to switch to Pipedrive
Manage sales in spreadsheets or internal tools
Want a clean transition without losing historical data
If you’re starting from scratch, see Pipedrive Implementation instead.
We are not just an implementation agency. We are a long-term partner that understands sales, automation, and how companies really operate.
A fast-growing German company set up Pipedrive based on their experience with older CRM systems—and it nearly cost them. Dáváme helped them turn things around, quickly reconfiguring the system for greater satisfaction and, most importantly, better scalability for the future.
REAS connected property sellers with top real estate agents through an advanced CRM system and the REAS.cz platform. Read how we helped create a transparent and efficient real estate market.
We can now handle hundreds of solar panel inquiries with just five people. By implementing Pipedrive CRM, we successfully complete three times more projects without unnecessary delays.
End-to-end setup tailored to your sales process.
Fix adoption, reporting, and performance in existing setups.
Connect Pipedrive with your tools and automate manual work.
Move from any CRM safely — without data loss.
Make your team confident and efficient in Pipedrive.
Book a consultation to get tailored recommendations, insights into your sales processes, and a clear implementation plan — or start a 14-day free Pipedrive trial and try the system at your own pace, with no sales call required.
