Migration Guide: Move from Pipedrive to Corcava (CSV Maps, Deduping, Field Mapping)

Migrating from one CRM to another feels daunting. You've spent months or years building your contact database, organizing deals, and customizing your pipeline. The thought of losing that data or spending weeks manually re-entering everything is paralyzing.

But here's the reality: with proper planning and the right migration tools, you can move from Pipedrive to Corcava in 2-4 days without losing a single contact, deal, or piece of data.

This comprehensive migration guide walks you through every step: exporting your Pipedrive data, cleaning and preparing CSV files, mapping fields correctly, importing without duplicates, and verifying data integrity. Plus, we include downloadable CSV mapping templates to make the process even faster.

Why Companies Migrate from Pipedrive

Before we dive into the "how," let's address the "why." Understanding migration motivations helps you prepare for what comes next.

The Integration Gap

Pipedrive's Strength: Excellent CRM and deal management

Pipedrive's Limitation: Just CRM—you need separate tools for:

• Project management (→ add Asana or ClickUp)
• Time tracking (→ add Harvest or Toggl)
• Invoicing (→ add FreshBooks or QuickBooks)
• Team communication (→ add Slack)
• Client portal (→ build custom or use third-party)

Cost Impact:

Pipedrive Professional: $14/user/month
+ Asana Premium: $10/user/month
+ Harvest: $12/user/month
+ FreshBooks: $13/user/month
+ Slack Pro: $7.25/user/month
==========================================
Total: $56.25/user/month

10-user team: $6,750/year

vs.

Corcava (everything): $9/user/month
10-user team: $1,080/year

Savings: $5,670/year

The Workflow Disconnect

The Pipedrive Workflow:

1. Win deal in Pipedrive
2. Switch to Asana to create project
3. Manually recreate client information
4. Switch to Harvest to set up time tracking
5. Switch to FreshBooks to create client for invoicing
6. Hope everything stays synchronized

The Corcava Workflow:

1. Win deal in CRM
2. Convert deal to project (one click)
3. Client information already there
4. Time tracking automatically available
5. Invoice generates from tracked time
6. Everything synchronized natively

The Data Fragmentation Problem

When your data lives in 5 different tools:

• Client addresses updated in CRM but not invoicing
• Contact emails changed in one place, outdated elsewhere
• No single source of truth
• Reporting requires manual data aggregation
• Team wastes hours reconciling data

Pre-Migration Planning

What Data to Migrate

Essential Data (Must Migrate):

• ✅ Contacts (Persons in Pipedrive)
• ✅ Organizations (Companies/Clients)
• ✅ Deals (Active and recent won/lost)
• ✅ Contact-Organization relationships
• ✅ Custom fields data

Optional Data (Nice to Have):

• Activities (calls, emails, meetings) - if extensive history
• Notes - if critical context
• Files - if not stored elsewhere
• Emails - if not synced with email system

Data to Leave Behind:

• Closed/lost deals older than 12 months (unless historical analysis needed)
• Spam contacts or test data
• Archived/inactive records you no longer need
• Incomplete or duplicate entries

Data Audit and Cleanup (Do This BEFORE Export)

Week Before Migration:

1. Deduplicate in Pipedrive First

Pipedrive → Settings → Tools → Merge Duplicates

Review and merge:
- Duplicate persons
- Duplicate organizations
- Similar deals

Benefit: Easier to dedupe in Pipedrive (familiar interface) than after import.

2. Standardize Data Formatting Fix common inconsistencies:

• Phone numbers: Standardize format (xxx-xxx-xxxx vs xxxxx)
• Country names: Use full names (United States vs US vs USA)
• Company names: Consistent capitalization and formatting
• Email addresses: All lowercase
• Remove extra spaces from fields

3. Fill Missing Critical Data

• Add missing email addresses where possible
• Complete organization names for person records
• Fill in primary contact for organizations
• Add country/region data for filtering later

4. Archive Unnecessary Data

• Mark spam contacts as "Lost" or delete
• Archive deals from 2+ years ago
• Remove test/demo data
• Delete incomplete person records

Clean data = smoother migration = less cleanup later.

Step 1: Export Data from Pipedrive

Exporting Persons (Contacts)

Navigate to Export:

Pipedrive → Contacts → Persons → Click gear icon → Export data

Export Settings:

• Format: CSV (recommended) or XLSX
• Include all fields: Yes
• Include custom fields: Yes
• Language: English (for consistent headers)

What You'll Get: File named something like: Persons_export_2024-11-27.csv

Key Columns in Pipedrive Persons Export:

• Name or First name / Last name
• Email
• Phone
• Organization
• Owner
• Label (tags/categories)
• Custom fields (if you created any)

Save this file securely - you'll use it in Step 3.

Exporting Organizations (Clients)

Navigate to Export:

Pipedrive → Contacts → Organizations → Click gear icon → Export data

Export Settings:

• Format: CSV or XLSX
• Include all fields: Yes
• Include custom fields: Yes

What You'll Get: File named: Organizations_export_2024-11-27.csv

Key Columns:

• Organization name
• Address
• Website
• People count
• Owner
• Custom fields

Exporting Deals (Optional but Recommended)

Navigate to Export:

Pipedrive → Deals → All deals (or filter by status) → Export

Export Settings:

• Format: CSV
• Include: Active deals + won deals from last 12 months
• Exclude: Lost deals older than 6 months (unless needed)

What You'll Get: Deals_export_2024-11-27.csv

Key Columns:

• Deal title
• Value
• Currency
• Stage
• Status (open/won/lost)
• Organization
• Person
• Expected close date

Exporting Activities (Optional)

If you have extensive notes and activity history worth preserving:

Pipedrive → Activities → Export

Consider:

• Large activity exports can be overwhelming
• Most businesses don't need full history
• Recent activities (30-90 days) often sufficient
• Can always access old Pipedrive read-only if needed

Step 2: Prepare and Clean CSV Files

Review Your Exported Data

Open CSV files in Excel or Google Sheets to inspect:

Check for:

• ✅ All expected columns present
• ✅ Data looks complete
• ✅ No garbled characters or encoding issues
• ✅ Proper formatting maintained

Common Issues to Fix:

Issue 1: Special Characters

Problem: Names with accents render as gibberish (José → José)
Solution: Set CSV encoding to UTF-8 when opening

Issue 2: Date Formatting

Problem: Different date formats (MM/DD/YYYY vs DD/MM/YYYY)
Solution: Standardize to YYYY-MM-DD format

Issue 3: Phone Number Variations

Problem: Mix of formats
+1-555-123-4567
555.123.4567
(555) 123-4567

Solution: Pick one format and use find/replace

Deduplication Process

In Excel/Google Sheets:

1. Sort by Email Address

Data → Sort → Sort by "Email" column A to Z

2. Identify Duplicates Look for:

• Same email, different names (person changed companies)
• Same name, different emails (person has multiple emails)
• Complete duplicates (exact same person twice)

3. Decide Which to Keep

• Most recent data usually wins
• More complete records (more fields filled) preferred
• Primary email address is correct one

4. Mark Duplicates for Deletion Add a column "IMPORT" with values:

• YES for records to import
• NO for duplicates to skip

5. Filter and Create Clean File

Filter → Show only "YES" rows → Copy to new file
Save as: Persons_cleaned.csv

Standardizing Field Values

Country Standardization:

Find/Replace:
US → United States
UK → United Kingdom
UAE → United Arab Emirates

Company Name Cleanup:

Remove extra spaces: "Acme  Corp" → "Acme Corp"
Standardize capitalization: "ACME CORP" → "Acme Corp"
Remove suffixes if inconsistent: "Acme Corp." → "Acme Corp"

Email Validation:

Check for:
- No spaces in email addresses
- All lowercase
- Valid format (contains @)
- No duplicate emails (dedupe marker)

Step 3: Field Mapping - Pipedrive to Corcava

Understanding Field Mapping

Field mapping tells Corcava which column in your CSV file corresponds to which field in Corcava's database.

Example:

Pipedrive CSV Column    →    Corcava Field
--------------------------------------------
"Name"                  →    "first_name"
"Email"                 →    "email"
"Phone"                 →    "phone"
"Organization"          →    "company_name"

Standard Pipedrive Person → Corcava Contact Mapping

Download our mapping template or use this reference:

PIPEDRIVE COLUMN             CORCAVA FIELD          NOTES
================================================================
Name                         first_name             Or split if "First Last"
First name                   first_name             If Pipedrive split names
Last name                    last_name              
Email                        email                  Primary email
Phone                        phone                  Primary phone
Organization                 company_name           Company affiliation
Owner                        [skip]                 Assign in Corcava post-import
Label                        [custom_field]         Create tag field
Address                      address_line_1         Full address
City                         city                   
Postal code/ZIP              zip                    
Country                      country                
LinkedIn                     linkedin               Profile URL
Skype                        skype                  Username
Telegram                     telegram               Username
Notes/Description            description            Additional context

Custom Fields: Map Pipedrive custom fields to Corcava custom fields:

1. Create matching custom fields in Corcava first
2. Map during import process
3. Or add custom data post-import

Pipedrive Organization → Corcava Client Mapping

PIPEDRIVE COLUMN             CORCAVA FIELD          NOTES
================================================================
Organization name            name                   Company name
Address                      address                Full address
Website                      website                Company URL
Phone                        phone                  Main number
Email                        email                  General email
Owner                        [skip]                 Set in Corcava
People count                 [skip]                 Auto-calculated
Notes                        description            Company notes
Custom fields                [custom]               Map to Corcava custom fields

Pipedrive Deal → Corcava Deal Mapping

PIPEDRIVE COLUMN             CORCAVA FIELD          NOTES
================================================================
Deal title                   name                   Deal name
Value                        amount                 Deal value
Currency                     currency               Match currency codes
Stage                        deal_flow_column_id    Map to pipeline stage
Status                       status                 Open/won/lost
Organization                 client_id              Link to imported client
Person                       contact_id             Link to contact
Expected close date          expected_close_date    
Probability                  probability            Win probability %
Owner                        user_id                Assign to team member

Step 4: Import Process

Importing Persons to Contacts

Access Import Interface:

Corcava Dashboard → Contacts → Bulk Upload/Import

Choose Import Method:

Option A: Pipedrive-Specific Import (Recommended)

1. Click "Pipedrive: Persons" tab
2. Upload your Persons_cleaned.csv file
3. System automatically maps Pipedrive fields
4. Review automatic mapping
5. Adjust if needed
6. Click "Start Import"

Option B: Generic CSV Import

1. Click "Upload from file" tab
2. Upload your CSV file
3. Manually map each column to Corcava field
4. Review mapping carefully
5. Click "Import"

During Import:

• Progress bar shows import status
• Processing happens in batches (100 contacts at a time)
• Typical speed: 500-1,000 contacts per minute

After Import:

Import Summary:

✅ Created: 487 contacts
⚠️ Updated: 23 contacts (duplicates merged)
❌ Skipped: 5 contacts (missing required fields)

Total processed: 515 contacts

Importing Organizations to Clients

Access Import:

Dashboard → Clients → Bulk Upload/Import → "Pipedrive: Organizations"

Upload Process:

1. Upload Organizations_cleaned.csv
2. Review automatic field mapping
3. Adjust currency settings if needed
4. Start import
5. Review summary

Import Summary Example:

✅ Created: 124 clients
⚠️ Updated: 8 clients
❌ Skipped: 2 clients (missing organization name)

Total: 134 clients processed

Importing Deals (Manual Process)

Note: Deals require more careful handling due to pipeline mapping.

Before Import:

1. Set up your deal pipeline in Corcava
2. Create pipeline stages matching your Pipedrive workflow
3. Map Pipedrive stages to Corcava stages

Import Steps:

1. Go to CRM → Deals
2. Upload deals CSV
3. Map fields carefully:
   • Deal title → Name
   • Value → Amount
   • Stage → Pipeline Column (match to your setup)
   • Organization → Client (matches imported clients)
   • Person → Contact (matches imported contacts)

Validation:

• Ensure clients exist before importing deals (import organizations first)
• Ensure contacts exist before importing deals
• Verify currency codes match

Step 5: Data Validation and Verification

Immediate Post-Import Checks

Check 1: Record Counts Match

Pipedrive Persons: 515 exported
Corcava Contacts: 510 created/updated
Missing: 5 (review skip reasons)

Check 2: Sample Contact Verification Manually check 10-15 random contacts:

• Name formatted correctly
• Email address present
• Phone number intact
• Company affiliation correct
• Custom fields populated

Check 3: Organization-Contact Links

Pick 5 clients
Verify their contacts are linked properly
Check contact count matches expectations

Check 4: Deal Integrity

Review 10 imported deals:
- Deal value correct
- Linked to correct client
- Linked to correct contact
- Stage/status correct
- Custom fields preserved

Common Import Issues and Fixes

Issue: Missing Email Addresses

Problem: 50 contacts imported without emails
Cause: Email column empty in Pipedrive export
Solution: 
- Export these contacts separately from Pipedrive
- Add emails manually or in batch
- Re-import or update individually

Issue: Broken Company Links

Problem: Contacts not linked to clients
Cause: Company name spelling mismatch
Solution:
- Find contacts with company_name but no client_id
- Manually link to correct client
- Or fix company name and re-import

Issue: Duplicate Contacts Created

Problem: Same person appears twice
Cause: Different email addresses in Pipedrive
Solution:
- Use Corcava's merge tool
- Select duplicates → Merge contacts
- Choose which data to keep

Issue: Custom Fields Missing

Problem: Custom field data didn't import
Cause: Custom fields must exist in Corcava before import
Solution:
- Create custom fields in Corcava first
- Re-import CSV mapping to custom fields
- Or add custom data post-import via bulk update

Data Verification Checklist

□ Total contact count matches (minus intentional exclusions)
□ Sample of 20+ contacts verified manually
□ Email addresses present for >90% of contacts
□ Phone numbers formatted correctly
□ Company affiliations intact
□ Client records complete
□ Client-contact relationships preserved
□ Deal values correct
□ Deal statuses accurate
□ Custom field data present
□ No obvious data corruption
□ Test search functionality (find known contacts)

Step 6: Post-Import Configuration

Set Up Deal Pipeline

Recreate Your Pipedrive Pipeline:

Pipedrive Stages → Corcava Columns:

Pipedrive              Corcava Column Name
-------------------------------------------
Lead In               → New Leads
Qualified             → Qualified
Proposal              → Proposal Sent
Negotiation           → Negotiating
Won                   → Won
Lost                  → Lost

Configuration:

1. Go to CRM → Pipeline Settings
2. Create columns matching your stages
3. Configure automation (optional):
   - Auto-email when deal moves to "Proposal"
   - Notify team when deal won
   - Create project automatically from won deal

Configure Custom Fields

Match Pipedrive Custom Fields:

Example Custom Fields:

• Lead Source (dropdown)
• Industry (dropdown)
• Company Size (number)
• Decision Timeline (date)
• Budget Range (currency)

Setup in Corcava:

1. Settings → Custom Fields → Create New
2. Field type: Match Pipedrive field type
3. Field name: Use same name as Pipedrive
4. Options: Enter same dropdown values
5. Save

Then Re-Import or Bulk Update: If custom fields weren't mapped during initial import, you can:

• Re-import just the custom field columns
• Or use bulk update for existing contacts

Assign Team Members

Map Pipedrive Users to Corcava Users:

Pipedrive User         Corcava User          Action
---------------------------------------------------------
Sarah Johnson          [email protected]     Reassign her contacts
Mike Chen              [email protected]      Reassign his contacts
Alex Rodriguez         [email protected]      Reassign his contacts

Bulk Reassignment:

1. Filter contacts by original owner name (in notes or custom field)
2. Select all
3. Bulk action → Change owner
4. Assign to correct Corcava team member

Set Up Integrations

Email Integration:

Settings → Integrations → Gmail/Microsoft
Connect email accounts
Sync with CRM for activity tracking

Calendar Sync:

Settings → Integrations → Google Calendar
Enable for meeting synchronization

Payment Processing:

Settings → Integrations → Stripe + PassimPay (crypto)
Configure for invoice payments

Step 7: Team Training and Transition

Week 1: Parallel Running

Keep Both Systems Active:

• New contacts/deals in Corcava only
• Old deals finish in Pipedrive
• Team references both systems
• Verify Corcava has all needed data

Daily Checks:

• Are contacts findable in Corcava?
• Can team access needed information?
• Any missing data discovered?
• Import additional data if needed

Week 2: Full Transition

Switch Completely to Corcava:

• All new activity in Corcava
• Pipedrive becomes read-only reference
• Team uses Corcava for daily work
• Address any questions/issues

Training Topics:

• Finding contacts and clients
• Creating and managing deals
• Using integrated project management
• Time tracking from CRM
• Generating invoices from contacts
• Running reports

Week 3: Optimization

Customize Workflows:

• Set up pipeline automation
• Configure email templates
• Create custom reports
• Optimize team permissions

Gather Feedback:

• What's working well?
• What features are missing?
• Any data issues discovered?
• Training gaps to address?

Week 4: Full Adoption

Cancel Pipedrive:

• Export final backup from Pipedrive
• Download all critical data
• Cancel subscription
• Archive Pipedrive data securely

Celebrate Migration:

• Team is fully on Corcava
• Data migration successful
• Using integrated features
• Saving money vs. old tool stack

Migration Best Practices

Do's and Don'ts

DO: ✅ Clean data in Pipedrive BEFORE export ✅ Start with small test import (50-100 contacts) ✅ Verify test import before importing all data ✅ Keep Pipedrive active during transition ✅ Train team thoroughly on new system ✅ Plan for 2-4 weeks parallel running ✅ Document any custom processes/workflows

DON'T: ❌ Import messy data and plan to clean later ❌ Delete Pipedrive account immediately ❌ Import everything at once without testing ❌ Skip team training ❌ Expect instant familiarity with new system ❌ Forget to back up Pipedrive data before canceling

Common Migration Mistakes

Mistake #1: Rushing the Export

Wrong: Export everything from Pipedrive without review, import immediately.

Right:

• Spend 2-3 days cleaning data in Pipedrive first
• Export clean data
• Test with small batch
• Then import full dataset

Impact: Clean data saves 10-20 hours of post-import cleanup.

Mistake #2: Not Testing First

Wrong: Import 5,000 contacts without testing.

Right:

• Export 50-100 test contacts
• Import to test environment or test team
• Verify mapping correct
• Then import full dataset

Impact: Catches mapping errors before they affect full dataset.

Mistake #3: Forgetting Custom Fields

Wrong: Import without creating custom fields in Corcava first.

Right:

• List all Pipedrive custom fields
• Create matching fields in Corcava
• Then import with custom field mapping

Impact: Custom data preserved, not lost.

Mistake #4: No Backup

Wrong: Cancel Pipedrive immediately after migration.

Right:

• Keep Pipedrive read-only for 30-60 days
• Export complete backup before canceling
• Store backup securely
• Then cancel

Impact: Safety net if any data issues discovered.

CSV Mapping Templates

Person to Contact Template

Download this as CSV for your migration:

pipedrive_field,corcava_field,example_value,notes
Name,first_name,John Smith,Or split to first/last
First name,first_name,John,If split in Pipedrive
Last name,last_name,Smith,
Email,email,[email protected],Primary email
Phone,phone,555-123-4567,Primary phone
Organization,company_name,Acme Corp,Company name
Address,address_line_1,123 Main St,Street address
City,city,San Francisco,
State/Region,state,CA,State or region
Postal Code,zip,94102,ZIP or postal code
Country,country,United States,Full country name
LinkedIn,linkedin,linkedin.com/in/john,Profile URL
Skype,skype,john.skype,Username
Telegram,telegram,@johnsmith,Username
Label,tags,VIP Client,Convert to tags
Notes,description,Important client notes,
Owner,owner_email,[email protected],For reassignment

Organization to Client Template

pipedrive_field,corcava_field,example_value,notes
Organization name,name,Acme Corporation,Required
Address,address,123 Business Blvd,Full address
Website,website,acmecorp.com,Company website
Phone,phone,555-987-6543,Main number
Email,email,[email protected],General email
Industry,industry,Technology,Custom field
Company Size,employees,50-100,Custom field
Owner,owner_email,[email protected],For assignment
Notes,description,Key client notes,

Advanced Migration Scenarios

Scenario 1: Large Database (10,000+ Contacts)

Special Considerations:

• Import in batches of 1,000-2,000
• Allow 15-30 minutes per batch
• Verify each batch before next
• Monitor system performance

Recommended Approach:

Day 1: Import batch 1 (contacts A-D)
Day 2: Import batch 2 (contacts E-J)
Day 3: Import batch 3 (contacts K-P)
Day 4: Import batch 4 (contacts Q-Z)
Day 5: Import organizations
Day 6: Import deals
Day 7: Verification and cleanup

Scenario 2: Multiple Pipedrive Accounts

Challenge: Merging data from separate Pipedrive accounts (acquisitions, departments, etc.)

Strategy:

1. Export from both accounts
2. Combine CSV files
3. Deduplicate merged file
4. Standardize formatting across both
5. Import combined dataset
6. Tag with source for tracking

Field for Tracking Source: Add column: data_source Values: pipedrive_account_1, pipedrive_account_2 Maps to custom field in Corcava for filtering

Scenario 3: Partial Migration

Use Case: Migrate some data, leave some in Pipedrive

Example:

• Migrate active clients and deals
• Leave archived/lost deals in Pipedrive
• Keep Pipedrive for historical reference

Approach:

1. Export only active/open data from Pipedrive
2. Import to Corcava
3. Keep Pipedrive account (downgrade to basic if possible)
4. Use Corcava for new work
5. Reference Pipedrive for historical data when needed

Frequently Asked Questions

Pre-Migration Questions

Q: How long does migration take? A: Data export and import: 1-2 days. Parallel running and team training: 2-3 weeks. Full transition: 3-4 weeks typically.

Q: Will we lose any data? A: Not if you follow this guide. Export everything from Pipedrive, verify after import, keep Pipedrive active during transition period.

Q: Can we import deals and pipeline structure? A: Yes. Set up pipeline in Corcava first, then import deals with stage mapping. Historical deal data preserves pipeline progression.

Q: What about custom fields? A: Create matching custom fields in Corcava before import, then map during import process. Custom data fully preserved.

Q: Should we clean data before or after migration? A: BEFORE. Easier to dedupe and standardize in Pipedrive (familiar interface). Clean data also imports faster with fewer errors.

During Migration Questions

Q: Import failed with error - what now? A: Check error message:

• "Missing required field": Add first_name to all contacts
• "Invalid file format": Save as CSV UTF-8
• "Mapping error": Review field mapping setup Contact support if error unclear - we can help troubleshoot.

Q: Can we import in batches? A: Yes. Split CSV file into smaller files, import one at a time. Good for large datasets (5,000+ contacts).

Q: What if we find missing data after import? A: Export missing data from Pipedrive, import as supplemental batch. Existing contacts update, new contacts create.

Q: How do we handle duplicate contacts? A: System is flexible - won't hard-block duplicates. After import, use Corcava's merge tool to combine duplicates.

Post-Migration Questions

Q: Can we go back to Pipedrive if needed? A: Yes, especially if you kept Pipedrive active during transition. But most teams don't want to after experiencing integrated CRM + projects + time + invoicing.

Q: How do we train team on new system? A: Corcava provides:

• Documentation library
• Video tutorials
• Email support
• Onboarding calls Plus the interface is intuitive for anyone who used Pipedrive.

Q: What about email integration? A: Connect Gmail or Microsoft 365 in Settings → Integrations. Email activity syncs with CRM contacts automatically.

Q: Can we import activities and notes? A: Yes, though it requires custom import since activity formats vary. Contact support for assistance with large activity imports.

Migration Timeline and Checklist

Week 1: Preparation

Monday-Tuesday:

• Clean Pipedrive data
• Deduplicate persons and organizations
• Standardize formatting
• Document custom fields

Wednesday-Thursday:

• Export Persons, Organizations, Deals
• Verify exports complete
• Review CSVs for issues
• Prepare cleaned versions

Friday:

• Set up Corcava account (if not already)
• Invite team members
• Configure basic settings
• Create custom fields

Week 2: Import and Validation

Monday:

• Test import with 50-100 contacts
• Verify test import success
• Adjust mapping if needed
• Document any issues

Tuesday-Wednesday:

• Import all persons to contacts
• Import all organizations to clients
• Verify import summaries
• Spot-check data accuracy

Thursday-Friday:

• Import deals (if applicable)
• Verify deal-client-contact relationships
• Set up deal pipeline
• Configure automation

Week 3: Parallel Running

Monday-Friday:

• Enter new contacts/deals in Corcava only
• Keep Pipedrive for reference
• Train team on Corcava basics
• Gather feedback and questions
• Address any data issues discovered

Week 4: Full Transition

Monday-Tuesday:

• Advanced training (projects, time, invoicing)
• Set up integrations (email, calendar)
• Configure reporting
• Optimize workflows

Wednesday-Thursday:

• Final data verification
• Export final Pipedrive backup
• Team confirms ready to switch
• Address final concerns

Friday:

• Make Corcava official system
• Mark Pipedrive for cancellation (30-day notice typically)
• Celebrate successful migration!

Beyond CRM: Leveraging Integrated Features

Converting Deals to Projects

The Pipedrive Gap: In Pipedrive, when you win a deal, you then:

1. Switch to project management tool
2. Create new project
3. Re-enter client information
4. Manually track connection to deal

The Corcava Workflow:

1. Mark deal as "Won"
2. Click "Create Project from Deal"
3. Project auto-created with:
   - Client already linked
   - Deal value as project budget
   - Contact information populated
   - Team members assigned
4. Start project delivery immediately

Time Saved: 15-30 minutes per deal/project

Time Tracking on Client Work

Enable Immediately:

1. Won deal converts to project
2. Team starts working
3. Click "Start Time Tracking" on tasks
4. Time automatically linked to client
5. Ready for invoicing

What This Replaces:

• Separate time tracking tool
• Manual time entry
• Time-to-invoice data matching
• Client-project time association

Invoice Generation from CRM

The Complete Workflow:

1. Win deal in CRM ($10,000 project)
2. Convert to project
3. Team tracks time working
4. Project completes (120 hours tracked)
5. Click "Generate Invoice"
6. Invoice pre-populated:
   - Client info from CRM
   - Time data from tracking
   - 120 hours × $100/hour = $12,000
   - Client portal link
7. Send invoice
8. Client pays online
9. CRM updates to paid status

All in one platform. No switching tools. No data re-entry.

Conclusion: Migration is Easier Than You Think

The fear of migration keeps many businesses stuck with tools that no longer serve them well. But the reality is:

Migration Effort:

• Active work: 20-30 hours spread over 2 weeks
• Team training: 5-10 hours
• Parallel running: Minimal additional effort
• Total investment: 25-40 hours

Migration Benefit:

• Cost savings: $5,000-8,000/year
• Time savings: 15-20 hours/week from integration
• Better workflow: Sales → projects → time → invoicing
• Annual value: $50,000-100,000

ROI: 125,000-250,000%

Your Migration Checklist:

• Clean data in Pipedrive (1-2 days)
• Export all data (1 hour)
• Set up Corcava (2-3 hours)
• Test import (1-2 hours)
• Full import (2-4 hours)
• Verify data (2-3 hours)
• Train team (5-10 hours)
• Parallel run (2 weeks)
• Full switch (celebrate!)

The hardest part isn't the technical migration—it's making the decision to move. Once you commit, the process is straightforward and the benefits are immediate.

Ready to Migrate from Pipedrive?

Start your free trial of Corcava and we'll help you migrate your data from Pipedrive.

With Corcava, you get:

• Easy Pipedrive Import with automatic field mapping
• CRM with Deal Pipeline matching Pipedrive functionality
• Project Management to deliver on won deals
• Time Tracking integrated with clients and projects
• Professional Invoicing generated from tracked time
• Client Portal for project transparency
• Team Collaboration with chat and video
• All-in-One Platform replacing 5+ separate tools

All for $9 per user per month. Pipedrive + other tools costs $50+/user/month.

Start Free Trial → We'll Help You Migrate → Start Saving

No credit card required. 14-day free trial. Migration assistance included.

Migration Support:

• CSV mapping templates provided
• Import troubleshooting help
• Data verification assistance
• Team training resources

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Ready to leave Pipedrive and get integrated CRM + projects + time + invoicing? Start your migration today with our proven migration process and save $5,000-8,000 per year.