Skip to content
Start here
Browse by category
AI Assistants5Accounting Software3Agency & Funnel Software4B2B Sales Outreach5Business Backup3Business Email & Office3CRM Platforms7Cloud Storage4Customer Support3Design Tools3E-Signature3E-commerce Platforms3Email Marketing1Inventory Management3Knowledge Management3Marketing Automation11POS Systems3Paid Ads Management3Password Managers3Payment Processing3Payroll & HR3Project Management7SEO Software3Sales Intelligence3Scheduling Software3Social Media Management3Team Communication1Time Tracking3Video Conferencing5Website Builders3Workflow Automation3
All categories →
Not sure what you need? Start hereTell us the job and see the software it takes, with verified prices for your team.
Recently verified
Decision brief builderTurn your shortlist into a one-page case for sign-off: verified prices for your team size, requirements and sources.
Recently updated switching guides
All 264 migration guides →
What every guide covers
What transfers, and what doesn’tThe vendor’s own import path, step by step, plus the data you will rebuild by hand. Switching cost estimatorAn adjustable estimate of the hidden labor, cleanup and retraining cost, with its assumptions shown.
Open data
Open data hub: every dataset (JSON/CSV)JSON and CSV under CC BY 4.0. Every value carries its source page and verification date. How we verify pricingThe research method behind every figure on the site.
Pricing data
Software IndexEvery tool we track in one sortable table: entry price, free plan, AI pricing and source. AI Pricing DatabaseHow each vendor bills its AI features: bundled, add-on, metered or quote. Stack Cost CheckerPrice every tool you pay for at list price, saved in a link that re-prices later.Black Friday Software DealsVerified deals plus the discounts you can get today, checked on each vendor’s site.
Original research
The B2B SaaS Sticker Shock IndexCheapest published entry price in 18 categories, ranked.2026 SaaS Price IncreasesEvery list-price increase we could verify, with old price, new price and source.The AI TaxHow 19 AI features are actually billed: bundled, add-on or metered.The Real Cost of a 10-Person Startup StackThree software stacks priced at published entry prices.
Security & compliance
Security & compliance databaseSOC 2, ISO 27001, HIPAA BAAs, and the plan you need for SSO, SCIM and audit logs. How to read security claimsSOC 2 vs ISO 27001, the single sign-on tax, and what “Not published” means.
Where your team works
Offline access databaseWhich tools work without internet, in which app, and what syncs later. Remote vs office guideIP allowlisting, device controls, data residency and office hardware, tool by tool.
Side by side
Security in every comparisonEach head-to-head now compares compliance, sign-in, offline and remote controls. Download the dataJSON and CSV, CC BY 4.0. Every value carries the vendor URL and quote.
CRM PLATFORMS · MIGRATION GUIDE

Switching from Salesforce to Pipedrive

Pipedrive’s Import2 tool connects directly to Salesforce and auto-maps standard objects, free for up to 1 million records — one of the more supported migration paths in this category.

Jump to migration steps Read the full comparison
By Bill Belcamino · Last updated September 23, 2026 · Our methodologyResearched and fact-checked by the HelpCompare team
Switching from Salesforce to PipedriveVerified Sep 23, 2026
Bill Belcamino
Bottom line up frontby Bill Belcamino, founder of HelpCompare
Editorial assessment

Bottom line up front: Is it worth leaving Salesforce for Pipedrive?

For a team that only ever used core Sales Cloud, yes, and the data is one of the easier CRM moves: Pipedrive's Import2 connects straight to Salesforce, free for up to 1 million records.

The saving is $11 a seat at entry, $14 against $25, though a team on Salesforce's $0 Free Suite would pay more, not less. Import2 auto-maps standard objects only, and AppExchange apps, custom objects and Agentforce have no Pipedrive equivalent. So audit before you plan. Pull a list of every installed app, custom object and scheduled report, and ask whoever relies on each one what breaks if it disappears, because most orgs carry a few automations nobody remembers building until a process stops. Export anything Import2 won't carry, and keep the Salesforce org readable until a full sales cycle closes in Pipedrive.

My read of the verified data on this page, checked against vendor sources on September 23, 2026. Disagree or spot an error? Tell Bill

Estimate · your inputs

Switching Cost & Friction Estimator

Most buyers only budget for the new subscription. This estimates the hidden labor, data-cleanup, and retraining cost of actually making the switch.

25,000
10

Estimate assumes: 1 hour of data-mapping/cleaning labor per 2,000 records, a blended $75/hr ops rate, tiered migration & cleaning tooling fees, and 4 hours of retraining per seat at a $45/hr fully-loaded rate.

Estimated Migration Time —
Data Friction Rating —
Total Hidden Switching Cost $0

    Why teams move from Salesforce to Pipedrive

    Lower per-seat price

    $14 against $25 for Salesforce Starter Suite.

    Self-serve setup

    No admin or IT background needed.

    Direct Salesforce import

    Free for up to 1 million records via Import2.

    How the migration actually works

    You lose Salesforce’s path to Service, Marketing and Commerce Cloud, its AppExchange ecosystem, and Tableau-integrated reporting — Pipedrive does not aim to replace those.

    StepWhat you do
    1Export or connect your dataExport contacts and deals as CSV, or connect the two CRMs directly if an import tool supports it.
    2Create your Pipedrive accountCreate your Pipedrive account and use its Import2 tool to connect directly to Salesforce, auto-mapping standard objects.
    3Rebuild your pipeline stagesSet up Pipedrive’s visual pipeline to match your sales process, and configure any add-ons (LeadBooster, Campaigns) you relied on in Salesforce.
    4Rebuild custom fields and automationsRecreate any custom fields, deal stages and automation rules the import did not carry over.
    5Reassign ownership and permissionsSet up user roles and record ownership to match your sales team’s structure.
    6Run one full sales cycle before cancellingKeep both tools live until a deal has moved through the new CRM start to finish, then cancel the old plan.

    What this path doesn’t do for you:

    Salesforce’s AppExchange apps, custom objects and Agentforce AI tooling have no Pipedrive equivalent — confirm you are not relying on any of them before switching.

    Pricing side by side

    PlanSalesforcePipedrive
    Pricing basisPer userPer seat
    Entry priceStarter Suite $25/user/moLite $14/seat/mo (annual)
    Free planFree Suite, $0/userNone, 14-day trial
    SetupOften needs admin/partner past StarterSelf-serve, no IT needed
    EcosystemAppExchange, thousands of apps500+ native integrations

    Standard list prices checked on each vendor’s pricing page on September 23, 2026.

    Feature parity check

    CapabilitySalesforcePipedrive
    EcosystemAppExchange, thousands of apps500+ integrations
    Price$25/user/mo$14/seat/mo
    SetupOften needs admin/partnerSelf-serve
    Free planFree Suite, $0/userNone

    Going the other direction, or want the full comparison first?

    Read the Pipedrive vs Salesforce comparison Switching from Pipedrive to Salesforce instead?
    Verified data

    Security & access: what changes when you switch

    Security, offline and access rules that differ between Salesforce and Pipedrive. Rows where both tools are the same (4) are left out; the full side-by-side is on each tool’s page: Salesforce, Pipedrive.

    What changesSalesforce (today)Pipedrive (after)
    SOC 2 reportSOC 2 reportType not stated by vendorsourceSOC 2 Type IIsource
    Other certificationsSOC 1, SOC 3, ISO/IEC 27017, ISO/IEC 27018, PCI DSS Level 1, HITRUST CSF, C5, HDS, ENS High, ISMAP, APEC PRP, EU/UK BCR for ProcessorssourceISO/IEC 27701, SOC 3source
    HIPAA (BAA)BAA availablesourceNot supportedsource
    Single sign-on (SAML/OIDC)YesAll editionssourceYesAll planssource
    SCIM user provisioningYesAll editionssourceNot published
    Two-factor authenticationYesEnforcement: All editionssourceYesEnforcement: All planssource
    Admin audit logYesEssentialssourceYessource
    Data residency choicesUS, EU, UK, Canada, Australia, Japan, India, Brazil, Singapore, South Korea, Indonesia, Israel, Switzerland, South Africa, UAEsourceAustralia, Canada, EU, UK, USAssigned from your sign-up region; not selectablesource
    EncryptionTLS in transit (2048-bit RSA certificates); AES-256 on replication links between data centerssourceEncrypted at rest and in transit (algorithms not specified publicly)source
    Self-hosting optionNot publishedCloud onlysource
    Desktop appsNot publishedBrowser onlysource
    Offline limitsMobile apps only (not the browser); if users don't customize their cache, it holds up to 30 recent records for their five most recent objectssourceMobile apps only; offline mode can't be toggled manuallysource
    IP allowlistingYesAll editions (per-profile ranges on Enterprise and up)sourceYesUltimatesource
    Device & session controlsYesEssentialsAdmin-set session timeout for inactive users; option to lock sessions to the originating IP address (Enterprise and up).sourceYesUltimateSecurity rules can limit access to set IP addresses and time windows; the security dashboard shows each user's device, location and login time.source
    Editorial assessment

    Before you cut over

    • Set up single sign-on in Pipedrive on All plans before you invite the team, so accounts are created through your identity provider rather than by hand.
    • Salesforce offers a HIPAA BAA; we found none for Pipedrive. Don’t move protected health information until that is settled.

    Checked September 19, 2026 against each vendor’s own trust center, help docs and app pages. Hover or tap “source” to see the exact wording we relied on. “Not published” means we could not find the vendor saying it on its own site; it doesn’t mean the feature is missing. Plan names are the lowest plan the vendor says includes the feature. Security · Offline · Remote vs office · Download the data

    Frequently Asked Questions

    Does Pipedrive import my Salesforce data automatically?

    Yes — its Import2 tool connects directly to Salesforce and auto-maps standard objects, free for up to 1 million records.

    Will I save money?

    Yes, $11 a seat a month at the entry paid tier.

    Do I lose AppExchange apps?

    Yes, Pipedrive has its own smaller integration marketplace and specific paid add-ons instead — check whether your Salesforce apps have a Pipedrive equivalent first.

    Do my deal stages and custom fields carry over?

    Partially. Standard objects (contacts, deals/opportunities, activities) usually map through an import tool where one exists; custom fields, automations and permission structures are typically rebuilt by hand in the new CRM.

    Canonical data for the tools on this page

    Every pricing fact, rating, AI billing model and switching guide we hold on each tool, on one page, with the date each figure was last verified.

    SalesforcePricing, free plan, AI cost & every comparison›PipedrivePricing, free plan, AI cost & every comparison›
    Pipedrive vs SalesforceHead-to-head comparisonHubSpot vs SalesforceHead-to-head comparisonPipedrive vs HubSpotHead-to-head comparisonPipedrive vs Zoho CRMHead-to-head comparisonSalesforce vs Zoho CRMHead-to-head comparisonAttio vs HubSpotHead-to-head comparison
    Pipedrive to SalesforceSwitching guideHubSpot to PipedriveSwitching guideHubSpot to SalesforceSwitching guidePipedrive to HubSpotSwitching guideSalesforce to HubSpotSwitching guidePipedrive to Zoho CRMSwitching guide

    Sources

    Prices on this page were recorded from each vendor’s own pricing page on the date shown at the top of the page. Vendors change pricing often — check the live source before you buy.

    Every figure is also in our open dataset (JSON and CSV, CC BY 4.0), with its source page and verification date. See how we research pricing.

    Cite this page: HelpCompare, “Switching from Salesforce to Pipedrive”, helpcompare.com/salesforce-to-pipedrive-migration/ (updated ).

    Source links on this site are checked every month; last check . How sources are checked.

    Start with the job

    Guides for the jobs this software does

    Plain-language guides: the steps, what to check before you buy, common mistakes, and every tool it takes with verified prices.

    Manage leads and dealsSend proposals and close dealsKeep track of customers and contactsGet contracts signedSend quotes and estimatesFind prospects' contact infoSend cold outreachGet more leads and customersAll 50 job guides
    Need sign-off?

    Turn this into a one-page decision brief

    Verified prices costed for your team size, a check against your must-have requirements, the questions to settle before you sign, and a source for every figure. Print it, or paste it into an email to whoever approves the spend.

    Build a decision brief

    From shortlist to switched

    Built for the leader who owns the selection, answers for the spend, drives the rollout, and lives with the results. HelpCompare covers the whole decision, not just the first step.

    01 · CompareWhich tool fits your team, side by side.133 comparisons 02 · Price & approveSourced, dated pricing and a one-page brief for sign-off.Decision brief 03 · SwitchWhat moves, what you rebuild, what it costs.264 guides 04 · ShareDownload and cite the data. CC BY 4.0.Open data
    Bill Belcamino, founder of HelpCompare
    About the author

    Bill Belcamino

    Founder and author, HelpCompare

    Engineer by training, operator by experience, marketer by choice. Bill spent eight and a half years as an engineer at HP, was COO of Auctiva (the number one third-party selling platform on eBay, past 200,000 users) and ran Google’s $70M/year search syndication partnership at Alot.com. Then he spent 13 years building his own web properties with his own money at stake. He has bought, trialled, integrated and cancelled more SaaS tools than he can count, and started HelpCompare because the real cost of switching tools is the part nobody covers.

    “I’ve sat on both sides of the table: the agency recommending the tool and the client paying for it.”

    Researched and fact-checked by the HelpCompare team. Pricing on this page was last verified on September 23, 2026. No paid sponsorships, no affiliate commissions.

    Read Bill’s story How we verify pricingSpot an error? Tell Bill