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MIGRATION GUIDE

Switch from ConvertKit to Pinnacle Ai.

Keep the newsletter. Add the CRM, texting and booking around it.

What changes for you

  • Subscriber count doesn't set your price

    Flat price, unlimited contacts — publish and grow without a plan change.

  • Subscribers become customers you can track

    Pipelines, notes and tasks show who bought, who booked and who went quiet.

  • SMS and calls included

    Reach people the way they actually reply, from the same inbox.

Where your ConvertKit stuff lives in Pinnacle Ai

ConvertKit features mapped to Pinnacle Ai features
In ConvertKitIn Pinnacle Ai
Subscribers & tagsCRM with smart lists
SequencesWorkflows & Automations
BroadcastsEmail/SMS campaigns
Landing pagesFunnels & websites
FormsForms & surveys
Products & sales pagesOrder forms & Text-2-Pay

Your switching checklist

Here's what you'll bring over — with our guides, ready-made templates, and our team on chat and Zoom if you get stuck.

  • Contacts & tags — via CSV import
  • Pipelines & deals
  • Email templates & campaigns
  • Forms
  • Landing pages
  • Calendars

TIMELINE

Most switchers are fully moved in within their first week.

  1. 1

    Open your tool's guide

    Exactly what to export and where it goes.

  2. 2

    Bring your data over

    Import contacts in minutes with CSV; rebuild pages and automations fast with our templates.

  3. 3

    Go live supported

    Stuck anywhere? Chat or Zoom with our team, anytime.

Questions about switching

No. Your contacts and tags, pipelines and deals, email templates and campaigns, forms, landing pages and calendars all have a home here — the guide shows you exactly where each piece goes. Anything that needs rebuilding, our team will walk you through on chat or Zoom.

Most switchers are fully moved in within their first week. You follow the ConvertKit guide, import contacts with CSV, and our team is on live chat and Zoom whenever you get stuck.

Nothing extra. The guides, the templates and our support are included on Core, Growth and Pro, along with white-glove onboarding. There are no contracts — cancel anytime and take your data with you.
The automation and other features of PinnacleAI CRM are so robust that I have barely learned everything available to me.
Steven Harris

Ready to leave ConvertKit behind?

Follow the guide, import your contacts, and lean on our team whenever you need us.

Watch the Demo