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MIGRATION GUIDE

Switch from HubSpot to Pinnacle Ai.

Keep the CRM habits. Skip the jump from starter to pro.

What changes for you

  • No starter-to-pro price cliff

    One flat price with the whole platform included, so the tools you need next don't move you to a bigger plan.

  • No per-contact tiers

    Unlimited contacts on every plan — your list can grow without your bill growing.

  • A human sets it up

    Two 1-on-1 Zoom calls in your first week — tech setup then training, included free.

Where your HubSpot stuff lives in Pinnacle Ai

HubSpot features mapped to Pinnacle Ai features
In HubSpotIn Pinnacle Ai
Contacts & listsCRM with smart lists
Deals & pipelinesOpportunities & pipelines
WorkflowsWorkflows & Automations
Marketing emailEmail/SMS campaigns
Landing pages & CTAsFunnels & websites
Meetings linksCalendars
Conversations inboxOne inbox: SMS, email & social

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 HubSpot 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 HubSpot behind?

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

Watch the Demo