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MIGRATION GUIDE

Switch from Keap to Pinnacle Ai.

Keep your contacts and automations. Lose the per-contact bill.

What changes for you

  • Unsubscribed contacts stop costing you money

    Flat price, unlimited contacts — your list can grow without your bill growing.

  • No $500 onboarding fee

    A human sets you up free, 1-on-1, in your first week.

  • No auto-upgrades

    Your price is your price. No surprise plan bumps.

Where your Keap stuff lives in Pinnacle Ai

Keap features mapped to Pinnacle Ai features
In KeapIn Pinnacle Ai
CampaignsWorkflows & Automations
Keap PayPayment integrations + Text-2-Pay
Landing pagesFunnels & websites
AppointmentsCalendars
Contacts & tagsCRM with smart lists
BroadcastsEmail/SMS campaigns

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 Keap 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 Keap behind?

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

Watch the Demo