Skip to content

MIGRATION GUIDE

Switch from Mailchimp to Pinnacle Ai.

Keep sending email. Start seeing who's actually a customer.

What changes for you

  • Billing isn't tied to audience size

    Unlimited contacts on a flat plan, so cleaning or growing your list doesn't change your price.

  • A real CRM behind your list

    Contacts become pipelines, notes and tasks — not just email addresses.

  • Text as well as email

    SMS, email and social replies land in one inbox with the same automations.

Where your Mailchimp stuff lives in Pinnacle Ai

Mailchimp features mapped to Pinnacle Ai features
In MailchimpIn Pinnacle Ai
Audiences & segmentsCRM with smart lists
CampaignsEmail/SMS campaigns
Customer JourneysWorkflows & Automations
Signup formsForms & surveys
Landing pagesFunnels & websites
TemplatesEmail builder templates

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 Mailchimp 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 Mailchimp behind?

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

Watch the Demo