Set up in a week, not a quarter
White-glove onboarding is included free — two 1-on-1 Zoom calls in your first week, tech setup and training.
MIGRATION GUIDE
Switch from Salesforce to Pinnacle Ai.
Enterprise-grade follow-up without the enterprise setup project.
What changes for you
No admin or consultant required
Pipelines, forms and automations are built to be edited by the owner, not a specialist.
Unlimited users, no seat licenses
Everyone on your team gets access on every plan.
Where your Salesforce stuff lives in Pinnacle Ai
| In Salesforce | In Pinnacle Ai |
|---|---|
| Leads & contacts | CRM with smart lists |
| Opportunities | Opportunities & pipelines |
| Flow / Process Builder | Workflows & Automations |
| Web-to-lead forms | Forms & surveys |
| Email templates | Email/SMS campaigns |
| Tasks & events | Tasks & calendars |
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
Open your tool's guide
Exactly what to export and where it goes.
- 2
Bring your data over
Import contacts in minutes with CSV; rebuild pages and automations fast with our templates.
- 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 Salesforce 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.”
Ready to leave Salesforce behind?
Follow the guide, import your contacts, and lean on our team whenever you need us.