Migration guide
How to switch from Follow Up Boss to Pipedrive
A step-by-step playbook for migrating your crm data, team, and workflows from Follow Up Boss ($69/user/mo) to Pipedrive ($14/user/mo).
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Why teams switch from Follow Up Boss to Pipedrive
Follow Up Boss is strong on best lead distribution rules and speed-to-lead automations, but teams often hit limits on pricey per seat. Pipedrive addresses this — it's best for outbound sales teams in trades and home services.
From
Follow Up Boss
$69/user/mo
To
Pipedrive
$14/user/mo
7-step migration plan
- 1
Export your data from Follow Up Boss (contacts, jobs, invoices, payments) as CSV files.
- 2
Sign up for Pipedrive — most teams use the free trial to test the migration safely.
- 3
Clean your CSVs: dedupe contacts, standardize phone numbers, fix date formats.
- 4
Import customers and historical jobs into Pipedrive. Match custom fields carefully.
- 5
Run Follow Up Boss and Pipedrive in parallel for 1–2 weeks so your team can validate data.
- 6
Train your office staff and field crews on the new Pipedrive workflows.
- 7
Cancel Follow Up Boss once you've confirmed all reporting and integrations work.
What you'll gain with Pipedrive
- Clean drag-and-drop pipeline
- Affordable per-seat pricing
- Great mobile app
Ready to switch?
Start a free trial of Pipedrive — most teams run it alongside Follow Up Boss for 1–2 weeks before fully cutting over.
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Frequently asked questions
How long does it take to switch from Follow Up Boss to Pipedrive?+
Most teams complete migration in 1–3 weeks: data export, import/cleanup, team training, and a parallel-run period. Larger teams (10+ users) typically need 4–6 weeks.
Can I import my Follow Up Boss data into Pipedrive?+
Pipedrive accepts CSV imports for contacts, jobs, and invoices. Export from Follow Up Boss, clean the file, then import. Custom field mappings may require their support team for accounts >5,000 records.
Why switch from Follow Up Boss to Pipedrive?+
Common reasons: outbound sales teams in trades and home services. Plus better pricing fit ($14/user/mo vs $69/user/mo) and feature differences in crm.
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Read more reviews: Follow Up Boss · Pipedrive