Migration guide
How to switch from Pipedrive to JobNimbus
A step-by-step playbook for migrating your crm data, team, and workflows from Pipedrive ($14/user/mo) to JobNimbus ($200/mo).
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Why teams switch from Pipedrive to JobNimbus
Pipedrive is strong on clean drag-and-drop pipeline and affordable per-seat pricing, but teams often hit limits on marketing features are basic. JobNimbus addresses this — it's best for roofing companies that want flexibility without enterprise pricing.
From
Pipedrive
$14/user/mo
To
JobNimbus
$200/mo
7-step migration plan
- 1
Export your data from Pipedrive (contacts, jobs, invoices, payments) as CSV files.
- 2
Sign up for JobNimbus — 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 JobNimbus. Match custom fields carefully.
- 5
Run Pipedrive and JobNimbus in parallel for 1–2 weeks so your team can validate data.
- 6
Train your office staff and field crews on the new JobNimbus workflows.
- 7
Cancel Pipedrive once you've confirmed all reporting and integrations work.
What you'll gain with JobNimbus
- Customizable workflows
- Built-in financing options
- Strong mobile photo capture
Ready to switch?
Start a free trial of JobNimbus — most teams run it alongside Pipedrive for 1–2 weeks before fully cutting over.
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Frequently asked questions
How long does it take to switch from Pipedrive to JobNimbus?+
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 Pipedrive data into JobNimbus?+
JobNimbus accepts CSV imports for contacts, jobs, and invoices. Export from Pipedrive, clean the file, then import. Custom field mappings may require their support team for accounts >5,000 records.
Why switch from Pipedrive to JobNimbus?+
Common reasons: roofing companies that want flexibility without enterprise pricing. Plus better pricing fit ($200/mo vs $14/user/mo) and feature differences in crm.
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