Pipedrive replacement · 13 Oct 2026

The new CRM is built. Next we move the data and switch over.

Everything Pipedrive does for The Solar House has been rebuilt and tested on a test site. What's left is mostly accounts, logins and moving the real data. Target: Pipedrive off by end of November, 7 weeks away.

1. Step 1Build itDone

   Every Pipedrive feature TSH uses, plus extras.

2. Step 2Test itNearly done

   Full demo run passed. Two test rounds, 26 issues fixed. Real email, calls and ads still to test.

3. Step 3Move the dataNot started

   Practice run passed. Real Pipedrive export needed.

4. Step 4Switch overNot started

   Run both side by side, train the team, cancel Pipedrive.

What's done

• All pipelines and stages, deals board, deal pages, leads inbox
• Contacts and organisations, with duplicate merging
• Activities, calendar, booking links, Google Calendar sync
• Email from each person's own mailbox, 51 templates, open tracking
• Texts, calls, WhatsApp, Messenger and Instagram in one inbox
• Every Pipedrive automation rebuilt, plus install and DNO ones
• TSH sales dashboard, permissions by showroom, install tracker
• Secure sign-in with 2-step verification, on a live test site

What's left

• Team work email addresses added to the CRM Tony
• Google access so the CRM can send and read email Workspace admin
• JustCall keys for calls Tony
• Sign-in emails set up (needs a sending domain) Tony
• Upgrade the database plan before real data goes in Tony
• Confirm the 10 DNO stages and review wording Kate
• Point the website forms, Meta ads and SOS at the new CRM Claude
• Export from Pipedrive, import, check 20 deals by hand Tony + team
• Run both side by side for 1–2 weeks, then train each team Team
• Pick the day Pipedrive goes read-only, then cancel it Tony

Decisions for today

• Set a switch-over date
• Who sorts the Google Workspace access
• Freeze Pipedrive edits once the import starts

From the CRM go-live checklist and test log, 13 Oct 2026.