Switching from Pipedrive
Get the marketing Pipedrive never had. Switch in a day.
Switching used to take months. Payani's AI reads your exported Pipedrive data and rebuilds your contacts, companies, deals, forms, and even your automations, with your relationships intact, so you switch in a day, not a quarter.
Why teams leave
Why teams leave Pipedrive.
It only does sales.
No content tools, no landing pages, no social publishing, no email campaigns. You end up bolting on Mailchimp and a stack of others just to market.
The automation is gated and shallow.
Meaningful automation means jumping tiers for a steep price increase, and even then it is limited. Automation is counted per company, not per user.
Thin reporting, and no built-in calling or SMS.
Lower tiers give you shallow reporting, and the outreach tools you expect are simply not there.
The comparison
Pipedrive and Payani, side by side.
Pipedrive keeps sales and marketing separate and makes you buy the marketing elsewhere. Payani is one platform where the CRM and the AI marketing are the same system, and the automation is AI-native, not slot-limited.
| Pipedrive | Payani | |
|---|---|---|
| Switching in | Export your data, then rebuild your setup and automations by hand. | The AI rebuilds your data, forms, and automations from your export, with associations intact. |
| Marketing | Sales-focused. Email, social, and content need bolt-on tools like Mailchimp. | Built in. Email, social, content, and AI publishing in one platform. |
| Automation | Meaningful automation requires a jump to higher tiers, and slots are counted per company. | AI workflows, described in plain language, not slot-limited. |
| Content and social | Not included. | The AI writes articles, images, and social posts, on brand. |
| Reporting | Shallow on lower tiers. | Included on every paid plan. |
| Bolt on a separate email tool. | Personalized email at scale, written by the AI. |
The one-day switch
Live in a day, not a quarter.
Payani's AI reads your Pipedrive exports and rebuilds your contacts, companies, deals, forms, and even your automations, with your relationships intact, and flags anything it cannot determine so you finish on the canvas in minutes.
What comes over
Rebuilt from your export, associations and all.
Your data, relationships intact
Contacts, companies, and deals come across with the custom properties you had, which Payani recreates for you. Every deal stays attached to its contact and company, and your pipeline and its stages come too.
In one proven migration: 2,363 companies, 2,758 contacts, and 822 deals moved with zero associations lost.
Your forms keep collecting
Import your forms and Payani matches submissions by form name, so the moment your site posts to Payani they start collecting again. No re-wiring.
Your automations, rebuilt by AI
Upload your workflow export and the AI reads what each one does, then rebuilds it as a review-ready draft in Payani's workflow engine, binding the forms and actions it can read. Where a workflow was basic, it can offer to make it better, like swapping a template email for an AI-written one.
Nothing guessed, nothing hidden
Every rebuilt workflow is a draft you review and activate yourself, never automatic. Anything the export did not include, like an exact enrollment condition, is listed plainly on the draft so you know what to finish.
Marketing that ships like an engineer
A CRM that acts like it has a marketing team.
A legacy CRM automates mechanics: send this template, set this field. Payani automates judgment: it writes the actual email, the actual article, the actual caption. That is the difference between software that stores your marketing and software that does it.
What you gain
What Payani does that Pipedrive does not.
Publishes to your live site
Payani writes the article and publishes it straight to your site. No copy-paste, no export, no developer.
AI search visibility, fixed
It finds what holds your visibility back and applies the fixes to your live site for you.
Images and social
On-brand images and social posts, generated and scheduled from the same place.
Personalized email at scale
The AI writes the actual email to the actual person, not a mail-merge template.
One platform
CRM, content, email, social, and analytics in one system, one login, one bill.
No per-contact pricing
Grow your list as much as you want. Your price does not move.
Switch to Payani in a day.
No months, no rebuild. Start free, no credit card, and let the AI move you over.