Can I keep Pipeliner for sales and run delivery in Phloz?

Yes — the common split. Pipeliner owns lead → opportunity → won; Phloz owns the client engagement after that. Export won accounts to CSV and import as Phloz clients at handoff. You keep Pipeliner's pipeline and reporting strengths and stop paying high-end per-seat prices for delivery seats it wasn't built to serve.

Does Phloz replace Pipeliner's sales reporting?

No. Phloz reports on delivery — tasks, client activity, tracking-node health, stale-client attention queues — not on a sales forecast or weighted pipeline. If sales analytics is what you need, keep a sales CRM; Phloz answers "is every client's work and tracking in good shape?", not "what will we close this quarter?".

How does pricing compare?

Pipeliner sits at the higher end of sales-CRM per-seat pricing. Moving delivery seats to Phloz (per-active-client, not per-seat) and keeping a small Pipeliner footprint for sales typically cuts total tooling cost substantially. Run the per-active-client math at your client count on /pricing.

Alternative to Pipeliner CRM

The Pipeliner CRM alternative for digital marketing agencies

Pipeliner is a visual sales CRM; Phloz is built for agency delivery and tracking after the sale.

What you're probably tired of

A visual sales CRM priced toward the high end, doing work an agency only half-needs
Per-seat pricing that climbs fast as the team grows
No home for tracking infrastructure (GA4, GTM, pixels, conversions) — it lives in a Sheet
A pipeline-first tool when your real bottleneck is delivering across many clients

What changes on Phloz

Delivery-first design — tasks, messages, recurring work, department views, calendar
Native typed tracking-infrastructure map per client
Per-active-client pricing instead of per-seat
Free unlimited client portals with magic-link access

Should you actually switch?

A switch is real cost — a few days of structural mapping, a parallel-running week, training time, and the friction of breaking habits your team has built. Worth it when the new tool meaningfully changes how you work; not worth it when the gain is incremental.

The five signals that you're ready to leave Pipeliner CRM: (1) you're paying for seats or contacts you don't use, (2) you're running the tracking stack in a separate Sheet because the CRM has nowhere for it, (3) onboarding a new team member takes more than a day because the configuration is tribal knowledge, (4) clients ask "where do I see progress?" and you don't have a clean answer, (5) you're duplicating client data across two or three tools because no single tool fits.

If three of those five describe your agency, the structural upgrade pays back inside a quarter. If only one or two, stay where you are and revisit at the next pricing renewal — switching for marginal gain is usually a worse decision than the marginal gain.

When Pipeliner CRM is still the right choice

The honest counter-positioning. Pipeliner CRMisn't wrong for everyone — these are the cases where staying makes more sense than switching. If any of them describe you, weigh the trade carefully before migrating.

Sales forecasting and pipeline analytics are central to how you run the business — Pipeliner's visualised reporting is a genuine strength Phloz doesn't match.
New-business selling is the constraint, not delivery. A sales CRM is the right tool for a sales bottleneck.
Your team values Pipeliner's no-admin, offline-capable pipeline experience and uses it daily as the core workflow.
You sell a product or a deal-by-deal service where the pipeline is the whole operating model.

Migration: what to plan for

Pipeliner exports accounts, contacts, and opportunities to CSV. Map accounts to clients, contacts to client_contacts, and won opportunities to active clients; import via Phloz workspace import. Pipeliner's sales reporting and pipeline automation stay behind — Phloz is delivery + tracking, not a sales-forecasting CRM. Plan about a day for structural mapping, half a day for the data move.

The structural rethink — mapping Pipeliner CRM's shape to Phloz's opinionated agency model — takes longer than the data move. Read the marketing agency CRM buyer's guide for the six capabilities that should drive the decision, and the pricing page to run the per-active-client math at your client count.

Pipeliner CRM migration FAQ

The three questions agency owners ask before signing the switch decision. Honest answers — same data we'd give a friend evaluating the move.

Can I keep Pipeliner for sales and run delivery in Phloz?: Yes — the common split. Pipeliner owns lead → opportunity → won; Phloz owns the client engagement after that. Export won accounts to CSV and import as Phloz clients at handoff. You keep Pipeliner's pipeline and reporting strengths and stop paying high-end per-seat prices for delivery seats it wasn't built to serve.
Does Phloz replace Pipeliner's sales reporting?: No. Phloz reports on delivery — tasks, client activity, tracking-node health, stale-client attention queues — not on a sales forecast or weighted pipeline. If sales analytics is what you need, keep a sales CRM; Phloz answers "is every client's work and tracking in good shape?", not "what will we close this quarter?".
How does pricing compare?: Pipeliner sits at the higher end of sales-CRM per-seat pricing. Moving delivery seats to Phloz (per-active-client, not per-seat) and keeping a small Pipeliner footprint for sales typically cuts total tooling cost substantially. Run the per-active-client math at your client count on /pricing.

What you keep when you migrate

The honest list of what survives the move from Pipeliner CRM. Your client list and contact records (CSV import). Your active tasks and their assignees, statuses, due dates (CSV import). Your custom fields, on clients and tasks (mapped to Phloz custom fields during import). Your inbound email addresses if you set up forwarding (re-pointed at the per-client Phloz inbound addresses).

What doesn't survive: historical activity logs older than what you'd realistically reference (most agencies discover they don't open activity from before the last quarter). Bespoke automation rules built on Pipeliner CRM's specific automation engine — these need to be re-expressed in Phloz's patterns (recurring tasks, status hooks, inbound thread routing) or offloaded to Inngest / Zapier. Time entries stay in your time-tracking tool of record (Phloz integrates rather than re-imports).

The trade is a lighter, more opinionated tool that runs your agency's shape natively — at the cost of some per-tool customisation that, in retrospect, was usually a workaround for a missing primitive. See agency project management software for the broader buyer's guide on what to evaluate alongside this switch decision.

Want the head-to-head, not the switch story?

The Phloz vs Pipeliner CRM comparison covers what each tool does, what each doesn't, and when Pipeliner CRMis the right choice — for the cases where you're evaluating rather than already unhappy.

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