
NetDocuments

PipelineDeals
Transfer activities, and more from NetDocuments to PipelineDeals. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your NetDocuments to PipelineDeals migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path

Enterprise document and email management in the cloud
NetDocuments is a cloud-native document and email management platform for law firms and corporate legal departments. It offers AI-powered search, matter-centric workspaces, version control, and integrations with Microsoft 365 and legal practice management systems.
Used by many Am Law 100 firms

Simple, powerful sales CRM
PipelineDeals (now Pipeline CRM) is a sales-focused CRM platform that helps teams track leads, manage deals, and streamline workflows. It emphasizes ease of use, customization, and leading customer support for growing businesses.
User-friendly interface with minimal learning curve

"Simple, powerful sales CRM"
PipelineDeals (now Pipeline CRM) is a sales-focused CRM platform that helps teams track leads, manage deals, and streamline workflows. It emphasizes ease of use, customization, and leading customer support for growing businesses.
Ideal for: Small to midsize sales teams wanting a straightforward CRM with strong pipeline visibility, sales tracking, and excellent customer support.
User-friendly interface with minimal learning curve
Visual sales pipeline management
Customizable deal stages and fields
Strong customer support and service
Learn more at
pipelinedeals.com
See exactly which data objects transfer from NetDocuments to PipelineDeals


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from NetDocuments to PipelineDeals.
Explore other popular CRM migrations similar to NetDocuments to PipelineDeals
Need to go the other way? We support bidirectional migrations.
PipelineDeals → NetDocumentsJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com