Onboarding
Cambiar a un CRM nuevo es caro.
Lo sabemos.
Sin decision all-in. Sin dia de corte. Sin migracion que falle a mitad de camino. Empiezas desde donde estas hoy y el sistema avanza contigo.
Migramos una empresa B2B2C - adquisicion, ventas y distribucion completa - en menos de un mes.
The reason most CRM migrations fail isn't technical. It's that they ask the team to change everything at once, while still selling. The pressure makes people go back to Excel or the old system, and the project dies quietly.
Notapipe is designed so that doesn't happen. You can start from wherever you are — your Sheets, your HubSpot, your CSV — and the system structures itself at your pace, without stopping operations for a single day.
The problem you know
The previous CRM was also promising at first.
Switching CRMs has a cost that few companies calculate correctly: it's not the license, it's team time. Configuration hours. Data lost in migration. And above all, the chaos period where nobody knows whether to trust the new system or the old one.
That's why most companies end up with two systems running in parallel — one "official" and one real — until the project is silently abandoned.
How onboarding works
Five steps. No friction.
Diagnosis before importing anything.
Onboarding wizard
Context before configuration.
Tell us briefly about your industry, team size, and product type. This isn't a sales form — it's the context the system needs to map your operation usefully from day one.
System
The system adjusts template suggestions, worker recommendations, and configurations to the operation type you describe.
Choose a template or start blank.
Each template comes with stages, proposed actors, and recommended tools for that type of operation — because we've implemented these flows many times and know what works. Or design from scratch in the canvas if you already know exactly what you want.
System
Every template includes: stages with correct types, probabilities per stage, lifecycle mapping, and recommended workers for each stage.
Your data, in whatever format you have it.
This is the part that most people dread in any migration. In Notapipe there isn't one way to do it — there are three, and you can combine them.
System
Google Sheets, CSV/Excel, or HubSpot import. See below for the detail on each route.
Before anything enters the system.
Notapipe analyzes your data and generates a Data Readiness report: what looks good, what has gaps, what might cause problems later. The diagnosis doesn't block the process — it shows you exactly where you stand and proposes how to resolve it, in plain language.
System
Detects: empty or inconsistent critical fields, contacts without associated company, deals without an owner, stages that don't map to any motion, probable duplicates, enrichment opportunities.
Summary of what's configured.
Motion created, stages, companies and contacts imported, issues found and resolved. From here you can go directly to the Pipeline or the Canvas to keep configuring.
System
From this point you're operational. No shadow period. No double system.
Data routes
Your data, in the format you have it.
Route A
Google Sheets
If you live in Sheets, you don't have to leave.
Connect your Google Drive and select which sheet to sync. The system detects the structure automatically, maps fields with AI, and shows you a preview before importing anything.
Route B
CSV / Excel
Export from anywhere. We map the rest.
Upload the file. The system reads the columns, makes a mapping proposal based on names and content, and asks you to confirm before importing. Formats: CSV, Excel (.xlsx, .xls).
Route C
HubSpot
You don't have to leave HubSpot to use Notapipe.
Mode 1 — Full migration
Import all your history at once: companies, contacts, deals and activities in the correct dependency order. Stages map automatically to Notapipe motions.
Mode 2 — Bidirectional coexistence
Keep working in HubSpot. Notapipe runs in parallel as the layer that represents your complete operation. Data syncs in both directions in real time. No "real" system and "official" system — it's the same data in two interfaces.
Bidirectional sync
Anti-lock-in: Notapipe is the only tool of this type that doesn't create dependency. If at any point you want to stay on HubSpot, your data is there, intact.
Templates
Not just the pipeline.
The complete stack.
Each Notapipe template isn't just a list of stages. It includes the complete recommended operation for that type of commercial motion.
Outbound Enterprise
Teams with active prospecting
Prospecting → Contact → Qualification → Demo → Proposal → Negotiation → Close
Workers
ICP Qualifier, Objection Handler, Call Summary, Forecasting
Roles
SDR (Prospecting–Qual), AE (Demo–Close), Manager (global)
Ref. goals
Qual rate 25–35%, demo-to-proposal 60%, avg cycle 45 days
Inbound SaaS
Teams with active marketing
Inbound lead → Capture → Qualify → Pipeline → Negotiation → Close
Product-Led Growth
Products with free trial or freemium
Signup → Activation → Engagement → Conversion → Expansion
Partner / Channel
Indirect channel sales
Identify → Enable → Co-sell → Close
Operational Billing
Distributors, CPG, B2B2C
New sale → Confirm → Prepare → Invoice → Dispatch → Delivery
Workers
Order Manager, Delivery Tracker, Invoice Generator
Roles
Rep (Sale), Warehouse (Prep), Dispatcher, Admin (Billing)
Ref. goals
Confirmation < 2h, prep < 24h, delivery success > 95%
Blank canvas
If you know exactly what you want
Design from scratch in the canvas
No lock-in
Notapipe is the only Revenue Operations tool that doesn't ask you to commit to it.
Your data is yours
Export at any time, in standard formats. No proprietary formats, no export fees.
Direct integrations
HubSpot, Google Sheets, Kame, Routal — the relationship is between your company and that provider. Notapipe coordinates, doesn't absorb.
Start small
No need to activate everything from day one. Start with one motion, one team, and expand when you see the value.
If it works, don't touch it
Notapipe adapts to what you already have. Not the other way around.
Support
You're not alone. And you don't need an implementation consultant.
During onboarding
Inside the system
From the Notapipe team
Start today
Start from where you are today.
The system moves with you.
We migrated a B2B2C company — full acquisition, sales, and distribution — in less than a month. Without cutting operations. Without days of chaos. Without going back to Excel.
Early access available globally.
No credit card. No cutover date. No total migration commitment.
Tu sales motion es tu moat. No dejes que se pierda en el ruido.