Knowledge Base
Guides and answers for common Teamopipe questions.
Articles
Plans, billing, upgrading and cancelling
Free vs Pro comparison, how to upgrade, cancel, request a refund, and discount options.
How to migrate from Streak
We can migrate your Streak data for free, or you can self-serve with a CSV import.
Account access and deletion
Can’t log in, switched Google accounts, or want to delete your account — here’s how to handle it.
Extension not showing in Gmail
Step-by-step guide to fix the Teamopipe sidebar not showing or disappearing from Gmail.
How email linking works
How email-to-deal linking works — thread-level vs contact-level, how to switch, and how to unlink emails.
Campaigns and email templates
How campaigns work, what’s included, the difference between campaigns and sequences, and how to use email templates.
How to invite team members
How to invite team members to your workspace and give them access to pipelines.
Custom fields and tags
How to create custom fields, control which pipelines show them, and add dropdown options and tags.
Known bugs and workarounds
Known bugs and workarounds — date timezone, case-sensitive search, app crashes, ghost tags, contacts export.
Teamopipe vs other CRMs
How Teamopipe compares to Streak, HubSpot, Copper, and Pipedrive — and what it’s not suited for.