Source
Apto

Apto

Destination
Insightly

Insightly

CRM MigrationStarting at $500

Migrate from Apto to Insightly

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from Apto to Insightly. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Apto to Insightly migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Apto vs Insightly

A quick look at both platforms to help you understand your migration path

Migrating from
Apto

Apto

Commercial real estate deal management

Apto is the leading CRM and deal management software for commercial real estate brokers, built on the Salesforce platform. It enables brokers to manage contacts, properties, listings, deals, and commissions with tools for prospecting, deal tracking, professional property websites, and comprehensive reporting.

Founded 2012
Denver, Colorado, USA
Best for
Small BusinessMid-Market
Industries
commercial real estatereal estate brokerageproperty management+2 more
Top Strength

Built on Salesforce for powerful CRM

Migrating to
Insightly

Insightly

Modern, scalable CRM teams love

Insightly is a cloud-based CRM platform designed for small to mid-sized businesses, combining traditional CRM with project management capabilities. It provides contact and lead management, sales pipeline tracking, and workflow automation.

Founded 2009
San Francisco, California
Best for
Small BusinessMid-Market
Industries
Professional ServicesTechnologyMarketing+2 more
Top Strength

Integrated project management with CRM

Your New CRM

Why Insightly is a great choice

Insightly

Insightly

"Modern, scalable CRM teams love"

Insightly is a cloud-based CRM platform designed for small to mid-sized businesses, combining traditional CRM with project management capabilities. It provides contact and lead management, sales pipeline tracking, and workflow automation.

Ideal for: Small to medium-sized teams that need an integrated CRM with project management features for managing complex sales and service workflows.

Integrated project management with CRM

Strong email and calendar integration

Industries
Professional ServicesTechnologyMarketing+2
Best For
Small BusinessMid-Market

Workflow automation capabilities

RESTful API with Python SDK support

Learn more at

insightly.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Apto to Insightly

Apto
Insightly
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Supported
Leads
Supported
Activities
Supported

Communication

Emails
Mapping Required
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Not Available
Products
Not Available
Quotes
Mapping Required
Documents
Not Available
Campaigns
Mapping Required

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Apto to Insightly Migration FAQ

Common questions about migrating from Apto to Insightly.

Related Migration Paths

Explore other popular CRM migrations similar to Apto to Insightly

Reverse Migration

Need to go the other way? We support bidirectional migrations.

Insightly → Apto

Ready to get started?

Join hundreds of revenue teams using Switcher to streamline their CRM migrations.

Prefer email? talk@ambrstack.com