Close CRM
Insightly
Transfer contacts, deals, activities, and more from Close CRM to Insightly. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Close CRM to Insightly 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
Prefer email? talk@ambrstack.com
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
The No BS CRM for scaling businesses
Close is an all-in-one CRM designed specifically for small and scaling sales teams, combining contact management with built-in calling, emailing, SMS, and AI-powered automation. It emphasizes communication-centric workflow and speed.
Built-in native calling, SMS, and email
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.
Integrated project management with CRM
"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
Workflow automation capabilities
RESTful API with Python SDK support
Learn more at
insightly.com
See exactly which data objects transfer from Close CRM to Insightly
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Close CRM to Insightly.
Explore other popular CRM migrations similar to Close CRM to Insightly
Need to go the other way? We support bidirectional migrations.
Insightly → Close CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
