Source
Daylite

Daylite

Destination
Insly

Insly

CRM MigrationStarting at $500

Migrate from Daylite to Insly

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from Daylite to Insly. 11 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 Daylite to Insly 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

Daylite vs Insly

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

Migrating from
Daylite

Daylite

Organize your whole business in one app

Daylite is a comprehensive CRM and project management platform built for Mac, iPhone, and iPad that helps small businesses and entrepreneurs capture leads, nurture relationships, close deals, manage projects, and track follow-ups. It integrates contact management, sales pipeline, project management, and email/calendar features into a single application designed for Apple users.

Founded 1999
Toronto, Ontario, Canada
Best for
Small Business
Industries
consultingprofessional servicesreal estate+1 more
Top Strength

Native Apple integration across Mac, iPhone, and iPad

Migrating to
Insly

Insly

Low-risk insurance software for brokers and MGAs

Insly is a cloud-based, low-code insurance software platform for MGAs, insurers, and brokers. It provides policy issuing, billing, administration, CRM, reporting, claims management, and multiple quoting functionalities.

Founded 2012
London, United Kingdom
Best for
Small BusinessMid-Market
Industries
InsuranceInsurance BrokersMGAs+2 more
Top Strength

Low-code platform for rapid product configuration

Your New CRM

Why Insly is a great choice

Insly

Insly

"Low-risk insurance software for brokers and MGAs"

Insly is a cloud-based, low-code insurance software platform for MGAs, insurers, and brokers. It provides policy issuing, billing, administration, CRM, reporting, claims management, and multiple quoting functionalities.

Ideal for: Insurance brokers, MGAs, and insurers seeking a flexible, API-first insurance software platform with low-code configuration and quick deployment.

Low-code platform for rapid product configuration

API-first architecture with open APIs for integrations

Industries
InsuranceInsurance BrokersMGAs+2
Best For
Small BusinessMid-Market

End-to-end policy lifecycle management

Standalone API-based rating engine

Learn more at

insly.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Daylite to Insly

Daylite
Insly
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
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Mapping Required
Quotes
Supported
Documents
Supported
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

Daylite to Insly Migration FAQ

Common questions about migrating from Daylite to Insly.

Related Migration Paths

Explore other popular CRM migrations similar to Daylite to Insly

Reverse Migration

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

Insly → Daylite

Ready to get started?

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

Prefer email? talk@ambrstack.com