
Insightly

Liaison
Transfer contacts, activities, and more from Insightly to Liaison. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Insightly to Liaison 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

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

Higher education admissions and enrollment technology
Liaison provides higher education institutions with CRM solutions, centralized application services, and enrollment marketing tools to recruit, engage, and enroll students. Their platforms include TargetX CRM and Outcomes CRM, offering AI-driven analytics and productivity tools designed specifically for college and university admissions.
Purpose-built for higher education enrollment

"Higher education admissions and enrollment technology"
Liaison provides higher education institutions with CRM solutions, centralized application services, and enrollment marketing tools to recruit, engage, and enroll students. Their platforms include TargetX CRM and Outcomes CRM, offering AI-driven analytics and productivity tools designed specifically for college and university admissions.
Ideal for: Higher education institutions seeking comprehensive enrollment management solutions with CRM, analytics, and marketing automation.
Purpose-built for higher education enrollment
Multiple CRM options (TargetX, Outcomes)
Centralized Application Services (CAS)
AI-powered predictive analytics
Learn more at
liaisonedu.com
See exactly which data objects transfer from Insightly to Liaison


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Insightly to Liaison.
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Prefer email? talk@ambrstack.com