Source
Insightly

Insightly

Destination
Zoho CRM

Zoho CRM

CRM MigrationStarting at $500

Migrate from Insightly to Zoho CRM

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from Insightly to Zoho CRM. 9 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 Insightly to Zoho CRM 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

Insightly vs Zoho CRM

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

Migrating from
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

Migrating to
Zoho CRM

Zoho CRM

The Operating System for Business

Feature-rich CRM platform offering sales automation, marketing tools, and analytics at competitive pricing.

Founded 1996
Chennai, India
Best for
Small BusinessMid-MarketEnterprise
Industries
TechnologyReal EstateFinancial Services+2 more
Top Strength

Excellent value for money with comprehensive features

Your New CRM

Why Zoho CRM is a great choice

Zoho CRM

Zoho CRM

"The Operating System for Business"

Feature-rich CRM platform offering sales automation, marketing tools, and analytics at competitive pricing.

Ideal for: Cost-conscious businesses seeking feature-rich CRM with deep integration into the Zoho ecosystem

Excellent value for money with comprehensive features

Deep integration with 40+ Zoho applications

Industries
TechnologyReal EstateFinancial Services+2
Best For
Small BusinessMid-MarketEnterprise

Powerful AI assistant (Zia) for insights and predictions

Highly customizable with Canvas design studio

Learn more at

zoho.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Insightly to Zoho CRM

Insightly
Zoho CRM
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
Mapping Required
Documents
Mapping Required
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

Insightly to Zoho CRM Migration FAQ

Common questions about migrating from Insightly to Zoho CRM.

Related Migration Paths

Explore other popular CRM migrations similar to Insightly to Zoho CRM

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Prefer email? talk@ambrstack.com