Source
Insly

Insly

Destination
ProMax

ProMax

CRM MigrationStarting at $500

Migrate from Insly to ProMax

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from Insly to ProMax. 12 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 Insly to ProMax 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

Insly vs ProMax

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

Migrating from
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

Migrating to
ProMax

ProMax

Credit driven retailing for auto dealers

ProMax is an all-in-one front-end software platform for auto dealerships that combines CRM, desking, website management, inventory, credit reporting, and data mining. As the only value-added reseller of all three credit bureaus with integrated CRM and desking, it specializes in credit-driven retailing.

Founded 1994
Bettendorf, Iowa, United States
Best for
Small BusinessMid-Market
Industries
AutomotiveAuto DealershipsBHPH+1 more
Top Strength

Only VAR of all three credit bureaus with integrated CRM and desking

Your New CRM

Why ProMax is a great choice

ProMax

ProMax

"Credit driven retailing for auto dealers"

ProMax is an all-in-one front-end software platform for auto dealerships that combines CRM, desking, website management, inventory, credit reporting, and data mining. As the only value-added reseller of all three credit bureaus with integrated CRM and desking, it specializes in credit-driven retailing.

Ideal for: Auto dealerships and dealer groups seeking an integrated platform with deep credit bureau integration, compliance tools, and CRM capabilities.

Only VAR of all three credit bureaus with integrated CRM and desking

Comprehensive compliance integration for FTC requirements

Industries
AutomotiveAuto DealershipsBHPH+1
Best For
Small BusinessMid-Market

Daily workplan dashboard for task management

Seamless DMS and third-party website integration

Learn more at

promaxunlimited.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Insly to ProMax

Insly
ProMax
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
Not Available
Products
Supported
Quotes
Supported
Documents
Supported
Campaigns
Mapping Required

Specialized

Tickets
Not Available
Invoices
Not Available
Subscriptions
Not Available

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

FAQ

Insly to ProMax Migration FAQ

Common questions about migrating from Insly to ProMax.

Related Migration Paths

Explore other popular CRM migrations similar to Insly to ProMax

Reverse Migration

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

ProMax → Insly

Ready to get started?

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Prefer email? talk@ambrstack.com