Source
Instantly

Instantly

Destination
Bonsai

Bonsai

CRM MigrationStarting at $500

Migrate from Instantly to Bonsai

Effortlessly & Accurately

Transfer contacts, activities, and more from Instantly to Bonsai. 4 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 Instantly to Bonsai 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

Instantly vs Bonsai

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

Migrating from
Instantly

Instantly

Scale your outreach with AI-powered cold email

Instantly is a sales engagement and cold email platform that helps B2B teams find, contact, and close customers at scale. It offers unlimited sending accounts, automated warmup, a B2B lead database, and an AI-powered CRM for pipeline tracking.

Founded 2021
Sheridan, Wyoming
Best for
Small BusinessMid-Market
Industries
B2B SaaSMarketing AgenciesLead Generation+2 more
Top Strength

Unlimited email accounts and automated warmup

Migrating to
Bonsai

Bonsai

All-in-one business management for freelancers

Bonsai is a comprehensive business management platform built specifically for freelancers and small service businesses. It consolidates proposals, contracts, invoicing, time tracking, project management, and client CRM into a single solution to streamline operations and improve cash flow.

Founded 2015
San Francisco, California, USA
Best for
Small Business
Industries
FreelanceConsultingDesign+2 more
Top Strength

Comprehensive freelancer-specific solution

Your New CRM

Why Bonsai is a great choice

Bonsai

Bonsai

"All-in-one business management for freelancers"

Bonsai is a comprehensive business management platform built specifically for freelancers and small service businesses. It consolidates proposals, contracts, invoicing, time tracking, project management, and client CRM into a single solution to streamline operations and improve cash flow.

Ideal for: Independent freelancers and small agencies needing an integrated solution for contracts, invoicing, and client management.

Comprehensive freelancer-specific solution

Beautiful, professional proposal templates

Industries
FreelanceConsultingDesign+2
Best For
Small Business

Time tracking with automatic invoice generation

Legal contract templates included

Learn more at

hellobonsai.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Instantly to Bonsai

Instantly
Bonsai
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Not Available
Deals
Not Available
Leads
Not Available
Activities
Supported

Communication

Emails
Not Available
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Not Available
Custom Objects
Mapping Required
Products
Mapping Required
Quotes
Mapping Required
Documents
Mapping Required
Campaigns
Not Available

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

Instantly to Bonsai Migration FAQ

Common questions about migrating from Instantly to Bonsai.

Related Migration Paths

Explore other popular CRM migrations similar to Instantly to Bonsai

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Prefer email? talk@ambrstack.com