Instantly
Method CRM
Transfer contacts, companies, deals, and more from Instantly to Method CRM. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Instantly to Method CRM 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
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.
Unlimited email accounts and automated warmup
The #1 automation tool for QuickBooks and Xero users
Method CRM is a customizable CRM built specifically for QuickBooks users, offering patented real-time sync with QuickBooks and Xero for seamless customer, invoice, and payment management. It provides lead tracking, workflow automation, and no-code customization tools.
Patented real-time QuickBooks and Xero sync
"The #1 automation tool for QuickBooks and Xero users"
Method CRM is a customizable CRM built specifically for QuickBooks users, offering patented real-time sync with QuickBooks and Xero for seamless customer, invoice, and payment management. It provides lead tracking, workflow automation, and no-code customization tools.
Ideal for: Small to mid-sized businesses using QuickBooks or Xero that need deep accounting integration and customizable workflows.
Patented real-time QuickBooks and Xero sync
No-code drag-and-drop customization
Over 1,400 five-star reviews on Intuit apps.com
Online customer portals for self-service
Learn more at
method.me
See exactly which data objects transfer from Instantly to Method CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Instantly to Method CRM.
Explore other popular CRM migrations similar to Instantly to Method CRM
Need to go the other way? We support bidirectional migrations.
Method CRM → InstantlyJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
