Source
Insureio

Insureio

Destination
Funraise

Funraise

CRM MigrationStarting at $500

Migrate from Insureio to Funraise

Effortlessly & Accurately

Transfer contacts, activities, and more from Insureio to Funraise. 7 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 Insureio to Funraise 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

Insureio vs Funraise

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

Migrating from
Insureio

Insureio

The best CRM built by and for life insurance agents

Insureio is a cloud-based CRM platform specifically designed for life insurance agents, brokers, and advisors. It offers lead management, carrier quote integrations, electronic applications, marketing automation, and agency management tools.

Founded 2014
Roseville, California
Best for
Small Business
Industries
Life InsuranceInsurance BrokersFinancial Advisors+2 more
Top Strength

Integration with 30+ carrier quote systems

Migrating to
Funraise

Funraise

Nonprofit fundraising platform with integrated CRM

Funraise is a comprehensive fundraising platform designed specifically for nonprofits, combining donor relationship management, donation page creation, campaign management, and communication tools. It enables nonprofits to manage donors, create fundraising campaigns, send targeted communications, and track giving history all in one platform.

Founded 2015
Long Beach, California, United States
Best for
Small BusinessMid-Market
Industries
NonprofitFundraisingPhilanthropy+2 more
Top Strength

Purpose-built for nonprofits with fundraising expertise

Your New CRM

Why Funraise is a great choice

Funraise

Funraise

"Nonprofit fundraising platform with integrated CRM"

Funraise is a comprehensive fundraising platform designed specifically for nonprofits, combining donor relationship management, donation page creation, campaign management, and communication tools. It enables nonprofits to manage donors, create fundraising campaigns, send targeted communications, and track giving history all in one platform.

Ideal for: Nonprofits seeking an integrated platform for donor management, fundraising campaign creation, and targeted donor communications.

Purpose-built for nonprofits with fundraising expertise

Integrated donor CRM and fundraising tools

Industries
NonprofitFundraisingPhilanthropy+2
Best For
Small BusinessMid-Market

Customizable donation pages and campaign websites

Donor segmentation and targeted email/SMS campaigns

Learn more at

funraise.org

Data Compatibility

What gets migrated

See exactly which data objects transfer from Insureio to Funraise

Insureio
Funraise
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

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

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

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

Specialized

Tickets
Not Available
Invoices
Mapping Required
Subscriptions
Mapping Required

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

FAQ

Insureio to Funraise Migration FAQ

Common questions about migrating from Insureio to Funraise.

Related Migration Paths

Explore other popular CRM migrations similar to Insureio to Funraise

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Prefer email? talk@ambrstack.com