Source
PBS Systems

PBS Systems

Destination
Insly

Insly

CRM MigrationStarting at $500

Migrate from PBS Systems to Insly

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from PBS Systems to Insly. 14 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 PBS Systems to Insly 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

PBS Systems vs Insly

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

Migrating from
PBS Systems

PBS Systems

All-in-one dealership management system

PBS Systems provides a comprehensive dealer management system (DMS) for automotive dealerships, integrating accounting, sales, service, parts, business intelligence, and CRM in one platform. With 35+ years in the industry, their v10 platform serves thousands of dealerships across North America.

Founded 1988
Calgary, Alberta, Canada
Best for
Small BusinessMid-MarketEnterprise
Industries
AutomotiveDealershipsAuto Retail+2 more
Top Strength

35+ years of automotive dealership expertise

Migrating to
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

Your New CRM

Why Insly is a great choice

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.

Ideal for: Insurance brokers, MGAs, and insurers seeking a flexible, API-first insurance software platform with low-code configuration and quick deployment.

Low-code platform for rapid product configuration

API-first architecture with open APIs for integrations

Industries
InsuranceInsurance BrokersMGAs+2
Best For
Small BusinessMid-Market

End-to-end policy lifecycle management

Standalone API-based rating engine

Learn more at

insly.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from PBS Systems to Insly

PBS Systems
Insly
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
Supported
Quotes
Supported
Documents
Supported
Campaigns
Not Available

Specialized

Tickets
Supported
Invoices
Supported
Subscriptions
Mapping Required

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

FAQ

PBS Systems to Insly Migration FAQ

Common questions about migrating from PBS Systems to Insly.

Related Migration Paths

Explore other popular CRM migrations similar to PBS Systems to Insly

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