Source
ProMax

ProMax

Destination
Insightly

Insightly

CRM MigrationStarting at $500

Migrate from ProMax to Insightly

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from ProMax to Insightly. 9 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 ProMax to Insightly 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

ProMax vs Insightly

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

Migrating from
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

Migrating to
Insightly

Insightly

Modern, scalable CRM teams love

Insightly is a cloud-based CRM platform designed for small to mid-sized businesses, combining traditional CRM with project management capabilities. It provides contact and lead management, sales pipeline tracking, and workflow automation.

Founded 2009
San Francisco, California
Best for
Small BusinessMid-Market
Industries
Professional ServicesTechnologyMarketing+2 more
Top Strength

Integrated project management with CRM

Your New CRM

Why Insightly is a great choice

Insightly

Insightly

"Modern, scalable CRM teams love"

Insightly is a cloud-based CRM platform designed for small to mid-sized businesses, combining traditional CRM with project management capabilities. It provides contact and lead management, sales pipeline tracking, and workflow automation.

Ideal for: Small to medium-sized teams that need an integrated CRM with project management features for managing complex sales and service workflows.

Integrated project management with CRM

Strong email and calendar integration

Industries
Professional ServicesTechnologyMarketing+2
Best For
Small BusinessMid-Market

Workflow automation capabilities

RESTful API with Python SDK support

Learn more at

insightly.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from ProMax to Insightly

ProMax
Insightly
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
Not Available
Quotes
Not Available
Documents
Not Available
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

ProMax to Insightly Migration FAQ

Common questions about migrating from ProMax to Insightly.

Related Migration Paths

Explore other popular CRM migrations similar to ProMax to Insightly

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