Workbooks CRM
Insly
Transfer contacts, companies, deals, and more from Workbooks CRM to Insly. 15 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Workbooks CRM to Insly 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
The No-BS CRM
Workbooks is a UK-based CRM platform for mid-sized organizations offering sales, marketing, customer service, order management, invoicing, and event management with transparent pricing and fast implementation.
Pricing typically 50-70% less than Salesforce or Microsoft Dynamics
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.
Low-code platform for rapid product configuration
"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
End-to-end policy lifecycle management
Standalone API-based rating engine
Learn more at
insly.com
See exactly which data objects transfer from Workbooks CRM to Insly
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Workbooks CRM to Insly.
Explore other popular CRM migrations similar to Workbooks CRM to Insly
Need to go the other way? We support bidirectional migrations.
Insly → Workbooks CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
