Insightly to HubSpot CRM Migration: A Way to Ideal Company Environment

Today’s CRM systems have resolved the issues of manual data handling, aided in the lead nurturing process and dealt with the lack of useful insights. Now companies aim to advance the client journeys and drive the customers faster through the sales funnel. Insightly and HubSpot CRM help to enhance these processes and deliver the desired results. So, let’s take a critical look at both solutions and understand the main reasons for Insightly to HubSpot migration.

Insightly vs HubSpot CRM: Primary Features and Capabilities

Both platforms work great with the small and mid-sized organizations. Being comparatively young solutions, the systems obtain a number of compelling features like the following:

Insightly:

  • linking ability provides you with an opportunity to connect the related records together and easily move between the various items in the database.
  • extended calendar sync lets you integrate with Microsoft Exchange and Google Calendars and avoid double booking or missed meetings.
  • Legacy reports include 9 configurable reports for sales opportunities and activities, and Advanced ones let you create the custom, tabular reports.
  • solution offers you to manage tags and connect them to projects, organizations. contacts and emails.

HubSpot CRM:

  • effective lead management allows you to perform the sales activities, see the detailed information, and observe the history of interactions in one intuitive view.
  • email tracking enables you with receiving the notification when the potential customer opens your email and click on the link.
  • deals and tasks management lets you add deals in a simple way, and assign tasks easily and progress them in the dashboard.
  • efficient email templates that you can create on your own, as well as personalize, optimize, and share with other team members.

Price Index

To the cost matter, Insightly provides you with a free edition for up to 2 users and 4 paid subscriptions:

  • Basic — $12 user/month/billed annually or $15 user/month/billed monthly
  • Plus — $29 user/month/billed annually or $35 user/month/billed monthly
  • Professional — $49 user/month/billed annually or $59 user/month/billed monthly
  • Enterprise — $99 user/month/billed annually or $129 user/month/billed monthly

HubSpot CRM is absolutely free and enables you with adding over 1,000,000 contacts, as well as obtaining the unlimited users.

As you can see, neither of the solutions is necessarily “better” than the other. However, HubSpot CRM takes advantage over Insightly in terms of simplicity and costs. So, if you are looking for an easy-to-use and affordable platform with robust functionality at the affordable price, then migration from Insightly to HubSpot CRM is a way to consider.

CRM Data Migration: Chance to a Smooth Transition

One of the most important steps towards the successful CRM data import is selecting the right transfer tool. In this case, you can benefit from an automated migration service Data2CRM with the help of the next features:

  • exclude any possibility of records loss as the service guarantees to treat the information securely;
  • eliminate the interruptions of company processes and get the uptime of both CRMs during the CRM migration;
  • map the fields and users on your own in accordance with your business demands;
  • launch a free Demo Migration to explore the service in action, as well as check the future CRM functionality.

Migrate from Insightly to HubSpot CRM Effortlessly

At this point, you can complete 4 simple step to perform the data import:

  1. Go to app.data2crm.com and create an account there.

2. Here, choose your current CRM — Insightly and specify API token.

Then, select your future solution — Hubspot CRM. Define your email, password, and Hub ID.

3. Choose the items you want to transfer to HubSpot CRM, map the records and launch a free Demo Migration.

4. If you are satisfied with Demo results, you can proceed with the data transition.

By and large, the process of finding the right CRM for your company and moving the information from one CRM to another can be challenging. Thus, if you take the above-mentioned suggestions into consideration, you can choose the desired solution and perform the data transfer without any hassles.