Migrate from Insightly CRM to HubSpot CRM

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Migrate from Insightly CRM to HubSpot CRM

As research shows, HubSpot CRM has proven to be one of the leading CRM software in the market and was awarded the Best CRM Software in 2019.

 

 

What’s more, HubSpot is one of the best-integrated CRM platforms available; absolutely no other free CRM solution can offer the same level of integration.

 

 

 

 

Is it time for your business to make the switch from Insightly CRM to HubSpot CRM? Let’s start by going over everything you need to know about Insightly and HubSpot’s features.


 

 

Insightly vs HubSpot CRM

 

 

 

 

 

  • Linking Ability
    • Users can connect to related items
    • Users can move between various records in the database quick and easy

 

  • Project Management
    • Features allow users to view the recent activity on any project (IE: Task, pipeline, and email tracking)
    • Users can choose to receive deadline reminders via email and create or measure milestones

 

  • Tag Management
    • Users can connect to projects, organizations, contacts, and emails
    • Going through groups of records is facilitated with filter options for searches

 

 

 

 

  • 360-degree view of clients’ data – pulling from the customer profile, the dashboard shows the vital details and organized timeline of your interactions and deals with prospects

 

  • Capable of linking with tools you’ve used to keep track of information and to eliminate the additional tasks of logging interactions into CRM

 

  • Receives and secures important data from social media profiles to help fully understand customers’ demands

 

  • Includes 23 integration choices with the ability to smoothly cooperate with the HubSpot Marketing Platform and Sidekick Chrome extension

 

  • HubSpot CRM is free forever with an opportunity to store as many as 1,000,000 contacts, companies, deals, and tasks.

 

 


 

 

Migrate from Insightly to HubSpot with Trujay’s Self-Service Tool

 

 

Follow these 5 simple steps to complete a smooth and successful data migration:

 

 

1). Go to Trujay’s Self-Service app

 

 

 

 

 

2). Select your current CRM and future CRMs and provide the access detail

 

 

 

 

 

3). Evaluate your sample results. If you are satisfied, click “Start Full Migration”

 

 

 

 

4). Should you decide to modify your fields, click “Change Fields Mapping”; you can rerun the sample as many times as you need at no cost

 

 

 

 

 

5). If you’re happy with the results, you can start the full migration process


 

 

Final Notes

 

 

HubSpot CRM is both a smart and easy option that offers all the necessary features without the confusing complexity many other CRM platforms have.

 

 

Upgrade your business with a CRM system that can help reach your company’s full potential.

 

 

Do you find yourself still asking questions? Trujay’s experts are here and happy to help. Visit Trujay to find out more about our additional services and features offered.