Migrate from Insightly CRM to HubSpot CRM

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Migrate from Insightly CRM to HubSpot CRM
by Gabriela Theard

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

Insightly to HubSpot

  • 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

Insightly to HubSpot

  • 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.

 

Why Trujay?

Trujay’s Self Service Tool is a good choice while migrating your data. We provide you with a Free Sample Migration, that allows you to see how the system works. It moves only a limited number of records, so you can test the tool. 

The data transfer can be done automatically and in less time, with every bit of information included. With a built-in data mapping option, you can change certain fields mapping to meet your requirements.

Trujay ensures the protection of all data with GDPR requirements and provides its users with price variety.

Trujay’s support team is always ready to help you via email, phone, and live chat. Our tech experts will analyze and clean out the database if you choose a Custom Migration Package. 

Look at the latest feedback of our clients:

A migration between CRM is a very painful process, you want to make sure that your sales teams are not going to lose critical information in the process badly affecting their results. With Trujay I planned my migration myself and they were ready to help me when I couldn’t figure some parts out myself. The representative was very helpful and friendly. Overall a great experience for a migration which use to keep me up at night!”

-Alexandre Gaudelet

CEO at Hospitality firm

“The consultant was great, she was very responsive and worked hard to help answer my questions. She walked me through the migration process and made it stress-free and simple. Good service is hard to come by in business, especially when you are trialing or sampling software. She was not interested in trying to make my purchase, she helped me navigate the software so I could see the power of how it worked – that made me buy!! highly recommend. This software is a pleasure to work with, very simple, elegant & user-friendly. The accuracy in the data migration is spot on. It’s hard to find anything I’m not happy with.”

-Matt Ekstrom

Director of Sales Operations at ClearVoice

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 Wizard

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

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

results of data 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 sample results after migration from Insightly to HubSpot, 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.

Keep your conversion open to moving fast or slow, depending on your business schedule. Migration expertise is a MUST because the consultation definitely wraps around our onboarding offer where strategy is necessary. Try out our Trujay’s onboarding service and keep all the aspects of your data migration project under one roof.

Our Guided Migration Service allows you to simply pay for 5 hours of technical support. You’ll have a dedicated, personal account manager discuss your options, guide you through the mapping process, and/or do the entire Self-Service Migration for you. For more details on our Guided Service, check out this page.

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.