Migrate from SugarCRM to Insightly Easily:

Intelligible Guide       

      

There are a gigantic number of customer relationship management platforms                   

nowadays. Nevertheless, just a few turn to be the top­rank systems. SugarCRM                       

and Insightly are among of professional CRMs because they provide its users with                         

strong and powerful features for smooth business running. SugarCRM as well as                       

Insightly has its strong and weak sides. 

 

SugarCRM provides business owners with multiple functionality. It also provides                   

customization possibilities to suit company requirements. This software is often                   

treated as a solution for enterprise­level companies. 

 

Insightly is a customer relationship management system with around 650,000                   

users in more than 100 countries. It’s a leader among platforms that are oriented                           

on small business companies. This software provides major CRM features like                     

sales and marketing automation, reports,         

workflows, pipeline overview and data         

management and possesses basic social         

integrations (like Facebook, Twitter, Linkedin,         

FourSquare, Picasa, Klout). 

 

SugarCRM vs Insightly: Less Is More Technically, the decision of favorable CRM software depends on your company                     

requirements, and how it will be realized by the platform you choose. If you already                             

run SugarCRM, and now you feel the desire to start using something more                         

appropriate on your business. Probably, Insightly CRM can be an alternative for                       

you. So, why not to migrate? 

With Data2CRM, you may forget about manual data export/import to your new                       

Insightly platform. This unique service offers you the opportunity of automated                     

SugarCRM migration. So, just a few simple steps and you will be able to enjoy                             

your new Insightly CRM. 

SugarCRM to Insightly: Intelligible Guide Step 1. Create Your Data2CRM Account 

Go to app.data2crm.com and sign up. Provide your login, password and point out                         

your phone number (optional). 

 

Step 2. Specify Your SugarCRM Data 

Define your SugarCRM details: URL, type in your login and password. 

 

 

Step 3. Provide Your Target CRM Details 

Choose Insightly from the drop­down list and provide your access API key.                       

 

Step 4. Choose Migration Options 

Select the modules (contacts, accounts, leads, tasks and opportunities) you wish                     

to move to Insightly platform. You can migrate all at once or only specified option. 

 

 

 

 

Step 5. Start Free Demo 

Run the free Demo Migration. Data2CRM will move up to 10 items of specified                           

modules for you to estimate the service in action. 

 

 

 

 

Step 6. Start Full Migration 

In case, the outcomes of the demo satisfied you, start your full SugarCRM to                           

Insightly Migration. 

 

Now you are aware of the accurate and swift CRM migration from SugarCRM to                           

Insightly. All you have to do is start free Demo migration, and your hesitations will                             

disappear.