Insightly to SuiteCRM Transition: Low Expenses, Great Opportunities [+Video]

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Insightly to SuiteCRM Transition: Low Expenses, Great Opportunities [+Video]

A CRM software in business can sometimes be compared to a car. When you buy one, you don’t assume you should use it forever, and more than that - you’re ready to tune it, fix it, upgrade - and finally change for a better one. The same goes for the system that facilitates your business processes. You can tweak it and customize to suit your needs best, but at some point, it just won’t help, so the way out is to shift to a new, more suitable CRM.

Insightly is an affordable customer relationship + project management system with enough functionality ‘for small businesses’, as they claim at the official site. It is simple to deploy and use, with full support and the necessary features, which should be more than enough for a small company. But there comes a moment when you feel you’ve outgrown your CRM - you’ve hit the ceiling with the number of records, you require more sophisticated reporting capabilities, advanced integration and better customization options. The only thing that stops you from moving away from Insightly is the assuredness that the new solution is going to cost a fortune. And, of course, you prefer not to imagine the nightmarish process of migrating the data, or worse - losing it and starting all over again.

Well, in that case, there are great news for you. First of all, data migration can be in fact a quick and simple process when using the right tools (we’ll get to it later on in details). Moreover, the CRM that is likely to meet your requirements has recently made the first steps on the market and it’s called SuiteCRM.

What makes SuiteCRM an excellent choice?

SuiteCRM is based on the great player - SugarCRM Community Edition. Although it’s stripped out many features compared to the paid versions, the developer company added numerous modules and features to make it no worse than Sugar’s Pro edition, which is quite pricey.

SuiteCRM is open source and free for anyone willing to download and use it on premise.

The cloud version costs £10 per user a month, which is quite a reasonable price for the functionality included.

This CRM offers robust functionality which is fit even for enterprise level companies.

SuiteCRM, being open-source, is entirely customizable, so you’ll be able to make it work exactly as you want it to.

Is SuiteCRM really perfect?

Nothing’s perfect, so you should know that the mobile app doesn’t come right out of the box, you’ll need to pay to get one which is called QuickCRM.

Also, unlike Insightly, full support doesn’t come by default with the package, but should be paid for - £5 per user a month for telephone, chat and email support. Otherwise, you can count only on the community forums.

All in all, the best way to make your choice is to give SuiteCRM a thorough test drive. When you finally decide to migrate from Insightly to SuiteCRM, make sure you save the following tutorial for reference.

Step by Step tutorial for Data Migration from Insightly to SuiteCRM

1. Create your account.

register

2. Provide the following data in the corresponding fields: the URL of your Insightly CRM, and access API key. Do the same for SuiteCRM.

4. Now, click ‘Start Free Demo’ button. A limited amount of your data entities (accounts, leads, contacts, opportunities, tasks) will be then moved from your Insightly to SuiteCRM in no time.This is done for you to check out how the service works.

5. When Demo is over, go ahead to check your SuiteCRM account for the moved data. Then, just Start your full migration.

Now is high time you set off for your brand new CRM and started with your Insightly to SuiteCRM migration - Trujay will make sure it’s as quick, easy and accurate as possible.

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