How to Migrate Insightly to SugarCRM: Stage-by-Stage Enlightenment [+Video]

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How to Migrate Insightly to SugarCRM: Stage-by-Stage Enlightenment [+Video]

Insightly-to-SugarCRM-step-by-step-guide

Currently, there is an enormous amount of CRM platforms floating around the Web capable to satisfy even the most forward-thinking expectations. However, Insightly and SugarCRM have proven themselves as the most mature and stable ones, due to due to their rich feature set.

Insightly vs SugarCRM in the Age of Reason

Insightly has a user-friendly interface, with a vast amount of effective add-ons and options. This solution offers three different editions: Free, Professional ($7 user/month) and Enterprise). Flexible report module (that includes pipeline, sales and customer reports) and professional workflow make this system the modern solution, the one which broke “the sacred circle” of traditional CRM platforms. Apart from all the advantages associated with this CRM, it's rather difficult to customize this software for those who have from little to no programming experience.

SugarCRM is one of the most used CRM platforms. It’s often treated as an optimal solution for managing business of all sizes and shapes. This CRM is available in both cloud and on-premise. Besides, it provides 3 different editions for moderate prices: Professional ($35 user/month), Enterprise ($60 user/month), Ultimate ($150 user/month). In contrast to Insightly, SugarCRM provides its users with more flexible customization facilities. Furthermore, this software offers huge knowledge base, self-service and support analytics.

Running Insightly CRM? Think About SugarCRM Freedom

Regarding the modern tendency of business management, lots of people nowadays tend to prefer SugarCRM over any other CRM. And not for nothing - this customer relationship management system comprises all the necessary features and tools  to feel comfortable while organizing and managing the company-customers bridges. Overall, when it comes to Insightly vs SugarCRM - it should be a subjective choice based on the company’s goals, budget and your level of expertise.

In case you are currently running Insightly CRM for your company management and now feel the desire to migrate to SugarCRM - Trujay automated service might be a good solution for your rapid and effortless migration across the aforementioned CRM options. Take this long-awaited opportunity and migrate to SugarCRM free of cost and in a few simple steps.

Video-Guide about Migration from Insightly to SugarCRM with Trujay

1 Step. Let’s Start

Register your account at https://app.trujay.com .

register

2 Step. Provide Insightly CRM Details

Next, select CRM type from drop-down-menu and specify your Insightly API key.

  • You can find it by going to your Insightly home page > user settings > and there’s an API key that you should copy and paste in the migration wizard.

 

3 Step. Point out SugarCRM CRM Data

Provide your SugarCRM URL, type your username and password.

  • But, if you don’t have your new SugarCRM installed yet, don’t worry! You may try the migration to the test CRM. Just check the corresponding box and select system you want to migrate to. In this case choose SugarCRM.

4 Step. Select Migration Options and Run Demo

Right now Trujay supports migration of the following CRM modules: accounts, leads, opportunities, contacts, task. Run Demo Migration to check up how the service works in action. Trujay will move up to 10 modules to your new platform, and you’ll be able to see the result.

5 Step. Start Full Insightly to SugarCRM Migration

If you are satisfied with the demo output, catch your chance and start Insightly to SugarCRM migration right now.

So, what are you waiting? Don’t hesitate, register your account right now and let Trujay migrate your CRM data directly to SugarCRM perfectly in a few hours!

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