Pipelinedeals to Insightly Migration: Enhance Business Productivity [How to]

Reflecting CRM Problems

The constant changes of technology make some organizations feel that their CRM lacks the functionality options and becomes too expensive. These insufficiencies call you out to look for an alternative way to migrate data from PipelineDeals to Insightly directly and securely.

Why Insightly is a Winning Option?

Both, Pipelinedeals and Insightly, are the great solutions for the small and medium-sized organizations. Even though the platforms share similar features like intuitive interface and have some sorting tools, Insightly stands out for its flexibility that speed up the learning curve.

To the cost matter, many customers consider PipelineDeals and Insightly as the intelligent CRM systems. With that being said, PipelineDeals offers 2 plans for $24/user/month and $48/user/month. Insightly includes a free version (up to 2 users) and 4 paid editions. The Basic subscription starts from $15 user/month with the monthly contract and $12 user/month with annual one.

Smooth CRM Data Migration

Among various approaches to carry out the CRM transfer, an automated migration service Trujay is a tool to perform a fast, secure and completely hands off records transfer. Furthermore, the current and future platforms will stay live during the whole PipelineDeals to Insightly switch.

The SaaS enables with the opportunity to set up the fields mapping according to your business needs. To ensure the migration solution works correctly, take advantage of the free Demo Migration and see how the items will be transferred. Note: the relations between the records will be preserved.

Now, when you fired up for the CRM migration from Pipelinedeals to Insightly migration, consider the next steps to complete the data switch in 4 easy steps:

Step 1. Visit app.trujay.com and register an account.

Step 2. Choose PipelineDeals and provide its API Token.

Select Insightly from the drop-down list and specify the API Key.

Step 3. Check the corresponding boxes of the items you want to transfer to Insightly and map the required fields. Then, start a free Demo Migration.

Step 4. If you satisfied with the results, proceed with the migration from Pipelinedeals to Insightly.

Even though the changes are always difficult, you have to take the pivotal actions to improve the business processes and increase ROI. Take all the recommendations above and open up new horizons for your company with an automated migration service Trujay.