Migrate your Insightly Marketing data
Mid-market unified CRM with built-in marketing automation, project management, and service desk. Targeted at teams that want Salesforce's breadth without Salesforce's complexity and consulting overhead.
In its favor
Why people choose Insightly Marketing
The signal that keeps Insightly Marketing on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Teams switching from Salesforce cite the 40% cost reduction and faster implementation timeline — Insightly ships with guided onboarding rather than requiring consultant-led deployment.
Small and mid-sized businesses choose Insightly because it combines CRM, marketing automation, and project management in one platform rather than paying for three separate tools.
The platform's customization options let non-technical users create custom fields, custom field groups, and custom objects without developer involvement.
Service businesses value the integrated project management capabilities, which allow post-sale handoffs to be tracked inside the same CRM that manages the pipeline.
Marketing teams appreciate the native landing page and form builder (expanded post-Unbounce merger), which reduces reliance on third-party tools for lead capture.
The learning curve is steep for new users — workflow automation and advanced configuration require time investment, and documentation is described as overwhelming.
Reporting capabilities are restrictive compared to enterprise CRMs, with limited flexibility for custom reports or deeper data analysis across large datasets.
UI performance issues surface when navigating large datasets, and some advanced features feel limited compared to more complex CRM systems.
Per-user pricing scales poorly for growing teams, and the mandatory All-in-One bundle fees (onboarding, AppConnect setup, Premier Support) surprise customers who expected the advertised per-user rate.
Customization options are more limited than expected — some users find the system cannot fully adapt to their unique business processes despite the marketing promise.
Reasons to switch
Why people leave Insightly Marketing
The recurring reasons buyers give for replacing Insightly Marketing. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Insightly Marketing fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
Insightly Marketing pricing overview
Insightly charges per user per month with annual billing only — monthly billing has been discontinued. Standalone CRM pricing ranges from $29/user/month (Plus) to $99/user/month (Enterprise), with record limits scaling from 100k to 500k. All-in-One bundles bundle CRM, Marketing, and Service licenses but add mandatory setup fees totaling $7,500 in year one (onboarding, AppConnect, Premier Support).
Plus
Tier 1 of 4
$29/user/month (annual billing only)
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on Insightly Marketing's schedule — see our quote-based pricing →
What gets migrated
Insightly Marketing object support
Object-by-object support for Insightly Marketing migrations. Per-pair details surface during scoping.
Contacts
Fully supportedInsightly's primary person record. Exports as CSV or via REST API with all standard fields. We preserve custom field values and map lifecycle stage, owner assignment, and tags 1:1 where supported.
Organizations
Fully supportedCompanies and accounts in Insightly terminology. Supports custom fields and custom field groups. We map Organization-to-Organization relationships and Organization-to-Contact links during migration.
Leads
Mapping requiredSeparate Lead object from Contacts in Insightly. When the destination CRM does not have a distinct Lead object, we merge Leads into Contacts and preserve Lead_Status as a custom Contact property.
Opportunities
Fully supportedDeals and pipeline records. We map pipeline names, stage names, probability values, and expected close dates. Custom opportunity fields are migrated as custom properties in the destination.
Projects
Fully supportedInsightly's native project management object. We map project status, milestones, task lists, and assignees. Project-to-Contact and Project-to-Organization links are preserved as association records.
Tasks
Fully supportedTask records including due dates, assignees, status, and related objects. We map task ownership and the related-to reference (Contact, Organization, Opportunity, or Project).
Custom Objects
Mapping requiredUser-defined objects that can extend standard objects. We map custom object schemas but require a schema discovery phase because field types and relationships vary per customer implementation.
Custom Fields
Mapping requiredExtra fields beyond Insightly's standard set. Organized into custom field groups. We map field names, types, and values but flag any validation rules that may restrict what can be imported into the destination.
Tags
Mapping requiredInsightly supports tagging on Contacts, Organizations, Opportunities, and Projects. We extract tag names and re-apply them as native tags or custom multi-select fields depending on destination capability.
Workflows
Not in this platformInsightly's workflow automation rules (triggers, actions, notifications) are not exported via CSV or standard API in a portable format. We document workflow configurations as part of discovery and recommend manual recreation in the destination.
Email Templates
Mapping requiredMarketing email templates are available but exported in a proprietary or HTML format that varies by Insightly tier. We attempt to extract HTML content and rebuild templates in the destination platform.
Users/Owners
Mapping requiredInsightly user records map to owner fields on Contacts, Organizations, Opportunities, and Projects. We preserve the user-to-record assignment and flag any users that do not exist in the destination for owner reassignment.
| Object | Support | Notes |
|---|---|---|
| Contacts | Fully supported | Insightly's primary person record. Exports as CSV or via REST API with all standard fields. We preserve custom field values and map lifecycle stage, owner assignment, and tags 1:1 where supported. |
| Organizations | Fully supported | Companies and accounts in Insightly terminology. Supports custom fields and custom field groups. We map Organization-to-Organization relationships and Organization-to-Contact links during migration. |
| Leads | Mapping required | Separate Lead object from Contacts in Insightly. When the destination CRM does not have a distinct Lead object, we merge Leads into Contacts and preserve Lead_Status as a custom Contact property. |
| Opportunities | Fully supported | Deals and pipeline records. We map pipeline names, stage names, probability values, and expected close dates. Custom opportunity fields are migrated as custom properties in the destination. |
| Projects | Fully supported | Insightly's native project management object. We map project status, milestones, task lists, and assignees. Project-to-Contact and Project-to-Organization links are preserved as association records. |
| Tasks | Fully supported | Task records including due dates, assignees, status, and related objects. We map task ownership and the related-to reference (Contact, Organization, Opportunity, or Project). |
| Custom Objects | Mapping required | User-defined objects that can extend standard objects. We map custom object schemas but require a schema discovery phase because field types and relationships vary per customer implementation. |
| Custom Fields | Mapping required | Extra fields beyond Insightly's standard set. Organized into custom field groups. We map field names, types, and values but flag any validation rules that may restrict what can be imported into the destination. |
| Tags | Mapping required | Insightly supports tagging on Contacts, Organizations, Opportunities, and Projects. We extract tag names and re-apply them as native tags or custom multi-select fields depending on destination capability. |
| Workflows | Not in this platform | Insightly's workflow automation rules (triggers, actions, notifications) are not exported via CSV or standard API in a portable format. We document workflow configurations as part of discovery and recommend manual recreation in the destination. |
| Email Templates | Mapping required | Marketing email templates are available but exported in a proprietary or HTML format that varies by Insightly tier. We attempt to extract HTML content and rebuild templates in the destination platform. |
| Users/Owners | Mapping required | Insightly user records map to owner fields on Contacts, Organizations, Opportunities, and Projects. We preserve the user-to-record assignment and flag any users that do not exist in the destination for owner reassignment. |
Gotchas
What to watch for in Insightly Marketing migrations
Issues we've hit on past Insightly Marketing migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
All-in-One bundles carry mandatory setup fees not visible in per-user pricing
CSV export is per-category and email-delivered, not a single bulk pull
Workflow automation rules are not accessible via API or CSV export
Email templates export in non-standardized format requiring rebuild
Custom object schemas vary per customer implementation
| Severity | Issue |
|---|---|
| High | All-in-One bundles carry mandatory setup fees not visible in per-user pricing |
| Medium | CSV export is per-category and email-delivered, not a single bulk pull |
| High | Workflow automation rules are not accessible via API or CSV export |
| Medium | Email templates export in non-standardized format requiring rebuild |
| Medium | Custom object schemas vary per customer implementation |
Leaving Insightly Marketing?
Where Insightly Marketing customers move next
12 destinations Insightly Marketing can migrate to.
How a Insightly Marketing migration works
Four steps, Insightly Marketing-specific
Connect
API key (per-user or organization-level) into Insightly Marketing. Scopes limited to read-only on the data we move.
Map
We translate Insightly Marketing-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Insightly Marketing quirks before production.
Migrate
Full migration with Insightly Marketing rate-limit handling. Rollback available throughout.
FAQ
Insightly Marketing migration FAQ
Answers to the questions buyers ask most during Insightly Marketing migration scoping. Not seeing yours? Book a call.
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Migrate Insightly Marketing.
Without the rebuild.
Free scoping call with a migration engineer. Tell us about your Insightly Marketing setup and destination — written quote back within a business day.