Switch from Insightly to HelloGrowthCRM

Why teams leave Insightly for a sales-first CRM

Insightly built its category by combining CRM and lightweight project management in one tool — useful for services businesses that hand off won deals into delivery work, agencies tracking client engagements, and consultancies bridging sales and execution. That hybrid positioning serves a specific use case well. The pattern that drives the move to HelloGrowthCRM is usually that the team's primary need is sales execution rather than project management, and Insightly's split focus means the CRM half is less actively developed than purpose-built CRMs.

• No AI lead scoring: Insightly has no native AI lead scoring at any tier. HelloGrowthCRM scores every lead by conversion probability from the first import — no configuration, no training period required.
• Dialer is a separate paid add-on: Insightly Voice is a separate product at additional cost. HelloGrowthCRM includes a native dialer with call recording, AI summaries, and voicemail drop in all paid plans.
• No WhatsApp support: Insightly has no WhatsApp CRM inbox at any tier. For Indian and Asian SMBs where WhatsApp is the primary sales channel, this is a fundamental gap. HelloGrowthCRM's WhatsApp is fully native.
• $29–$99/user/month for core features: Insightly Professional ($49/user/month) is where most growing teams land for workflow automation and advanced reporting. HelloGrowthCRM delivers more at ₹899/user/month ($10.80).
• No India-specific features: Insightly has no INR pricing, no Tally integration, no IndiaMART or JustDial lead capture, no GSTIN verification, and no DPDPA compliance tools. HelloGrowthCRM includes all of these as standard.

What migrates from Insightly to HelloGrowthCRM

• Contacts: Export from Insightly Reports → Data Exports → Contacts. All standard and custom fields export as CSV and import via HelloGrowthCRM's import wizard.
• Organisations: Company records with name, website, industry, phone, and address export and link to contacts during import.
• Opportunities: Opportunity name, stage, close date, bid amount, linked contact and organisation — imported as HelloGrowthCRM Deals with stage mapping.
• Tasks and Events: Open tasks and events export from Insightly and import as HelloGrowthCRM activities against the relevant contact or deal.
• Notes: Notes linked to contacts and opportunities export as CSV and import against the corresponding HelloGrowthCRM records.
• Custom Fields: Insightly custom fields export in the entity CSV. Recreate them in HelloGrowthCRM's field manager before import and map them in the wizard.
• Pipeline Stages: Recreate your Insightly opportunity pipeline stages in HelloGrowthCRM Deals → Pipeline. Takes approximately ten minutes with probability values configurable per stage.
• Projects: If your team uses Insightly Projects for post-sale delivery, these are outside HelloGrowthCRM's scope. HelloGrowthCRM's task boards cover lightweight project tracking; for complex project management, evaluate the overlap before migrating.

3-day migration plan from Insightly

1. Day 1 — Export and import:In Insightly go to Reports → Data Exports. Export Contacts, Organisations, Opportunities, and Tasks as separate CSV files. In HelloGrowthCRM upload each at Leads → Import. Insightly's field names (First Name, Last Name, Email Address, Phone Number, Opportunity Stage) auto-map. Confirm custom field mapping and run the import. Your full database is live in HelloGrowthCRM by end of day one.
2. Day 2 — Configure pipeline and tools: Recreate Insightly opportunity stages in HelloGrowthCRM Deals → Pipeline. Connect WhatsApp Business API and Gmail or Outlook. Build your top follow-up sequence in the Automation builder. Invite all sales reps — most Insightly users adapt quickly because the pipeline Kanban is familiar.
3. Day 3 — Parallel validation and go-live: Run HelloGrowthCRM alongside Insightly for one day. Verify AI scoring is active, pipeline totals match, WhatsApp logs correctly, and the dialer is working. After validation, HelloGrowthCRM becomes the system of record. Cancel Insightly at your next renewal date.

More questions about switching from Insightly

Can HelloGrowthCRM replace both Insightly CRM and Insightly Projects?

HelloGrowthCRM's task boards (Kanban, table, calendar views) cover the project management overlap for most sales and services teams. For heavy project management with Gantt charts, resource planning, and client portal requirements, Insightly Projects still has an edge. For pure CRM and sales follow-up, HelloGrowthCRM wins on features, price, and AI.

Is HelloGrowthCRM cheaper than Insightly Professional?

Yes. Insightly Professional (where most teams land) costs $49/user/month USD. HelloGrowthCRM is ₹899/user/month (~$10.80) with more features — AI scoring, dialer, WhatsApp — included. A 10-person team saves approximately ₹4.68 lakhs ($5,760) per year at feature parity.

Does HelloGrowthCRM have a free plan like Insightly?

Yes. HelloGrowthCRM's free plan includes 200 leads, pipeline management, AI lead scoring, WhatsApp, and built-in dialer — permanently free with no credit card required. Insightly has no free plan (only a 14-day trial).

How do I migrate Insightly contacts without losing custom field data?

Insightly exports all custom fields in the contact and opportunity CSVs. Before importing into HelloGrowthCRM, create matching custom fields in HelloGrowthCRM's field manager. The import wizard then lets you map each Insightly custom field to the corresponding HelloGrowthCRM field. No custom field data is lost.

Does HelloGrowthCRM support Indian B2B teams like Insightly does?

Yes, and with India-specific features Insightly lacks: native WhatsApp, IndiaMART/JustDial lead capture, Tally sync, GSTIN verification, INR pricing, and DPDPA compliance. For Indian B2B sales teams, HelloGrowthCRM is a direct upgrade from Insightly with stronger local market support.