How to Migrate from Insightly to Agiled (2026 Step-by-Step Guide)

Insightly is a solid CRM with built-in light project management and good integrations. So this is not a "switch because it's bad" move. People go to Agiled because Insightly is CRM-first: it has no native invoicing or payments, no interactive proposals or e-signed contracts, its project management is light, billing is annual-only, and marketing and service are separate paid products. For a service business, that means bolting billing and delivery onto the CRM. Insightly exports contacts, organizations, and opportunities to CSV, so a careful migration works well. This guide covers what to move, how it maps, and when Insightly is still the right call.

Insightly is a capable CRM. Agiled keeps a full CRM pipeline and continues through proposals, contracts, projects, time, invoicing, and a branded client portal in one tool. If you are running Insightly plus separate billing and delivery tools, this guide is for you.

Comparing first? See Agiled vs Insightly.

Why teams move off Insightly

• No native invoicing or payments. Insightly does not create invoices or collect payments; you connect a separate billing tool.
• No proposals or e-signed contracts. There is no interactive proposal builder or contract e-signature workflow.
• Light project management. Insightly tracks post-sale work but is not full Kanban/Gantt delivery.
• Annual-only billing and tiered cost. CRM plans are annual-only ($29 to $49 to $99/user/month), the free plan was discontinued in October 2024, and marketing/service are extra paid products.

Agiled gives you a CRM, proposals and contracts, invoicing, projects, time tracking, and a client portal.

The honest part: when Insightly wins

Insightly is a genuine CRM with customizable pipelines, workflow automation, and strong integrations, plus light project tracking to hand off won deals. If your primary need is a CRM with some post-sale tracking, and billing and delivery live in tools you are happy with, Insightly is a reasonable choice, especially if you already use its Marketing or Service modules. This guide is for service businesses that want CRM plus delivery and billing in one place.

What exports from Insightly

Data in Insightly	Can you take it?	How
Contacts / organizations	Yes	Export to CSV
Opportunities / pipeline	Yes	Export to CSV
Tasks / projects	Partial	Export where available
Notes / activities	Partial	Export where available
Files / documents	Yes	Download from storage
Workflow automations	No	Rebuild in the workflow builder

The takeaway: contacts, organizations, and opportunities export to CSV and files download directly, so your CRM data moves cleanly. Automations are rebuilt in Agiled.

How Insightly maps to Agiled

Insightly	Agiled equivalent	Notes
Contacts / organizations	CRM	Full client records
Opportunities / pipeline	CRM	Visual pipeline and stages
Projects (light)	Projects	Kanban, Gantt, dependencies
(none) Invoicing	Finance	Invoices, recurring billing, payments
(none) Proposals / contracts	Documents	Interactive pricing + e-sign
(none) Time tracking	Time tracking	Timer to invoice
(none) Client portal	Client portal	Branded, custom domain
Workflow automation	Workflow automation	Visual triggers

The migration plan

Phase 1 - Set up Agiled (Day 1-2)

1. Create your Agiled account, add branding and business details.
2. Connect Stripe/PayPal and your calendar.

Phase 2 - Export and import your CRM (Day 2-4)

1. Export contacts, organizations, and opportunities from Insightly to CSV.
2. Import them into Agiled's CRM and set up your pipeline stages.
3. Download files and re-upload to the relevant clients.

Phase 3 - Add delivery and billing (Day 4-7)

1. Build proposal, contract, and invoice templates in Documents and Finance.
2. Set up projects, time tracking, and scheduling.
3. Rebuild key automations in the workflow builder.

Phase 4 - Switch over (Day 7-9)

1. Route new leads through Agiled and convert won deals straight into projects and invoices.
2. Invite active clients to the client portal.
3. Cancel Insightly and any separate billing/delivery tools you have replaced.

What it costs after you switch

Insightly CRM is per user, billed annually: Plus at $29/user/month, Professional at $49/user/month, and Enterprise at $99/user/month, with no monthly billing option and no free plan (discontinued October 2024). Marketing and Service are separate products (All-in-One bundles run $349-$2,599/month). On top of Insightly, a service business adds billing and proposal tools. Agiled has a limited free workspace, Starter at $29/month ($24 annually), and Pro at $69/month ($59 annually) for 3 seats, with CRM, proposals, contracts, projects, time, invoicing, and a portal all included.

Mistakes to avoid

• Comparing only the CRM price. Add the billing and proposal tools you run alongside Insightly before comparing.
• Forgetting annual-only billing. Insightly's CRM has no monthly option, so plan your switch around the renewal.
• Skipping the CSV export. Export contacts, organizations, and opportunities before cancelling.
• Skipping the end-to-end test.

When you should stay on Insightly

• Your primary need is a CRM with light project tracking, and billing/delivery live in tools you like.
• You already use Insightly Marketing or Service and value the integration.
• You need deeper CRM customization at the higher tiers more than an all-in-one lifecycle.

If you are juggling Insightly plus billing and delivery tools, Agiled consolidates it. See the Agiled vs Insightly comparison.

Frequently Asked Questions

Does Insightly include invoicing?

No. Insightly is a CRM and does not create invoices or collect payments natively; you connect a separate accounting or invoicing tool. Agiled includes invoicing, estimates, recurring billing, and online payments built in.

How do I move my Insightly data into Agiled?

Export your contacts, organizations, and opportunities to CSV and import them into Agiled's CRM, then rebuild your pipeline stages. Download your files and re-upload them. Automations are rebuilt in Agiled. Because Insightly has clean CSV exports, the data move is straightforward.

Is Agiled cheaper than Insightly?

Often, yes, once you count the full stack. Insightly is $29-99/user/month (annual) and adds separate billing and proposal tools, plus paid marketing/service modules. Agiled bundles the lifecycle into one plan, so consolidating typically lowers total cost.

Does Insightly have a free plan?

No longer. Insightly discontinued its free plan in October 2024, and its CRM is annual-billing only. Agiled has a limited free single-user workspace plus monthly or annual paid plans starting at $29/month ($24 annual).

Will I lose data if I leave Insightly?

Not if you export first. Export contacts, organizations, and opportunities to CSV and download your files before cancelling, then import into Agiled. Keep the exports archived for reference.

Related:

• Agiled vs Insightly: full comparison
• Migrate from HubSpot to Agiled
• Migrate from Pipedrive to Agiled
• Migrate from Zoho Projects to Agiled

Ready to start? Create your free Agiled account and import your contacts today.