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Panel rating · 6 judges · How to read the stars

Category median

Sovereignty: 1 of 4 dimensions proven

0–5 in half steps. 5 means the rubric's top anchor is met on the evidence.

by Insightly, Inc. (Unbounce) · www.insightly.com

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Read this page as one judge. Each weighs the same scores by what they care about.

The Migrator

Weighted verdict

Has moved a company off a CRM twice and remembers every scar. Optimizes for clean import with dedupe, full export of every object including notes and activity history, and contract terms that permit leaving. Rejects export behind support tickets and per-record API metering that makes exit a project.

Same scores as the panel view — this lens weights them the way this judge cares.

Scored by The Migrator

Contact & data model

How this is scored

Depth and hygiene of the core records — contacts, companies, deals, custom fields, deduplication.

0 — A flat address book; no relations between people, companies and deals.

3 — The standard three objects exist but customization is cosmetic: few field types, no required fields, duplicates accumulate unchecked.

5 — Custom fields across objects, basic dedupe on create, activity history on the record; complex models still need workarounds.

8 — Rich field types with validation, merge and dedupe tooling, relationships beyond the standard model, permissioned field access.

10 — A genuinely modelable system: custom objects or equivalent, bulk hygiene tooling, field-level history — the data model bends to the business, not the reverse.

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The Migrator

Objects go beyond the standard three — leads, contacts, deals, projects, and products/pricebooks/quotes at Enterprise — with emails and calls on the record. But there is zero evidence of custom fields, validation, merge or dedupe tooling; duplicates accumulating unchecked is the anchor-3 condition, and dedupe is my first question in any migration. 1 2

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Pipeline & forecasting

How this is scored

Whether the pipeline enforces a process and produces reporting a finance department accepts.

0 — A kanban of deals with amounts; nothing is enforced, nothing rolls up.

3 — Multiple pipelines and stage probabilities exist, but no required fields per stage and only canned reports.

5 — Stage requirements, win/loss capture and standard forecast views; custom reporting is limited or an add-on.

8 — Enforceable process (required fields, stage gates, routing), custom report builder, forecast by team and period with quota tracking.

10 — Forecasting a CFO signs: weighted and commit-based views, historical snapshots, attainment tracking, and reporting composable enough to answer questions the vendor never anticipated.

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The Migrator

Pipeline data and 'Advanced reports' are named but nothing on stage requirements, win/loss capture, forecast views, quota tracking or snapshots. Canned reporting at best — not something a finance department signs. 1 2

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Automation & workflows

How this is scored

Triggers, sequences and routing that remove manual work without a consultant.

0 — No automation beyond email templates.

3 — Simple if-this-then-that on records; no multi-step sequences, no branching.

5 — Multi-step workflows with delays and branching, email sequences, basic lead routing — capped by tier or count.

8 — Full workflow builder across objects with webhooks as steps, round-robin routing, sequence analytics.

10 — Automation as infrastructure: versioned workflows, error handling, per-step logs, and limits generous enough that the feature is not its own upsell.

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The Migrator

Workflow automation, lead assignment and routing, and customer journeys are named features, hitting the mid-anchor — and workflow automation only arrives at Professional, tier-capped exactly as rubric level 5 warns. No evidence of branching, webhooks as steps, or per-step logs. 1 2

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Integrations & API

How this is scored

Two-way email/calendar sync, native connections, and an API that treats external systems as first-class.

0 — No API, no sync; data enters by CSV and leaves never.

3 — One-way email logging (BCC), a handful of Zapier triggers, a read-mostly API.

5 — Two-way email and calendar sync for the major providers, a documented REST API with sane limits, a modest native directory.

8 — Deep native integrations for the revenue stack, webhooks, OAuth apps, API parity with the UI for core objects.

10 — An ecosystem: public API covering everything the UI does, event streams, a marketplace, and sync so reliable the CRM can be the system of record without being the only system.

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The Migrator

A genuinely decent native connector directory — QuickBooks, Xero, Workday, Okta, ZoomInfo, Shopify — but the evidence is entirely silent on a REST API, webhooks, and two-way email/calendar sync. A connection directory without a documented API is a one-way street in, and I've driven that road twice. 1

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European sovereignty

How this is scored

Where other people's personal data actually lives and under whose law — entity, hosting, subprocessors, DPA.

0 — US entity, US-default hosting, no public DPA or subprocessor list.

3 — A DPA exists and an EU region is available on request or on top tiers; subprocessor exposure to US CLOUD Act reach is broad and undocumented.

5 — EU hosting selectable at signup, published DPA and subprocessor list; core processing still touches US entities.

8 — EU entity or EU-default hosting with published subprocessors, consent-friendly fields, retention and deletion controls; residual US exposure named and narrow.

10 — European entity, EU-only processing including subprocessors, deletion that provably deletes — sovereignty a DPO can sign off without a caveat file.

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The Migrator

San Francisco entity with zero sovereignty attributes on record — no DPA, no subprocessor list, no EU region mentioned anywhere on the vendor's own pages. Anchor-0 territory; the single point is only because hosting location is unstated rather than confirmed US. 1 2

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Import, export & exit

How this is scored

Getting in with history intact, and out with everything — the anti-lock-in criterion.

0 — Import is a support ticket; export is contacts-only CSV missing notes, activities and files.

3 — Self-serve CSV import with mapping; export covers main objects but drops activity history, attachments or relations.

5 — Guided migration from major competitors, full-object CSV export, API access sufficient to rebuild the database elsewhere with effort.

8 — Complete export (all objects, history, files) self-serve in open formats, import with dedupe and dry-run, no API metering that prices exit out of reach.

10 — Exit as a feature: documented full-fidelity export, migration tooling both directions, and contractual data-return terms — leaving is a weekend, which is exactly why you can stay.

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The Migrator

The entire registry — homepage and pricing page — says nothing about import, export, migration tooling, or API extraction. Nothing evidences a self-serve exit path of any fidelity; when a vendor's own marketing never mentions leaving, I assume leaving is a project. 1 2

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Pricing transparency

How this is scored

Whether a buyer can compute the real invoice — per seat, per month, at renewal — from public pages alone.

0 — No public prices at all; every tier is a sales conversation.

3 — An entry price exists, but the tiers most buyers need are unpriced, or per-seat maths is obscured by bundles, minimums or mandatory onboarding fees.

5 — Most tiers carry real numbers with billing period and VAT treatment stated, but at least one commonly needed capability hides in an unpriced tier or usage-metered add-on.

8 — Every tier priced publicly including annual/monthly split; limits, seat minimums and overage rules stated; only genuine enterprise contracts are custom.

10 — Complete price computability: every tier, add-on, usage meter and renewal rule public, with a calculator or table that makes the invoice at 3 and 30 seats a two-minute exercise.

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The Migrator

All three tiers carry real per-user numbers with the annual billing period stated, including Enterprise at $99/user — better than most. But there is no monthly/annual split, no VAT treatment, no seat minimums or limits, and 'guided onboarding and premier support' carries no price. 2

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European sovereignty — proven facts

1 of 4 dimensions proven

Built only from facts shown on the vendor's own pages. A dimension we could not prove is left open, not scored as zero.

Ownership Not determined — uncited Report an error
Data residency Not determined ⚠ unverified — uncited Report an error
Subprocessors Not determined ⚠ unverified — uncited Report an error

Where this could be wrong

What we left out

A claim that does not survive our checks costs us the claim, not the page. This is what was taken off this one.

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Sources (11)

The pages every claim on this page was read from — each one checked, dated, and kept verifiable.

  1. 1 Vendor homepage www.insightly.com Checked 15 Sep 2026 Details →
  2. 2 Vendor pricing page www.insightly.com Checked 15 Sep 2026 Details →
  3. 3 Privacy policy www.insightly.com Checked 30 Sep 2026 Details →
  4. 4 Terms of service www.insightly.com Checked 30 Sep 2026 Details →
  5. 5 Contact & data model — found from sitemap www.insightly.com Checked 1 Oct 2026 Details →
  6. 6 Pipeline & forecasting — found from sitemap www.insightly.com Checked 1 Oct 2026 Details →
  7. 7 Pipeline & forecasting — found from sitemap www.insightly.com Checked 1 Oct 2026 Details →
  8. 8 Automation & workflows — found from sitemap www.insightly.com Checked 1 Oct 2026 Details →
  9. 9 Automation & workflows — found from sitemap www.insightly.com Checked 1 Oct 2026 Details →
  10. 10 Integrations & API — found from sitemap www.insightly.com Checked 1 Oct 2026 Details →
  11. 11 Integrations & API — found from sitemap www.insightly.com Checked 1 Oct 2026 Details →