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COLD EMAIL & SALES ENGAGEMENT · MIGRATION GUIDE

Switching from Outreach to Instantly

Instantly does not document an Outreach importer either. Export your sequences and contact data from Outreach, then rebuild campaigns in Instantly’s builder.

Jump to migration steps Read the full comparison
By Bill Belcamino · Last updated September 23, 2026 · Our methodologyResearched and fact-checked by the HelpCompare team
Switching from Outreach to InstantlyVerified Sep 23, 2026
Bill Belcamino
Bottom line up frontby Bill Belcamino, founder of HelpCompare
Editorial assessment

Bottom line up front: Is it worth leaving Outreach for Instantly's flat price?

It is if your reps mostly run sequences and don't lean on Outreach's AI coaching, deal insight or native CRM depth, because Instantly swaps all of that for a published $47/mo.

Nothing imports: you export contacts and sequence copy, rebuild campaigns in Instantly's builder, and set up SPF/DKIM/DMARC and mailbox warmup from scratch. That last part sets your timeline. New mailboxes need a few weeks of gradual warmup before they can carry real volume, so start them while your Outreach contract still has time left, not after it ends, or you'll have a gap with nothing sending. Check the renewal date and notice window now, since enterprise agreements often renew on their own. And before access ends, make sure the activity your reps logged is sitting in your CRM, because that history is what the next rep works from.

My read of the verified data on this page, checked against vendor sources on September 23, 2026. Disagree or spot an error? Tell Bill

Estimate · your inputs

Switching Cost & Friction Estimator

Most buyers only budget for the new subscription. This estimates the hidden labor, data-cleanup, and retraining cost of actually making the switch.

25,000
10

Estimate assumes: 1 hour of data-mapping/cleaning labor per 2,000 records, a blended $75/hr ops rate, tiered migration & cleaning tooling fees, and 4 hours of retraining per seat at a $45/hr fully-loaded rate.

Estimated Migration Time —
Data Friction Rating —
Total Hidden Switching Cost $0

    Why teams move from Outreach to Instantly

    Published, flat pricing

    $47/mo, known in advance, no sales process.

    Unlimited email accounts

    No per-seat scaling as you add mailboxes.

    450M+ lead database included

    Sourcing built into the platform.

    How the migration actually works

    You lose Outreach’s deep native CRM integration and AI coaching/forecasting features — Instantly is not built as an enterprise revenue-intelligence platform.

    StepWhat you do
    1Export your contacts and sequence templatesExport your lead list and any sequence/template copy you want to keep as CSV or plain text.
    2Create your Instantly accountCreate your Instantly account and connect your sending mailboxes to start warmup.
    3Rebuild your sequencesRecreate your email sequences and steps in Instantly’s campaign builder, and set up lead sourcing from its database if you plan to use it.
    4Reconnect your sending domains and mailboxesSet up domain authentication (SPF/DKIM/DMARC) and mailbox warmup again in the new tool — this does not carry over.
    5Reconnect your CRMRe-establish any CRM sync you relied on, checking field mapping matches your new tool’s setup.
    6Run a small test send before going all-inSend to a small segment first to confirm deliverability before moving your full volume over.

    What this path doesn’t do for you:

    Outreach’s AI coaching, deal insight and native CRM depth have no Instantly equivalent — confirm your team does not depend on these before switching.

    Pricing side by side

    PlanOutreachInstantly
    Pricing basisPer seat + AI-credit consumptionAccount-based, flat
    Entry priceNot published — request a quoteGrowth $47/mo (published)
    Email accountsNot a core pricing leverUnlimited
    CRM integrationDeep native integrationExport to major CRMs
    AI featuresCoaching, deal insight, forecastingAI Sales Agent, lead database

    Instantly’s price is published on instantly.ai/pricing, checked September 23, 2026. Outreach publishes no dollar pricing; contact its sales team for a current quote.

    Feature parity check

    CapabilityOutreachInstantly
    Pricing basisPer seat + AI-credit consumptionAccount-based, flat
    PriceNot published$47/mo (published)
    CRM integrationDeep native integrationExport to major CRMs
    Built forEnterprise sales orgsSMB/agency volume sending

    Going the other direction, or want the full comparison first?

    Read the Instantly vs Outreach comparison Switching from Instantly to Outreach instead?
    Verified data

    Security & access: what changes when you switch

    Security, offline and access rules that differ between Outreach and Instantly. Rows where both tools are the same (2) are left out; the full side-by-side is on each tool’s page: Outreach, Instantly.

    What changesOutreach (today)Instantly (after)
    SOC 2 reportSOC 2 Type IIsourceNot published
    ISO/IEC 27001CertifiedsourceNot published
    Other certificationsISO/IEC 27701, ISO/IEC 42001, HIPAA, CSA STAR, TRUSTesourceNot published
    HIPAA (BAA)Not publishedNot supportedsource
    Single sign-on (SAML/OIDC)YessourceNot published
    SCIM user provisioningYessourceNot published
    Two-factor authenticationNot publishedYesEnforcement: Not plan-gated in vendor docs (workspace owner setting)source
    Admin audit logNot publishedYessource
    Data residency choicesEUsourceNot published
    EncryptionEncrypted at rest and in transit; TLS 1.2 or higher enforced for browser connectionssourceCommercially reasonable encryption for subscriber personal data (algorithms not published)source
    Device & session controlsNot publishedYesOwner-set re-authentication interval; sign out all sessions or force-log-out every workspace user.source
    Editorial assessment

    Before you cut over

    • You have single sign-on in Outreach but we found none documented for Instantly. Plan how people will sign in, and how you will remove leavers, before cut-over.

    Checked September 19, 2026 against each vendor’s own trust center, help docs and app pages. Hover or tap “source” to see the exact wording we relied on. “Not published” means we could not find the vendor saying it on its own site; it doesn’t mean the feature is missing. Plan names are the lowest plan the vendor says includes the feature. Security · Offline · Remote vs office · Download the data

    Frequently Asked Questions

    Does Instantly import my Outreach sequences?

    No documented importer exists; export your sequence copy and contacts and rebuild in Instantly’s campaign builder.

    Will I save money?

    Likely, since Instantly’s $47/mo is a known flat rate against Outreach’s unpublished, seat-plus-AI-credit pricing.

    Do I lose AI coaching features?

    Yes — Instantly’s AI Sales Agent is built around sending and lead sourcing, not the real-time coaching and forecasting Outreach offers.

    Do my sequences and contact lists carry over?

    No dedicated importer is documented on either vendor’s pricing page for the other tool — plan on a CSV-based export and manual rebuild of your sequences either direction.

    Canonical data for the tools on this page

    Every pricing fact, rating, AI billing model and switching guide we hold on each tool, on one page, with the date each figure was last verified.

    OutreachPricing, free plan, AI cost & every comparison›InstantlyPricing, free plan, AI cost & every comparison›
    Instantly vs OutreachHead-to-head comparisonSalesforge vs InstantlyHead-to-head comparisonOutreach vs SalesloftHead-to-head comparisonSmartlead vs InstantlyHead-to-head comparisonWoodpecker vs InstantlyHead-to-head comparisonInstantly vs Smartlead vs WoodpeckerHead-to-head comparison
    Instantly to OutreachSwitching guideInstantly to SalesforgeSwitching guideSalesforge to InstantlySwitching guideInstantly to SmartleadSwitching guideInstantly to WoodpeckerSwitching guideOutreach to SalesloftSwitching guide

    Sources

    Prices on this page were recorded from each vendor’s own pricing page on the date shown at the top of the page. Vendors change pricing often — check the live source before you buy.

    Every figure is also in our open dataset (JSON and CSV, CC BY 4.0), with its source page and verification date. See how we research pricing.

    Cite this page: HelpCompare, “Switching from Outreach to Instantly”, helpcompare.com/outreach-to-instantly-migration/ (updated ).

    Source links on this site are checked every month; last check . How sources are checked.

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    Built for the leader who owns the selection, answers for the spend, drives the rollout, and lives with the results. HelpCompare covers the whole decision, not just the first step.

    01 · CompareWhich tool fits your team, side by side.133 comparisons 02 · Price & approveSourced, dated pricing and a one-page brief for sign-off.Decision brief 03 · SwitchWhat moves, what you rebuild, what it costs.264 guides 04 · ShareDownload and cite the data. CC BY 4.0.Open data
    Bill Belcamino, founder of HelpCompare
    About the author

    Bill Belcamino

    Founder and author, HelpCompare

    Engineer by training, operator by experience, marketer by choice. Bill spent eight and a half years as an engineer at HP, was COO of Auctiva (the number one third-party selling platform on eBay, past 200,000 users) and ran Google’s $70M/year search syndication partnership at Alot.com. Then he spent 13 years building his own web properties with his own money at stake. He has bought, trialled, integrated and cancelled more SaaS tools than he can count, and started HelpCompare because the real cost of switching tools is the part nobody covers.

    “I’ve sat on both sides of the table: the agency recommending the tool and the client paying for it.”

    Researched and fact-checked by the HelpCompare team. Pricing on this page was last verified on September 23, 2026. No paid sponsorships, no affiliate commissions.

    Read Bill’s story How we verify pricingSpot an error? Tell Bill