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—Insighlty vs Monday —

Insightly vs Monday.com: Which One is Right for You in 2024?

Explore features, pricing, and reviews to find the perfect fit for your business!

Introduction

Client relationship administration (CRM) program is basic for businesses of all sizes looking to construct and sustain solid client connections. Two well known choices within the showcase are Insightly CRM and Monday.com CRM. But which one is the proper fit for you?

This comprehensive comparison will break down the key highlights, estimating structures, integrative, and pros and cons of both Insightly and Monday.com CRM to assist you make an educated choice. We’ll moreover investigate a few shrewd choices to consider.

What is Insightly CRM?

insightly crm

Insightly CRM is a cloud-based CRM solution specifically designed to manage customer interactions, sales pipelines, and marketing campaigns. It offers a wide range of features, including:

  • Contact management
  • Lead scoring and nurturing
  • Opportunity management
  • Project management
  • Reporting and analytics

What is Monday.com CRM?

monday crm homepage

While not a pure CRM solution, Monday.com offers project management features that can be adapted for customer relationship management. It provides a flexible work operating system (Work OS) that allows users to create custom workflows and dashboards to manage various aspects of their business, including customer interactions.

monday dashboard

monday dashboard

Features: Insightly CRM vs Monday.com CRM

Here’s a table comparing some key features of both CRMs:

Feature Insightly CRM Monday.com CRM
Contact Management Robust contact management with detailed profiles Customizable contact management
Lead Management Lead scoring, nurturing, and pipeline management Basic lead management features
Opportunity Management Opportunity tracking with customizable stages Basic opportunity tracking
Sales Automation Limited automation features available No built-in automation
Project Management Basic project management capabilities Flexible project management features
Reporting & Analytics Comprehensive reporting and analytics dashboards Customizable reporting dashboards
Integrations Integrates with various business applications Integrates with a wide range of platforms

 

Pricing: Insightly CRM vs Monday.com CRM

Pricing Plan Insightly CRM Monday.com CRM
Free Limited features, 2 users Free plan with limited features, unlimited users
Plus $29/user/month Basic plan: $8/user/month
Professional $49/user/month Pro plan: $10/user/month
Enterprise Custom quote Enterprise plan: Custom quote

 

Pros & Cons: Insightly CRM vs Monday.com CRM

Insightly CRM

Pros:

  • Designed specifically for CRM needs
  • Strong sales pipeline management
  • Robust reporting and analytics
  • Affordable pricing for basic plans

Cons:

  • Limited automation features
  • Can be less user-friendly for complex workflows

Monday.com CRM

Pros:

  • Highly customizable platform
  • Integrates with a vast range of tools
  • Excellent visual interface
  • Affordable free plan with basic features

Cons:

  • Not a dedicated CRM solution
  • Limited built-in CRM features
  • May require more configuration for specific CRM needs

Integrations with Other Platforms

Both Insightly and Monday.com offer integrations with various business applications. However, Monday.com boasts a wider range of native integrations, making it a strong choice for businesses using a diverse software ecosystem.

Insightly integrations:

insightly integrations

Monday Integrations: 

monday integration

Insightly CRM Integrations

  • Email Marketing: Mailchimp
  • Project Management: Asana
  • Document Management: DocuSign
  • E-commerce: Shopify
  • Accounting: QuickBooks Online
  • Email & Calendar: Gmail, Outlook
  • Communication: Slack
  • Marketing Automation: Zapier (enables connections with various marketing tools)

Monday.com CRM Integrations

 

  • Email & Calendar: Gmail, Outlook, Google Calendar
  • Project Management: Asana, Trello, Jira
  • Marketing & Sales: Mailchimp, HubSpot, Salesforce
  • Communication: Slack, Zoom, Microsoft Teams
  • Design & Development: Figma, Dropbox, Webhooks
  • Finance & Accounting: Xero, QuickBooks Online, Stripe
  • Analytics & Reporting: Google Analytics, Power BI
  • Social Media: Facebook Ads, Instagram Ads

Alternatives to Insightly CRM and Monday.com CRM

Here are some popular alternatives to consider:

  • Salesforce CRM: Industry-leading CRM with a comprehensive feature set (paid)
  • Zoho CRM: Affordable CRM with a user-friendly interface (free and paid plans)
  • Freshworks CRM: Free CRM with powerful features for small businesses

Conclusion

The choice between Insightly CRM and Monday.com CRM depends on your specific needs. If you require a dedicated CRM solution with robust features for managing sales pipelines and customer interactions, Insightly is a strong contender.

However, if you value a flexible work OS with customizable workflows and integrations for various aspects of your business, Monday.com may be a better fit, even if it requires some adaptation for pure CRM functionality. Consider your budget, team size, and desired level of customization.

 

Ericson Da Silva.

Ericson has been Working on with CRM and Marketing Automation since 2013 with clients all over the US, UK, Switzerland, Norway, China and Spain. If you have any questions or you want someone to help you implement your CRM solution, you can book a FREE consultation here.