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monday CRM VS Insightly

Compare monday CRM VS Insightly and see what are their differences

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  3. » Reviews
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monday CRM logo monday CRM

monday sales CRM is a customizable customer relationship management software for every business with support for unlimited leads and accounts and prepaid plans.

Insightly logo Insightly

Insightly is the easy, powerful and affordable online Customer Relationship & Project Management Software used by over 400,000 small businesses world wide
  • monday CRM Landing page
    Landing page //
    2023-08-02
  • Insightly Landing page
    Landing page //
    2023-07-14

monday CRM features and specs

  • Customizable Workflows
    monday CRM allows users to create tailored workflows that fit their unique business needs. This flexibility ensures that the tool adapts to various team processes rather than forcing teams to adjust to the tool.
  • User-Friendly Interface
    The platform boasts an intuitive and visually appealing interface, making it easy for new users to get onboarded quickly and understand the system's navigation.
  • Integrations
    monday CRM supports numerous integrations with other popular tools such as Slack, Zoom, Google Workspace, and more. This helps streamline workflows by connecting different platforms.
  • Collaboration Features
    The tool encourages team collaboration through features like automatic task assignments, shared boards, real-time updates, and communication tools.
  • Scalability
    The system is scalable, allowing businesses of all sizes to use monday CRM. Users can start with a basic plan and upgrade as their business grows.

Possible disadvantages of monday CRM

  • Cost
    monday CRM can be expensive, especially for small teams or startups. The pricing structure may require additional costs for advanced features, making it less accessible for businesses with tight budgets.
  • Learning Curve
    Despite its user-friendly interface, the wide range of features and customization options can present a learning curve for some users. Proper training may be required to fully leverage the tool.
  • Limited Offline Access
    monday CRM predominantly relies on internet access for its functionality. This can be a drawback for teams that require offline capabilities for their operations.
  • Customization Overhead
    While customization is a significant advantage, it can also lead to complexities and setup time. Businesses may need to invest substantial effort to configure the system to meet their specific requirements.
  • Notification Overload
    Users may experience an overwhelming number of notifications and updates if not properly configured, potentially leading to distraction or missed critical updates.

Insightly features and specs

  • User-Friendly Interface
    Insightly features a straightforward and intuitive interface, making it easy for users to navigate through the platform and manage their tasks efficiently.
  • Integration Capabilities
    Insightly seamlessly integrates with a wide range of third-party applications such as Google Workspace, Microsoft Office, and various marketing automation tools, facilitating smoother workflow integration.
  • Customizable
    The platform offers a high degree of customization options for dashboards, fields, and workflows, allowing organizations to tailor the CRM to meet their specific needs.
  • Project Management Features
    In addition to CRM functionalities, Insightly provides robust project management tools that help teams manage projects, tasks, and deadlines within the same platform.
  • Mobile Accessibility
    Insightly offers a mobile app that ensures users can access CRM data anytime and anywhere, adding a layer of flexibility for on-the-go professionals.

Possible disadvantages of Insightly

  • Limited Custom Reports
    The reporting functionalities can be somewhat limited, particularly for creating complex custom reports, which could hinder advanced data analysis needs.
  • Learning Curve
    While generally user-friendly, some advanced features and customization options require a steeper learning curve, and users might need time to get fully acquainted.
  • Price
    Insightly's pricing can be on the higher side, especially for smaller businesses or startups that might have limited budgets for CRM solutions.
  • Customer Support
    Some users have reported that the customer support response times can be slow, and the quality of support varies, which might pose challenges when urgent issues arise.
  • Feature Limitations on Lower Tiers
    Some of the more advanced CRM and project management features are only available on higher-tier plans, which may limit functionality for users on basic or lower-tier packages.

monday CRM videos

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monday sales CRM takes your sales to the next level

Insightly videos

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Insightly Review | CRM Software | Pearl Lemon Reviews

More videos:

  • Review - Insightly CRM Review & Pricing - What We Think About Insightly
  • Demo - Insightly CRM Demo

Category Popularity

0-100% (relative to monday CRM and Insightly)

monday CRM

Insightly

CRM
23 23%
CRM
77% 77
Sales
18 18%
Sales
82% 82
Sales Workflow
27 27%
Sales Workflow
73% 73
CRM Platforms
0 0%
CRM Platforms
100% 100

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare monday CRM and Insightly

monday CRM Reviews

14 Best Copper CRM Alternatives to Use in 2022
monday.com keeps all your data organized and accessible from a single platform. This CRM offers powerful email marketing, reporting dashboards, pipeline management, and communication tracking. All contact data, files, notes, and communication histories are stored in a centralized location, making it easier for team members to track relevant data with ease. monday.com also...
Source: www.bigcontacts.com

Insightly Reviews

  1. HeidLewis
    Awesome.

    I recently tried out Insightly's servise and I absolutely appreciate it! It's extremely intuitive and user-friendly, making it easy for me to keep track of all my customer relationships as well as manage projects. Plus, the pricing is very affordable compared to some of the other similiar to this project management systems out there - a total win! I highly recommend Insightly.

Top 9 Best Copper CRM Alternatives for Businesses in 2023
Insightly is a CRM designed for businesses that have a straightforward and uncomplicated sales process. Their user interface is intuitive and enables the building of unique pipelines, as well as all of the tools and capabilities required to manage them. Filtering options in Insightly are popular among users because they allow enormous lists to be divided into smaller, more...
Source: magenest.com
Top 21 Salesforce’s Competitors and Alternatives
With Insightly, users can create multi-step business processes and automate emailing, lead routing, reporting, record linking, and more. According to Insightly founder Antony Smith, this CRM software is designed for small businesses. Insightly’s features make it a worthy Salesforce alternative. [18]
Source: bstrategyhub.com
14 Best Copper CRM Alternatives to Use in 2022
Insightly is a CRM alternative to Copper that can align multiple business divisions and bring them to a single platform. Automate alerts, task assignment, data entry, etc., to save valuable time and eliminate manual errors. The CRM helps you engage with prospects and customers more effectively with personalized emails. You can access the CRM data from any mobile device,...
Source: www.bigcontacts.com
10 Best eCommerce CRM Softwares | eCommerce Solutions 2020
Insightly also has mobile apps for iOS, Android, and Kindle. It can also integrate with all significant emailing apps like Gmail, Outlook, and MailChimp. It's a simple but effective tool and one which many companies (mainly small) choose to go for.
Source: www.3dsellers.com
22 Best Wrike Alternatives For Project Management in 2020 (Free & Paid)
Pros: Here’s another excellent option for a specific niche because Insightly gets terrific reviews from sales teams. The Insightly features include tracking activities, updating information on prospective clients, and generating reports. It also has a mobile app.
Source: www.workzone.com

What are some alternatives?

When comparing monday CRM and Insightly, you can also consider the following products

Zoho CRM - Omnichannel CRM for Businesses of all sizes

Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.

HubSpot CRM - Free CRM software for small businesses.

Copper - Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.

Salesforce - CRM software solutions and enterprise cloud computing from salesforce.com, the leader in CRM and platform as a service.

Freshsales CRM - A full-fledged CRM for high-velocity sales teams.

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