CRM first
Monday is not built to be a CRM, but has some features that make it work in that capacity. It is designed as a project management tool. Insightly was built from the ground up as a CRM for sales leaders.
Integrations
Monday is a closed system that has a few integrations, so you will likely encounter some difficulties integrating with anything beyond big brand tools. Insightly integrates with hundreds of the apps and platforms you’re already using without a single line of code.
Align with Customer Service teams
While both Monday and Insightly have marketing applications, only Insightly offers a platform for customer service ticketing and resolution. This aligns your service and
In revenue growth
In time to project completion
In sales pipeline
Successful Sales Leaders Choose Insightly
Get complete visibility of your entire sales pipeline as soon as you start
Get complete visibility of your entire sales pipeline as soon as you start
Onboard instantly. Seamless out-of-the-box set-up and syncing. Get up and running immediately. No hassle or hidden costs.
Automation that convert leads into deals with ease
Automatically create tasks and events to pipeline stages. Include automated “Probability of Winning.” Track changes with reporting and deliver Smart Alerts.
Automation that convert leads into deals with ease
See, manage, and optimize on the metrics that matter most
See, manage, and optimize on the metrics that matter most
Accurate and insightful metrics. Analyze, visualize, and share insights about prospects to focus on what’s working best. Includes 40 different chart types and drag-and-drop configurable layouts.
Schedule reports to run at any time and have the results emailed to the right people.
Afraid to switch CRMs? It’s easier than you think.
You’ll assess your CRM needs, clean and structure your data, define roles & permissions, migrate your data, and review. That’s it!