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!
4.2 (707 reviews)
We can run the reports that we truly need and track down every single project, lead or opportunity. It's very user-friendly and the best part is it's fully customizable to truly fit our company's wants and needs.
IT (50 or fewer emp.)
I needed the ability to associate a single person with multiple companies, multiple opportunities, multiple projects, multiple tasks, etc. Insightly does this. Others do not. I absolutely love it.
Vice President of Economic
Development (50 or fewer emp.)
It helps in building a strong relationship between customer as it has a variety of functions and integrated tools. It keeps the customer’s potential data for maintaining and increasing the productivity of the business.
Head Of Marketing-CRM
(> 1000 emp.)
The interface is very user-friendly. There is no downtime since we have been using it for over seven years. It is customizable and integrates with useful data storage i.e google drive and one drive.
Director (51-1000 emp.)
I like being able to input contacts, add organizational details, and create tasks. The ability to schedule reminders for your tasks is beneficial. I use the software practically every day.
Chief Operating Officer (50 or
fewer emp.)
Insightly is easy to use, understand, and navigate. I never need to wonder where things stand as it's all updated in one spot.
Owner (50 or fewer emp.)
Creating an onboarding sequence that matches my requirements was possible with Insightly where it hasn't been with other systems. Automated work flows and activity sets make things very streamlined, especially with issues like GDPR obligations.
Web designer (50 or fewer emp.)
When I was searching for a CRM I tried about 5 or 10 platforms. All of them looked heavy or lacked some essential features. When I opened Insightly I knew it was what I looking for.
Consulting (50 or fewer emp.)
Insightly Dashboards & Reports are used in my team's daily workflow. They are reference points to check the status of key accounts (projects). The reports can be sent by email which allows my team to stay on track with key metrics.
Implementation Specialist
(51-1000 emp.)
