Monday.com vs Insightly CRM (2024 Comparison)
Monday.com offers a versatile platform for managing projects and workflows. With its customizable dashboards and robust automation features, it's a powerful tool for teams looking to enhance productivity and collaboration.
- Highly customizable dashboards
- Robust automation features
- Excellent task management
- Steep learning curve
- Interface can feel cluttered
Free plan?
YesStarting price
$9 per month per user
Insightly CRM provides strong CRM capabilities and affordable pricing, making it a valuable asset for businesses looking to improve customer relationships and streamline sales processes.
- Strong CRM capabilities
- Affordable pricing
- Good integration options
- Limited project management features
- Occasional performance issues
Free plan?
YesStarting price
$29 per user / monthWhat is Monday.com?
Monday.com is a versatile work operating system that empowers teams to run projects and workflows with confidence. It offers a visual platform to manage tasks, projects, and team collaboration. With its customizable dashboards and automation features, Monday.com helps streamline processes, improve productivity, and enhance team communication. Whether you're managing a small team or a large organization, Monday.com adapts to your needs, making it easier to track progress and achieve goals.
What is Insightly CRM?
Insightly CRM is a powerful customer relationship management tool designed to help businesses manage their customer interactions and sales processes effectively. It offers features like contact management, project management, and workflow automation, making it a comprehensive solution for businesses looking to improve their customer relationships. Insightly CRM helps teams stay organized, track sales opportunities, and deliver exceptional customer service, ultimately driving business growth.
Pros and Cons of Monday.com vs Insightly CRM
Pros & Cons of Monday.com
- Monday.com offers a high degree of customization, allowing you to tailor your dashboards to fit your specific needs. This flexibility makes it easy to create a workspace that aligns with your team's workflow and enhances productivity.
- With Monday.com's automation features, you can streamline repetitive tasks and improve efficiency. The platform allows you to set up automated workflows with ease, reducing the need for manual intervention and freeing up time for more important tasks.
- Monday.com excels in task management, offering intuitive task boards and visual timelines. You can easily assign tasks, set deadlines, and track progress, making it a powerful tool for teams looking to manage tasks effectively.
- While Monday.com offers a wealth of features, it can be overwhelming for new users. The platform's extensive capabilities may require some time to learn and master, which could be a drawback for teams looking for a quick setup.
- Monday.com's interface, while feature-rich, can sometimes feel cluttered. The abundance of options and settings may make it challenging to navigate, especially for users who prefer a more streamlined experience.
Pros & Cons of Insightly CRM
- Insightly CRM is a leader in CRM capabilities, offering tools for managing customer relationships, tracking sales opportunities, and automating workflows. Its focus on customer relationship management makes it a valuable asset for businesses looking to enhance their CRM processes.
- Insightly CRM offers competitive pricing plans, making it an affordable option for small to medium-sized businesses. Its cost-effective solutions provide good value for businesses looking to improve their CRM capabilities without breaking the bank.
- Insightly CRM provides a range of integration options, allowing you to connect with popular tools and platforms. This flexibility makes it easy to incorporate Insightly CRM into your existing tech stack and streamline your workflows.
- While Insightly CRM offers some project management features, it may not be as comprehensive as other tools. Businesses looking for robust project management capabilities may find Insightly CRM lacking in this area.
- Some users have reported occasional performance issues with Insightly CRM, such as slow loading times or glitches. These issues can be frustrating and may impact the overall user experience.
Monday.com vs Insightly CRM: At A Glance
Value to Price
Monday.com offers a robust set of features at a competitive price, making it a great value for businesses of all sizes. Its flexible pricing plans cater to different needs, ensuring you get the most out of your investment. Insightly CRM also provides good value, especially for small to medium-sized businesses, with its comprehensive CRM features. However, Monday.com edges out with its broader range of functionalities and customization options, making it a better choice for those seeking more value for their money.
Ease of Use
Monday.com is known for its intuitive interface and user-friendly design, making it easy for teams to get started quickly. Its drag-and-drop functionality and customizable templates simplify project management. Insightly CRM, while also user-friendly, may require a bit more time to navigate due to its extensive CRM features. If you're looking for a tool that's easy to use right out of the box, Monday.com is the better option.
Functionality
Both Monday.com and Insightly CRM offer a wide range of functionalities, but Monday.com stands out with its ability to manage projects, tasks, and workflows seamlessly. Its automation features and integrations enhance productivity and collaboration. Insightly CRM excels in CRM functionalities, providing tools for managing customer relationships and sales processes. If your primary focus is on project management, Monday.com is the superior choice.
Scalability
Monday.com is designed to scale with your business, offering features that grow with your team. Its flexible structure allows you to add new users and projects as needed. Insightly CRM also offers scalability, particularly for businesses looking to expand their CRM capabilities. However, Monday.com's versatility and adaptability make it a more scalable solution for businesses with diverse needs.
Integrations
Monday.com offers a wide range of integrations with popular tools like Slack, Google Workspace, and Microsoft Teams, making it easy to connect with your existing tech stack. Insightly CRM also provides integrations, particularly with CRM-focused tools. However, Monday.com's extensive integration options make it a more versatile choice for businesses looking to streamline their workflows.
Customer Support
Monday.com provides excellent customer support, with resources like tutorials, webinars, and a responsive support team. Insightly CRM also offers good support, but Monday.com's comprehensive resources and proactive assistance give it an edge. If customer support is a priority for you, Monday.com is the better option.
Security
Both Monday.com and Insightly CRM prioritize security, offering features like data encryption and user access controls. Monday.com, however, provides additional security certifications and compliance measures, making it a more secure choice for businesses handling sensitive data. If security is a top concern, Monday.com is the safer bet.
Overall Rating
Overall, Monday.com scores higher due to its versatility, ease of use, and extensive features. It's a comprehensive solution for businesses looking to manage projects and workflows efficiently. Insightly CRM is a strong contender, particularly for businesses focused on CRM functionalities. However, Monday.com's broader capabilities make it the better choice for most businesses.
Monday.com vs Insightly CRM: A Detailed Breakdown of Key Features
Customizable Dashboards
Monday.com offers highly customizable dashboards that allow you to tailor your workspace to fit your team's needs. You can easily add widgets, change layouts, and create personalized views. Insightly CRM also provides customizable dashboards, but Monday.com's flexibility and ease of use make it a more attractive option for teams looking to create a workspace that truly reflects their workflow. If you value customization and personalization, Monday.com is the better choice.
Automation Features
Monday.com's automation features are designed to streamline repetitive tasks and improve efficiency. You can set up automated workflows with ease, reducing the need for manual intervention. Insightly CRM also offers automation capabilities, but Monday.com's user-friendly interface and extensive automation options make it a more powerful tool for teams looking to optimize their processes. If automation is a priority, Monday.com is the superior choice.
Task Management
Both Monday.com and Insightly CRM excel in task management, but Monday.com stands out with its intuitive task boards and visual timelines. You can easily assign tasks, set deadlines, and track progress. Insightly CRM offers robust task management features as well, but Monday.com's visual approach and ease of use make it a more appealing option for teams looking to manage tasks effectively. If task management is a key focus, Monday.com is the better choice.
CRM Capabilities
Insightly CRM is a leader in CRM capabilities, offering tools for managing customer relationships, tracking sales opportunities, and automating workflows. Monday.com also provides CRM features, but Insightly CRM's focus on customer relationship management makes it a more suitable choice for businesses looking to enhance their CRM processes. If CRM is your primary concern, Insightly CRM is the better option.
Project Management
Monday.com is a powerhouse when it comes to project management, offering features like Gantt charts, Kanban boards, and time tracking. Its visual approach and customizable templates make it easy to manage projects of any size. Insightly CRM also offers project management features, but Monday.com's comprehensive tools and user-friendly interface make it the superior choice for teams looking to manage projects efficiently. If project management is your main focus, Monday.com is the better option.
Collaboration Tools
Monday.com excels in collaboration, providing tools like team chat, file sharing, and real-time updates. Its platform fosters communication and teamwork, making it easy for teams to stay connected. Insightly CRM also offers collaboration features, but Monday.com's emphasis on team collaboration and its user-friendly interface make it a more attractive option for teams looking to enhance their collaborative efforts. If collaboration is a priority, Monday.com is the better choice.
Pricing Comparison of Monday.com and Insightly CRM
To assist you in making an informed choice, we’ve outlined the pricing plans and essential features of Monday.com and Insightly CRM. This comparison will highlight the best option for managing your projects and customer relationships.
Monday.com Pricing Plans
- Access to unlimited docs for documentation needs.
- Over 200 templates to streamline workflow setup.
- 8 column types for data organization and management.
- iOS and Android apps for on-the-go access.
- Unlimited items for extensive project management.
- 5GB file storage for storing essential documents.
- Prioritized customer support for quick issue resolution.
- Create a dashboard based on 1 board for better insights.
- Calendar View for scheduling and planning.
- Guest access for external collaboration.
- Automations with 250 actions per month to save time.
- Integrations with 250 actions per month for seamless workflow.
- Chart View for visual data representation.
- Time tracking to monitor productivity.
- Formula Column for advanced calculations.
- Automations with 25K actions per month for efficiency.
- Multi-level permissions for enhanced security.
- Enterprise-grade security & governance for data protection.
- Advanced reporting & analytics for data-driven decisions.
- Tailored onboarding for personalized setup.
Insightly CRM Pricing Plans
- Project management tools to streamline business processes.
- Advanced reports for insightful data analysis.
- Pre-built business dashboards for quick access to metrics.
- Free 14-Day Trial to explore features before purchase.
- Workflow automation to reduce manual tasks.
- Custom page layouts for personalized user experience.
- Free 14-Day Trial to test advanced features.
- Enhanced data management with custom fields.
- Products, pricebooks, and quotes for sales management.
- Comprehensive audit logging for security and compliance.
- Contact sales for tailored solutions and pricing.
- Advanced integration capabilities with REST API.
Our Rating Methodology
We thoroughly evaluate each CRM tool, focusing on key factors like functionality, ease of use, and scalability. By analyzing user reviews and conducting in-depth testing, we ensure our recommendations fit your needs. Each factor is weighted by importance to deliver a reliable final rating, helping you make informed decisions.
Monday.com or Insightly CRM: Which One Matches Your Business Needs?
Choose Monday.com If You Need ...
- Highly customizable dashboards
If you need a platform with highly customizable dashboards that can be tailored to fit your team's specific needs, Monday.com is the ideal choice. Its flexibility allows you to create a workspace that aligns with your workflow and enhances productivity.
- Robust automation features
If you're looking for a tool with robust automation features to streamline repetitive tasks and improve efficiency, Monday.com is the superior option. Its user-friendly interface and extensive automation options make it a powerful tool for optimizing processes.
Choose Insightly CRM If You Need ...
- Strong CRM capabilities
If your primary focus is on strong CRM capabilities to manage customer relationships and track sales opportunities, Insightly CRM is the better choice. Its comprehensive CRM features make it a valuable asset for businesses looking to enhance their CRM processes.
- Affordable pricing
If you're seeking a CRM tool with affordable pricing that offers good value for small to medium-sized businesses, Insightly CRM is the ideal option. Its cost-effective solutions provide excellent value for businesses looking to improve their CRM capabilities without breaking the bank.
Frequently Asked Questions
What are the key differences between Monday.com and Insightly CRM?
Which tool is better for project management, Monday.com or Insightly CRM?
Is Monday.com suitable for small businesses?
Does Insightly CRM offer good integration options?
Which tool offers better customer support, Monday.com or Insightly CRM?
Is Insightly CRM affordable for small businesses?
Anastasia Belyh
Anastasia Belyh is a senior tech writer with over 15 years of experience in marketing, sales, and business software. Having worked in investment banking, management consulting, and founded multiple companies, her in-depth knowledge and hands-on expertise make her software reviews authoritative, trustworthy, and highly practical for business decision-makers.
