The tool offers features to help companies organize customer data, nurture customer relationships, deliver projects on time, and accelerate sales.<\/p>\n
Insightly is focused on a few primary features:<\/p>\n
- \n
- Marketing<\/strong>. Insightly\u2019s marketing engine is built on the same platform as Insightly\u2019s CRM. The two integrate seamlessly and provide a single, consistent interface and the ability to bring all leads and contacts from the CRM right into the marketing dashboard.<\/li>\n
- Sales<\/strong>. Insightly offers enterprise-level sales automation for growing teams. Follow up on leads, close deals, and automate workflows for more streamlined days.<\/li>\n
- Projects<\/strong>. \u201cProjects\u201d is the place for insightly users to manage workflow outside of sales. This feature lets users keep track of event planning<\/a>, internal tasks, onboarding, maintenance, and more. Users can set up pipelines or milestones to stay organized and keep everyone on the same page.<\/li>\n
- Integrations<\/strong>. Insightly\u2019s CRM integrations allow users to stay connected to the tools they already rely on. Available integrations include Outlook, Microsoft Office, Gmail and GSuite, Mailchimp, and more.<\/li>\n<\/ul>\n
Insightly also has some powerful automation features (not uncommon among CRM tools<\/a>). These features allow businesses to automate their CRM processes and reduce sales bottlenecks.<\/p>\n
Get started with monday.com<\/a><\/p>\n
They also feature solid analytics, which enable you to see the performance of your sales funnels over time:<\/strong><\/p>\n
![\"Using](\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2020\/11\/Insightly-Marketing-Automation.png\" "\\"Insightly")
<\/p>\n(Image Source<\/a>)<\/p>\n
So, what’s a good alternative to Insightly?<\/h2>\n
Insightly is designed to cater to mid-sized businesses, and it does that well. It\u2019s a functional, usable tool that a lot of people have had good experiences with.<\/p>\n
But when it comes time to cater to small, lean teams, Insightly fails to\u2026 focus.<\/p>\n
What\u2019s more, Insightly only focuses on customer and client management<\/a>. It doesn\u2019t really offer the project management features teams need to handle client projects once they\u2019re in the pipeline. For instance, if you want to build a project dashboard<\/a> or reports feature, you have to set it up from scratch.<\/p>\n
Monday.com\u2019s Work OS platform, on the other hand, offers not just the CRM capabilities delivered by Insightly, but also offers a comprehensive library of customizable project templates<\/a> so you can hit the ground running.<\/p>\n
Who is this monday.com you mention?<\/h2>\n
Oh, what a great question!<\/p>\n
monday.com is a Work Operating System (Work OS<\/a>) that helps teams manage their workflows.<\/p>\n
Whether you\u2019re managing customer data, running projects, shaping tasks, or looking for a way to adapt to shifting needs, monday.com\u2019s attractive, simple, easy-to-use interface and high-level of customization will help you create transparency and connect your team.<\/p>\n
Designed to allow comprehensive project management<\/a>, flexibility, and integration, monday.com offers a sleek, modern dashboard and an extensive library of customizable project templates<\/a> to jumpstart teamwork.<\/p>\n
monday.com<\/a> offers all the core functionality you need in a CRM, like…<\/p>\n
- \n
- Document storage<\/li>\n
- Email marketing<\/li>\n
- Lead scoring<\/li>\n
- Marketing automation<\/li>\n
- Quote and proposal capabilities<\/li>\n
- Segmentation<\/li>\n
- Task and territory management<\/a>.<\/li>\n<\/ul>\n
One thing that monday.com offers that Insightly does not is social media integration<\/a>.<\/p>\nmonday.com allows teams to create, run, and manage campaigns, use interconnected boards to collect and track campaign details, and monitor the lifetime success of each marketing effort you make on social.<\/span><\/a>\n
![\"Manage](\"https:\/\/www.monday.com\/blog\/wp-content\/uploads\/2020\/11\/monday.com-Campaign-Ideas-and-Requests..png\" "\\"monday.com")
<\/p>\n(Image Source<\/a>)<\/p>\n
What are the differences between monday.com and Insightly?<\/h2>\n
The main difference between monday.com and Insightly is the availability of integrations. While Insightly caters well to SMBs and offers a variety of native integrations designed to streamline work for those teams, the integration capabilities stop before they truly meet the needs of some users.<\/p>\n
For example, Insightly can be difficult or impossible to integrate into certain membership databases and only offers rudimentary email integration. While this isn\u2019t a \u201cmust-have\u201d for all teams, it\u2019s a deal-breaker for anyone looking for smooth integration options.<\/p>\n
Get started<\/a><\/p>\n
We understand that every team is different and has its own unique needs, which is why monday.com allows for full customization of boards and offers pre-built templates for your industry, specifically.<\/p><\/blockquote>\n
Difference #1:<\/strong> Insightly’s dashboard, while powerful, doesn’t offer “at-a-glance” functionality<\/p>\n
While their functions tend to be easy to use, the lack of a visual layout within the dashboard can be difficult to navigate. For example, if you\u2019re working on workflow management and looking for a quick, visual understanding, you may find yourself wanting more.<\/p>\n
monday.com, alternatively, offers drag-and-drop functionality tied to a modern, highly-visual interface that makes it super easy for managers and team members to understand what they’re doing, when it’s due, and who’s responsible before and after them.<\/p>\n
Difference #2:<\/strong> Insightly has a high starting package cost, and you might find that the features are just not there for the money.<\/p>\n
Lean, startup teams or those working on very minimal budgets (such as freelancers) may find the initial price of Insightly just too high.<\/p>\n
monday.com, meanwhile, has a much lower monthly price per user. This makes it a more accessible platform, especially for small teams or freelancers.<\/p>\n
In short, monday.com is…<\/p>\n
- \n
- Customizable<\/strong>. Project management works better when it\u2019s dynamic, and monday.com\u2019s advanced board filtering #tags column, and industry-focused templates create a highly visual, easy-to-navigate experience, built-for-you.<\/li>\n<\/ul>\n
- \n
- Accessible. <\/strong><\/strong>monday.com offers a variety of features designed to make work easier for teams. The new and improved desktop app, for example, works on Mac and Windows, while the streamlined tools like @mentions and limited board permissions make it easy to create a customized dashboard that\u2019s still accessible for everyone.<\/li>\n<\/ul>\n
- \n
- Scalable. <\/strong>The right Work OS should grow with your business. monday.com\u2019s extensive app marketplace and available integrations ensure teams get the functionality they need, when they need it, and that the platform keeps pace with every step of their business growth.<\/li>\n<\/ul>\n
Depending on your needs, monday.com offers the following plans:<\/p>\n
- \n
- Basic<\/strong>. Ideal for small teams who need to manage daily projects. Includes forms, communication with context, unlimited free viewers, apps for iOS and Android, and dashboards.<\/li>\n
- Standard<\/strong>. Perfect for a single team that needs slightly more advanced features, such as guest access, automation, integrations, and timeline and calendar views.<\/li>\n
- Pro<\/strong>. Includes all the standard package features, plus time tracking, chart views, private boards, and up to 25,000 integration actions per month.<\/li>\n
- Enterprise<\/strong>. monday.com\u2019s most advanced plan. This includes all Pro features, plus enterprise-grade automation and integrations, advanced analytics and reporting, multi-level permissions, premium support, and more.<\/li>\n<\/ul>\n
To learn more about monday.com\u2019s plans and pricing, check out the pricing page<\/a>.<\/p>\n
Insightly alternatives FAQ<\/h2>\n
Is Insightly CRM free?<\/h3>\n
Insightly CRM offers a free plan for up to two users.<\/p>\n
This plan allows two people to manage contacts, sales, and projects from a single dashboard. For users who want a more advanced plan, Insightly offers three different pricing packages: Plus, Professional, and Enterprise. Paid plans start at $29\/user per month if billed annually.<\/p>\n
What are other Insightly alternatives?<\/h3>\n
Some popular Insightly alternatives (other than monday.com) are:<\/p>\n
#1. Hubspot Sales Hub<\/strong><\/p>\n
Sales Hub is one piece of HubSpot\u2019s comprehensive CRM platform. The tool is ideal for sales and marketing teams that need an intuitive, simple-to-use CRM that doesn\u2019t go overboard with fancy features. Plans are affordable, and free trials are available.<\/p>\n
While Sales Hub is great for teams that need simple tools, the platform does not offer the more advanced features that growing and larger companies may need \u2014 unlike monday.com.<\/p>\n
#2. Zoho CRM<\/strong><\/p>\n
Zoho CRM is a tool designed for use by small, mid-sized, and large businesses alike. The platform\u2019s primary focus is on lead and contact management, although the tool offers pipeline management and purchase control functions, as well. Zoho actually has one of the most extensive home screens in the industry, with a standard display that includes 10 separate components.<\/p>\n
The same thing that makes Zoho strong is the same thing that can make it challenging to use. Unless you\u2019re an advanced user, you may find that the platform requires a lot of customization to get rolling.<\/p>\n
Many of the forms, for example, aren\u2019t optimized out of the box for conversions, for example, and you may have to use the main navigation panel at the top of the home screen just to find what you\u2019re looking for.<\/p>\n
If you need customer support, you may also find that you wait a long time to have your questions answered. When you compare this to monday.com\u2019s incredibly short customer service wait time (guaranteed within the hour<\/a>), it\u2019s easy to see how sitting on hold could eat up precious productivity time.<\/p>\n
#3. Pipedrive<\/strong><\/p>\n
Pipedrive is a web-based Sales CRM and pipeline management solution that allows companies to monitor and plan activities. Pipedrive streamlines daily activities for small and large teams alike to create a more comfortable daily work experience.<\/p>\n
Compared to monday.com, Pipedrive\u2019s functionality can be a bit limited for the price. The tool does not allow you to separate between lists of new leads and contacts, which can make segmentation more manual than it should be.<\/p>\n
It also lacks a library of customizable project templates<\/a>, which is one of the most significant benefits of monday.com. Designed for a variety of industries, these templates help jumpstart daily work and keep teams as productive as possible.<\/p>\n
Final thoughts<\/h2>\n
There are dozens of CRM solutions out there to choose from. Finding the one that\u2019s right for you is a big decision, though. Fortunately, monday.com offers the functionality, integrations, and accessibility that modern teams need to get more done with less stress.<\/p>\n
As a full Work OS, monday.com<\/a> is way more than just a CRM tool. To help teams get more done from a single dashboard, monday.com gives you all the functionality you need to manage client work and projects after you win them.<\/p>\n
From the fast setup and highly visual, customizable templates, to the hundreds of existing tool integrations and \u201cview\u201d features (compatible with map, calendar, timeline, and kanban formats), monday.com gets serious about saving you time.<\/p>\n
Ready to learn more about monday.com? Hit the ground running with the free, customizable CRM template<\/a> from monday.com\u2019s extensive template library!<\/p>\n
Get started<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"
Insightly is one of the leading SaaS CRM tools out there. But, since you\u2019re here, we\u2019re going to assume you’re looking for an alternative that can fit your business a bit better. You’re either moving away from Insightly or window shopping before diving in \u2014\u00a0either way, you could have a …<\/p>\n","protected":false},"author":5,"featured_media":34656,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"pages\/cornerstone-primary.php","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"What's the best Insightly alternative? %%page%% %%sep%% %%sitename%%","_yoast_wpseo_metadesc":"Learn what exactly Insightly is, and what Insightly alternatives are recommended. Also, what monday.com is and why you should consider it.","monday_item_id":10069231464,"monday_board_id":0,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[13913],"tags":[],"class_list":["post-24691","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm-and-sales"],"acf":{"lobby_image":false,"post_thumbnail_title":"","hide_post_info":false,"hide_bottom_cta":false,"hide_from_blog":false,"cluster":"","banner_url":"","main_text_banner":"","sub_title_banner":"","sub_title_banner_second":"","banner_button_text":"","below_banner_line":"","sections":[{"acf_fc_layout":"content_1","blocks":[{"main_heading":"","content_block":[{"acf_fc_layout":"text","content":"
Insightly is a popular SaaS CRM tool, but you likely know that by now.<\/p>\n
But, since you\u2019re here, we\u2019re going to assume you’re either moving away from Insightly or window shopping before diving in.<\/p>\n
It\u2019s a little bit like shopping for the right computer or laptop \u2014\u00a0you want to make sure the one you wind up with will meet your needs for years to come.<\/p>\n
To save you some time and help you understand the features of the top options on the market, we\u2019ve put together this comprehensive overview of the best Insightly alternatives.<\/p>\n
Try monday.com<\/a><\/p>\n"}]},{"main_heading":"What is Insightly? In short, a CRM tool","content_block":[{"acf_fc_layout":"text","content":"
Insightly CRM focuses on a few primary features:<\/p>\n
- \n
- Marketing<\/strong>. Insightly\u2019s marketing engine is built on the same platform as Insightly\u2019s CRM. The two integrate seamlessly and provide a single, consistent interface and the ability to bring all leads and contacts from the CRM right into the marketing dashboard.<\/li>\n
- Sales<\/strong>. Insightly offers enterprise-level sales automation for growing teams. Follow up on leads, close deals, and automate workflows for more streamlined days.<\/li>\n
- Projects<\/strong>. \u201cProjects\u201d is the place for insightly users to manage workflow<\/a> outside of sales. This feature lets users keep track of event planning, internal tasks, onboarding, maintenance, and more. Users can set up pipelines or milestones to stay organized and keep everyone on the same page.<\/li>\n
- Integrations<\/strong>. Insightly\u2019s CRM integrations allow users to stay connected to the tools they already rely on. Available integrations include Outlook, Microsoft Office, Gmail and GSuite, Mailchimp, and more.<\/li>\n<\/ul>\n
Insightly also has some automation features to allow businesses to automate their CRM processes and reduce sales bottlenecks.<\/p>\n
They also feature solid analytics, which enable you to see the performance of your sales funnels over time:<\/strong><\/p>\n
Get started<\/a><\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":24698,"image_link":""}]},{"main_heading":"Good alternative<\/a> to Insightly: monday.com","content_block":[{"acf_fc_layout":"text","content":"
Insightly is designed to cater to mid-sized businesses, and it does that well. It\u2019s a functional, usable tool that a lot of people have had good experiences with.<\/p>\n
Insightly only focuses on customer and client management.<\/p>\n
Insightly doesn\u2019t offer the project management features teams need to handle client projects once they\u2019re in the pipeline. For instance, if you want to build a project dashboard or reports feature, you have to set it up from scratch.<\/p>\n
monday.com\u2019s Work OS platform, on the other hand, offers not just the CRM capabilities delivered by Insightly, but also offers a comprehensive library of customizable project templates, like this CRM one below, so you can hit the ground running.<\/p><\/blockquote>\n
Get started<\/a><\/p>\n"}]},{"main_heading":"Tell me more about monday.com Work OS","content_block":[{"acf_fc_layout":"text","content":"
monday.com is a Work Operating System (Work OS<\/a>) that helps teams manage their workflows.<\/p>\n
Whether you\u2019re managing customer data, running projects, shaping tasks, or looking for a way to adapt to shifting needs, monday.com\u2019s attractive, simple, easy-to-use interface and high-level of customization will help you create transparency and connect your team.<\/p>\n
Designed to allow comprehensive project management, flexibility, and integration, monday.com offers a sleek, modern dashboard and an extensive library of customizable project templates to jumpstart teamwork.<\/p>\n
monday.com<\/a> offers all the core functionality you need in a CRM, like…<\/p>\n
- \n
- Document storage<\/li>\n
- Email marketing<\/li>\n
- Lead scoring<\/li>\n
- Marketing automation<\/li>\n
- Quote and proposal capabilities<\/li>\n
- Segmentation<\/li>\n
- Task and territory management.<\/li>\n<\/ul>\n
monday.com allows teams to track campaign details so you can easily monitor the lifetime success of each marketing effort you make.<\/span><\/a><\/p>\n
Get started<\/a><\/p>\n"},{"acf_fc_layout":"image","image_type":"normal","image":13370,"image_link":""}]},{"main_heading":"monday.com vs. Insightly: smooth integrations","content_block":[{"acf_fc_layout":"text","content":"
The main difference between monday.com and Insightly is the availability of integrations. While Insightly caters well to SMBs and offers a variety of native integrations designed to streamline work for those teams, the integration capabilities stop before they truly meet the needs of some users.<\/p>\n
For example, Insightly can be difficult or impossible to integrate into certain membership databases<\/a> and only offers rudimentary email integration. While this isn\u2019t a \u201cmust-have\u201d for all teams, it\u2019s a deal-breaker for anyone looking for smooth integration options.<\/p>\n
We understand that every team is different and has its own unique needs, which is why monday.com allows for full customization of boards and offers pre-built templates for your industry, specifically.<\/p><\/blockquote>\n
Difference #1:<\/strong> Insightly’s dashboard, while powerful, doesn’t offer “at-a-glance” functionality<\/p>\n
While their functions tend to be easy to use, the lack of a visual layout within the dashboard can be difficult to navigate. For example, if you\u2019re working on workflow management<\/a> and looking for a quick, visual understanding, you may find yourself wanting more.<\/p>\n
monday.com, alternatively, offers drag-and-drop functionality tied to a modern, highly-visual interface that makes it super easy for managers and team members to understand what they’re doing, when it’s due, and who’s responsible before and after them.<\/p>\n
Difference #2:<\/strong> Insightly has a high starting package cost, and you might find that the features are just not there for the money.<\/p>\n
Lean, startup teams or those working on very minimal budgets (such as freelancers) may find the initial price of Insightly just too high.<\/p>\n
monday.com, meanwhile, has a much lower monthly price per user. This makes it a more accessible platform, especially for small teams or freelancers.<\/p>\n
In short, monday.com is…<\/p>\n
- \n
- Customizable<\/strong>. Project management works better when it\u2019s dynamic, and monday.com\u2019s advanced board filtering #tags column, and industry-focused templates create a highly visual, easy-to-navigate experience, built-for-you.<\/li>\n<\/ul>\n
- \n
- Accessible. <\/strong>monday.com offers a variety of features designed to make work easier for teams. The new and improved desktop app, for example, works on Mac and Windows, while the streamlined tools like @mentions and limited board permissions make it easy to create a customized dashboard that\u2019s still accessible for everyone.<\/li>\n<\/ul>\n
- \n
- Scalable. <\/strong>The right Work OS should grow with your business. monday.com\u2019s extensive app marketplace and available integrations ensure teams get the functionality they need, when they need it, and that the platform keeps pace with every step of their business growth.<\/li>\n<\/ul>\n
Depending on your needs, monday.com offers the following plans:<\/p>\n
- \n
- Basic<\/strong>. Ideal for small teams who need to manage daily projects. Includes forms, communication with context, unlimited free viewers, apps for iOS and Android, and dashboards.<\/li>\n
- Standard<\/strong>. Perfect for a single team that needs slightly more advanced features, such as guest access, automation, integrations, and timeline and calendar views.<\/li>\n
- Pro<\/strong>. Includes all the standard package features, plus time tracking, chart views, private boards, and up to 25,000 integration actions per month.<\/li>\n
- Enterprise<\/strong>. monday.com\u2019s most advanced plan. This includes all Pro features, plus enterprise-grade automation and integrations, advanced analytics and reporting, multi-level permissions, premium support, and more.<\/li>\n<\/ul>\n
To learn more about monday.com\u2019s plans and pricing, check out the pricing page<\/a>.<\/p>\n
Get started<\/a><\/p>\n"}]},{"main_heading":"Is Insightly CRM free?","content_block":[{"acf_fc_layout":"text","content":"
Insightly CRM offers a free plan for up to two users.<\/p>\n
This plan allows two people to manage contacts, sales, and projects from a single dashboard. For users who want a more advanced plan, Insightly offers three different pricing packages: Plus, Professional, and Enterprise. Paid plans start at $29\/user per month if billed annually.<\/p>\n
There are dozens of CRM solutions out there to choose from. Finding the one that\u2019s right for you is a big decision, though. Fortunately, monday.com offers the functionality, integrations, and accessibility that modern teams need to get more done with less stress.<\/p>\n
As a full Work OS, monday.com<\/a> is way more than just a CRM tool. To help teams get more done from a single dashboard, monday.com gives you all the functionality you need to manage client work and projects after you win them.<\/p>\n
From the fast setup and highly visual, customizable templates, to the hundreds of existing tool integrations and \u201cview\u201d features (compatible with map, calendar, timeline, and kanban formats), monday.com gets serious about saving you time.<\/p>\n
Ready to learn more about monday.com? Hit the ground running with the free, customizable CRM template<\/a> from monday.com\u2019s extensive template library!<\/p>\n
- Standard<\/strong>. Perfect for a single team that needs slightly more advanced features, such as guest access, automation, integrations, and timeline and calendar views.<\/li>\n
- Basic<\/strong>. Ideal for small teams who need to manage daily projects. Includes forms, communication with context, unlimited free viewers, apps for iOS and Android, and dashboards.<\/li>\n
- Scalable. <\/strong>The right Work OS should grow with your business. monday.com\u2019s extensive app marketplace and available integrations ensure teams get the functionality they need, when they need it, and that the platform keeps pace with every step of their business growth.<\/li>\n<\/ul>\n
- Accessible. <\/strong>monday.com offers a variety of features designed to make work easier for teams. The new and improved desktop app, for example, works on Mac and Windows, while the streamlined tools like @mentions and limited board permissions make it easy to create a customized dashboard that\u2019s still accessible for everyone.<\/li>\n<\/ul>\n
- Customizable<\/strong>. Project management works better when it\u2019s dynamic, and monday.com\u2019s advanced board filtering #tags column, and industry-focused templates create a highly visual, easy-to-navigate experience, built-for-you.<\/li>\n<\/ul>\n
- Sales<\/strong>. Insightly offers enterprise-level sales automation for growing teams. Follow up on leads, close deals, and automate workflows for more streamlined days.<\/li>\n
- Standard<\/strong>. Perfect for a single team that needs slightly more advanced features, such as guest access, automation, integrations, and timeline and calendar views.<\/li>\n
- Basic<\/strong>. Ideal for small teams who need to manage daily projects. Includes forms, communication with context, unlimited free viewers, apps for iOS and Android, and dashboards.<\/li>\n
- Scalable. <\/strong>The right Work OS should grow with your business. monday.com\u2019s extensive app marketplace and available integrations ensure teams get the functionality they need, when they need it, and that the platform keeps pace with every step of their business growth.<\/li>\n<\/ul>\n
- Accessible. <\/strong><\/strong>monday.com offers a variety of features designed to make work easier for teams. The new and improved desktop app, for example, works on Mac and Windows, while the streamlined tools like @mentions and limited board permissions make it easy to create a customized dashboard that\u2019s still accessible for everyone.<\/li>\n<\/ul>\n
- Customizable<\/strong>. Project management works better when it\u2019s dynamic, and monday.com\u2019s advanced board filtering #tags column, and industry-focused templates create a highly visual, easy-to-navigate experience, built-for-you.<\/li>\n<\/ul>\n
- Sales<\/strong>. Insightly offers enterprise-level sales automation for growing teams. Follow up on leads, close deals, and automate workflows for more streamlined days.<\/li>\n