Compare monday CRM and Insightly

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Overview
monday CRM
vs
Insightly
👀 Overview
Customer sentiment
967 reviews
921 reviews
Entry price level
$0
$0
Best for
Manufacturing
Financial services
Enterprise
Manufacturing
Healthcare
SMBs
🏆 Ratings
Platform Customization
90%
87%
Dashboards
93%
80%
Ease of Use
92%
85%
Quality of Support
93%
70%
Workflow Capability
91%
82%
📣 User Sentiment
😊 The Good

Marketing Team Member

Monday has been a great tool for the marketing team at my company. We are able to better manage our weekly 1:1 meetings, and everyone can set up their boards to track progress in real time.

G2 Reviewer

The flexibility in being able to create your own custom fields, reports, templates, and dashboards. Very easy to use, after initial set up. Customer support has been excellent. Brian Revak has been our Customer Success Manager, and has been so helpful throughout the whole experience.
☹️ The Bad

Executive

Private boards—especially for executive-level visibility—require an upgrade, which feels like a basic feature that should be standard. There are also limits on the number of CRM boards.

G2 Reviewer

Unable to merge data for 2 different Objects, but this can be worked around by creating custom fields within the relevant Object.
🛠️ Features
Knowledge Base
Reporting
Dashboards
Workflows
Integrations
Access Management
Account Management
Lead Management
Opportunity Management
Activity Management
💰 Pricing
Pro-level pricing
$28
Seats / annually
$49
Seats / annually
Min seats
3
1
Free trial
Free trial is available
Free trial is available
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