Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.
$0
per month Up to 2 users
monday.com
Score 8.5 out of 10
Mid-Size Companies (51-1,000 employees)
monday.com Work OS is an open platform designed so that anyone can create the tools they need to run all aspects of their work. It includes ready-made templates or the ability to customize any work solution ranging from sales pipelines to marketing campaigns, CRMs, and project tracking.
Insightly kicked Salesforce's ass as far as service/customer help (speaking as a customer). Salesforce was beyond our comprehension in terms of easy of use - Insightly was super intuitive and a much better fit.
Monday is what we switched to. For what we actually use it for, …
While there are a few things I would improve in the Health Care Providers database capabilities, overall it is extremely helpful in keeping a record of all providers so we can easily access them and add them to the order. This increases productivity by making it easier to verify eligibility, to ensure the breast pump the customer order will be covered under their insurance plan.
monday.com is the best time and task managing tool I've used while working in a design team. It can be customized extensively and adapted to a company's and team's needs. In my particular case, it has helped enormously to separate the tasks from the design team from the software development team, who have different needs.
A very small item, but I'd love to see Insightly remove the underscores from the file name after download!
Another small hiccup, but sometimes when I click things on Insightly, the page shows a very basic HTML layout but once refreshed works
Some changes aren't always instantaneous, which can be a problem as we move very quickly at our company. But we've learned to work with "Insightly time!"
Exporting of Gantt charts for PowerPoint Presentations
Easier integration needed with Microsoft Azure ADO
Date Completion versus Due Date versus Completion Status - The completion status was often wrong, even though the project was completed by the due date. Seems to have corrected itself over time. So maybe there was an issue (bug) that was fixed.
Insightly offers a great product; it's the right fit for our company at this time. We were, however, considering moving to Contactually due to their cost effective automation features. However, they lacked the project management capabilities of Insightly. As our company grows, we would love to stay with Insightly - and if they can nail the automation and add the ability to customize a little bit more, it would be the perfect solution for us. For a larger company with a more involved sales team, you might find the metrics/reporting to be a bit basic. Insightly offers great customer service even to free customers
We rely on monday.com to track clients. There is currently not another software out there that we would prefer to use for client management, so I do not see a reason why we wouldn't renew our subscription with monday.com.
Insightly does provide a highly customizable platform which can be driven by the user in most instances. There are times where there is a need for technical involvement from Insightly or limitations on some of the customizations. Overall, the platform is easy to use and easy to train on for individuals within our organization.
As someone who has been using monday.com for a while, I would rate its overall usability as a 9 out of 10. The platform is well-designed with an intuitive interface, making it easy to navigate and use. The drag-and-drop functionality and customizable templates make it easy to create and modify boards according to our needs.The automation features are particularly impressive, allowing us to streamline our workflow and reduce manual effort. Setting up automations is straightforward, and they work seamlessly to keep us updated on task progress and deadlines.
Knock on wood... I haven't had any difficulties with Insightly's availability to-date. I mostly use it on my desktop and infrequently access via my Android phone. No access issues.
The interface is very user friendly and easy to navigate. Reports can quickly be made, including custom fields.The website response has always been quick to load and has never been unavailable when I have needed access. They listen to requests for additional or custom features, and they hold workshops frequently to assist new and experienced users.
Everything performs fairly well. Every now and then there are user errors where an employee will not click "ok" on a note they've created and simply exit out (I do wish that something was in place to prevent this, such as a pop "are you finished?")
Excellent support provided to deploy the app across all platforms like mobile, desktop and web and allow addition or deletion of users in quick time. It does not require any physical infrastructure and can be scaled at any level. It can be used across office locations to collaborate among users and help streamline workflow required to work on various projects.
Unfortunately, this is one of the most significant areas for improvement with Monday.com. Monday.com boasts 24/7 service, but in my experience, it does little to deliver. On several occasions, I have reached out to Monday with long delays and lagging response times. This seems to be the one area where other platforms have Monday.com beat. While this platform is my favorite, its lackluster customer service has tainted my experience and motivated me to look elsewhere for similar services.
Insightly is a very useful tool, it has the essential capabilities that a company need. Easy to use and very intuitive, so, you don't need tutorial or extra documents. Navigation inside the platform is quite simple. You will be able to store your client's information, about your potential business opportunities, organize teams and users and, connect your emails
To have someone walk you thru the features and capabilities of Monday.com is priceless. Someone also coming along later in the contract to see if you are maximizing the program to suit your company needs is beyond helpful. The staff that have provided this training are fun, creative and very patient.
did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product did not participate in the implementation of this product
We signed up for the accounts. Created the accounts. Ran the trial version and tested it live while we were running multiple projects and found that it was fitting our needs perfectly. When the trial ended and we were asked to purchase the full version, we did. We have found other ways to use it and it's a breeze.
Insightly has far more modern applications than GoldMine. It allows for more customizations. Our reports are nicer looking and it seems much more user friendly. Insightly also seems to be more than just sales focused. GoldMine seemed to really be geared more towards a sales staff. Insightly has more capabilities for our future needs as well
We used an excel spreadsheet to track our month end close process previously which created a lot of issues around only one person being able to be in the checklist at any given time. Additionally, we were unable to have excel notify us when a task we need to have completed was done, but Monday.com has completely changed that for us!
(+) Being able to download my LinkedIn connections was a huge benefit. (+) I use the task function to stay on top of my follow-up activity which is another positive feature. (+) The sorting capabilities also help me pinpoint the contacts that I need to stay on top of. (-) When I add a new lead from an existing organization, I would like the organization's information to automatically populate the fields like address, website, description. I enter all that information manually. (-) My mass mailing experience has been tedious due to the email function being interrupted and crashing due to bad email addresses in some of my records. (-) Many of my leads do not have current email addresses. I wish Insightly offered a tool to help find email addresses. I spend too much time researching to find email addresses.
For it to work across multiple departments and sites, I would like to see improvements made with integrations and automation. For this question, I am acknowledging not only the addition of internal triggers/automation, but also an expansion on external ones.
It is, as of now, the base of our whole operation on the customer support side. It holds all the info we need, and keeps track of everything we do. It is vital for the company, and it has been effective for everything I have had the need to do so far.
It can be a slow platform to navigate through sometimes, and that can upset customers that are in a hurry. However, that is still a valuable asset to the company.
It's hard to measure the amount of time this system saves but I know it is huge! Everything is accessible no matter where I am or what I am doing. And it is accessible to our managers so they can find the info themselves.
The old systems we replaced had a physical material cost to use, which is 100% gone now. And the physical space that was required for the many project management boards we had was immense.
The more we use it, the more things we find that we can add to it. Incredibly flexible and moldable.
