Insightly vs. Monday CRM: Welches CRM ist im Jahr 2025 das beste?

von | Zuletzt aktualisiert Oct 29, 2025

Gewinner
Montag
4.5
  • Montag AI
  • Integrationszentrum
  • Intelligente Workflow-Automatisierung
  • Kanban-Tafel
  • Gantt-Diagramm
  • Kostenloser Plan verfügbar
  • 另外,探索一下 Perplexity 与 Manus 的比较。
Zweiter
Aufschlussreich
3.0
  • Pipeline-Management
  • Verfolgung von Leads
  • Automatisierung von Arbeitsabläufen
  • Projektmanagement
  • Einsichtiges Marketing
  • Kostenlose Testversion verfügbar
  • Paid Plan Starts at $29
Sightly vs. Monday CRM

Die Wahl des richtigen Recherche et vérification d'e-mails, préchauffage des e-mails. kann sich anfühlen, als würde man durch ein Labyrinth navigieren.

It’s a common dilemma! Many businesses struggle to find the perfect fit. 

Ein gutes Recherche et vérification d'e-mails, préchauffage des e-mails. is essential for managing customer relationships, boosting sales, and streamlining operations.

But with so many options, how do you choose?

This Insightly vs Monday Recherche et vérification d'e-mails, préchauffage des e-mails. comparison will examine each platform’s key features, pricing, and pros and cons.

Überblick

We’ve put Insightly and Monday Recherche et vérification d'e-mails, préchauffage des e-mails. through their paces, exploring everything from lead management to reporting.

Our hands-on testing and feature analysis have led us to this in-depth comparison, designed to help you make an informed decision.

Aufschlussreich
3von 5

Need a Recherche et vérification d'e-mails, préchauffage des e-mails. that goes beyond sales with robust project management tools? Insightly’s got you covered.

Preise: It has a free trial. The premium plan starts at $29/month.

Hauptmerkmale:

  • Projektmanagement
  • Automatisierung von Arbeitsabläufen
  • Relationship Linking
CTA
4.5von 5

Möchten Sie eine Recherche et vérification d'e-mails, préchauffage des e-mails. that’s as flexible as your marketing needs? See how it can transform your workflow!

Preise: Es gibt einen kostenlosen Plan. Der Premium-Plan beginnt bei 9 $/Monat.

Hauptmerkmale:

  • Visual Workflow Management
  • Tools für die Zusammenarbeit
  • Integrationen

Was ist Insightly?

So, let’s discuss it briefly. It’s a popular CRM, especially for small—to medium—sized businesses. 

It’s designed to help you manage your contacts, deals, and projects in one place. And it’s pretty user-friendly, too.

Entdecken Sie auch unsere beliebtesten Alternativen zu Insightly

Was ist Insightly

Unsere Meinung

Aufschlussreich

比较 2025 年 HubSpot 与 Copper CRM,发现定价、集成和功能方面的关键差异,以帮助企业选择正确的 CRM 工具。

Hauptvorteile

  • Skalierbar für Wachstum: Passen Sie die Plattform an die Expansion Ihres Unternehmens an.
  • Projektmanagementfunktionen: Halten Sie Ihre Projekte organisiert und auf Kurs.
  • Anpassbare Dashboards und Berichte: Erhalten Sie die Einblicke, die Sie benötigen, um fundierte Entscheidungen zu treffen.
  • Integrationen mit beliebten Apps: Verbinden Sie sich mit Ihren bevorzugten Business-Tools.

Preise

  • Plus: 29 $/Benutzer/Monat.
  • Professional: 49 $/Benutzer/Monat.
  • Unternehmen: 99 $/Benutzer/Monat.
Aufschlussreiche Preise

Pros

  • Skalierbar für Unternehmen jeder Größe.
  • Beinhaltet Projektmanagementfunktionen.
  • Anpassbare Dashboards und Berichte.
  • Integriert sich in beliebte Apps.

Nachteile

  • Das Erlernen und Verwenden kann komplex sein.
  • Einige Funktionen sind auf niedrigere Tarife beschränkt.
  • Für große Teams kann es teuer werden.

What is Monday CRM?

Now, let’s switch gears and talk about Monday CRM.

It’s part of the Monday.com work operating system. It’s highly customizable, which is a big plus.

It’s designed to help teams manage their sales, marketing, and customer service.

Entdecken Sie auch unsere beliebtesten Monday CRM-Alternativen

Monday CRM-Startseite

Unsere Meinung

Montag CTA

Monday CRM is a good choice for businesses that want a visually appealing and easy-to-use CRM.

Hauptvorteile

  • Optisch ansprechende Benutzeroberfläche: Einfach zu navigieren und zu verstehen.
  • Flexibel und anpassbar: Passen Sie die Plattform an Ihre spezifischen Bedürfnisse an.
  • Funktionen zur Zusammenarbeit: Arbeiten Sie nahtlos mit Ihrem Team zusammen.
  • Integrationen mit beliebten Apps: Verbinden Sie sich mit Ihren bevorzugten Business-Tools.

Preise

  • Frei: 0 $ für immer kostenlos.
  • Basic: 9 $/Sitz/Monat.
  • Standard: 12 $/Sitz/Monat.
  • Pro: 19 $/Sitz/Monat.
  • Unternehmen: Individuelle Preisgestaltung basierend auf Ihren Anforderungen.
Montagspreise

Pros

  • Optisch ansprechend und benutzerfreundlich.
  • Flexible und anpassbare Arbeitsabläufe.
  • Ideal für die Zusammenarbeit im Team.
  • Integriert sich in beliebte Apps.

Nachteile

  • Für große Teams kann es teuer werden.
  • Eingeschränkte Berichtsfunktionen.
  • Nicht so funktionsreich wie einige Konkurrenten.

Funktionsvergleich

This analysis evaluates two powerful crm tools with distinct focuses: Insightly CRM, known for blending workflow Automatisierung and project management.

Monday CRM, a versatile Work OS. This comparison clarifies which of these platforms is the superior solution for optimizing your sales opportunities, contact management, and overall task management.

1. Core Focus and System Architecture

  • Insightly CRM: A dedicated crm tools solution that combines customer relationship management with project management; the insightly crm is built for sales and integrating task management within a unified interface.
  • Montag: A flexible project management platforms (Work OS) focused on providing work management tools for managing projects across the entire workspace. It excels at visualization and customizability.

2. Projekt- und Aufgabenmanagement

  • Insightly CRM: Excels in project management and task management, allowing sales opportunities and client records to be linked directly to project management tools. This allows assign tasks to be tied to the sales process.
  • Montag: Considered a superior project management software. It offers powerful visualization, native gantt charts, task dependencies, and tools for tracking project progress and Zeiterfassung across multiple projects.

3. CRM and Pipeline Features

  • Insightly CRM: Offers robust sales pipelines management and workflow automation. It features excellent contact management and utilizes insightly marketing add-ons to nurture leads.
  • Montag: Offers CRM and pipeline templates that leverage its core project management platforms. It is highly customizable for managing contacts, but its native customer relationship management features are less deep than insightly crm.

4. Customization and Extensibility

  • Insightly CRM: Provides solid customization, allowing users to tailor records and reports to optimize the sales process. Insightly offers strong integrations, particularly with google workspace.
  • Montag: Offers extreme flexibility and customization across all boards and workflows, using its base tools to tailor the entire entire workspace. It allows for highly customized dashboards and reporting of all the Daten.

5. Licensing and Scale

  • Insightly CRM: Pricing is per user and scales with the size of the sales teams and required features. The capsule crm cost and capsule crm review are often used for comparison by Kleinunternehmen looking at per user CRM options.
  • Montag: Offers a free plan and scales with multiple tiers. The enterprise plan offers advanced Sicherheit, but its core pricing is per user, including ample storage space.

6. Team Collaboration and Communication

  • Insightly CRM: Facilitates team communication and collaboration through activity feeds and shared visibility into sales opportunities. The insightly service module provides dedicated support and features for customer relationship management.
  • Montag: Features superior collaboration tools and visualization for managing projects. It’s easy for every team member to see project progress and assign tasks with just a few clicks.

7. Marketing and Service Tools

  • Insightly CRM: Insightly marketing is a powerful, integrated add-on for running marketing teams campaigns. The insightly service module provides dedicated customer service features, completing the entire sales cycle view.
  • Montag: Lacks dedicated, integrated CRM marketing and service modules. It can be adapted to manage marketing teams tasks, but primarily functions as a project management platforms tool.

8. Mobile and Usability

  • Insightly CRM: Provides highly rated mobile apps for tracking sales opportunities and updating task management on the go. The modern crm teams love its ease of access to customer data.
  • Montag: Generally considered very user-friendly, requiring just a few clicks for setup. Its simplicity and visual nature make it easy for any team member to quickly start managing projects.

9. Learning Resources and Support

  • Insightly CRM: Provides comprehensive support and resources to master the workflow automation and sales features. Its reliability has been noted by pc magazine and other industry reviewers.
  • Montag: Offers extensive documentation and live training to ensure team members utilize the project management software effectively. This helps users master all the features and complex configurations.

What to Look for in a CRM Software?

或者这只是另一个

  • Skalierbarkeit: Can the project management tool grow with your business in basic plan?
  • Mobiler Zugriff: 手法?
  • Schulung und Unterstützung: 让我们深入进行诚实的评论,看看这是否是您一直在寻找的解决方案。
  • Sicherheit: Wie sicher sind Ihre Kundendaten?
  • Branchenspezifische Funktionen: Does the CRM offer features tailored to your industry?
  • Budget: Consider the total cost of ownership, not just the monthly fee.
  • Trial Period: 免费试用 InstaClubHub
  • Automatisierungsfunktionen: InstaClubHub 是什么?
  • InstaClubHub 是 Instagram 发展的一个在线俱乐部中心。 由专家布洛克·约翰逊 (Brock Johnson) 主持。您将学习如何创建更优质的 Instagram 内容。
  • 其中包括故事创意、现场视频和卷轴。 他们每个月都会给出新的建议和想法。
  • 它可以帮助您的小型企业的 IG 帐户发展壮大。 您将获得真正的价值并开始看到成功。

Instantanément vs UpLead

还有一个有帮助的社区可供关注。

它旨在成为最好的学习方式。

谁创建了 InstaClubHub?

布罗克·约翰逊

Letztlich ist die bestes CRM 创建了 InstaClubHub。他和妈妈一起创办了这家公司, dein specific needs.

查琳·约翰逊

,2020 年。布洛克是一位 Instagram 专家。

他的愿景很简单:帮助人们在 Instagram 上发展业务。

Mehr von Insightly

Hier ist ein kurzer Vergleich von Insightly mit diesen Softwarelösungen:

  • Insightly vs. Pipedrive: Insightly konzentriert sich auf CRM mit integriertem Projektmanagement; Pipedrive ist auf die visuelle Verwaltung der Vertriebs-Pipeline spezialisiert, die häufig von vertriebsorientierten Teams bevorzugt wird.
  • Insightly vs GoHighLevel: Insightly is great for combining CRM with project management. It helps track sales and projects together. GoHighLevel is an all-in-one platform for marketing agency needs. It offers strong marketing and sales automation tools and can manage multiple clients.
  • Insightly vs. Keap: Insightly bietet ein robustes CRM mit Projektverfolgung; Keap bietet leistungsstarke Marketingautomatisierung, E-Mail-Kampagnen und umfassende Vertriebsfunktionen.
  • Insightly vs. ActiveCampaign: Insightly verbindet CRM mit Projektmanagement-Funktionen; ActiveCampaign zeichnet sich durch fortschrittliche Marketing-Automatisierung, E-Mail-Sequenzierung und Lead-Scoring aus.
  • Insightly vs HubSpot: Insightly offers a strong CRM with project management, while HubSpot provides a vast all-in-one platform for marketing, sales, and customer service.
  • Insightly vs. Clickfunnels: Insightly ist ein CRM mit Projektmanagement; ClickFunnels ist in erster Linie ein Sales Funnel Builder zur Erstellung von Landing Pages und zur Automatisierung von Verkaufsprozessen.
  • Einsichtsvoll vs. Folk: Insightly ist ein umfassendes CRM mit Projektmanagement-Funktionen; Folk ist ein rationalisiertes, kollaboratives Kontaktmanagement-Tool.
  • Einsichtsvoll vs. Unmittelbar: Insightly bietet eine robuste CRM- und Projektmanagementlösung; Instantly konzentriert sich auf die automatisierte Kaltakquise per E-Mail und die Lead-Generierung.
  • Insightly vs ClickUp: Insightly integriert CRM und Projektmanagement; ClickUp ist eine vielseitige Arbeitsmanagement-Plattform, die für CRM-Aufgaben konfiguriert werden kann.
  • Einsichtsvoll vs. Montag: Insightly kombiniert CRM mit Projektmanagement; Monday CRM ist ein hochgradig anpassbares Arbeitssystem, das sich an verschiedene CRM-Bedürfnisse anpassen lässt.
  • Insightly vs Capsule CRM: Insightly is a more feature-rich CRM with project management, while Capsule CRM is a simpler, straightforward contact and sales opportunity tracker.
  • Insightly vs. Freshsales: Insightly bietet ein robustes CRM mit Projektmanagement; Freshsales CRM bietet fortschrittliche Vertriebsautomatisierung, KI-Einsichten und Multikanal-Kommunikation.
  • Insightly im Vergleich zu Salesforce: Insightly ist ein umfassendes CRM mit integriertem Projektmanagement; Salesforce ist eine unternehmenstaugliche, hochgradig anpassbare und umfangreiche CRM-Lösung.
  • Insightly vs. Zendesk: Insightly ist ein CRM mit Projektmanagement-Funktionen; Zendesk konzentriert sich in erster Linie auf Kundensupport und Service-Ticketing.

More of Monday CRM

Here’s a brief comparison of Monday CRM with these software solutions:

  • Monday CRM vs Pipedrive: Monday CRM is a versatile work operating system with robust project and team management. Pipedrive is a sales-focused CRM known for its visual pipeline management and deal-closing features.
  • Monday vs GoHighLevel: Monday is really good for managing projects and team tasks. It helps you keep track of work visually. GoHighLevel is more of an all-in-one tool for marketing and sales.
  • Monday CRM vs Keap: Monday CRM provides highly customizable visual workflows for team collaboration and customer management, while Keap offers powerful sales and marketing automation designed for small businesses.
  • Monday CRM vs ActiveCampaign: Monday CRM focuses on visual collaboration and customizable dashboards for project and customer relationship tracking, whereas ActiveCampaign excels in advanced email marketing automation, segmentation, and detailed analytics.
  • Monday CRM vs Hubspot: Monday CRM offers a flexible, visual platform for managing projects and customer data, while HubSpot provides a comprehensive suite of marketing, sales, and customer service tools.
  • Monday CRM vs Clickfunnels: Monday CRM is a flexible work OS with strong CRM capabilities; ClickFunnels is primarily a sales funnel builder for creating landing pages and automating sales conversion processes.
  • Monday CRM vs Folk: Monday CRM provides highly customizable visual workflows and collaboration for diverse teams; Folk focuses on intuitive, collaborative contact management and enrichment with a simple interface.
  • Monday CRM vs. Instantly: Monday CRM is a flexible work OS with CRM functionalities for visual pipeline management; Instantly specializes in automated Kalte E-Mail outreach and high-volume lead generation.
  • Montag CRM vs. ClickUp: Monday CRM prioritizes visual and user-friendly project and work management; ClickUp is an all-in-one productivity platform offering extensive features for task management, CRM, and more.
  • Montag CRM vs. Capsule CRM: Monday CRM provides extensive customization for workflows and projects, integrating CRM functionalities; Capsule CRM is a simpler, more affordable contact manager primarily focused on sales tracking.
  • Monday CRM vs Insightly: Monday CRM offers a highly customizable platform for managing projects and customer relationships, whereas Insightly provides a more traditional CRM with integrated project management.
  • Monday CRM vs Freshsales CRM: Monday CRM is a versatile work OS with CRM features for customizable tracking. At the same time, Freshsales CRM is a dedicated sales CRM with AI-powered lead management and automation.
  • Monday CRM vs Salesforce: Monday CRM offers a flexible, visual, and highly customizable platform for various business needs; Salesforce is an enterprise-level CRM with extensive, deep features for complex sales and marketing operations.
  • Monday CRM vs Zendesk: Monday CRM excels in visual project management and team collaboration for sales and other functions. At the same time, Zendesk is a specialized customer service platform focused on ticketing and support.

Häufig Gestellte Fragen

What is the main difference between Insightly and Monday CRM?

Insightly is known for its strong project management features, making it a good fit for businesses that must manage projects alongside customer relationships. Monday CRM excels in customization, letting you tailor it to your exact workflows. Both CRMs provide valuable time-saving features.

Which CRM is easier to learn?

Insightly generally has an easier learning curve. Its intuitive interface makes it quicker to pick up. Monday CRM, while powerful, can be more complex due to its extensive customization options.

Welches CRM ist besser für kleine Unternehmen?

Both CRMs can work for kleine Unternehmen. Insightly might be a good starting point due to its ease of use. However, if you anticipate needing a highly customized CRM as your business grows, Monday CRM could be a better long-term investment.

What are some essential features to look for in a CRM?

Key features include contact database management, sales pipeline tracking, Berichterstattung and analytics, and integration with other business tools. Consider the CRM’s functionality and what it will Tun für Ihr Unternehmen.

Can a CRM help my business?

Yes! A good CRM can significantly improve your business relationships and sales. It helps you organize your contact database, automate manual tasks, track interactions, and maximize productivity. It helps your marketing teams and sales teams do great work.

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