Choosing the right CRM can feel overwhelming, right?
There are so many options. You may be wondering if Monday CRM or Instantly is a better fit for your business.
It’s a big decision. You don’t want to get done with something that doesn’t work.
You can save all the time with the perfect CRM.
This article breaks down Monday CRM vs Instantly in plain English.
Overview
We’ve tested MoWe’s CRM and instantly explored their features, pricing, and overall user experience.
Our hands-on testing and research, combined with user feedback, allow us to offer a clear comparison to help you choose the best CRM for your needs.
There are over 150,000 teams worldwide that rely on Monday.com to streamline their workflows and boost productivity.
Pricing: It has a free plan. The premium plan starts at $12.00/month.
Key Features:
- Visual Workflow Management
- Collaboration Tools
- Integrations
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Pricing: It has a free plan. The premium plan starts at $37.90/month.
Key Features:
- Automation
- Lead generation
- Email marketing
What is Monday CRM?
Okay, let’s discuss CRM. It’s a popular choice, especially for teams that like visual project management.
Think of it as a central hub for customer interactions and sales processes.
It’s designed to be lightweight, so you can customize it to fit your needs.
It’s not just a It’ssit also handles project management.
Also, explore our favorite Monday CRM alternatives…
Join over 150,000 teams worldwide that rely on Monday.com to streamline their workflows and boost productivity. Explore the platform’s full potential.
Key Benefits
- Visual Workflows: See your projects come to life with colorful boards and timelines. It’s like a Kanban board on steroids!
- Easy Collaboration: Share boards with your team, assign tasks, & keep everyone on the same page. No more endless email chains!
- Tons of Integrations: Connect Monday CRM with your favorite apps, such as Gmail, Slack, and Zoom.
- Customizable Templates: Get a head start with pre-built templates for marketing campaigns, content calendars, and more.
Pricing
All the plans will be billed annually.
- Basic: $12/seat/month.
- Standard: $17/seat/month.
- Pro: $28/seat/month.
- Enterprise: Custom Pricing based on your needs.
What is Instantly?
Now, let’s switch gears and talk about it instantly.
This CRM focuses on helping you find and connect with potential customers.
It’s all about acquisition and lead generation.
Think of it as your sales outreach powerhouse.
It helps you automate tasks so you can focus on closing deals.
It’s designed to take your time and boost your sales.
Also, explore our favorite Instantly alternatives…
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Key Benefits
- Boosts deliverability by up to 97%. That means more people see your emails!
- Integrates seamlessly with popular email platforms. No more switching between apps.
- Provides detailed analytics and reporting. Track your progress and see what’s working.
- Offers a spam trigger analysis. Identifies and helps you fix issues that could land you in spam.
Pricing
- Growth CRM: $37.9/month, unlimited seats.
- Hyper CRM: $77.6/month, unlimited seats.
Pros
Cons
Feature Comparison
Let’s dive into the head-to-head comparison of Monday CRM and instantly examine its core features to help you choose a CRM solution that best suits your small business needs.
We’ll explore how we can stack two platforms up in key areas.
1. Customer Relationship Management (CRM)
- Monday.com offers a robust sales CRM built into its work OS. It focuses on visual pipeline management and team collaboration to manage customer relationships. The CRM integrates with other tools for enhanced functionality.
- Instantly: A dedicated CRM tool with a strong emphasis on lead management and automated outreach. Designed to help sales teams close more deals through efficient relationship management.
2. Lead Management
- Monday.com: Handles leads as part of its overall workflow management. You can track leads through your sales pipeline and assign them to team members.
- Instantly: Excels in lead generation and nurturing. Provides tools to find, engage, and manage leads, including email sequences and automated follow-up.
3. Pipeline Management
- Monday.com provides a highly visual pipeline management system. You can drag and drop deals to update their status and get a clear overview of your sales process.
- Instantly: It offers pipeline management features integrated with its lead generation and automation tools. It focuses on efficiently moving leads through the pipeline.
4. Reporting and Analytics
- Monday.com offers reporting and analytics to track progress and identify areas for improvement. It also provides insights into sales performance and productivity.
- Instantly: It offers analytics to track campaign performance and measure the effectiveness of your outreach efforts. It helps you understand which strategies are driving the best results.
5. Automation
- Monday.com: Offers some automation features, but they are not its primary focus. You can automate specific tasks within your workflows.
- Instantly: This strategy heavily emphasizes automation, particularly for sales outreach: Automate email sequences, follow-ups, and other tasks to save time and improve efficiency.
6. Integrations
- Monday.com: Integrates with a wide range of other tools, including popular CRMs like Zoho CRM and HubSpot, expanding its functionality and connecting to your existing tech stack.
- Instantly: It offers some integrations, but the selection is more limited than on Monday.com.
What to Look for When Choosing CRM Software?
Beyond the features we discussed, here are some additional factors to consider when choosing a CRM:
- Ease of Use: A CRM should help your team, not hinder them. A user-friendly interface is essential. Look for intuitive navigation and a short learning curve.
- Scalability: Will the CRM grow with your business? Choose a solution that can handle increasing data and users as you expand.
- Customer Support: Reliable customer support is crucial. Look for responsive and helpful support channels (e.g., phone, email, chat).
- Mobile Access: Can you access your CRM on the go? A mobile app is essential for sales teams that are often out of the office.
- Budget: Consider upfront and ongoing costs—factor in implementation, training, and potential upgrade expenses.
- Security: Your customer data is valuable. Ensure the CRM has robust security measures to protect your information.
- Customization: Can you tailor the CRM to your specific workflows and processes? Flexibility is key for long-term success.
- Integration with Existing Tools: Does the CRM integrate with tools you already use, like your email platform or marketing automation software? Seamless integration streamlines operations.
- Trial Period: Use free trials to test the CRM before committing. This allows you to experience the software firsthand and see if it fits your team well.
Final Verdict
So, which CRM wins? It depends on your needs.
If you’re focused on visual project management and team collaboration, Monday CRM is a solid choice, even with its paid plan.
However, if your top priority is lead generation and automated outreach, Instantly might be a better fit, especially if budget is a key metric.
Its automation tool helps streamline sales processes. Both offer free trials, so test them out.
We’ve extensively explored these platforms, and our insights should help you make the best decision for your business.
Remember, the right CRM helps you build better customer relationships and close more deals.
A free or paid plan with essential features depends on your needs.
More of Monday CRM
Here’s a brief comparison of Monday CRM with these software solutions:
- Monday CRM vs Gohighlevel: Monday CRM offers visual project management and team collaboration for diverse workflows. At the same time, GoHighLevel is an all-in-one platform emphasizing sales and marketing automation with lead generation capabilities.
- 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 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 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.
- Monday 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.
More of Instantly
Here’s a brief comparison of Instantly with these software solutions:
- Instantly vs Gohighlevel: Instantly specializes in cold email outreach and deliverability, while GoHighLevel offers a comprehensive suite for sales, marketing, and lead generation, including broader automation.
- Instantly vs Pipedrive: Instantly focuses on automated email campaigns and deliverability for outbound sales; Pipedrive is a visual sales pipeline management tool designed for tracking deals and optimizing sales processes.
- Instantly vs Keap: Instantly excels at scalable cold email outreach and lead generation, whereas Keap provides an all-in-one platform for sales and marketing automation with CRM capabilities.
- Instantly vs ActiveCampaign: Instantly is primarily for high-volume cold email outreach and deliverability; ActiveCampaign is a robust marketing automation platform with advanced segmentation and CRM features.
- Instantly vs Hubspot: Instantly streamlines outbound email campaigns and lead warming; HubSpot offers a comprehensive CRM, marketing, sales, and customer service platform with extensive features.
- Instantly vs Clickfunnels: Instantly is an email outreach automation tool; ClickFunnels is a sales funnel builder for creating landing pages and automating sales processes.
- Instantly vs Folk: Instantly focuses on automated cold email campaigns and lead generation; Folk is a collaborative contact management CRM that emphasizes easy organization.
- Instantly vs Clickup: Instantly is designed for cold email outreach and deliverability; ClickUp is a versatile workspace for project management, task tracking, and broader team collaboration.
- Instantly vs Capsule CRM: Instantly specializes in automated cold email sequences; Capsule CRM is a simple contact management and sales pipeline tool for small businesses.
- Instantly vs Insightly: Instantly streamlines cold email outreach with robust deliverability features; Insightly offers a comprehensive CRM with project management and sales pipeline capabilities.
- Instantly vs Freshsales CRM: Instantly focuses on automated email outreach and lead scoring; Freshsales CRM is a full-featured sales automation and CRM solution with extensive reporting.
- Instantly vs Salesforce: Instantly is a specialized tool for scalable cold email outreach; Salesforce is an enterprise-grade, highly customizable CRM platform for sales, service, and marketing.
- Instantly vs Zendesk: Instantly focuses on lead generation through automated email outreach; Zendesk is a comprehensive customer service and support platform with robust ticketing.
Frequently Asked Questions
Is there a free plan for either Monday CRM or Instantly?
Neither Monday CRM nor Instantly offers an entirely free plan. Both provide free trials so you can explore their features before committing to a paid plan.
Which CRM is better for small businesses?
It depends on your needs. Monday CRM is great for visual project management, while Instantly excels at lead generation and automation. Consider your priorities and budget.
What are the key differences between Monday CRM and Instantly?
Monday CRM is a work OS with CRM functionality. Instantly is a dedicated CRM tool for automated outreach and lead management. Their strengths lie in different areas.
Which CRM is easier to use?
Both platforms aim for user-friendliness, but experiences vary. Monday CRM’s visual interface is generally intuitive. Instantly, focusing on automation can have a learning curve. Try both free trials.
What kind of support do they offer?
Both offer customer support, but response times and helpfulness can differ—research reviews to gauge user satisfaction with their support. It is also important to have a good tool for onboarding and support.
