Insightly vs monday : Which CRM for agencies wins?

Bureaus hebben geen moeite met het vinden van tools. Ze hebben wel moeite om de uitvoering van de pijplijn consistent te houden en tegelijkertijd de levering op schema te houden. Wanneer de context van potentiële klanten verspreid is over inboxen, agenda's en spreadsheets, raken follow-ups uit het oog, mislukken overdrachten en wordt prognoses maken giswerk. Een CRM voor bureaus moet nieuwe zaken snel laten verlopen en tegelijkertijd voldoende accountgeschiedenis bewaren om verlengingen, upsells en verwijzingen te ondersteunen.

In this article, we’ll dive into two popular CRM solutions—Insightly and monday CRM. Insightly is a versatile platform that combines CRM capabilities with project management features, making it ideal for agencies that need seamless integration of sales and delivery workflows. On the other hand, monday CRM leverages the familiar monday.com interface, offering customizable workflows that cater to specific agency needs. Each tool brings its own strengths and weaknesses, so understanding their functionalities is key to making an informed decision.

The right choice depends on your agency's unique processes, desired flexibility, and the level of integration required for optimal performance.

Waarom hebben bureaus in 2026 een CRM nodig?

Bureaus lopen geen inkomsten mis door een gebrek aan vraag. Inkomsten gaan verloren wanneer leadcontext verspreid raakt over inboxen, agenda's, Slack-threads en spreadsheets, en wanneer follow-ups afhankelijk zijn van het geheugen in plaats van een systeem. Een CRM creëert één enkele bron van waarheid voor prospects, klanten, partners en verlengingen, zodat de volgende stappen zichtbaar blijven en de verantwoordelijkheid duidelijk is.

✔️ Inzicht in de pijplijn en prognoses zonder spreadsheets

✔️ Gecentraliseerde prospect- en klantcontext voor e-mails, telefoongesprekken en vergaderingen

✔️ Gestandaardiseerde follow-ups, overdrachten en volgende stappen binnen het team

✔️ Duidelijk eigendom van elke lead, deal en account om verliezen te voorkomen

✔️ Prestaties bijhouden per bron, servicelijn en conversiefase

In 2026 beheren agentschappen meer kanalen, hebben ze kortere besluitvormingscycli en meer belanghebbenden per deal, terwijl klanten snellere reactietijden en strakkere coördinatie verwachten. Zonder een CRM-systeem lopen voorstellen vertraging op, worden warme leads koud, vinden verlengingen te laat plaats en worden verwijzingen inconsistent afgehandeld, omdat het team niet de volledige geschiedenis en het huidige plan op één plek kan zien.

What is Insightly?

Insightly is a versatile CRM that incorporates project management features, seamlessly linking sales records with delivery and post-sale activities. It's particularly beneficial for agencies that require cohesive deal management and client delivery, especially in project-based scenarios. With pipelines that track opportunities and tasks that standardize internal procedures across different stages, it enhances efficiency. When configured, its reporting and dashboards provide valuable insights into sales and execution metrics. Agencies often choose Insightly when they seek a CRM solution that closely integrates with their delivery workflows.

What is monday?

monday CRM is a highly adaptable solution built on the monday.com platform, utilizing customizable columns and views to tailor sales and account workflows. It's an excellent fit for agencies already leveraging monday.com for delivery and seeking to incorporate sales, onboarding, and client operations into a unified workspace. With pipeline views and dashboards, it offers clear visibility, while automations facilitate handoffs and reminders triggered by status changes. Integration with marketing tools, forms, and communication systems enhances its functionality based on specific needs. This CRM is typically favored when flexibility and workflow modeling are prioritized over conventional CRM features.

Feature comparison of Insightly and monday

Multi-pipeline and Custom Stages

Insightly's pipeline setup allows you to define pipelines and stage lists that align with various sales motions. You can create separate pipelines to differentiate agency flows, such as new business, renewals, and partner referrals, while maintaining distinct stages for each pipeline. As processes evolve, stages can be adjusted to ensure opportunity tracking accurately reflects current qualifications and delivery handoffs. Insightly enforces pipeline logic at the record level, ensuring that each opportunity adheres to a specific stage flow.

In monday CRM, pipeline setup typically occurs on the Deals board, where deals progress through a clearly defined set of stages. These stages can be tailored to fit your agency's sales process, and the pipeline view helps visualize progression by stage. You can model different workflows by organizing separate boards and stage structures, depending on your account's needs. The stage logic remains linked to the configuration of the board and its columns.

Bijhouden van klant- en dealactiviteiten

In Insightly, activity tracking hinges on tasks, events, and logged interactions associated with contacts, organizations, and opportunities. With Activity Sets, you can create repeatable sequences of tasks and events from templates, ensuring standardized follow-ups after discovery calls, proposals, or onboarding processes. Timelines and related lists keep completed actions and upcoming steps visible on the record, enabling easy review of account history and current commitments during internal transitions.

In monday CRM, activity tracking is facilitated through Emails and Activities, which integrate with Gmail or Outlook to log communications and present them on a timeline. This feature not only supports email logging and tracking but also encompasses various activity types, including meetings, call summaries, and notes. You can add custom activities to tailor the activity log to your agency's documentation style for client interactions, making the timeline an essential tool for reviewing past events and planning future actions.

Automatisering en workflows

Insightly's reporting features include customizable dashboards and reports derived from CRM objects such as opportunities, activities, and projects. You can filter reports by owner, pipeline, stage, and time range, and save them for regular review. Additionally, Insightly allows for the scheduling of reports, ensuring stakeholders receive updates automatically without the need for manual exports. However, the accuracy of pipeline reporting hinges on consistent stage usage and diligent activity logging by the team.

In monday CRM, automation rules utilize trigger-action recipes that respond to changes, including status updates, due dates, item creation, and board movements. These automations can send notifications, assign owners, update fields, and create items based on specific conditions. They are often employed to standardize handoffs during deal stage transitions or to generate follow-up tasks as deadlines approach. The precise behavior will vary depending on the selected recipe and the configuration of columns.

Rapportage en analyse

Insightly's reporting features encompass dashboards and custom reports derived from CRM objects such as opportunities, activities, and projects. You can filter reports by owner, pipeline, stage, and time range, allowing for easy saving for regular review. Additionally, Insightly facilitates report scheduling, ensuring stakeholders receive updates automatically without the need for manual exports. The accuracy of pipeline reporting relies on consistent usage of stages and diligent activity logging by the team.

In monday CRM, reporting is primarily created using dashboards that aggregate data from one or more boards, displaying it through widgets like charts and tables. These dashboards are ideal for real-time monitoring, while reports serve as in-depth analyses generated on demand, tailored to the workflow. Pipeline visibility is determined by the structure of the Deals board and the metrics visualized on the dashboard. Access and sharing capabilities are governed by account permissions and dashboard settings.

Integraties en gegevenshygiëne

Insightly offers integration options through its integration layer and connected apps, with availability depending on your plan and configuration. Its data hygiene features include duplicate management workflows that identify and merge duplicate contacts, organizations, or leads, ensuring consolidated records. The import behavior can also affect duplicates based on the matching rules applied during uploads. Maintaining clean records enhances downstream reporting and minimizes conflicts in automation.

For monday CRM, integrations can be accomplished via native connectors and external automation platforms like Zapier, allowing users to sync items and trigger workflows across various applications. monday.com’s documentation emphasizes CRM integration as a way to sync customer data across business tools, thereby minimizing manual data entry. To maintain data hygiene, monday.com features a Manage Duplicates tool to identify and resolve duplicate items on boards, which is crucial when leads come in through imports and integrations. The cleanliness of data relies on the design of board structures and the incoming flows.

folk: De beste CRM voor agentschappen in 2026!

folk is an AI-driven CRM designed to streamline contacts, conversations, and deal contexts without making setup a cumbersome project. It is ideal for agency teams where multiple members interact with the same account throughout prospecting, onboarding, delivery, and renewals. The system maintains a visible record of relationship history, ensuring that handoffs do not rely on memory or scattered notes.

• Multi-pipeline capabilities and custom stages tailored for various agency workflows
• Contact and deal timelines that consolidate interaction history in one location
• Email and calendar synchronization to link conversations with the appropriate records
• Tasks, reminders, and follow-up tracking to ensure standardized next steps
• Contact enrichment features to complete missing company and contact information
• Deduplication tools to merge duplicate entries and maintain a clean database
• Simplified pipeline reporting to track stage health and deal progression
• Integrations and automation connectors to minimize manual updates

For agencies, the primary advantage is operational clarity across multiple relationships. Pipelines can illustrate different revenue streams such as retainers, projects, partnerships, and referrals, while tasks and reminders ensure consistent follow-ups across the team. Data hygiene functionalities like enrichment and deduplication help eliminate duplicate records and fill in missing fields, keeping pipeline reporting relevant and useful over time.

Conclusie

In summary, Insightly excels with its project management features, making it ideal for agencies seeking seamless integration between sales and delivery. monday CRM offers customization and flexibility, perfect for those already using the monday.com platform. However, for teams prioritizing email integration, automation, and efficient sequencing, folk stands out as the superior choice. Its AI-driven capabilities streamline communication and maintain operational clarity, ensuring that agencies can focus on what matters: building lasting relationships and driving revenue.

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