Monday CRM vs Instantly: Which is Right for You in 2025?

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’veCRM 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.

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.

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

Monday CRM offers a free plan for individuals, but to get the most out of it, you’ll want a paid plan. Here’s the breakdown:

• Free: Up to 3 boards, Unlimited docs, 200 templates.
• Basic: $9/month: Unlimited free viewer, Unlimited items, 500 file storage.
• Standard: $12 per user/month: Timeline & client views, Calendar view.
• Pro $19 per user/month: Private boards, Time tracking, Formula Column.
• Enterprise: Custom pricing.

What is Instantly?

Now, let’s switch gealet’ss 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.

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

Instantly offers a few different plans to fit your needs:

• Growth: $30/month.
• Hypergrowth: $77.6/month.
• Light Speed: $286.3/month.
• Enterprise: Custom Pricing

Feature Comparison

Let’s dive into the Let’s-to-Head comparison of Monday CRM and instantly examine its core features to help you choose a CRM solution that best fits your small business needs.

We’ll explore how we can stack two platforms up in key areas.

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.

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.

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.

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.

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.

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 (Our Pick)

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.

Frequently Asked Questions