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Insightly vs Monday CRM: Which CRM Reigns Supreme in 2026?

oleh | Last updated Aug 7, 2026

Pemenang
Senin
4.2
  • Lebih dari 152.000 Pelanggan di Seluruh Dunia
  • Tampilan Kanban, Gantt & Kalender
  • Built-in Time Tracking on Pro
  • Integrates With 50+ Apps
  • Dukungan Obrolan Langsung 24/7
  • Paket Gratis untuk Tim Kecil
  • Paket Berbayar mulai dari $9/pengguna/bulan
Runner Up
Berwawasan
4.1
  • SOC 2 Type II, GDPR & HIPAA
  • Lebih dari 2.000 Konektor AppConnect
  • Copilot AI Asisten Terpasang
  • Bagan Gantt Ditambahkan pada Tahun 2025
  • CRM + Manajemen Proyek
  • Picked by PC Magazine & G2
  • Paket Berbayar mulai dari $29/pengguna/bulan

⚡ Kesimpulan Singkat:

  • Harga: Insightly starts at $29/user/month. Monday CRM starts at $9 per user each month.
  • Cocok untuk: Insightly suits sales teams that run client projects inside the same system. Monday CRM suits visual planners and small businesses.
  • Perbedaan utama: Insightly bundles CRM, project management and reporting. Monday CRM sits on top of a wider work management platform.
  • Pilihan kami: Monday CRM for most users, because the entry price is lower and the boards are easier to learn.
Insightly vs Monday CRM Comparison

Usaha kecil owners compare Insightly and Monday CRM for one reason.

They want customer relationship management and project management in one place.

Insightly CRM keeps contacts, leads and client projects under one login.

Monday CRM adds a sales layer to a flexible work management app.

Both handle deals, tasks and reporting well enough for most companies.

The gap shows up in price, depth and how fast new users settle in.

Tinjau

This Insightly vs Monday CRM comparison covers pricing, core features and ease of use.

Kami juga menjabarkan siapa pengguna yang paling cocok untuk setiap platform.

Our sources include published specs, vendor documentation and G2 reviews.

PC Magazine, Entrepreneur Magazine and TrustRadius have both products on their radar.

By the end you will know which CRM software fits your bisnis.

Apa itu Insightly?

Insightly is a customer relationship management platform with project management built in.

It keeps current and prospective customer data in one place.

Sales teams track leads, contacts, companies and sales opportunities from a single record.

Insightly markets itself as the modern CRM teams love.

The same account also covers projects, milestones and client delivery work.

That mix is why service businesses and agencies keep it on their shortlist.

Insightly CRM software overview

Here is a walkthrough of how the system looks in daily use.

Ulasan Insightly CRM: Lebih Baik dari yang Saya Harapkan?

Berwawasan

⭐ 4.1/5 | 💰 Mulai dari $29/pengguna/bulan

CRM, projects and reporting in one system. Built for teams that sell and deliver. Copilot AI helps with email summaries.

Penetapan Harga yang Informatif

Insightly offers three paid plans. Every price below is per user, per month.

RencanaHargaTerbaik untuk
Plus$29/pengguna/bulanTim kecil yang baru memulai dengan CRM
Profesional$49/pengguna/bulanDashboards and app integration
Perusahaan$99/pengguna/bulanFull access to all the features

Pricing verified August 2026.

Manfaat Utama yang Mendalam

Uji coba gratis: Insightly lists a free trial on its signup page. Card rules and trial length change, so check before you create an account.

Garansi uang kembali: Insightly does not advertise a refund window. Annual contracts are billed annually up front.

📌 Catatan: The Plus plan limits access to most features. Professional adds dashboards and third party app integration. Insightly Marketing and Insightly Service are sold separately at the same tier prices.

⚠️ Peringatan: The Enterprise plan is close to double what other CRMs like Zoho CRM charge. Adding other Insightly products multiplies your monthly costs fast.

Manfaat Utama dari Insightly

Here is what makes Insightly CRM worth a look:

  • One record for the whole customer: Contact management, sales pipeline and delivery history sit on one page. Managers can monitor progress without asking for updates.
  • Projects tied to closed deals: A won deal becomes a project with milestones. You assign tasks to a team member in the same screen.
  • Copilot AI assistant: Copilot summarizes emails and pulls data on request. It cuts the time spent digging through records.
  • Integrasi AppConnect: This low-code engine ships with over 2,000 pre-built connectors. Most teams find their existing apps supported.
  • Security and compliance: Insightly meets SOC 2 Type II, GDPR and HIPAA standards. That matters for health, legal and finance clients.
  • Akses seluler: The mobile app scans a business card into a new contact. You can create projects and assign work from a phone.
  • Pengaturan cepat: Getting data into the system is not overly convoluted. A quick rollout is a key reason buyers pick it.
Halaman Beranda Insightly

Apa yang Tim Kami Amati

Note: We have not had extended hands-on time with Insightly yet. The points above come from published documentation, the pricing page and third party reviews on G2 and TrustRadius.

Kelebihan & Kekurangan yang Mendalam

✅ Kelebihan
  • CRM and project management live in the same system
  • SOC 2 Type II, GDPR and HIPAA compliance
  • AppConnect ships with over 2,000 pre-built connectors
  • Copilot AI summarizes emails and retrieves data
  • Data input and sharing is quick to set up
❌ Kekurangan
  • Entry price is over three times Monday CRM
  • Enterprise tier is almost double Zoho CRM
  • Custom workflows and other advanced features lag rivals
  • No free plan for testing the platform

Apa itu Monday CRM?

Monday CRM is the sales side of the Monday work management platform.

The wider app serves over 152,000 customers in more than 200 countries.

It looks like a set of highly customized spreadsheets called boards.

Each board holds deals, contacts or tasks in color-coded rows.

You switch that same data into a kanban board, timeline or calendar view.

That flexibility is why software teams and sales teams often share one account.

halaman utama hari Senin

This video shows how the sales boards work in practice.

Ulasan CRM Hari Senin: Aplikasi CRM & Manajemen Proyek Terbaik?

🏆 Pemenang: Monday CRM

⭐ 4,2/5 | 💰 Mulai dari $9/pengguna/bulan

Visual boards for deals, tasks and projects. Starts at $9 per user each month. Used in over 200 countries.

Harga CRM Hari Senin

Monday CRM has three paid plans. Prices below are per user, per month.

RencanaHargaTerbaik untuk
Dasar$9/pengguna/bulanSmaller teams tracking contacts
Standar$12/pengguna/bulanSales pipeline plus automations
Pro$19/pengguna/bulanPencatatan waktu dan pelaporan tingkat lanjut

Pricing verified August 2026.

harga hari Senin

Uji coba gratis: Monday runs a 14-day trial of its paid plans. A free version with limited boards is also listed for two seats.

Garansi uang kembali: No refund window is advertised. Annual plans are billed annually and carry a discount over monthly billing.

📌 Catatan: Storage space grows with each tier, and file storage on the Basic plan is the tightest. Time tracking arrives on Monday’s Pro plan.

⚠️ Pricing conflict flagged: Our CSV records the per user figures in the table above. Monday’s public work management pages quote seat-bundle prices instead, such as a Basic plan billed for three users, plus an Enterprise plan on custom pricing. Reviewers call the pricing structure complicated for that reason. Treat the table as our verified source and confirm on the checkout page.

Manfaat Utama Monday CRM

Here is what pulls buyers toward this platform:

  • Loading... Paid plans open at $9 per user. That is the cheapest start of the two products.
  • Banyak tampilan proyek: Kanban, Gantt, timeline and calendar views run off one data set. Switching view takes just a few clicks.
  • Simple automation pembangun: The recipe-style builder creates custom rules without code. It handles reminders, status changes and handoffs.
  • Templates and custom fields: Customizable templates cover sales, event planning and human resources. You define columns and custom fields per board.
  • Live chat help: Customer support runs on live chat 24/7. A knowledge base with hundreds of video tutorials backs it up.
  • Free plan on offer: A free plan covers two seats and three boards. It is enough to test the layout before you pay.
  • Murid program: College students and educators can get free accounts with selected Pro features.
Senin, Manfaat Utama

What Our Team Noticed About Monday CRM

Note: We have not run an extended hands-on trial of Monday CRM. The notes above rest on vendor documentation, the pricing page and reviews published on G2 and PC Magazine.

Senin: Kelebihan & Kekurangan CRM

✅ Kelebihan
  • Paid plans start at $9 per user each month
  • Kanban, Gantt, timeline and calendar views on one data set
  • Clean interface that new users pick up quickly
  • Live chat support available 24 hours a day
  • Free plan and a student program for testing
❌ Kekurangan
  • Pricing structure is confusing across tiers and seats
  • Customization depth can overwhelm new users
  • Pencatatan waktu hanya tersedia untuk paket Pro.
  • Prices have climbed over the last few years

Perbandingan Fitur

Ready for a closer look at Insightly vs Monday CRM? We compare ten areas that decide most purchases, from contact management to costs.

FiturBerwawasanCRM Senin
Harga Mulai$29/pengguna/bulan$9/pengguna/bulan
Paket Gratis
Manajemen Kontak
Manajemen Proyek
Tampilan Bagan Gantt
Pelacakan Waktu Terintegrasi✅ (Profesional)
Alur kerja Otomatis
Kepatuhan HIPAA
Terbaik untukSales plus client deliveryVisual planning across teams

1. Manajemen Kontak

Mendalam: Contacts, companies and organization records link to each other automatically. Every email, task and file attaches to the same record. Adding new contacts on the go works from the mobile app.

CRM Insightly

CRM Senin: Contacts sit in board rows with custom fields you define. A conversation panel on each item keeps notes and replies together. It is lighter than a classic CRM but easier to scan.

Manajemen Kontak Senin

2. Sales Pipeline and Opportunities

Mendalam: Customizable pipelines and Kanban views track each stage of sales. An opportunities dashboard shows value, stage and owner at a glance. Sales teams can build strong relationships from the activity history on every deal.

CRM Modern yang Insightly

CRM Senin: Deals move across columns with drag and drop. Every change lands in the activity log so managers can track progress. Sales opportunities can also feed a delivery board once a deal closes.

3. Project Management and Gantt Charts

Mendalam: Projects carry milestones, pipelines and task assignments. Gantt chart visualizations landed in 2025 for project timelines and dependencies. This is the tighter link between selling and delivery of the two.

Manajemen Proyek yang Mendalam

CRM Senin: Work management tools sit beside the sales boards. Managing projects, task dependencies and project progress all happen on the same account.

Manajemen Kerja Senin

The Gantt chart view below shows how project timelines stack up.

Bagan Gantt Senin

4. Task Management and Kanban Boards

Mendalam: Task management covers reminders, to-do lists and call logs. You assign tasks to a team member and monitor them from the same record.

Organisasi yang Berwawasan Luas

CRM Senin: Managing tasks happens on a kanban board or in list view. Team members comment inline, so everyone stays on the same page. G2 reviewers call the drag-and-drop layout incredibly intuitive.

Papan Kanban Senin

5. Otomatisasi Alur Kerja

Mendalam: Copilot handles AI summaries and data retrieval. Rule-based workflow automation exists, though custom workflows are thinner than what some rivals ship.

Otomatisasi AI yang Mendalam

CRM Senin: The automation builder uses plain-language recipes. Automation features cover status changes, notifications and recurring tasks without code.

Otomatisasi Hari Senin

Smart rules can also route work between boards automatically.

Otomatisasi Alur Kerja Cerdas Senin

⚠️ Peringatan: Automation runs are capped per plan on both products. Heavy users on entry tiers hit those limits fast.

6. Reporting and Custom Dashboards

Mendalam: Reporting and dashboards give visual insight into business performance. Dashboards are limited on Professional and unlocked fully on Enterprise.

Pelaporan yang Mendalam

CRM Senin: Custom dashboards pull widgets from several boards at once. Advanced reporting and time tracking sit on the Pro tier.

Kustomisasi Dasbor Senin

7. Email Templates and Communication

Mendalam: You can schedule emails, save email templates and track opens from the record. Copilot writes summaries of long threads for busy managers.

Email yang Berwawasan

CRM Senin: Email sync and templates ship on the sales boards. Collaboration features like mentions and file sharing keep the thread beside the deal.

8. Integrasi Pihak Ketiga

Mendalam: AppConnect is a low-code engine with over 2,000 pre-built connectors. Google Workspace, akuntansi apps and support desks all connect without a developer.

Integrasi Tanpa Batas yang Mendalam

CRM Senin: Third party integrations cover more than 50 apps, including Slack, Google Calendar, Google Sheets and Microsoft Teams. An apps marketplace adds more.

Pusat Integrasi Senin

A newer connector layer also exposes board data to Asisten AI.

Senin MCP

9. Customer Support and Learning Resources

Mendalam: Support and ticketing tools are part of Insightly Service. Premium support and onboarding help are priced as add-ons.

Dukungan dan Tiket Insightly

CRM Senin: Live chat runs around the clock. A community forum, guest access for clients and hundreds of video tutorials round out the help options.

Senin Manajemen Sumber Daya

10. Harga & Biaya

Here are the paid plans side by side, straight from our verified pricing data.

TingkatBerwawasanCRM Senin
Rencana masukPlus: $29/pengguna/bulanBasic: $9/user/month
Middle planProfesional: $49/pengguna/bulanStandard: $12/user/month
Rencana terbaikPerusahaan: $99/pengguna/bulanPro: $19/user/month

Mendalam: The Plus and Professional tiers price close to rival CRM software. The Enterprise tier is the outlier and runs near double comparable plans. A five-seat team on Professional pays $245 each month.

CRM Senin: The same five seats on Pro cost $95 each month. That is the strongest value gap in this comparison, and it holds at every tier.

Skenario yang Berbeda

Jika Anda Membutuhkan…MemilihMengapa
Anggaran ketatCRM Senin$20 cheaper per user
HIPAA compliant CRMBerwawasanSOC 2, GDPR and HIPAA
Visual project management toolsCRM SeninKanban, Gantt and timeline views
Deals linked to client projectsBerwawasanWon deals become projects
Free version to testCRM SeninFree plan for two seats
Pengaturan yang ramah bagi pemulaCRM SeninKurva pembelajaran yang lebih pendek

💰 Anggaran Anda

Sebagai contoh, sebuah usaha kecil with five seats saves roughly $100 a month with Monday CRM. Insightly only makes budget sense when you would otherwise buy a separate project management tool.

🔌 Susunan Teknologi Anda

Insightly wins on raw connector count through AppConnect. Monday CRM wins if your collaboration tools already run on Slack, Google Calendar and Microsoft Teams.

👥 Your Team Type

A sales team that hands work to delivery staff fits Insightly. Software teams, a research team or anyone doing software development, event planning and human resources on one board fit Monday.

🎓 Tingkat Pengalaman Anda

Insightly is easier to pick up than Zoho CRM but not as feature-deep. Monday has a steep learning curve only when you start bending boards into complex systems.

🆓 Uji Coba dan Demo Gratis

Load real deals into both trials, not sample data. Import all the data you can, then check whether reports answer your questions.

🛟 Opsi Dukungan

Monday answers on live chat at any hour, which suits small businesses without an admin. Insightly leans on documentation and paid onboarding for larger rollouts.

Panduan Pengalihan

Already paying for one of these management tools? Here is what changes if you move.

🔄 Switching from Insightly to Monday CRM?

✅ Apa yang akan Anda peroleh:

  • A much lower per-seat price at every tier
  • Standout features like timeline views and 24/7 chat
  • A free plan for testing before you commit

❌ Apa yang akan Anda rugikan:

  • HIPAA compliance and the deeper CRM record model
  • Copilot AI email summaries
  • The AppConnect connector library

📋 Cara beralih:

  1. Export contacts, organizations and open deals to CSV
  2. Start creating boards from a sales template
  3. Import the CSV, then map every column and check the details
🔄 Switching from Monday CRM to Insightly?

✅ Apa yang akan Anda peroleh:

  • A true CRM record with linked companies and projects
  • Compliance coverage for regulated clients
  • Key features like milestones tied to closed deals

❌ Apa yang akan Anda rugikan:

  • The cheaper seat price and the free version
  • The wider platform’s feature set for non-sales work
  • Board views your team already uses to discuss work

📋 Cara beralih:

  1. Export each board to CSV, one board at a time
  2. Buat akun Insightly dan pilih paket
  3. Import contacts first, then deals, then projects

Apa yang Tidak Kami Bahas dalam Ulasan Kami

This comparison focused on small teams buying a CRM for the first time. We did not test API functionality, custom app builds, or how either company handles bulk migration services. Marketing teams evaluating Insightly Marketing will want a separate look, since those crm tools price on their own. Web forms, phone integrations and productivity add-ons also sit outside this review. Any new version released after August 2026 may change what you see.

Keputusan Akhir

KategoriPemenang
💰 HargaCRM Senin
🚀 Kedalaman CRM IntiBerwawasan
📊 Manajemen ProyekCRM Senin
🤖 Otomatisasi Alur KerjaCRM Senin
👶 Kemudahan PenggunaanCRM Senin
🔌 IntegrasiBerwawasan
🔐 ComplianceBerwawasan
🏆 Pemenang KeseluruhanCRM Senin

🏆 PEMENANG: MONDAY CRM

Monday CRM wins 4 of 7 categories.

Cocok untuk: small businesses, mixed sales and delivery teams, and anyone who wants one work management app for everything

These two products chase the same buyer from opposite directions. Insightly is a CRM that grew project management. Monday is project management software that grew a CRM.

Insightly is the better fit for regulated work and for deals that turn into long client projects. Its record model beats what board rows can do, and compliance is a real differentiator.

For everyone else the math is hard to argue with. Monday CRM costs $20 less per user at entry, ships a free plan, and doubles as a great tool for work that has nothing to do with sales.

If you are choosing between project management platforms with a sales layer, start with Monday CRM and only move up to Insightly when compliance or deep records force the change.

Lebih Banyak Perbandingan yang Mendalam

Here is how Insightly holds up against other CRM software buyers shortlist:

Insightly vs Zoho CRM

Insightly unggul dalam hal: faster rollout, simpler data entry, project delivery built into the CRM

Zoho CRM unggul dalam hal: deeper feature set, roughly half the Enterprise price, wider suite of connected business apps

Insightly vs HubSpot

Insightly unggul dalam hal: flat per-seat pricing, project milestones inside the CRM, HIPAA coverage

HubSpot unggul dalam hal: a genuinely usable free tier, stronger inbound marketing, larger partner network

Berwawasan vs Pipedrive

Insightly unggul dalam hal: project management, reporting depth on higher tiers, compliance certifications

Pipedrive menang dalam hal: lower entry price, a leaner pipeline view, quicker setup for pure sales roles

Berwawasan vs Salesforce

Insightly unggul dalam hal: shorter onboarding, no admin needed to launch, predictable per-seat costs

Salesforce unggul dalam hal: customization ceiling, forecasting depth, third party app marketplace size

Perbandingan CRM Hari Senin Lebih Lanjut

Monday CRM lands on a lot of shortlists. Here is how it measures up:

CRM Senin vs KlikUp

CRM menang pada hari Senin dalam hal: cleaner board design, faster onboarding for new users, 24/7 live chat

ClickUp unggul dalam hal: a cheaper first paid plan, more task management depth, more built-in docs and whiteboards

Senin CRM vs HubSpot

CRM menang pada hari Senin dalam hal: per-seat cost, non-sales work on the same account, board customization

HubSpot unggul dalam hal: email marketing depth, contact enrichment, reporting aimed at revenue teams

Senin CRM vs Pipedrive

CRM menang pada hari Senin dalam hal: multi-team use, view flexibility, automation recipes anyone can write

Pipedrive menang dalam hal: sales-only focus, activity-based selling prompts, simpler forecasting out of the box

This video walks through more alternatives if neither pick fits.

6 Alternatif monday.com: Terbaik untuk Manajemen Proyek

Pertanyaan Yang Sering Muncul

Insightly digunakan untuk apa?

Insightly is used to manage customer interactions, leads, sales opportunities and client projects in one system. Teams also use it for reporting, task assignment and email tracking.

Apakah hari Senin merupakan alat CRM?

Yes. Monday CRM is a sales product built on the wider work management platform. It handles contacts, deals and pipelines alongside regular project boards.

Apakah Insightly mudah digunakan?

It is easier to pick up than Zoho CRM, though less feature-deep. Getting data in is not overly convoluted, and the rollout is usually fast.

Monday.com paling baik digunakan untuk apa?

It works best for teams that want tasks, projects and processes on shared visual boards. Sales, marketing, human resources and software groups all run on it.

Apakah Monday.com gratis untuk digunakan?

A free plan exists for two seats and three boards. Paid tiers start at $9 per user monthly, and students can apply for free Pro access.

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