⚡ Quick Verdict:
- Pricing: Insightly starts at $29/user/month. Monday CRM starts at $9 per user each month.
- Best for: Insightly suits sales teams that run client projects inside the same system. Monday CRM suits visual planners and small businesses.
- Key difference: Insightly bundles CRM, project management and reporting. Monday CRM sits on top of a wider work management platform.
- Our pick: Monday CRM for most users, because the entry price is lower and the boards are easier to learn.
Small business 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.
Overview
This Insightly vs Monday CRM comparison covers pricing, core features and ease of use.
We also break down who each platform works best for.
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 business.
What is 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.
Here is a walkthrough of how the system looks in daily use.
Insightly
CRM, projects and reporting in one system. Built for teams that sell and deliver. Copilot AI helps with email summaries.
Insightly Pricing
Insightly offers three paid plans. Every price below is per user, per month.
| Plan | Price | Best For |
|---|---|---|
| Plus | $29/user/month | Small teams starting with CRM |
| Professional | $49/user/month | Dashboards and app integration |
| Enterprise | $99/user/month | Full access to all the features |
Pricing verified August 2026.
Free trial: Insightly lists a free trial on its signup page. Card rules and trial length change, so check before you create an account.
Money-back guarantee: Insightly does not advertise a refund window. Annual contracts are billed annually up front.
📌 Note: 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.
⚠️ Warning: The Enterprise plan is close to double what other CRMs like Zoho CRM charge. Adding other Insightly products multiplies your monthly costs fast.
Key Benefits of 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.
- AppConnect integrations: 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.
- Mobile access: The mobile app scans a business card into a new contact. You can create projects and assign work from a phone.
- Fast setup: Getting data into the system is not overly convoluted. A quick rollout is a key reason buyers pick it.
What Our Team Noticed
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.
Insightly Pros & Cons
✅ Pros
- 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
❌ Cons
- 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
What is 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.
This video shows how the sales boards work in practice.
🏆 Winner: Monday CRM
Visual boards for deals, tasks and projects. Starts at $9 per user each month. Used in over 200 countries.
Monday CRM Pricing
Monday CRM has three paid plans. Prices below are per user, per month.
| Plan | Price | Best For |
|---|---|---|
| Basic | $9/user/month | Smaller teams tracking contacts |
| Standard | $12/user/month | Sales pipeline plus automations |
| Pro | $19/user/month | Time tracking and advanced reporting |
Pricing verified August 2026.
Free trial: Monday runs a 14-day trial of its paid plans. A free version with limited boards is also listed for two seats.
Money-back guarantee: No refund window is advertised. Annual plans are billed annually and carry a discount over monthly billing.
📌 Note: 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.
Key Benefits of Monday CRM
Here is what pulls buyers toward this platform:
- Low entry price: Paid plans open at $9 per user. That is the cheapest start of the two products.
- Many project views: Kanban, Gantt, timeline and calendar views run off one data set. Switching view takes just a few clicks.
- Simple automation builder: 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.
- Student program: College students and educators can get free accounts with selected Pro features.
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.
Monday CRM Pros & Cons
✅ Pros
- 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
❌ Cons
- Pricing structure is confusing across tiers and seats
- Customization depth can overwhelm new users
- Time tracking is locked to the Pro plan
- Prices have climbed over the last few years
Feature Comparison
Ready for a closer look at Insightly vs Monday CRM? We compare ten areas that decide most purchases, from contact management to costs.
| Feature | Insightly | Monday CRM |
|---|---|---|
| Starting Price | $29/user/month | $9/user/month |
| Free Plan | ❌ | ✅ |
| Contact Management | ✅ | ✅ |
| Project Management | ✅ | ✅ |
| Gantt Chart View | ✅ | ✅ |
| Built-in Time Tracking | ❌ | ✅ (Pro) |
| Workflow Automation | ✅ | ✅ |
| HIPAA Compliance | ✅ | ❌ |
| Best For | Sales plus client delivery | Visual planning across teams |
1. Contact Management
Insightly: 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.
Monday CRM: 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.
2. Sales Pipeline and Opportunities
Insightly: 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.
Monday CRM: 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
Insightly: 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.
Monday CRM: Work management tools sit beside the sales boards. Managing projects, task dependencies and project progress all happen on the same account.
The Gantt chart view below shows how project timelines stack up.
4. Task Management and Kanban Boards
Insightly: Task management covers reminders, to-do lists and call logs. You assign tasks to a team member and monitor them from the same record.
Monday CRM: 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.
5. Workflow Automation
Insightly: Copilot handles AI summaries and data retrieval. Rule-based workflow automation exists, though custom workflows are thinner than what some rivals ship.
Monday CRM: The automation builder uses plain-language recipes. Automation features cover status changes, notifications and recurring tasks without code.
Smart rules can also route work between boards automatically.
⚠️ Warning: Automation runs are capped per plan on both products. Heavy users on entry tiers hit those limits fast.
6. Reporting and Custom Dashboards
Insightly: Reporting and dashboards give visual insight into business performance. Dashboards are limited on Professional and unlocked fully on Enterprise.
Monday CRM: Custom dashboards pull widgets from several boards at once. Advanced reporting and time tracking sit on the Pro tier.
7. Email Templates and Communication
Insightly: You can schedule emails, save email templates and track opens from the record. Copilot writes summaries of long threads for busy managers.
Monday CRM: Email sync and templates ship on the sales boards. Collaboration features like mentions and file sharing keep the thread beside the deal.
8. Third Party Integrations
Insightly: AppConnect is a low-code engine with over 2,000 pre-built connectors. Google Workspace, accounting apps and support desks all connect without a developer.
Monday CRM: Third party integrations cover more than 50 apps, including Slack, Google Calendar, Google Sheets and Microsoft Teams. An apps marketplace adds more.
A newer connector layer also exposes board data to AI assistants.
9. Customer Support and Learning Resources
Insightly: Support and ticketing tools are part of Insightly Service. Premium support and onboarding help are priced as add-ons.
Monday CRM: Live chat runs around the clock. A community forum, guest access for clients and hundreds of video tutorials round out the help options.
10. Pricing & Cost
Here are the paid plans side by side, straight from our verified pricing data.
| Tier | Insightly | Monday CRM |
|---|---|---|
| Entry plan | Plus: $29/user/month | Basic: $9/user/month |
| Middle plan | Professional: $49/user/month | Standard: $12/user/month |
| Top plan | Enterprise: $99/user/month | Pro: $19/user/month |
Insightly: 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.
Monday CRM: 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.
Different Scenarios
| If You Need… | Choose | Why |
|---|---|---|
| Tight budget | Monday CRM | $20 cheaper per user |
| HIPAA compliant CRM | Insightly | SOC 2, GDPR and HIPAA |
| Visual project management tools | Monday CRM | Kanban, Gantt and timeline views |
| Deals linked to client projects | Insightly | Won deals become projects |
| Free version to test | Monday CRM | Free plan for two seats |
| Beginner-friendly setup | Monday CRM | Shorter learning curve |
💰 Your Budget
For example, a small business 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.
🔌 Your Tech Stack
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.
🎓 Your Experience Level
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.
🆓 Free Trials and Demos
Load real deals into both trials, not sample data. Import all the data you can, then check whether reports answer your questions.
🛟 Support Options
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.
Switching Guide
Already paying for one of these management tools? Here is what changes if you move.
🔄 Switching from Insightly to Monday CRM?
✅ What you’ll gain:
- 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
❌ What you’ll lose:
- HIPAA compliance and the deeper CRM record model
- Copilot AI email summaries
- The AppConnect connector library
📋 How to switch:
- Export contacts, organizations and open deals to CSV
- Start creating boards from a sales template
- Import the CSV, then map every column and check the details
🔄 Switching from Monday CRM to Insightly?
✅ What you’ll gain:
- A true CRM record with linked companies and projects
- Compliance coverage for regulated clients
- Key features like milestones tied to closed deals
❌ What you’ll lose:
- 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
📋 How to switch:
- Export each board to CSV, one board at a time
- Create an Insightly account and pick a plan
- Import contacts first, then deals, then projects
What Our Review Didn’t Cover
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.
Final Verdict
| Category | Winner |
|---|---|
| 💰 Pricing | Monday CRM |
| 🚀 Core CRM Depth | Insightly |
| 📊 Project Management | Monday CRM |
| 🤖 Workflow Automation | Monday CRM |
| 👶 Ease of Use | Monday CRM |
| 🔌 Integrations | Insightly |
| 🔐 Compliance | Insightly |
| 🏆 Overall Winner | Monday CRM |
🏆 WINNER: MONDAY CRM
Monday CRM wins 4 of 7 categories.
Best for: 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.
More of Insightly Compared
Here is how Insightly holds up against other CRM software buyers shortlist:
Insightly wins on: faster rollout, simpler data entry, project delivery built into the CRM
Zoho CRM wins on: deeper feature set, roughly half the Enterprise price, wider suite of connected business apps
Insightly wins on: flat per-seat pricing, project milestones inside the CRM, HIPAA coverage
HubSpot wins on: a genuinely usable free tier, stronger inbound marketing, larger partner network
Insightly vs Pipedrive
Insightly wins on: project management, reporting depth on higher tiers, compliance certifications
Pipedrive wins on: lower entry price, a leaner pipeline view, quicker setup for pure sales roles
Insightly vs Salesforce
Insightly wins on: shorter onboarding, no admin needed to launch, predictable per-seat costs
Salesforce wins on: customization ceiling, forecasting depth, third party app marketplace size
More of Monday CRM Compared
Monday CRM lands on a lot of shortlists. Here is how it measures up:
Monday CRM vs ClickUp
Monday CRM wins on: cleaner board design, faster onboarding for new users, 24/7 live chat
ClickUp wins on: a cheaper first paid plan, more task management depth, more built-in docs and whiteboards
Monday CRM wins on: per-seat cost, non-sales work on the same account, board customization
HubSpot wins on: email marketing depth, contact enrichment, reporting aimed at revenue teams
Monday CRM wins on: multi-team use, view flexibility, automation recipes anyone can write
Pipedrive wins on: sales-only focus, activity-based selling prompts, simpler forecasting out of the box
This video walks through more alternatives if neither pick fits.
Frequently Asked Questions
What is Insightly used for?
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.
Is monday a CRM tool?
Yes. Monday CRM is a sales product built on the wider work management platform. It handles contacts, deals and pipelines alongside regular project boards.
Is Insightly easy to use?
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.
What is Monday.com best used for?
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.
Is Monday.com free to use?
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.
English 
Spanish 
Chinese 
German 
French 
Arabic 
Russian 
Portuguese 
Japanese 
Korean 
Italian 
Turkish 
Dutch 
Polish 
Indonesian 
Thai 
Vietnamese 