⚡ Veredito rápido:
- Preços: Insightly starts at $29/user/month. Monday CRM starts at $9 per user each month.
- Ideal para: Insightly suits sales teams that run client projects inside the same system. Monday CRM suits visual planners and small businesses.
- Principal diferença: Insightly bundles CRM, project management and reporting. Monday CRM sits on top of a wider work management platform.
- Nossa escolha: Monday CRM for most users, because the entry price is lower and the boards are easier to learn.
Pequena empresa 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.
Visão geral
This Insightly vs Monday CRM comparison covers pricing, core features and ease of use.
Também analisamos para quem cada plataforma funciona melhor.
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 negócios.
O que é o 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.
Perspicazmente
CRM, projects and reporting in one system. Built for teams that sell and deliver. Copilot AI helps with email summaries.
Preços Insightly
Insightly offers three paid plans. Every price below is per user, per month.
| Plano | Preço | Ideal para |
|---|---|---|
| Mais | US$ 29 por usuário por mês | Equipes pequenas começando com CRM |
| Profissional | US$ 49 por usuário por mês | Dashboards and app integration |
| Empresa | US$ 99 por usuário por mês | Full access to all the features |
Pricing verified August 2026.
Teste grátis: Insightly lists a free trial on its signup page. Card rules and trial length change, so check before you create an account.
Garantia de reembolso: Insightly does not advertise a refund window. Annual contracts are billed annually up front.
📌 Observação: 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.
⚠️ Aviso: The Enterprise plan is close to double what other CRMs like Zoho CRM charge. Adding other Insightly products multiplies your monthly costs fast.
Principais benefícios do 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.
- Integrações do 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.
- Acesso móvel: The mobile app scans a business card into a new contact. You can create projects and assign work from a phone.
- Configuração rápida: Getting data into the system is not overly convoluted. A quick rollout is a key reason buyers pick it.
O que nossa equipe observou
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.
Vantagens e Desvantagens do Insightly
✅ Prós
- 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
❌ Contras
- 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
O que é o 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.
🏆 Vencedor: Segunda-feira CRM
Visual boards for deals, tasks and projects. Starts at $9 per user each month. Used in over 200 countries.
Preços do CRM às segundas-feiras
Monday CRM has three paid plans. Prices below are per user, per month.
| Plano | Preço | Ideal para |
|---|---|---|
| Básico | US$ 9 por usuário por mês | Smaller teams tracking contacts |
| Padrão | US$ 12 por usuário por mês | Sales pipeline plus automations |
| Pró | US$ 19 por usuário por mês | Controle de tempo e relatórios avançados |
Pricing verified August 2026.
Teste grátis: Monday runs a 14-day trial of its paid plans. A free version with limited boards is also listed for two seats.
Garantia de reembolso: No refund window is advertised. Annual plans are billed annually and carry a discount over monthly billing.
📌 Observação: 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.
Principais benefícios do Monday CRM
Here is what pulls buyers toward this platform:
- Preço de entrada baixo: Paid plans open at $9 per user. That is the cheapest start of the two products.
- Várias perspectivas do projeto: Kanban, Gantt, timeline and calendar views run off one data set. Switching view takes just a few clicks.
- Simple automation construtor: 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.
- Estudante 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.
Segunda-feira: Prós e contras do CRM
✅ Prós
- Paid plans start at $9 per user each month
- Kanban, Gantt, timeline and calendar views on one data set
- Clean interface that new users pick up quickly
- Live chat support available 24 hours a day
- Free plan and a student program for testing
❌ Contras
- Pricing structure is confusing across tiers and seats
- Customization depth can overwhelm new users
- O controle de tempo está restrito ao plano Pro.
- Prices have climbed over the last few years
Comparação de recursos
Ready for a closer look at Insightly vs Monday CRM? We compare ten areas that decide most purchases, from contact management to costs.
| Recurso | Perspicazmente | CRM de segunda-feira |
|---|---|---|
| Preço inicial | US$ 29 por usuário por mês | US$ 9 por usuário por mês |
| Plano Gratuito | ❌ | ✅ |
| Gestão de Contatos | ✅ | ✅ |
| Gerenciamento de projetos | ✅ | ✅ |
| Visualização do gráfico de Gantt | ✅ | ✅ |
| Controle de tempo integrado | ❌ | ✅ (Profissional) |
| Fluxo de trabalho Automação | ✅ | ✅ |
| Conformidade com a HIPAA | ✅ | ❌ |
| Ideal para | Sales plus client delivery | Visual planning across teams |
1. Gestão de Contatos
Perspicaz: 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 de segunda-feira: 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
Perspicaz: 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 de segunda-feira: 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
Perspicaz: 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.
CRM de segunda-feira: 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
Perspicaz: Task management covers reminders, to-do lists and call logs. You assign tasks to a team member and monitor them from the same record.
CRM de segunda-feira: 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. Automação de fluxo de trabalho
Perspicaz: Copilot handles AI summaries and data retrieval. Rule-based workflow automation exists, though custom workflows are thinner than what some rivals ship.
CRM de segunda-feira: 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.
⚠️ Aviso: Automation runs are capped per plan on both products. Heavy users on entry tiers hit those limits fast.
6. Reporting and Custom Dashboards
Perspicaz: Reporting and dashboards give visual insight into business performance. Dashboards are limited on Professional and unlocked fully on Enterprise.
CRM de segunda-feira: Custom dashboards pull widgets from several boards at once. Advanced reporting and time tracking sit on the Pro tier.
7. Email Templates and Communication
Perspicaz: You can schedule emails, save email templates and track opens from the record. Copilot writes summaries of long threads for busy managers.
CRM de segunda-feira: Email sync and templates ship on the sales boards. Collaboration features like mentions and file sharing keep the thread beside the deal.
8. Integrações de terceiros
Perspicaz: AppConnect is a low-code engine with over 2,000 pre-built connectors. Google Workspace, contabilidade apps and support desks all connect without a developer.
CRM de segunda-feira: 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 Assistentes de IA.
9. Customer Support and Learning Resources
Perspicaz: Support and ticketing tools are part of Insightly Service. Premium support and onboarding help are priced as add-ons.
CRM de segunda-feira: Live chat runs around the clock. A community forum, guest access for clients and hundreds of video tutorials round out the help options.
10. Preços e Custos
Here are the paid plans side by side, straight from our verified pricing data.
| Nível | Perspicazmente | CRM de segunda-feira |
|---|---|---|
| Plano de entrada | Além disso: US$ 29 por usuário por mês. | Basic: $9/user/month |
| Middle plan | Profissional: US$ 49/usuário/mês | Standard: $12/user/month |
| Plano superior | Empresarial: US$ 99/usuário/mês | Pro: $19/user/month |
Perspicaz: 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 de segunda-feira: 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.
Diferentes cenários
| Se você precisar | Escolher | Por que |
|---|---|---|
| Orçamento apertado | CRM de segunda-feira | $20 cheaper per user |
| HIPAA compliant CRM | Perspicazmente | SOC 2, GDPR and HIPAA |
| Visual project management tools | CRM de segunda-feira | Kanban, Gantt and timeline views |
| Deals linked to client projects | Perspicazmente | Won deals become projects |
| Free version to test | CRM de segunda-feira | Free plan for two seats |
| Configuração fácil para iniciantes | CRM de segunda-feira | Curva de aprendizado mais curta |
💰 Seu orçamento
Por exemplo, um pequenas empresas 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.
🔌 Seu conjunto de tecnologias
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.
🎓 Seu nível de experiência
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.
🆓 Testes e demonstrações grátis
Load real deals into both trials, not sample data. Import all the data you can, then check whether reports answer your questions.
🛟 Opções de suporte
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.
Guia de Troca
Already paying for one of these management tools? Here is what changes if you move.
🔄 Switching from Insightly to Monday CRM?
✅ O que você vai ganhar:
- 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
❌ O que você perderá:
- HIPAA compliance and the deeper CRM record model
- Copilot AI email summaries
- The AppConnect connector library
📋 Como mudar:
- 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?
✅ O que você vai ganhar:
- A true CRM record with linked companies and projects
- Compliance coverage for regulated clients
- Key features like milestones tied to closed deals
❌ O que você perderá:
- 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
📋 Como mudar:
- Export each board to CSV, one board at a time
- Crie uma conta Insightly e escolha um plano.
- Import contacts first, then deals, then projects
O que nossa avaliação não abordou
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.
Veredicto final
| Categoria | Ganhador |
|---|---|
| 💰 Preços | CRM de segunda-feira |
| 🚀 Profundidade no CRM Essencial | Perspicazmente |
| 📊 Gestão de Projetos | CRM de segunda-feira |
| 🤖 Automação de fluxo de trabalho | CRM de segunda-feira |
| 👶 Facilidade de uso | CRM de segunda-feira |
| 🔌 Integrações | Perspicazmente |
| 🔐 Compliance | Perspicazmente |
| 🏆 Vencedor Geral | CRM de segunda-feira |
🏆 VENCEDOR: MONDAY CRM
Monday CRM wins 4 of 7 categories.
Ideal para: 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.
Mais comparações da Insightly
Here is how Insightly holds up against other CRM software buyers shortlist:
O Insightly vence em: faster rollout, simpler data entry, project delivery built into the CRM
O Zoho CRM se destaca em: deeper feature set, roughly half the Enterprise price, wider suite of connected business apps
O Insightly vence em: flat per-seat pricing, project milestones inside the CRM, HIPAA coverage
A HubSpot vence em: a genuinely usable free tier, stronger inbound marketing, larger partner network
Insightly vs Pipedrive
O Insightly vence em: project management, reporting depth on higher tiers, compliance certifications
Pipedrive vence em: lower entry price, a leaner pipeline view, quicker setup for pure sales roles
Insightly vs Salesforce
O Insightly vence em: shorter onboarding, no admin needed to launch, predictable per-seat costs
A Salesforce se destaca em: customization ceiling, forecasting depth, third party app marketplace size
Mais comparações de CRM de segunda-feira
Monday CRM lands on a lot of shortlists. Here is how it measures up:
CRM de segunda-feira vs. ClickUp
Vitórias do CRM na segunda-feira em: cleaner board design, faster onboarding for new users, 24/7 live chat
ClickUp vence em: a cheaper first paid plan, more task management depth, more built-in docs and whiteboards
Vitórias do CRM na segunda-feira em: per-seat cost, non-sales work on the same account, board customization
A HubSpot vence em: email marketing depth, contact enrichment, reporting aimed at revenue teams
Segunda-feira CRM vs Pipedrive
Vitórias do CRM na segunda-feira em: multi-team use, view flexibility, automation recipes anyone can write
Pipedrive vence em: sales-only focus, activity-based selling prompts, simpler forecasting out of the box
This video walks through more alternatives if neither pick fits.
Perguntas frequentes
Para que serve o Insightly?
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.
O Monday é uma ferramenta de 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.
O Insightly é fácil de usar?
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.
Qual é a melhor forma de usar o Monday.com?
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.
O Monday.com é gratuito?
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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