⚡ Nhận định nhanh:
- Chạy: Insightly starts at $29/user/month. Monday CRM starts at $9 per user each month.
- Phù hợp nhất cho: Insightly suits sales teams that run client projects inside the same system. Monday CRM suits visual planners and small businesses.
- Điểm khác biệt chính: Insightly bundles CRM, project management and reporting. Monday CRM sits on top of a wider work management platform.
- Lựa chọn của chúng tôi: Monday CRM for most users, because the entry price is lower and the boards are easier to learn.
Doanh nghiệp nhỏ 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.
Toàn cảnh
This Insightly vs Monday CRM comparison covers pricing, core features and ease of use.
Chúng tôi cũng phân tích chi tiết từng nền tảng phù hợp nhất với đối tượng nào.
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 việc kinh doanh.
Insightly là gì?
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.
Sâu sắc
CRM, projects and reporting in one system. Built for teams that sell and deliver. Copilot AI helps with email summaries.
Định giá Insightly
Insightly offers three paid plans. Every price below is per user, per month.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Thêm vào đó | 29 đô la/người dùng/tháng | Các nhóm nhỏ bắt đầu với CRM |
| Chuyên nghiệp | 49 đô la/người dùng/tháng | Dashboards and app integration |
| Doanh nghiệp | 99 đô la/người dùng/tháng | Full access to all the features |
Pricing verified August 2026.
Dùng thử miễn phí: Insightly lists a free trial on its signup page. Card rules and trial length change, so check before you create an account.
Đảm bảo hoàn tiền: Insightly does not advertise a refund window. Annual contracts are billed annually up front.
📌 Ghi chú: 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.
⚠️ Cảnh báo: The Enterprise plan is close to double what other CRMs like Zoho CRM charge. Adding other Insightly products multiplies your monthly costs fast.
Những lợi ích chính của 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.
- Các tích hợp 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.
- Truy cập trên thiết bị di động: The mobile app scans a business card into a new contact. You can create projects and assign work from a phone.
- Thiết lập nhanh chóng: Getting data into the system is not overly convoluted. A quick rollout is a key reason buyers pick it.
Những điều nhóm chúng tôi nhận thấy
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.
Ưu điểm và nhược điểm của Insightly
✅ Ưu điểm
- 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
❌ Nhược điểm
- 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
Monday CRM là gì?
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.
🏆 Người chiến thắng: Monday CRM
Visual boards for deals, tasks and projects. Starts at $9 per user each month. Used in over 200 countries.
Bảng giá CRM Thứ Hai
Monday CRM has three paid plans. Prices below are per user, per month.
| Kế hoạch | Giá | Tốt nhất cho |
|---|---|---|
| Nền tảng | 9 đô la/người dùng/tháng | Smaller teams tracking contacts |
| Tiêu chuẩn | 12 đô la/người dùng/tháng | Sales pipeline plus automations |
| Chuyên nghiệp | 19 đô la/người dùng/tháng | Theo dõi thời gian và báo cáo nâng cao |
Pricing verified August 2026.
Dùng thử miễn phí: Monday runs a 14-day trial of its paid plans. A free version with limited boards is also listed for two seats.
Đảm bảo hoàn tiền: No refund window is advertised. Annual plans are billed annually and carry a discount over monthly billing.
📌 Ghi chú: 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.
Những lợi ích chính của Monday CRM
Here is what pulls buyers toward this platform:
- Giá khởi điểm thấp: Paid plans open at $9 per user. That is the cheapest start of the two products.
- Nhiều góc nhìn khác nhau về dự án: Kanban, Gantt, timeline and calendar views run off one data set. Switching view takes just a few clicks.
- Simple automation thợ xây: 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.
- Học sinh 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.
Ưu điểm và nhược điểm của CRM vào thứ Hai
✅ Ưu điểm
- 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
❌ Nhược điểm
- Pricing structure is confusing across tiers and seats
- Customization depth can overwhelm new users
- Tính năng theo dõi thời gian chỉ có trên gói Pro.
- Prices have climbed over the last few years
So sánh tính năng
Ready for a closer look at Insightly vs Monday CRM? We compare ten areas that decide most purchases, from contact management to costs.
| Tính năng | Sâu sắc | CRM Thứ Hai |
|---|---|---|
| Giá khởi điểm | 29 đô la/người dùng/tháng | 9 đô la/người dùng/tháng |
| Gói miễn phí | ❌ | ✅ |
| Quản lý liên hệ | ✅ | ✅ |
| Quản lý dự án | ✅ | ✅ |
| Chế độ xem biểu đồ Gantt | ✅ | ✅ |
| Tính năng theo dõi thời gian tích hợp | ❌ | ✅ (Chuyên nghiệp) |
| Quy trình làm việc Tự động hoá | ✅ | ✅ |
| Tuân thủ HIPAA | ✅ | ❌ |
| Tốt nhất cho | Sales plus client delivery | Visual planning across teams |
1. Quản lý liên hệ
Thông minh: 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 ngày thứ Hai: 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
Thông minh: 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 ngày thứ Hai: 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
Thông minh: 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 ngày thứ Hai: 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
Thông minh: 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 ngày thứ Hai: 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. Tự động hóa quy trình làm việc
Thông minh: Copilot handles AI summaries and data retrieval. Rule-based workflow automation exists, though custom workflows are thinner than what some rivals ship.
CRM ngày thứ Hai: 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.
⚠️ Cảnh báo: Automation runs are capped per plan on both products. Heavy users on entry tiers hit those limits fast.
6. Reporting and Custom Dashboards
Thông minh: Reporting and dashboards give visual insight into business performance. Dashboards are limited on Professional and unlocked fully on Enterprise.
CRM ngày thứ Hai: Custom dashboards pull widgets from several boards at once. Advanced reporting and time tracking sit on the Pro tier.
7. Email Templates and Communication
Thông minh: You can schedule emails, save email templates and track opens from the record. Copilot writes summaries of long threads for busy managers.
CRM ngày thứ Hai: Email sync and templates ship on the sales boards. Collaboration features like mentions and file sharing keep the thread beside the deal.
8. Tích hợp với bên thứ ba
Thông minh: AppConnect is a low-code engine with over 2,000 pre-built connectors. Google Workspace, kế toán apps and support desks all connect without a developer.
CRM ngày thứ Hai: 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 Trợ lý AI.
9. Customer Support and Learning Resources
Thông minh: Support and ticketing tools are part of Insightly Service. Premium support and onboarding help are priced as add-ons.
CRM ngày thứ Hai: Live chat runs around the clock. A community forum, guest access for clients and hundreds of video tutorials round out the help options.
10. Định giá & Chi phí
Here are the paid plans side by side, straight from our verified pricing data.
| Cấp độ | Sâu sắc | CRM Thứ Hai |
|---|---|---|
| Sơ đồ lối vào | Thêm nữa: $29/người dùng/tháng | Basic: $9/user/month |
| Middle plan | Gói chuyên nghiệp: 49 đô la/người dùng/tháng | Standard: $12/user/month |
| Kế hoạch hàng đầu | Phiên bản doanh nghiệp: 99 đô la/người dùng/tháng | Pro: $19/user/month |
Thông minh: 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 ngày thứ Hai: 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.
Các kịch bản khác nhau
| Nếu bạn cần… | Chọn | Tại sao |
|---|---|---|
| Ngân sách eo hẹp | CRM Thứ Hai | $20 cheaper per user |
| HIPAA compliant CRM | Sâu sắc | SOC 2, GDPR and HIPAA |
| Visual project management tools | CRM Thứ Hai | Kanban, Gantt and timeline views |
| Deals linked to client projects | Sâu sắc | Won deals become projects |
| Free version to test | CRM Thứ Hai | Free plan for two seats |
| Thiết lập thân thiện với người mới bắt đầu | CRM Thứ Hai | Đường cong học tập ngắn hơn |
💰 Ngân sách của bạn
Ví dụ, một doanh nghiệp nhỏ 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.
🔌 Bộ công nghệ của bạn
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.
🎓 Trình độ kinh nghiệm của bạn
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.
🆓 Dùng thử và bản demo miễn phí
Load real deals into both trials, not sample data. Import all the data you can, then check whether reports answer your questions.
🛟 Các tùy chọn hỗ trợ
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.
Hướng dẫn chuyển đổi
Already paying for one of these management tools? Here is what changes if you move.
🔄 Switching from Insightly to Monday CRM?
✅ Những lợi ích bạn sẽ nhận được:
- 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
❌ Những gì bạn sẽ mất:
- HIPAA compliance and the deeper CRM record model
- Copilot AI email summaries
- The AppConnect connector library
📋 Cách chuyển đổi:
- 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?
✅ Những lợi ích bạn sẽ nhận được:
- A true CRM record with linked companies and projects
- Compliance coverage for regulated clients
- Key features like milestones tied to closed deals
❌ Những gì bạn sẽ mất:
- 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
📋 Cách chuyển đổi:
- Export each board to CSV, one board at a time
- Tạo tài khoản Insightly và chọn gói dịch vụ.
- Import contacts first, then deals, then projects
Những điều mà bài đánh giá của chúng tôi chưa đề cập
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.
Phán quyết cuối cùng
| Loại | Người thắng |
|---|---|
| 💰 Giá cả | CRM Thứ Hai |
| 🚀 Độ sâu cốt lõi của CRM | Sâu sắc |
| 📊 Quản lý dự án | CRM Thứ Hai |
| 🤖 Tự động hóa quy trình làm việc | CRM Thứ Hai |
| 👶 Dễ sử dụng | CRM Thứ Hai |
| 🔌 Tích hợp | Sâu sắc |
| 🔐 Compliance | Sâu sắc |
| 🏆 Người chiến thắng chung cuộc | CRM Thứ Hai |
🏆 NGƯỜI CHIẾN THẮNG: MONDAY CRM
Monday CRM wins 4 of 7 categories.
Phù hợp nhất cho: 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.
So sánh chi tiết hơn với Insightly
Here is how Insightly holds up against other CRM software buyers shortlist:
Insightly thắng nhờ: faster rollout, simpler data entry, project delivery built into the CRM
Zoho CRM vượt trội ở các điểm sau: deeper feature set, roughly half the Enterprise price, wider suite of connected business apps
Insightly thắng nhờ: flat per-seat pricing, project milestones inside the CRM, HIPAA coverage
HubSpot thắng nhờ: a genuinely usable free tier, stronger inbound marketing, larger partner network
Sâu sắc so với Truyền động đường ống
Insightly thắng nhờ: project management, reporting depth on higher tiers, compliance certifications
Pipedrive thắng nhờ: lower entry price, a leaner pipeline view, quicker setup for pure sales roles
Sâu sắc so với Salesforce
Insightly thắng nhờ: shorter onboarding, no admin needed to launch, predictable per-seat costs
Salesforce thắng thế nhờ: customization ceiling, forecasting depth, third party app marketplace size
So sánh thêm về CRM ngày thứ Hai
Monday CRM lands on a lot of shortlists. Here is how it measures up:
CRM thứ Hai so với Nhấp chuột lên
CRM thắng lớn vào thứ Hai nhờ: cleaner board design, faster onboarding for new users, 24/7 live chat
ClickUp thắng thế nhờ: a cheaper first paid plan, more task management depth, more built-in docs and whiteboards
CRM thắng lớn vào thứ Hai nhờ: per-seat cost, non-sales work on the same account, board customization
HubSpot thắng nhờ: email marketing depth, contact enrichment, reporting aimed at revenue teams
CRM thắng lớn vào thứ Hai nhờ: multi-team use, view flexibility, automation recipes anyone can write
Pipedrive thắng nhờ: sales-only focus, activity-based selling prompts, simpler forecasting out of the box
This video walks through more alternatives if neither pick fits.
Câu hỏi thường gặp
Insightly được dùng để làm gì?
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.
Monday có phải là một công cụ CRM không?
Yes. Monday CRM is a sales product built on the wider work management platform. It handles contacts, deals and pipelines alongside regular project boards.
Insightly có dễ sử dụng không?
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 được sử dụng tốt nhất cho mục đích gì?
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.
Monday.com có miễn phí sử dụng không?
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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