⚡ 快速结论：
- 定价： Insightly starts at $29/user/month. Monday 客户关系管理 starts at $9 per user each month.
- 最适合： Insightly suits sales teams that run client projects inside the same system. Monday CRM suits visual planners and small businesses.
- 主要区别： Insightly bundles CRM, project management and reporting. Monday CRM sits on top of a wider work management platform.
- 我们的选择： Monday CRM for most users, because the entry price is lower and the boards are easier to learn.
小型企业 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.
概述
This Insightly vs Monday CRM comparison covers pricing, core features and ease of use.
我们还分析了每个平台最适合哪些用户。
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 商业.
Insightly是什么？
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.
洞察力
CRM, projects and reporting in one system. Built for teams that sell and deliver. Copilot AI helps with email summaries.
Insightly 定价
Insightly offers three paid plans. Every price below is per user, per month.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 加 | 每用户每月 29 美元 | 从客户关系管理 (CRM) 开始的小团队 |
| 专业的 | 每用户每月 49 美元 | Dashboards and app integration |
| 企业 | 每用户每月 99 美元 | Full access to all the features |
Pricing verified August 2026.
免费试用： Insightly lists a free trial on its signup page. Card rules and trial length change, so check before you create an account.
退款保证： Insightly does not advertise a refund window. Annual contracts are billed annually up front.
📌 笔记： 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.
⚠️ 警告： The Enterprise plan is close to double what other CRMs like Zoho CRM charge. Adding other Insightly products multiplies your monthly costs fast.
Insightly 的主要优势
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 集成： 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.
- 移动访问： The mobile app scans a business card into a new contact. You can create projects and assign work from a phone.
- 快速设置： Getting data into the system is not overly convoluted. A quick rollout is a key reason buyers pick it.
我们的团队注意到了什么
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 的优点和缺点
✅ 优点
- 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
❌缺点
- 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
什么是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.
🏆 优胜者：Monday CRM
Visual boards for deals, tasks and projects. Starts at $9 per user each month. Used in over 200 countries.
周一 CRM 定价
Monday CRM has three paid plans. Prices below are per user, per month.
| 计划 | 价格 | 最适合 |
|---|---|---|
| 基本的 | 每用户每月 9 美元 | Smaller teams tracking contacts |
| 标准 | 每用户每月 12 美元 | Sales pipeline plus automations |
| 专业版 | 每用户每月 19 美元 | 时间跟踪和高级报告 |
Pricing verified August 2026.
免费试用： Monday runs a 14-day trial of its paid plans. A free version with limited boards is also listed for two seats.
退款保证： No refund window is advertised. Annual plans are billed annually and carry a discount over monthly billing.
📌 笔记： 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.
Monday CRM 的主要优势
Here is what pulls buyers toward this platform:
- 入门价格低： Paid plans open at $9 per user. That is the cheapest start of the two products.
- 许多项目视图： Kanban, Gantt, timeline and calendar views run off one data set. Switching view takes just a few clicks.
- Simple automation 建筑商: 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.
- 学生 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.
星期一 CRM 的优缺点
✅ 优点
- 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
❌缺点
- Pricing structure is confusing across tiers and seats
- Customization depth can overwhelm new users
- 时间跟踪功能仅限专业版用户使用
- Prices have climbed over the last few years
功能对比
Ready for a closer look at Insightly vs Monday CRM? We compare ten areas that decide most purchases, from contact management to costs.
| 特征 | 洞察力 | 星期一客户关系管理 |
|---|---|---|
| 起价 | 每用户每月 29 美元 | 每用户每月 9 美元 |
| 免费计划 | ❌ | ✅ |
| 联系管理 | ✅ | ✅ |
| 项目管理 | ✅ | ✅ |
| 甘特图视图 | ✅ | ✅ |
| 内置时间跟踪 | ❌ | ✅（专业版） |
| 工作流程 自动化 | ✅ | ✅ |
| HIPAA合规性 | ✅ | ❌ |
| 最适合 | Sales plus client delivery | Visual planning across teams |
1. 联系人管理
洞察： 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.
星期一客户关系管理： 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
洞察： 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.
星期一客户关系管理： 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
洞察： 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.
星期一客户关系管理： 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
洞察： Task management covers reminders, to-do lists and call logs. You assign tasks to a team member and monitor them from the same record.
星期一客户关系管理： 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. 工作流自动化
洞察： Copilot handles AI summaries and data retrieval. Rule-based workflow automation exists, though custom workflows are thinner than what some rivals ship.
星期一客户关系管理： 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.
⚠️ 警告： Automation runs are capped per plan on both products. Heavy users on entry tiers hit those limits fast.
6. Reporting and Custom Dashboards
洞察： Reporting and dashboards give visual insight into business performance. Dashboards are limited on Professional and unlocked fully on Enterprise.
星期一客户关系管理： Custom dashboards pull widgets from several boards at once. Advanced reporting and time tracking sit on the Pro tier.
7. Email Templates and Communication
洞察： You can schedule emails, save email templates and track opens from the record. Copilot writes summaries of long threads for busy managers.
星期一客户关系管理： Email sync and templates ship on the sales boards. Collaboration features like mentions and file sharing keep the thread beside the deal.
8. 第三方集成
洞察： AppConnect is a low-code engine with over 2,000 pre-built connectors. Google Workspace, 会计 apps and support desks all connect without a developer.
星期一客户关系管理： 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 人工智能助手.
9. Customer Support and Learning Resources
洞察： Support and ticketing tools are part of Insightly Service. Premium support and onboarding help are priced as add-ons.
星期一客户关系管理： Live chat runs around the clock. A community forum, guest access for clients and hundreds of video tutorials round out the help options.
10. 定价与成本
Here are the paid plans side by side, straight from our verified pricing data.
| 层级 | 洞察力 | 星期一客户关系管理 |
|---|---|---|
| 入口计划 | 此外：每用户每月 29 美元 | Basic: $9/user/month |
| Middle plan | 专业版：每用户每月 49 美元 | Standard: $12/user/month |
| 最高计划 | 企业版：99 美元/用户/月 | Pro: $19/user/month |
洞察： 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.
星期一客户关系管理： 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.
不同场景
| 如果您需要…… | 选择 | 为什么 |
|---|---|---|
| 预算紧张 | 星期一客户关系管理 | $20 cheaper per user |
| HIPAA compliant CRM | 洞察力 | SOC 2, GDPR and HIPAA |
| Visual project management tools | 星期一客户关系管理 | Kanban, Gantt and timeline views |
| Deals linked to client projects | 洞察力 | Won deals become projects |
| Free version to test | 星期一客户关系管理 | Free plan for two seats |
| 适合初学者的设置 | 星期一客户关系管理 | 学习曲线更短 |
💰 您的预算
例如， 小型企业 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.
🔌 您的技术栈
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.
🎓您的经验水平
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.
🆓 免费试用和演示
Load real deals into both trials, not sample data. Import all the data you can, then check whether reports answer your questions.
🛟 支持选项
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.
切换指南
Already paying for one of these management tools? Here is what changes if you move.
🔄 Switching from Insightly to Monday CRM?
✅ 你将获得：
- 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
❌ 你会失去什么：
- HIPAA compliance and the deeper CRM record model
- Copilot AI email summaries
- The AppConnect connector library
📋 如何切换：
- 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?
✅ 你将获得：
- A true CRM record with linked companies and projects
- Compliance coverage for regulated clients
- Key features like milestones tied to closed deals
❌ 你会失去什么：
- 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
📋 如何切换：
- Export each board to CSV, one board at a time
- 创建 Insightly 帐户并选择套餐
- Import contacts first, then deals, then projects
我们的评测没有涵盖的内容
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.
最终判决
| 类别 | 优胜者 |
|---|---|
| 💰 定价 | 星期一客户关系管理 |
| 🚀核心CRM深度 | 洞察力 |
| 📊 项目管理 | 星期一客户关系管理 |
| 🤖 工作流程自动化 | 星期一客户关系管理 |
| 👶 易用性 | 星期一客户关系管理 |
| 🔌 集成 | 洞察力 |
| 🔐 Compliance | 洞察力 |
| 🏆 总冠军 | 星期一客户关系管理 |
🏆 优胜者：MONDAY CRM
Monday CRM wins 4 of 7 categories.
最适合： 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.
Insightly 的更多比较
Here is how Insightly holds up against other CRM software buyers shortlist:
Insightly 在以下方面胜出： faster rollout, simpler data entry, project delivery built into the CRM
Zoho CRM 的优势在于： deeper feature set, roughly half the Enterprise price, wider suite of connected business apps
Insightly 在以下方面胜出： flat per-seat pricing, project milestones inside the CRM, HIPAA coverage
HubSpot 在以下方面胜出： a genuinely usable free tier, stronger inbound marketing, larger partner network
Insightly 与 管道驱动
Insightly 在以下方面胜出： project management, reporting depth on higher tiers, compliance certifications
Pipedrive 获胜： lower entry price, a leaner pipeline view, quicker setup for pure sales roles
Insightly 与 Salesforce
Insightly 在以下方面胜出： shorter onboarding, no admin needed to launch, predictable per-seat costs
Salesforce 的优势在于： customization ceiling, forecasting depth, third party app marketplace size
周一CRM对比更多
Monday CRM lands on a lot of shortlists. Here is how it measures up:
周一 CRM 与 点击上
周一 CRM 胜出： cleaner board design, faster onboarding for new users, 24/7 live chat
ClickUp 在以下方面胜出： a cheaper first paid plan, more task management depth, more built-in docs and whiteboards
周一 CRM 胜出： per-seat cost, non-sales work on the same account, board customization
HubSpot 在以下方面胜出： email marketing depth, contact enrichment, reporting aimed at revenue teams
周一 CRM 胜出： multi-team use, view flexibility, automation recipes anyone can write
Pipedrive 获胜： sales-only focus, activity-based selling prompts, simpler forecasting out of the box
This video walks through more alternatives if neither pick fits.
常见问题解答
Insightly 的用途是什么？
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 是 CRM 工具吗？
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 容易使用吗？
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 最适合用于什么用途？
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 可以免费使用吗？
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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