Insightly vs monday CRM (March 2026)
| IsInsightly | mCmonday CRM | |
|---|---|---|
| Price | Free | $12/yr |
| Rating | 4.2/5 | 4.7/5 |
| Free Tier | ✓ Yes | ✗ No |
| Best For | Small business sales tracking and lead management, Project-linked CRM for consulting/professional services | Visual sales pipeline management for SMBs, Marketing-sales alignment in growing teams |
monday CRM takes the lead with a 4.7/5 rating compared to Insightly's 4.2/5, though both are solid choices depending on your priorities.
Quick Overview
Insightly
Insightly provides cloud-based CRM with sales, marketing, and project management for SMBs, emphasizing integrations like...
- Best for: Small business sales tracking and lead management, Project-linked CRM for consulting/professional services
- Starting price: Free
- Category: CRM Software
- Founded: 2009
- Pricing model: freemium
monday CRM
A highly customizable, no-code CRM solution built on monday.com's Work OS platform that unifies sales, marketing, and cu...
- Best for: Visual sales pipeline management for SMBs, Marketing-sales alignment in growing teams
- Starting price: $12/yr
- Category: CRM Software
- Founded: 2022
- Pricing model: subscription
Feature Comparison
| Feature | Insightly | monday CRM |
|---|---|---|
| Contact tracking | ✓ | ✗ |
| Opportunity management | ✓ | ✗ |
| Task management | ✓ | ✗ |
| Project management automation | ✓ | ✗ |
| Google Apps integration | ✓ | ✗ |
| Microsoft Office/Outlook integration | ✓ | ✗ |
| iOS mobile app | ✓ | ✗ |
| Marketing automation | ✓ | ✗ |
| Custom pipelines | ✓ | ✗ |
| Custom dashboards | ✓ | ✗ |
| Lead creation | ✓ | ✗ |
| AppConnect integration tool | ✓ | ✗ |
| Service ticketing | ✓ | ✗ |
| Customizable pipelines and boards | ✗ | ✓ |
| No-code automation workflows | ✗ | ✓ |
| Real-time collaboration | ✗ | ✓ |
| AI-powered insights and analytics | ✗ | ✓ |
| Lead and contact management | ✗ | ✓ |
| Email integration and tracking | ✗ | ✓ |
| Sales forecasting dashboards | ✗ | ✓ |
| Mobile app access | ✗ | ✓ |
| Custom forms and intake | ✗ | ✓ |
| Gantt and timeline views | ✗ | ✓ |
| File storage and attachments | ✗ | ✓ |
| Visual sales pipeline management | ✗ | ✓ |
| Cross-departmental workflow unification | ✗ | ✓ |
Pricing Comparison
Prices last verified: March 16, 2026
Insightly
monday CRM
Pros & Cons
Insightly
- Simple, intuitive interface for SMBs
- Strong Google Apps and Office 365 integration
- Links sales and project management effectively
- Freemium access with mobile/web/API support
- Occasional crashes or page refresh needs after edits
- Limited details on enterprise-scale reliability
- Primarily SMB-focused, less for large enterprises
- UI updates sporadic
monday CRM
- Highly intuitive visual interface for quick adoption
- Extreme flexibility via no-code customization
- Strong automation reduces manual work
- Seamless integration with monday.com Work OS tools
- Lacks depth in advanced enterprise CRM features
- Steeper learning curve for complex customizations
- Higher costs for larger teams on Pro/Enterprise
- Limited native reporting compared to Salesforce
Which Is Best for You?
Choose Insightly if:
- Small business sales tracking and lead management
- Project-linked CRM for consulting/professional services
- Marketing campaign automation for media/advertising
- Non-profit contact/opportunity management
- You want to start with a free plan
- Budget is a priority (Free vs $12)
Choose monday CRM if:
- Visual sales pipeline management for SMBs
- Marketing-sales alignment in growing teams
- Custom CRM builds without developers
- Project-linked customer service workflows
- Higher user rating matters to you (4.7 vs 4.2)
Our Verdict
Choose monday CRM if you prioritize visual workflow management, need extensive customization without coding, want cost-effective scaling for growing teams, or already use monday.com tools. Its superior rating (4.7/5), modern AI features, and affordable annual pricing make it ideal for businesses wanting a flexible, visually-driven CRM that evolves with their needs. The platform excels for companies requiring marketing-sales alignment and cross-departmental collaboration.
Select Insightly if you need to start free, require deep Google Apps/Office integration, run a professional services business linking sales to project delivery, or prefer traditional CRM depth over visual customization. Despite higher long-term costs and lower ratings, Insightly provides proven functionality for SMBs needing comprehensive out-of-the-box capabilities. Its project management integration and established third-party ecosystem make it particularly valuable for service-based businesses requiring immediate functionality without extensive setup.