Monday.com CRM vs Insightly
A head-to-head comparison to help you pick the right tool
Last updated: September 14, 2026
Monday.com CRM is our recommended pick for most teams — teams that want crm and project management combined in one visual platform.
Try Monday.com CRM →Read our full Monday.com CRM review →Monday.com CRM
Monday.com CRM is a flexible customer relationship management tool built on the Monday.com work operating system. It combines CRM functionality with project management so sales teams can manage deals and collaborate on work in one place. Monday CRM is ideal for teams that want a highly visual and customizable CRM experience.
Insightly
Insightly is a CRM and project management platform designed for growing businesses. It uniquely combines sales pipeline management with post-sale project delivery so teams can manage the full customer lifecycle in one place. Insightly is popular with professional services firms and companies that need to track complex projects alongside their sales pipeline.
Pros
- ✓Highly visual and intuitive interface that teams love
- ✓Flexible and customizable to fit any sales process
- ✓Strong collaboration tools for cross-functional teams
- ✓Good automation capabilities
Cons
- ✗Not a traditional CRM — lacks some advanced sales features
- ✗Can get expensive with larger teams
- ✗Reporting is less advanced than dedicated CRM tools
Pros
- ✓Unique combination of CRM and project management in one tool
- ✓Good free plan for up to 2 users
- ✓Strong workflow automation on paid plans
- ✓Good fit for professional services businesses
Cons
- ✗Interface feels dated compared to modern CRM tools
- ✗Customer support can be slow on lower tiers
- ✗Mobile app is less polished than competitors
Monday.com CRM vs Insightly: Side by Side
| Factor | Monday.com CRM | Insightly |
|---|---|---|
| User Rating | 4.4/5 ★ | N/A |
| Category | CRM Software | CRM Software |
| Pricing Model | Paid | Freemium |
| Starting Price | $12/user/mo | Free |
| Best For | Teams that want CRM and project management combined in one visual platform | Growing businesses that need CRM and project management in one platform |
| Our Pick | 🏆 Recommended | — |
Monday.com CRM Features
- ✓Contact and lead management
- ✓deal tracking
- ✓email integration
- ✓automation
- ✓dashboards
- ✓project management
- ✓collaboration tools
- ✓integrations
Insightly Features
- ✓Contact and lead management
- ✓pipeline management
- ✓project management
- ✓workflow automation
- ✓email marketing
- ✓reporting
- ✓integrations
Pricing Comparison
Monday.com CRM
PaidStarts at $12/user/mo
Basic: $12/user/mo · Standard: $14/user/mo · Pro: $24/user/mo · Enterprise: custom
See full pricing →Best Use Cases
Monday.com CRM
- →Sales teams wanting a visual and flexible CRM
- →Companies already using Monday.com for project management
- →Teams wanting to customize their CRM without coding
Who Should NOT Use These Tools
Monday.com CRM is NOT ideal for:
- ✗Teams needing a dedicated sales-focused CRM with advanced features
- ✗Companies requiring complex deal scoring
- ✗Businesses needing built-in calling and email sequences
Integrations
Monday.com CRM
Gmail, Outlook, Slack, Zoom, Salesforce, HubSpot, Zapier, Stripe, LinkedIn
Our Take
Choose Monday.com CRM if teams that want crm and project management combined in one visual platform. Choose Insightly if growing businesses that need crm and project management in one platform.
Best For
Teams that want CRM and project management combined in one visual platform
Best For
Growing businesses that need CRM and project management in one platform
How Monday.com CRM and Insightly Are Similar
- •Both are CRM Software platforms designed for business teams
- •Both offer web-based access with no software installation required
- •Both provide customer support and onboarding resources
- •Both integrate with popular third-party business tools
- •Both offer a trial or demo to evaluate before purchasing
Also Consider
If neither Monday.com CRM nor Insightly is the right fit, Klaviyo is worth evaluating.
Klaviyo
B2C brands wanting an AI-powered CRM that combines marketing automation, analytics, and customer service in one platform.
From $20/mo
Frequently Asked Questions
What is the difference between Monday.com CRM and Insightly?
Monday.com CRM is best for teams that want crm and project management combined in one visual platform. Insightly is best for growing businesses that need crm and project management in one platform.
Which is better, Monday.com CRM or Insightly?
Choose Monday.com CRM if teams that want crm and project management combined in one visual platform. Choose Insightly if growing businesses that need crm and project management in one platform.
How much does Monday.com CRM cost?
Monday.com CRM starts at $12/user/mo. Pricing model: Paid.
How much does Insightly cost?
Insightly starts at Free. Pricing model: Freemium.
Who should use Monday.com CRM?
Teams that want CRM and project management combined in one visual platform
Who should use Insightly?
Growing businesses that need CRM and project management in one platform