Insightly vs Monday CRM: CRM Platform Comparison

Insightly vs Monday CRM: CRM Platform Comparison

Sales teams evaluating customer relationship management and sales pipeline tracking tools often narrow their shortlist to Insightly and Monday CRM. Both target the same job, but they cater to different workflows and budgets. This comparison covers pricing, features, and integrations so you can pick the right fit.

The Quick Answer

By each vendor's own wording, Insightly lists lead assignment and routing and opportunity management, while Monday CRM lists customizable deal pipeline boards and sales automations and workflows. A capability both offer can appear under different names, so read both feature lists below.

Monday CRM offers a lower entry point at $12/mo compared to Insightly at $29/mo.

If your priority is organizing contacts, tracking deals, and forecasting revenue, both tools target it. The right choice depends on your budget, team size, and the specific capabilities you need most.

Understanding the Core Difference

Insightly is Insightly is a CRM for fast-growing companies that tracks all pipeline data in one place, auto-scores leads and sends follow-ups. It is sold alongside Insightly marketing automation, support and ticketing, and the AppConnect workflow builder.

Monday CRM is A flexible CRM built on the monday.com Work OS platform, offering highly customizable pipelines, automations, and dashboards. Ideal for teams that want a CRM tightly integrated with project management and collaboration workflows, with a visual and intuitive interface.

Both platforms offer lead and contact management. Where they diverge is in their approach to pricing tiers and advanced capabilities.

Pricing Comparison

$29/moInsightly entry plan

Plus

$12/moMonday CRM entry plan

Basic

Insightly Pricing (as of September 2026)

Source: Insightly Pricing

Monday CRM Pricing (as of September 2026)

Source: Monday CRM Pricing

Pricing Analysis

Monday CRM offers the lower entry point ($12/mo vs $29/mo). Teams watching their budget will appreciate the savings, especially when starting out.

Monday CRM offers 4 pricing tiers compared to Insightly's 3, giving you more granularity as you scale.

Features Breakdown

Insightly lists

• Lead assignment and routing
• Opportunity management
• Customizable sales processes
• Workflow automation
• Project management
• Advanced reports and pre-built business dashboards
• and 1 more listed below

Both tools

• Lead and contact management

Monday CRM lists

• Customizable deal pipeline boards
• Sales automations and workflows
• Email tracking and templates
• Activity management and logging
• Customizable dashboards and reporting
• Document management
• and 1 more listed below

Insightly Key Features

• Lead and contact management
• Lead assignment and routing
• Opportunity management
• Customizable sales processes
• Workflow automation
• Project management
• Advanced reports and pre-built business dashboards
• AI Copilot

Monday CRM Key Features

• Customizable deal pipeline boards
• Lead and contact management
• Sales automations and workflows
• Email tracking and templates
• Activity management and logging
• Customizable dashboards and reporting
• Document management
• Integrated project management capabilities

Shared Capabilities

Both Insightly and Monday CRM include:

• Lead and contact management

The two lists below are a diff of each vendor's own feature list by exact wording, so a capability both tools offer can appear on either side under a different name.

Listed only by Insightly

• Lead assignment and routing
• Opportunity management
• Customizable sales processes
• Workflow automation
• Project management
• Advanced reports and pre-built business dashboards
• AI Copilot

Listed only by Monday CRM

• Customizable deal pipeline boards
• Sales automations and workflows
• Email tracking and templates
• Activity management and logging
• Customizable dashboards and reporting
• Document management
• Integrated project management capabilities

Integration Ecosystem

Insightly Integrations

Insightly connects with: Slack, Gmail, QuickBooks Online, Xero, Shopify, Jira, Asana, Calendly, DocuSign, ZoomInfo.

Monday CRM Integrations

Monday CRM connects with: Gmail, Microsoft Outlook, Slack, Zoom, Zapier, Google Workspace, Microsoft Teams, DocuSign.

Shared Integrations

Both tools integrate with: Slack, Gmail, DocuSign.

Integrations listed only by Insightly: QuickBooks Online, Xero, Shopify, Jira, Asana, Calendly, ZoomInfo.

Integrations listed only by Monday CRM: Microsoft Outlook, Zoom, Zapier, Google Workspace, Microsoft Teams.

Use Case Recommendations

Best Fit for Insightly

• Budget-conscious teams looking for an affordable CRM platform
• Organizations with complex tech stacks needing broad integration support (10 integrations)
• Sales teams tracking deals from first touch to close
• Managers who need pipeline visibility and forecasting

Best Fit for Monday CRM

• Budget-conscious teams looking for an affordable CRM platform
• Enterprise buyers who prefer custom pricing and dedicated support
• Sales teams tracking deals from first touch to close
• Managers who need pipeline visibility and forecasting

Feature Comparison Summary

Getting Started Checklist

1. Define your customer relationship management and sales pipeline tracking requirements and monthly budget
2. Estimate your expected contacts and deals to find the right tier
3. List the integrations your team currently relies on
4. Sign up for free trials or demos of both platforms
5. Run a small test with each tool before making a commitment
6. Evaluate the onboarding experience and support quality

Final Thoughts

Insightly and Monday CRM both serve the customer relationship management and sales pipeline tracking market. Monday CRM offers a more accessible entry point at $12/mo, while Insightly starts at $29/mo. Your decision should weigh pricing against the specific features that matter most for your workflow.

Start with a trial of each to see which platform fits your team's daily process. The best tool is the one your team actually uses consistently.

Pricing and features verified as of September 2026. Visit Insightly and Monday CRM for current information.