Insightly vs monday CRM

- ✦ Pipeline Management
- ✦ Project Management
- ✦ Email Tracking

- ✦ Visual Pipeline
- ✦ Email Sync
- ✦ Activity Tracking
Insightly and monday CRM are both CRM tools. Insightly starts at $35/mo, monday CRM at $21.95/mo. Compare features, pricing, and ratings below to find the best fit for your team.
When to Choose Insightly vs monday CRM
The question that matters: “In what situation will I regret choosing A over B after 3 months?”
Workflow Automation fires email sequences when a lead hits a custom Lead Management score threshold, cutting time-to-first-sales-touch from 8 days to 2 for marketing-qualified.
monday CRM Automations assign leads by Custom Field values - industry, budget, or geography - instantly, so sales reps spend time on outreach rather than manual inbox triage.
Project Management attaches billable work to Opportunities so deal terms and contacts auto-populate at close, reducing post-sale setup time and eliminating 4-5 hours of manual.
Activity Tracking Dashboards reveal which pipeline stages lose the most deals, helping sales leaders fix process gaps before they cost next quarter's revenue targets.
Pricing Comparison & PlansHigh· Verified May 28, 2026
Free
FreeBest for: You get 2 users, 2500 records
- ✓Basic contact management
- ✓Lead tracking
- ✓Limited email integrations
- ✓Basic customization
Plus
$35/user/moBest for: 100K records, 25 email templates
- ✓Contact management
- ✓Pipeline management
- ✓Project management
- ✓Customizable dashboards
- ✓Standard reporting
Professional
$59/user/moBest for: 250K records, 100 email templates, Workflows
- ✓Workflow automation
- ✓Advanced reporting
- ✓Custom dashboards
- ✓More email templates
- ✓Greater custom fields
Enterprise
$129/user/moBest for: Unlimited records, Custom objects, Lambda functions
- ✓All Professional features
- ✓Enhanced workflow automation
- ✓Advanced security features
- ✓Dedicated support options
- ✓Higher AI Copilot query limits
Basic
$22/user/moBest for: This plan is ideal for small teams needing fundamental CRM functionalities to manage contacts and basic sales processes
- ✓Basic contact & lead management
- ✓Unlimited contacts
- ✓Unlimited pipelines
- ✓Unlimited boards
- ✓Web forms
Standard
$30/user/moBest for: The Standard plan suits growing teams requiring more robust sales pipelines, automation, and integrations
- ✓All Basic features
- ✓10,000 contacts & deals
- ✓Email integration
- ✓AI tools
- ✓250 automations/month
Pro
$50/user/moBest for: Pro is designed for larger sales teams or businesses needing advanced analytics, lead scoring, and complex automations
- ✓All Standard features
- ✓Unlimited contacts & deals
- ✓Quotes & invoices
- ✓Sales forecasting
- ✓25,000 automations/month
Ultimate
Contact SalesBest for: The Ultimate plan is for enterprises with unique requirements, offering tailored solutions, dedicated support, and advanced security features
- ✓All Pro features
- ✓Advanced analytics
- ✓Enterprise security
- ✓HIPAA compliance
- ✓250,000 automations/month
Capability Breakdown
3 differences found across 18 standardized features
- •Contact Management
- •Lead Management
- •Pipeline Management
- •Project Management
- •Email Tracking
- •Workflow Automation
- •Custom Dashboards
- •Reporting
- •Web-to-Lead Forms
- •Mobile App
- •Role-based Permissions
- •API
- •AppConnect
- •Calendar Sync
- •File Sharing
- •Visual Pipeline
- •Contact Management
- •Email Sync
- •Activity Tracking
- •Automations
- •Reporting
- •Dashboards
- •Custom Fields
- •Quotes & Invoices
- •Mobile App
- •Lead Management
- •Integrations
- •Mass Emails
- •Call Logging
- •AI Email Composer
Strengths & Limitations
Evaluative strengths and weaknesses: not feature lists
- +Free plan available
- +Competitive pricing from $29/mo
- +Multiple pricing tiers (4 plans) to match different needs
- +Unifies sales, marketing, and project data on one platform
- +Highly customizable pipelines and dashboards with no-code
- +Automates repetitive tasks like lead assignment and follow-ups
- +Seamlessly integrates with the broader monday.com Work OS
- +Built-in email tracking, templates, and activity logging
- −Pricing requires a 3-seat minimum, increasing the entry cost
- −Can be overwhelming to set up without prior monday.com experience
- −Lacks advanced, dedicated CRM features like territory management
- −Mobile app is less powerful for complex CRM workflows
- −Reporting capabilities are less robust than specialized BI tools
At a Glance
Recent Price History
Insightly raised "Enterprise" from $99/mo to $129/mo (+30%)
Price change · May 28, 2026
Insightly raised "Professional" from $49/mo to $59/mo (+20%)
Price change · May 28, 2026
Insightly raised "Plus" from $29/mo to $35/mo (+21%)
Price change · May 28, 2026
monday CRM removed the "Enterprise" plan
Plan removed · May 28, 2026
monday CRM raised "Pro" from $28/mo to $50/mo (+79%)
Price change · May 28, 2026
monday CRM raised "Basic" from $12/mo to $21.95/mo (+83%)
Price change · May 28, 2026
monday CRM added a new "Ultimate" plan (Custom pricing)
Plan added · May 28, 2026
monday CRM raised "Standard" from $17/mo to $30.49/mo (+79%)
Price change · May 28, 2026
Frequently Asked Questions
Related Comparisons
Sources & Data Trail · Insightly
- 1.Official Pricing Page·Source of verified tiers(Checked: 2026-05-28)
- 2.Official Website·Official vendor website
- 3.G2·G2 verified reviews · 4.2/5 · 941 reviews
- 4.Capterra·Capterra verified reviews · 4/5
- 5.TrustRadius·TrustRadius verified reviews
- 6.PeerSpot·PeerSpot enterprise peer reviews
Sources & Data Trail · monday CRM
- 1.Official Pricing Page·Source of verified tiers(Checked: 2026-05-28)
- 2.Official Website·Official vendor website
- 3.G2·G2 verified reviews · 4.6/5 · 1,158 reviews
- 4.Capterra·Capterra verified reviews · 4.7/5
- 5.TrustRadius·TrustRadius verified reviews
- 6.PeerSpot·PeerSpot enterprise peer reviews
