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Insightly vs monday CRM: monday CRM fits most teams of 5

Start here: monday CRM

Marketing, creative and sales teams wanting customizable workflows

Our pick for most teams

84.1/ 100

Price
From $18/user/mo · $144/user/yr
Free plan
No free plan

55.1/ 100

Price
From $348/user/yr (yearly only)
Free plan
No free plan

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Which one fits your team

  • Checked 2026-10-14
  • 2 sources

The score is worked out from the facts below. How we score tools. What we earn is not part of it.

monday CRM: who it fits and who it does not

Good for
  • Marketing, creative and sales teams wanting customizable workflows
  • Remote teams wanting real-time collaboration and visual dashboards
Not for
  • Small startups and solo entrepreneurs who find it overwhelming
  • Financial services/accounting needing advanced financial tracking
  • Non-tech-savvy teams who find setup complex
The catch
Flexible, visual CRM built on a work platform, but the interface can overwhelm smaller teams and some navigation is less intuitive.

Data last verified: 2026-10-14

How we make money · How we score tools

Insightly: who it fits and who it does not

Good for
  • Small to mid-sized businesses wanting a user-friendly CRM
  • Service and project-driven firms (agencies, consultancies, manufacturers)
  • Teams wanting sales and project delivery in one tool
Not for
  • Teams that only track leads and need a lighter, cheaper tool
  • Large enterprises with very complex workflows
  • Users needing 24/7 live support or advanced social tools
The catch
Combines CRM and project delivery, but workflow automation and AI are gated to higher-priced plans and premium support is expensive.

Data last verified: 2026-10-14

How we make money · How we score tools

What each one costs over five years

Same team size, cheapest plan of each, paid monthly or yearly.

monday CRM

Five years for a team of 5, paid yearly: $3,600

On the Basic plan, at today's price. We do not assume a rise.

Paid monthly, one year
$1,080
Paid yearly, one year
$720

Paying yearly saves $360 a year (33%).

Change the number to see your own total. Nothing is sent anywhere.

Vendor pricing page · checked 2026-10-18

Insightly

Five years for a team of 5, paid yearly: $8,700

On the Plus plan, at today's price. We do not assume a rise.

Paid monthly, one year
Not verified
Paid yearly, one year
$1,740
  • "Plus" has no verified monthly price

Change the number to see your own total. Nothing is sent anywhere.

Vendor pricing page · checked 2026-10-18

The four facts that decide it

Every figure comes from the vendor's own pages, listed under Sources.

monday CRM

Score out of 100
84.1
Cheapest plan
Basic
Free plan
No free plan
Works with (apps)
9

Insightly

Score out of 100
55.1
Cheapest plan
Plus
Free plan
No free plan
Works with (apps)
10

Feature by feature, on the same list

Open a row for the vendor's own wording and the page we read it on.

Contact managementmonday CRM: YesInsightly: Yes
monday CRM
Contact and organization management on all CRM plans
Vendor page · checked 2026-10-14
Insightly
1,000 active contacts and deals on Basic up to unlimited on Ultimate
Vendor page · checked 2026-10-14
Track deals in stagesmonday CRM: YesInsightly: Yes
monday CRM
Customizable sales processes on all CRM plans
Vendor page · checked 2026-10-14
Insightly
Unlimited pipelines per meta description
Vendor page · checked 2026-10-14
Works with your emailmonday CRM: YesInsightly: Yes
monday CRM
Bidirectional email sync on all CRM plans
Vendor page · checked 2026-10-14
Insightly
Communications hub with unified email/call/meeting timeline on Standard and above
Vendor page · checked 2026-10-14
Automatic follow-up emailsmonday CRM: Not verifiedInsightly: Yes
monday CRM
Not verified: the vendor gives no detail.
Not verified
Insightly
Personalized email sequences on Pro and Ultimate
Vendor page · checked 2026-10-14
Does routine steps for youmonday CRM: YesInsightly: Yes
monday CRM
Complete workflow automation on Professional and Enterprise; not Plus
Vendor page · checked 2026-10-14
Insightly
250 automations/month (Standard), 25K (Pro), enterprise-scale (Ultimate); not on Basic
Vendor page · checked 2026-10-14
Reports and dashboardsmonday CRM: YesInsightly: Yes
monday CRM
Built-in dashboards on all plans; custom insight cards limited on Professional, unlimited on Enterprise
Vendor page · checked 2026-10-14
Insightly
1 custom dashboard (Basic) up to unlimited (Ultimate)
Vendor page · checked 2026-10-14
Forms that capture leadsmonday CRM: YesInsightly: Not verified
monday CRM
Web-to-lead capture on all CRM plans
Vendor page · checked 2026-10-14
Insightly
Not verified: the vendor gives no detail.
Not verified
Your own fieldsmonday CRM: YesInsightly: Yes
monday CRM
50 on Plus, 100 on Professional, 200 on Enterprise
Vendor page · checked 2026-10-14
Insightly
Custom columns: 5 (Basic), 15 (Standard), 75 (Pro), unlimited (Ultimate) per board
Vendor page · checked 2026-10-14
Mobile appmonday CRM: YesInsightly: Yes
monday CRM
Insightly mobile app on all CRM plans
Vendor page · checked 2026-10-14
Insightly
iOS and Android apps on Standard and above
Vendor page · checked 2026-10-14
Connects to your other apps (API)monday CRM: YesInsightly: Yes
monday CRM
REST public API on all CRM plans; webhooks not on Plus
Vendor page · checked 2026-10-14
Insightly
Ultimate only: 25,000 API calls/day
Vendor page · checked 2026-10-14

What you risk by starting

monday CRM

Trial, refunds and getting your data out of monday CRM.

Free trial
14-day free trial
Vendor page · checked 2026-10-18
Card required to start
No
Vendor page · checked 2026-10-18
Refund policy
Yearly subscribers who cancel within 30 days of purchase are entitled to a prorated refund; no refunds for downgrades after that
Vendor page · checked 2026-10-18
Getting your data out
Not verified
Vendor page · checked 2026-10-18
Effort to switch away
Not verified
Vendor page · checked 2026-10-18

Insightly

Trial, refunds and getting your data out of Insightly.

Free trial
14-day free trial
Vendor page · checked 2026-10-18
Card required to start
No
Vendor page · checked 2026-10-18
Refund policy
Not verified
Vendor page · checked 2026-10-18
Getting your data out
Not verified
Vendor page · checked 2026-10-18
Effort to switch away
Not verified
Vendor page · checked 2026-10-18

Where these facts come from

monday CRM

https://monday.com/crm/pricing · checked 2026-10-14

Insightly

https://www.insightly.com/pricing/ · checked 2026-10-14

What to do next

You can leave now. Nothing here expires.

Data last verified: 2026-10-14