# Insightly CRM vs monday CRM Comparison
---
## AI Generated Summary
- **G2 reviewers report** that monday CRM excels in user experience, with a higher satisfaction rating and a more intuitive interface. Users appreciate the ability to track leads and opportunities seamlessly, noting that everything is easily accessible on a single page.
- **According to verified reviews** , Insightly CRM is praised for its straightforward navigation and modern design, making it easy for users to stay organized and access necessary files. However, some users feel it may not fully meet their specific workflow needs.
- **Users say** that monday CRM offers robust customization options, particularly in pipeline management, which allows for visual progress tracking. This feature is highlighted as a significant advantage for small-to-mid-sized operations looking for essential integrations.
- **Reviewers mention** that while Insightly CRM provides reliable information and helps keep teams organized, it faces challenges in configuration, which can hinder some users from fully leveraging its capabilities.
- **G2 reviewers highlight** that monday CRM's ease of setup and administration is a strong point, with many users noting the quick implementation process and effective onboarding experience, making it a favorable choice for new users.
- **According to recent feedback** , Insightly CRM's support quality is commendable, but monday CRM slightly outperforms it in this area, with users appreciating the responsive customer service and helpful resources available for troubleshooting.



| | Insightly CRM | monday CRM | 
|---|---|---|
| **Star Rating** | 4.2 out of 5 | 4.6 out of 5 | 
| **Total Reviews** | 941 | 1,161 | 
| **Largest Market Segment** | Small-Business (73.3% of reviews) | Small-Business (78.9% of reviews) | 
| **Entry Level Price** | $29/ user, per month (billed annually) | $12.00 Per Month | 

---
## Top Pros & Cons

### Insightly CRM

Pros:
- Ease of Use (28 reviews)
- Easy Customization (11 reviews)

Cons:
- Learning Curve (9 reviews)
- Limited Customization (7 reviews)

### monday CRM

Pros:
- Ease of Use (205 reviews)
- Integrations (117 reviews)

Cons:
- Learning Curve (82 reviews)
- Missing Features (82 reviews)

---
## Ratings Comparison
| Rating | Insightly CRM | monday CRM | 
|---|---|---|
  | **Meets Requirements** | 8.2 (799 reviews) | 8.6 (823 reviews) | 
  | **Ease of Use** | 8.4 (804 reviews) | 8.9 (885 reviews) | 
  | **Ease of Setup** | 8.3 (360 reviews) | 8.5 (674 reviews) | 
  | **Ease of Admin** | 8.5 (337 reviews) | 8.9 (469 reviews) | 
  | **Quality of Support** | 8.0 (684 reviews) | 8.4 (731 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.5 (321 reviews) | 8.9 (462 reviews) | 
  | **Product Direction (% positive)** | 8.0 (772 reviews) | 9.3 (796 reviews) | 

---
## Pricing

### Insightly CRM

#### Entry-Level Pricing

Plan: Plus

Price: $29 / user, per month (billed annually)


[Browse all 3 editions](https://www.g2.com/products/insightly-crm/pricing)

#### Free Trial

Yes

### monday CRM

#### Entry-Level Pricing

Plan: Basic

Price: $12.00 Per Month

Description: Organize all your team’s leads, contacts, & deals

Key Features:
- Unlimited customizable pipelines
- Unlimited contacts
- Unlimited boards

[Browse all 4 editions](https://www.g2.com/products/monday-crm/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | 7.8/10 | 731 |
| **monday CRM** | 7.9/10 | 721 |

#### Sales Force Automation

| Feature | Insightly CRM | monday CRM | 
|---|---|---|
| **Contact & Account Management** | 8.5 (627 reviews) ✓ Verified | 8.6 (557 reviews) | 
| **Partner Relationship Mgmt. (PRM)** | Feature Not Available | 7.8 (471 reviews) | 
| **Opportunity & Pipeline Mgmt.** | 8.3 (598 reviews) ✓ Verified | 8.6 (564 reviews) | 
| **Task / Activity Management** | 8.1 (626 reviews) ✓ Verified | 8.8 (587 reviews) | 
| **Territory & Quota Management** | 7.5 (349 reviews) ✓ Verified | 7.6 (442 reviews) | 
| **Desktop Integration** | 8.0 (452 reviews) ✓ Verified | 8.3 (496 reviews) | 
| **Product & Price List Management** | 7.5 (338 reviews) ✓ Verified | 7.7 (447 reviews) | 
| **Quote & Order Management** | 7.6 (348 reviews) ✓ Verified | 7.5 (450 reviews) | 
| **Customer Contract Management** | 8.0 (422 reviews) ✓ Verified | 7.9 (477 reviews) | 

#### Marketing Automation

| Feature | Insightly CRM | monday CRM | 
|---|---|---|
| **Email Marketing** | 7.6 (406 reviews) ✓ Verified | 7.5 (463 reviews) | 
| **Campaign Management** | Feature Not Available | 7.7 (463 reviews) | 
| **Lead Management** | 8.1 (523 reviews) ✓ Verified | 8.6 (542 reviews) | 
| **Marketing ROI Analytics** | 7.5 (339 reviews) ✓ Verified | 7.5 (437 reviews) | 

#### Customer Support

| Feature | Insightly CRM | monday CRM | 
|---|---|---|
| **Case Management** | 7.8 (394 reviews) | 8.2 (471 reviews) | 
| **Customer Support Portal** | 7.8 (400 reviews) | 7.8 (409 reviews) | 
| **Knowledge Base** | 7.9 (460 reviews) | 8.2 (433 reviews) | 
| **Call Center Features** | 7.6 (325 reviews) ✓ Verified | 7.0 (392 reviews) | 
| **Support Analytics** | 7.8 (361 reviews) | 7.8 (446 reviews) | 

#### Reporting & Analytics

| Feature | Insightly CRM | monday CRM | 
|---|---|---|
| **Reporting** | 7.9 (530 reviews) ✓ Verified | 8.2 (516 reviews) | 
| **Dashboards** | 7.9 (553 reviews) ✓ Verified | 8.7 (568 reviews) | 
| **Forecasting** | 7.6 (387 reviews) ✓ Verified | 8.0 (466 reviews) | 

#### Mobile & Social

| Feature | Insightly CRM | monday CRM | 
|---|---|---|
| **Social Collaboration Features** | 7.8 (356 reviews) ✓ Verified | 7.9 (388 reviews) | 
| **Social Network Integration** | 7.7 (352 reviews) ✓ Verified | 7.2 (344 reviews) | 
| **Mobile User Support** | 7.8 (416 reviews) ✓ Verified | 7.7 (470 reviews) | 

#### Platform

| Feature | Insightly CRM | monday CRM | 
|---|---|---|
| **Customization** | 7.9 (317 reviews) ✓ Verified | 8.7 (530 reviews) | 
| **Workflow Capability** | 8.1 (310 reviews) ✓ Verified | 8.7 (521 reviews) | 
| **User, Role, and Access Management** | 8.4 (322 reviews) ✓ Verified | 8.6 (517 reviews) | 
| **Internationalization** | 8.0 (215 reviews) ✓ Verified | 8.1 (438 reviews) | 
| **Sandbox / Test Environments** | 7.2 (87 reviews) | 7.6 (387 reviews) | 
| **Document & Content Mgmt.** | 7.6 (252 reviews) ✓ Verified | 8.0 (473 reviews) | 
| **Performance and Reliability** | 8.3 (319 reviews) ✓ Verified | 8.5 (509 reviews) | 
| **Output Document Generation** | 7.6 (214 reviews) ✓ Verified | 7.8 (436 reviews) | 

#### Integration

| Feature | Insightly CRM | monday CRM | 
|---|---|---|
| **Data Import & Export Tools** | 8.0 (288 reviews) ✓ Verified | 8.2 (468 reviews) | 
| **Integration APIs** | 7.6 (237 reviews) ✓ Verified | 7.9 (418 reviews) | 
| **Breadth of Partner Applications** | 7.3 (223 reviews) ✓ Verified | 8.0 (413 reviews) | 

#### Generative AI

| Feature | Insightly CRM | monday CRM | 
|---|---|---|
| **AI Text Generation** | 6.9 (27 reviews) | 7.1 (314 reviews) | 

#### Agentic AI - CRM

| Feature | Insightly CRM | monday CRM | 
|---|---|---|
| **Autonomous Task Execution** | 7.6 (7 reviews) | 7.2 (61 reviews) | 
| **Multi-step Planning** | 8.3 (7 reviews) | 7.5 (61 reviews) | 
| **Cross-system Integration** | 7.9 (7 reviews) | 7.5 (58 reviews) | 
| **Adaptive Learning** | 8.1 (7 reviews) | 7.3 (60 reviews) | 
| **Natural Language Interaction** | 7.8 (6 reviews) | 7.2 (60 reviews) | 
| **Proactive Assistance** | 7.4 (7 reviews) | 7.3 (59 reviews) | 
| **Decision Making** | 7.6 (7 reviews) | 7.1 (60 reviews) | 

### Sales Performance Management

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **monday CRM** | 7.8/10 | 292 |

#### Agentic AI - Sales Performance Management

| Feature | Insightly CRM | monday CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.1 (29 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.0 (29 reviews) | 
| **Proactive Assistance** | Not enough data | 6.8 (28 reviews) | 

#### Incentives

| Feature | Insightly CRM | monday CRM | 
|---|---|---|
| **Badges** | Not enough data | 7.3 (215 reviews) | 
| **Triggers** | Not enough data | 7.7 (231 reviews) | 
| **Commission Calculator** | Not enough data | 7.5 (209 reviews) | 
| **Leaderboards** | Not enough data | 7.8 (221 reviews) | 

#### Personalization

| Feature | Insightly CRM | monday CRM | 
|---|---|---|
| **Profiles** | Not enough data | 8.2 (258 reviews) | 
| **Custom Reports** | Not enough data | 8.2 (245 reviews) | 
| **Dashboards** | Not enough data | 8.9 (274 reviews) | 
| **Goal Setting** | Not enough data | 8.6 (246 reviews) | 

#### Administrative

| Feature | Insightly CRM | monday CRM | 
|---|---|---|
| **Integration** | Not enough data | 8.1 (253 reviews) | 
| **Employee Structure** | Not enough data | 8.2 (246 reviews) | 
| **Behavior Monitoring** | Not enough data | 7.8 (199 reviews) | 

### Email Tracking

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **monday CRM** | 7.6/10 | 205 |

#### Agentic AI - Email Tracking

| Feature | Insightly CRM | monday CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.4 (24 reviews) | 
| **Multi-step Planning** | Not enough data | 7.6 (24 reviews) | 
| **Cross-system Integration** | Not enough data | 7.6 (24 reviews) | 
| **Adaptive Learning** | Not enough data | 7.0 (24 reviews) | 
| **Natural Language Interaction** | Not enough data | 6.9 (24 reviews) | 
| **Proactive Assistance** | Not enough data | 6.9 (24 reviews) | 
| **Decision Making** | Not enough data | 7.3 (24 reviews) | 

#### Analytics

| Feature | Insightly CRM | monday CRM | 
|---|---|---|
| **Open Rates** | Not enough data | 8.1 (167 reviews) | 
| **Link Activity** | Not enough data | 7.9 (143 reviews) | 
| **Attachment Activity** | Not enough data | Feature Not Available | 

#### Customizations

| Feature | Insightly CRM | monday CRM | 
|---|---|---|
| **Email Platform Integration** | Not enough data | 8.1 (187 reviews) | 
| **Email Scheduling** | Not enough data | 8.2 (94 reviews) | 
| **Notifications** | Not enough data | 8.5 (191 reviews) | 
| **Email Categorization** | Not enough data | 7.9 (88 reviews) | 
| **Templates** | Not enough data | 8.2 (185 reviews) | 

#### Generative AI

| Feature | Insightly CRM | monday CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | 7.4 (132 reviews) | 

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | 8.3/10 | 47 |
| **monday CRM** | N/A | N/A |

#### Agentic AI - Sales Analytics

| Feature | Insightly CRM | monday CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

#### Data Sourcing

| Feature | Insightly CRM | monday CRM | 
|---|---|---|
| **Data Sourcing** | 8.2 (35 reviews) | Not enough data | 
| **Exporting & Sharing Data** | 8.6 (43 reviews) | Not enough data | 
| **Multi-Device Data Visualization** | 8.3 (35 reviews) | Not enough data | 
| **Interactive Dashboards** | 8.7 (41 reviews) | Not enough data | 
| **Data Segmentation** | 8.0 (36 reviews) | Not enough data | 

#### Predictive Analytics

| Feature | Insightly CRM | monday CRM | 
|---|---|---|
| **Lead Scoring** | 7.9 (37 reviews) | Not enough data | 
| **Opportunity Scoring** | 7.9 (38 reviews) | Not enough data | 
| **Risk Analysis** | 7.8 (33 reviews) | Not enough data | 
| **Live Forecasting** | 7.8 (35 reviews) | Not enough data | 

#### Sales Management

| Feature | Insightly CRM | monday CRM | 
|---|---|---|
| **Live Pipeline Management** | 8.5 (37 reviews) | Not enough data | 
| **Sales Gamification** | 8.1 (30 reviews) | Not enough data | 
| **Account-Based Analytics** | 8.7 (32 reviews) | Not enough data | 
| **Activity Tracking** | 8.8 (39 reviews) | Not enough data | 

---
## Categories
**Shared Categories (1):** [CRM Software](https://www.g2.com/categories/crm)

**Unique to Insightly CRM (1):** [Sales Analytics Software](https://www.g2.com/categories/sales-analytics)

**Unique to monday CRM (2):** [Email Tracking Software](https://www.g2.com/categories/email-tracking), [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management)


---
## Reviewer Demographics

### By Company Size

| Segment | Insightly CRM | monday CRM | 
|---|---|---|
| **Small-Business** | 73.3% | 78.9% | 
| **Mid-Market** | 20.1% | 18.3% | 
| **Enterprise** | 6.6% | 2.8% | 

### By Industry

#### Insightly CRM

- **Marketing and Advertising:** 10.0%
- **Information Technology and Services:** 6.1%
- **Construction:** 4.8%
- **Computer Software:** 4.0%
- **Financial Services:** 3.9%
- **Real Estate:** 3.5%
- **Management Consulting:** 3.3%
- **Non-Profit Organization Management:** 2.7%
- **Accounting:** 2.5%
- **Education Management:** 2.5%
- **Other:** 56.8%

#### monday CRM

- **Marketing and Advertising:** 12.4%
- **Information Technology and Services:** 7.7%
- **Construction:** 4.5%
- **Computer Software:** 4.5%
- **Real Estate:** 3.7%
- **Financial Services:** 3.4%
- **Non-Profit Organization Management:** 2.9%
- **Management Consulting:** 2.8%
- **Consulting:** 2.6%
- **Hospital & Health Care:** 2.3%
- **Other:** 53.2%

---
## Alternatives

### Alternatives to Insightly CRM

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25784 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13797 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3043 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2927 reviews)
- [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1618 reviews)
- [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1426 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1232 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1157 reviews)
- [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (951 reviews)
- [Workbooks](https://www.g2.com/products/workbooks/reviews) — 4.2/5 stars (573 reviews)

### Alternatives to monday CRM

- [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25784 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13797 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3043 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2927 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1232 reviews)
- [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — 4.6/5 stars (812 reviews)
- [Close](https://www.g2.com/products/close/reviews) — 4.7/5 stars (2037 reviews)
- [Copper](https://www.g2.com/products/copper/reviews) — 4.5/5 stars (1157 reviews)
- [Less Annoying CRM](https://www.g2.com/products/less-annoying-crm/reviews) — 4.9/5 stars (660 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14683 reviews)

---
## Top Discussions

### Insightly CRM

- Title: [What is Insightly CRM used for?](https://www.g2.com/discussions/insightly-crm-what-is-insightly-crm-used-for) — 2 comments
  > **Top comment:** "The management and optimization of customer and prospective client interactions is achieved through the use of Insightly CRM (Customer Relationship..."
- Title: [What is the best of linking email to insightly?](https://www.g2.com/discussions/15124-what-is-the-best-of-linking-email-to-insightly) — 2 comments, 1 upvote
  > **Top comment:** "We connect our exchange account but gmail work too - pretty simple. Alternative is to bcc Insightly on outgoing mail and capture them that way. "
- Title: [What sales anayltics options come with the platform?](https://www.g2.com/discussions/what-sales-anayltics-options-come-with-the-platform) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Insightly offers customizable dashboards and reports that help your team quickly visualize performance and make data-driven decisions. You can find on-demand..."
- Title: [Does Insightly have any email or marketing automation features?](https://www.g2.com/discussions/does-insightly-have-any-email-or-marketing-automation-features) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hello! Yes--Insightly's CRM lets you send sales emails back and forth with your leads. You'll also see a record of those synced conversations in the CRM in..."
- Title: [Do I need custom code for Insightly's integrations?](https://www.g2.com/discussions/do-i-need-custom-code-for-insightly-s-integrations) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "Hey! Custom code knowledge is not required. Insightly offers AppConnect, a low-code, no-code integration automation tool to streamline the process. There are..."

### monday CRM

- Title: [Can I use Monday.com to set-up an online application or a questionnaire for my external clients?](https://www.g2.com/discussions/can-i-use-monday-com-to-set-up-an-online-application-or-a-questionnaire-for-my-external-clients) — 2 comments, 1 upvote
  > **Top comment:** "Yes.  Easy to do."
- Title: [What is monday sales CRM used for?](https://www.g2.com/discussions/what-is-monday-sales-crm-used-for) — 1 comment
  > **Top comment:** "Monday CRM is used for sales, project management, tracking and so much more. Team collaboration and engagement in addition to automation and task management..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/insightly-crm-vs-monday-crm)