# 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** | 942 | 1,165 | 
| **Largest Market Segment** | Small-Business (73.2% of reviews) | Small-Business (78.8% of reviews) | 
| **Entry Level Price** | $29/ user, per month (billed annually) | $12.00 Per Month | 

---
## Top Pros & Cons

### Insightly CRM

Pros:
- Ease of Use (20 reviews)
- Easy Customization (8 reviews)

Cons:
- Learning Curve (7 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** | 8.3 (800 reviews) | 8.6 (826 reviews) | 
  | **Ease of Use** | 8.4 (805 reviews) | 8.9 (888 reviews) | 
  | **Ease of Setup** | 8.3 (361 reviews) | 8.5 (677 reviews) | 
  | **Ease of Admin** | 8.5 (337 reviews) | 8.9 (469 reviews) | 
  | **Quality of Support** | 8.0 (685 reviews) | 8.4 (734 reviews) | 
  | **Has the product been a good partner in doing business?** | 8.5 (321 reviews) | 8.9 (462 reviews) | 
  | **Product Direction (% positive)** | 8.0 (773 reviews) | 9.3 (799 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 | 732 |
| **monday CRM** | 7.9/10 | 724 |

#### Sales Force Automation

| Feature | Insightly CRM | monday CRM | 
|---|---|---|
| **Contact & Account Management** | 8.5 (628 reviews) ✓ Verified | 8.6 (560 reviews) | 
| **Partner Relationship Mgmt. (PRM)** | Feature Not Available | 7.8 (472 reviews) | 
| **Opportunity & Pipeline Mgmt.** | 8.3 (598 reviews) ✓ Verified | 8.6 (566 reviews) | 
| **Task / Activity Management** | 8.1 (627 reviews) ✓ Verified | 8.8 (590 reviews) | 
| **Territory & Quota Management** | 7.5 (350 reviews) ✓ Verified | 7.6 (443 reviews) | 
| **Desktop Integration** | 8.0 (453 reviews) ✓ Verified | 8.3 (498 reviews) | 
| **Product & Price List Management** | 7.5 (339 reviews) ✓ Verified | 7.7 (448 reviews) | 
| **Quote & Order Management** | 7.6 (349 reviews) ✓ Verified | 7.5 (451 reviews) | 
| **Customer Contract Management** | 8.0 (423 reviews) ✓ Verified | 7.9 (478 reviews) | 

#### Marketing Automation

| Feature | Insightly CRM | monday CRM | 
|---|---|---|
| **Email Marketing** | 7.6 (407 reviews) ✓ Verified | 7.5 (464 reviews) | 
| **Campaign Management** | Feature Not Available | 7.7 (464 reviews) | 
| **Lead Management** | 8.1 (523 reviews) ✓ Verified | 8.6 (544 reviews) | 
| **Marketing ROI Analytics** | 7.5 (339 reviews) ✓ Verified | 7.5 (438 reviews) | 

#### Customer Support

| Feature | Insightly CRM | monday CRM | 
|---|---|---|
| **Case Management** | 7.8 (394 reviews) | 8.2 (472 reviews) | 
| **Customer Support Portal** | 7.8 (400 reviews) | 7.8 (410 reviews) | 
| **Knowledge Base** | 7.9 (460 reviews) | 8.2 (434 reviews) | 
| **Call Center Features** | 7.6 (325 reviews) ✓ Verified | 7.0 (393 reviews) | 
| **Support Analytics** | 7.8 (361 reviews) | 7.8 (447 reviews) | 

#### Reporting & Analytics

| Feature | Insightly CRM | monday CRM | 
|---|---|---|
| **Reporting** | 7.9 (531 reviews) ✓ Verified | 8.2 (518 reviews) | 
| **Dashboards** | 7.9 (554 reviews) ✓ Verified | 8.7 (570 reviews) | 
| **Forecasting** | 7.6 (387 reviews) ✓ Verified | 8.0 (467 reviews) | 

#### Mobile & Social

| Feature | Insightly CRM | monday CRM | 
|---|---|---|
| **Social Collaboration Features** | 7.8 (356 reviews) ✓ Verified | 7.9 (389 reviews) | 
| **Social Network Integration** | 7.7 (352 reviews) ✓ Verified | 7.3 (345 reviews) | 
| **Mobile User Support** | 7.8 (417 reviews) ✓ Verified | 7.7 (471 reviews) | 

#### Platform

| Feature | Insightly CRM | monday CRM | 
|---|---|---|
| **Customization** | 7.9 (317 reviews) ✓ Verified | 8.7 (532 reviews) | 
| **Workflow Capability** | 8.1 (310 reviews) ✓ Verified | 8.7 (524 reviews) | 
| **User, Role, and Access Management** | 8.4 (322 reviews) ✓ Verified | 8.6 (518 reviews) | 
| **Internationalization** | 8.0 (215 reviews) ✓ Verified | 8.1 (439 reviews) | 
| **Sandbox / Test Environments** | 7.2 (87 reviews) | 7.6 (388 reviews) | 
| **Document & Content Mgmt.** | 7.6 (252 reviews) ✓ Verified | 8.0 (474 reviews) | 
| **Performance and Reliability** | 8.3 (319 reviews) ✓ Verified | 8.5 (510 reviews) | 
| **Output Document Generation** | 7.6 (214 reviews) ✓ Verified | 7.8 (437 reviews) | 

#### Integration

| Feature | Insightly CRM | monday CRM | 
|---|---|---|
| **Data Import & Export Tools** | 8.0 (288 reviews) ✓ Verified | 8.2 (469 reviews) | 
| **Integration APIs** | 7.6 (237 reviews) ✓ Verified | 7.9 (419 reviews) | 
| **Breadth of Partner Applications** | 7.3 (223 reviews) ✓ Verified | 8.0 (414 reviews) | 

#### Generative AI

| Feature | Insightly CRM | monday CRM | 
|---|---|---|
| **AI Text Generation** | 6.9 (27 reviews) | 7.1 (315 reviews) | 

#### Agentic AI - CRM

| Feature | Insightly CRM | monday CRM | 
|---|---|---|
| **Autonomous Task Execution** | 7.6 (7 reviews) | 7.3 (62 reviews) | 
| **Multi-step Planning** | 8.3 (7 reviews) | 7.5 (62 reviews) | 
| **Cross-system Integration** | 8.1 (8 reviews) | 7.5 (59 reviews) | 
| **Adaptive Learning** | 8.3 (8 reviews) | 7.3 (61 reviews) | 
| **Natural Language Interaction** | 8.1 (7 reviews) | 7.2 (61 reviews) | 
| **Proactive Assistance** | 7.4 (7 reviews) | 7.3 (60 reviews) | 
| **Decision Making** | 7.6 (7 reviews) | 7.1 (61 reviews) | 

### Sales Performance Management

| Product | Score | Reviews |
|---|---|---|
| **Insightly CRM** | N/A | N/A |
| **monday CRM** | 7.8/10 | 293 |

#### Agentic AI - Sales Performance Management

| Feature | Insightly CRM | monday CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.2 (30 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.0 (30 reviews) | 
| **Proactive Assistance** | Not enough data | 6.9 (29 reviews) | 

#### Incentives

| Feature | Insightly CRM | monday CRM | 
|---|---|---|
| **Badges** | Not enough data | 7.3 (216 reviews) | 
| **Triggers** | Not enough data | 7.7 (232 reviews) | 
| **Commission Calculator** | Not enough data | 7.5 (210 reviews) | 
| **Leaderboards** | Not enough data | 7.8 (222 reviews) | 

#### Personalization

| Feature | Insightly CRM | monday CRM | 
|---|---|---|
| **Profiles** | Not enough data | 8.2 (259 reviews) | 
| **Custom Reports** | Not enough data | 8.2 (246 reviews) | 
| **Dashboards** | Not enough data | 8.8 (275 reviews) | 
| **Goal Setting** | Not enough data | 8.6 (247 reviews) | 

#### Administrative

| Feature | Insightly CRM | monday CRM | 
|---|---|---|
| **Integration** | Not enough data | 8.1 (254 reviews) | 
| **Employee Structure** | Not enough data | 8.2 (247 reviews) | 
| **Behavior Monitoring** | Not enough data | 7.8 (200 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** | 73.2% | 78.8% | 
| **Mid-Market** | 20.2% | 18.3% | 
| **Enterprise** | 6.6% | 2.9% | 

### By Industry

#### Insightly CRM

- **Marketing and Advertising:** 10.0%
- **Information Technology and Services:** 6.2%
- **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:** 56.7%

#### monday CRM

- **Marketing and Advertising:** 12.4%
- **Information Technology and Services:** 7.8%
- **Construction:** 4.5%
- **Computer Software:** 4.5%
- **Real Estate:** 3.6%
- **Financial Services:** 3.4%
- **Non-Profit Organization Management:** 2.9%
- **Management Consulting:** 2.8%
- **Consulting:** 2.6%
- **Hospital & Health Care:** 2.3%
- **Other:** 53.1%

---
## 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 (25790 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13809 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3047 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2928 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 (1427 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1233 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 (952 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 (25790 reviews)
- [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13809 reviews)
- [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3047 reviews)
- [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2928 reviews)
- [Freshsales](https://www.g2.com/products/freshsales/reviews) — 4.5/5 stars (1233 reviews)
- [Bigin by Zoho CRM](https://www.g2.com/products/bigin-by-zoho-crm/reviews) — 4.6/5 stars (816 reviews)
- [Close](https://www.g2.com/products/close/reviews) — 4.7/5 stars (2040 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 (662 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14689 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)