# Compare Insightly vs monday CRM 2026 | Capterra > Unsure of what to choose? Check Capterra to compare monday CRM and Insightly based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/130671-245800/Insightly-vs-Monday-CRM --- # monday CRM vs Insightly Features and Cost Comparison Last updated April 21st, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: monday CRMInsightly2/4 selected [monday CRM](https://www.capterra.com/p/245800/Monday-CRM/)[4.7 (462)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) [Insightly](https://www.capterra.com/p/130671/Insightly/)[4.0 (654)](https://www.capterra.com/p/130671/Insightly/reviews/) [## monday CRM](https://www.capterra.com/p/245800/Monday-CRM/)[4.7 (462)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Starting Price $12.00/month Value-for-Money 4.5 Functionality 4.5 Ease of Use 4.7 Customer Service 4.6 Reviews Sentiment Based on [462 reviews](#user-reviews) Positive 450 Neutral 7 Negative 5 [## Insightly](https://www.capterra.com/p/130671/Insightly/)[4.0 (654)](https://www.capterra.com/p/130671/Insightly/reviews/) Starting Price $29.00/month Value-for-Money 4 Functionality 3.9 Ease of Use 4 Customer Service 3.8 Reviews Sentiment Based on [654 reviews](#user-reviews) Positive 518 Neutral 86 Negative 50 ## Send this comparison chart to my inbox ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. What’s your intended use case? ## Summary * * * Key features rated by users Features selected based on 17,542 reviews from crm software users. about the Fit Score methodology. Fit Score methodology Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about. If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology 79%Fit High performer Feature ratings Data Security 3.5 Contact Management 4.5 Lead Management 4.6 Sales Pipeline Management 4.5 Activity Dashboard 4.6 71%Fit Missing features Feature ratings Data Security NA Contact Management 4.4 Lead Management 4.2 Sales Pipeline Management 4.1 Activity Dashboard 5.0 User satisfaction User satisfaction 4.7 User reviews[462](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Ease of use 4.7 Functionality 4.5 Value for money 4.5 Customer support 4.6 User satisfaction 4.0 User reviews[654](https://www.capterra.com/p/130671/Insightly/reviews/) Ease of use 4.0 Functionality 3.9 Value for money 4.0 Customer support 3.8 Price starts from Price starts from $12Per User, Per Month - Free version - Free trial Price starts from $29Per User, Per Month - Free version - Free trial Best for Best for Best for mid and small businesses, monday CRM is a fully customizable and AI-based CRM that enables revenue to sell faster and streamline communications with innovative tools. Best for Fast-growing businesses in every vertical who want a cloud-based, powerful, affordable, scalable CRM. ## User reviews Pros & cons SG Simran G. Senior Client Success Manager > "From start to finish we've slowly started bringing over our departments onto CRM - starting with customer success into sales & services and now..." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7134314) Ashley N. Founder, Marketing and Operations Specialist > "A few of the preset functionalities have a few gaps. When mporting leads from another platform, the creation log cannot backlog the original data,..." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7137353) AR Anais R. COO > "It works especially well for managing projects and workflows in one place. While there’s a bit of a learning curve to unlock its full potential,..." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7140202) DM Desiree M. Founder > "That means an email about Deal A will also show up under Deal B and Deal C if the same contact is linked, which can create confusion for reps trying..." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7134288) SC Starla C. Project Manager > "I also really love the ability to track and visualize data through as microscopic of a lenses as needed with the use of custom filters and settings." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7134356) SC Starla C. Project Manager > "Also the ability to have boards that allow you to track multiple levels of subitems currently feel very limiting as a feature." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7134356) KT Ken T. Marketing > "The ability to tailor pipelines, automate follow-ups, and integrate with tools like Slack and Gmail has helped us streamline a lot of our manual..." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865580) PB Patrick B. Business Development Specialist > "Something I don't like as much is the email feature, it feels clunky to me and unintuitive, and there are times where I have to write my email in a..." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865146) KK Kadance K. Office Manager > "It’s a flexible and visually appealing platform that makes it easy to manage leads, track progress, and collaborate with my team. Once I got past..." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865049) SE Sandy E. Office Administrator > "I am not a huge fan that some features don't cross over between the two platforms of the CRM and work management, and also, I do wish that it was..." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7134737) JR Jade R. Administrative Assitant > "It's been extremely helpful in organizing my daily work tasks, tracking progress within various teams, and tracking meetings and notes." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865248) SC Starla C. Project Manager > "However, that level of customization, can feel overwhelming and like it comes with confusing guardrails." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7134356) DM Desiree M. Founder > "Email tracking gives you visibility into when recipients open and click, which is great. " [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7134288) VR Verified Reviewer CRM Manager > "The customer support is very weak and also there are many lags in the crm as well, it can be better in terms of UI and need in person demo to..." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6602004) OP Onuora P. Sales representative > "It’s especially helpful when you’re juggling multiple stakeholders or managing different stages of a project within your CRM." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7146939) AC Amelia C. Director of Impact > "I'm sure that monday has this capability, but it is taking me a bit longer to navigate it as it is less intuitive." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865076) MM Marcelo M. CEO > "The flexibility to customize boards and automate processes makes it incredibly efficient for both strategic planning and hands-on execution." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865111) DL Dan L. Customer Care Specialist > "Initially I was intimidated and it was hard to understand, but overall its the same as other CRM software ive used but it has a built in secretary..." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7022065) VR Verified Reviewer Virtual assistant > "While it’s not the cheapest option, the amount of organization, time savings, and team coordination it offers can make it worth the investment,..." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6874146) VK Veronika K. Administrator > "Its a bit cluttered, things are very close together and some things are difficult to access for my older coworkers." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865052) TC Tara C. Owner > "It allows us to keep track of our clients and as a small business this is very important as it’s just the 2 of us." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865127) VR Verified Reviewer Director of Sales and Marketing > "Some plug ins are difficult to integrate with Monday.com." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6866193) SG Simran G. Senior Client Success Manager > "Incredibly easy to set up - within the space of 1 day you can quickly find your feet around monday crm and get it off the ground and in use, which..." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7134314) VR Verified Reviewer Brand and Product marketing lead > "There are too many features sometimes it looks cluttered and confused where to go and what to do and UI is also confusive" [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6596662) OP Onuora P. Sales representative > "The interface is clean and intuitive, and I can keep everyone in the loop without switching tools." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7146939) MP Marlon P. Owner > "The cost - I can't purchase 1 seat as I am a solo operator." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865595) KK Kadance K. Office Manager > "It makes it easy to tailor workflows to fit exactly what my team needs, while keeping everything organized and easy to track at a glance." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865049) HF Haley F. Strategic Assistant > "I personally find the automations a little bit confusing." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865112) VR Verified Reviewer Managing Director > "Linking that to works management has been a massive plus for us, keeping track of deals within the ops team has been a pain." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6880382) BE Bakka E. invetory officer > "I wish they could refund me the subscription that i wasted while using this software." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6486902) VR Valerie R. Northwest Regional Manager > "I like the idea that the person who comes into my role after me will be able to access the entire history of customer interactions and be caught up." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865434) Amanda G. Human Resources Generalist > "The inability to do content searches using MondayDoc is a notable omission from Monday.com." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___5020209) AR Anais R. COO > "Overall, it’s been a really valuable tool for organizing work and improving visibility across teams." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7140202) Amanda G. Human Resources Generalist > "There is nothing I don't like about Monday.com CRM so far, except that it doesn't integrate with our SAP product." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___5020209) TG Taylor G. Manager, Finance and HR > "It's been overall good, a solid 7.5/10 experience - Our team is super technically adept, so we were able to get into the weeds and do some..." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7089128) David O. Reviewer > "It may not be the best fit for larger enterprises or organizations with more complex sales processes." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___4401190) KT Ken T. Marketing > "We've been using Monday.com CRM to manage our sales pipeline and team workflows, and overall it’s been a solid tool." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865580) JM Jenn M. Executive Producer > "I form function is very basic and not visually appealing - I had planned to use it for lead capture of new prospects but it's pretty ugly so I'm..." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3480186) VR Verified Reviewer Managing Director > "The interface is clean and intuitive, so the team actually uses it every day (have lots of non techy people so this helps)." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6880382) Minsu K. CEO > "All board members are unable to copy workspaces." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___4416140) JI Jenn I. Chief Experience Officer > "In less than a week I was able to set up the system and implement a fully automated system for deal management." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865599) FA Francisco A. EA to the VP of Sales > "The way it is set up it gets to the point where you just have far too many boards and its hard to keep track of, you need boards to keep track of..." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3489840) VR Verified Reviewer Managing Director > "Email tracking is a big win, that's helped keep sales team honest and improved visibility a lot." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6880382) Keri K. Systems Manager > "This is generally fixable by archiving items and reducing board content, but it's one of the areas that seems a bit bogged down when we have a lot..." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3477712) MM Marcelo M. CEO > "As a project manager, what I like most about monday CRM is how seamlessly it integrates into my daily workflow." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865111) Greg W. Operations Manager > "Invoicing tracking for multiple projects connecting to a summary or dashboard has proven to be difficult to set up." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3491188) KT Ken T. Marketing > "Great UI/UX for tracking leads and stages" [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865580) Mohammad Bilawal B. Field and Digital Marketing Manager > "I would say as there are many functions available within Monday.com which makes it difficult for big organisations with 1000s of people to use it..." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3254828) VR Valerie R. Northwest Regional Manager > "It organizes my contacts so neatly and makes partner management less overwhelming." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865434) DT Daichi T. Business Development Manager > "We often missed our client agreement due date because there is no platform to manage it with reminder or automation." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3476501) DM Desiree M. Founder > "Overall, I love it and recommend it for most companies that are starting with monday.com The email functionality that it adds is great!" [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7134288) TB Todd B. Director > "Monday.com has a bigger interface, which sometimes makes it harder to put as many things on a page as I wish." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3491250) HF Haley F. Strategic Assistant > "The rep I spoke with was very patient with me, answered all of my questions, and even sent a video recording to explain something to help me..." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865112) Sam L. Broker Associate > "Also have had some issue with tracking activities and losing some meeting notes which can sometimes be unreliable." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3499330) JI Jenn I. Chief Experience Officer > "It’s super easy to set up automations and any question I had I could do a quick Google search and an easy to follow tutorial was available." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865599) JB Jenny B. Project Manager > "When you make copies, it’s a little annoying having to always delete the copy out of the copied item but otherwise LOVE MONDAY!" [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3487482) OP Onuora P. Sales representative > "I’d definitely recommend it to anyone who wants more visibility and control over their customer journey." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7146939) MK Macy K. Marketing Manager > "Sometimes, when you upload files, it can be a bit glitchy and takes a while for another user to see." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3487171) Avery C. Founder > "The functionality of Monday for the low cost is an enormous benefit to our organization." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865195) Keri K. Systems Manager > "On large boards, we begin seeing glitches, like time tracking not immediately working properly." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3477712) MB Mark B. Owner Broker > "I thought Monday CRM was very good and offered good Security, Value for Money, Customer Support, Email, Lead Management" [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___7042537) Robin L. Founder, Consultant > "The system has crashed a few times due to technical errors and we do really rely on Monday.com so that hasn't been ideal." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3477294) Ava H. Staff Software Engineer > "Setting up follow-up reminders helped me stay on top of client interactions without missing important deadlines." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6556911) MM Megan M. Business Development Managerr > "Copying subitems from board to board is a bit tricky as they go out of order." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3312995) PB Patrick B. Business Development Specialist > "Overall i have had a good experience with monday, it helps me and my team stay organized and on the same page" [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865146) SL Sangwoo L. Vice President > "Pro version is losing some features such as multi-level permissions" [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3491450) VR Verified Reviewer Managing Director > "We've tried and failed with a few CRMs over the years but Monday has stuck which is amazing." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6880382) BT Benjamin T. Product Manager > "Lacks a good way to track activities and is buggy with a lot of data" [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3492545) PD Pat D. Sr. Director, Finance > "Monday has been easy to work with and implement, works for multiple departments across the company, and makes project tracking super simple." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6788475) EN Erin N. Partnership Lead > "I do get some error messages when trying to update tasks and change the view." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3487382) BF Beatriz F. Mkt and sales manager > "I would like to sign up eventually because I really adapted to the tools and it has great use in daily tasks and projects management." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6512462) LM Luke M. Owner > "Additionally, the expanded view of items is customizable but not the best." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3477851) VR Verified Reviewer Managing Director > "For sure the best part is how quickly we got it up and running, with no consultants or long setup." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6880382) SW Sean W. CDO > "The mobile app is buggy and often has connection issues. " [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3492795) VR Valerie R. Northwest Regional Manager > "I think once I get into a rhythm with things it will be incredibly helpful and will make me far more efficient." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865434) TP Thomas P. Managing Partner > "Items that fall to the bottom of the lead tracking list get easily forgotten." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3492118) AC Amelia C. Director of Impact > "The user interface is sleek and attractive, and I find the platform easy to navigate." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865076) VV Vyshna V. technical project manager > "I only feel bit frustrated when the Monday portal goes down, as my whole work depends on this CRM" [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3487186) PD Patricia D. Office Manager > "Very interactive, simple enough for all users and the visual is very appealing." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___6865169) SL Stephanie L. Tour Manager > "However, we had months of inconsistencies and threads not logging." [See full review](https://www.capterra.com/p/245800/Monday-CRM/#Capterra___3491242) [View Reviews](https://www.capterra.com/p/245800/Monday-CRM/reviews/) VR Verified Reviewer Founder and Financial Advisor > "Setting up routine tasks and activity reminders was also straightforward, which made it easier to stay organized and maintain..." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___7063285) VR Verified Reviewer Founder and Financial Advisor > "The integrations with other applications wasn't as strong as I was looking for at the time." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___7063285) WA Wilcox A. Managing Solicitor > "We can build functionalities that suites us without spending thousands of dollars with developers,Data can also be connected within..." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6500256) JK Jamie K. Head of Growth > "Insightly was being used for various marketing and sales data processing and activation tasks when I joined, and the account was a real..." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6289050) VR Verified Reviewer Founder and Financial Advisor > "I liked how simple it was to connect related contacts and keep track of important life events and milestones." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___7063285) Jake L. Global Marketing Manager > "It is lacking in some areas- automation workflows for marketing campaigns, and lead scporing on the entry level offer" [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6241262) EP Elizabeth P. Senior Customer Care Specialist > "I like the project management, pipelines, and the ability and ease of adding tasks and comments to various objects." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6324002) TB Taylor B. Director of Design and Engineering > "Insightly is great a simple every day tasks, but does not handle complexity very well." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6324057) NS Nancy S. Program Specialist > "Insightly has helped us to streamline our processes, making our mission easier to manage every day. And the reporting features have..." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6252465) JK Jamie K. Head of Growth > "The lack of user management and access customisation means it is too easy to let poor spiral out of control and ruin your data." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6289050) MB Mark B. Owner Broker > "Good amount of Task Management Features and strong Team Collaboration features." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___7011870) WD Wil D. Owner and Chief Creative Designer > "As a solopreneur, I did not like that a lot of the features available didn't seem designed for me and I felt like I was paying for..." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4996741) MT Marek T. CEO > "The reporting and analytics capabilities provided valuable insights into my business performance. Although there were limitations in..." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4809973) MT Megan T. Case Manager > "App Connect is very expensive." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6331899) MB Mark B. Owner Broker > "It offers very good Security, has a fair Value for Money for individuals and teams." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___7011870) Andrew E. Managing Director > "However for some of the tasks we need it for, there are often gaps in the UI and areas where the documentation is severely lacking." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3744103) LSA Liliana Sofia A. GED > "With this platform, I can organize and manage all my contacts, leads, and tasks in one place efficiently." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4934881) VR Verified Reviewer Chief of Staff > "There are limitations of features based on what product you are using and the cost jumps between products can be up to double the cost." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4651623) NS Nancy S. Program Specialist > "We have evolved from the early days of our organization and Insightly has evolved with us. As we learn its capabilities, we continue..." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6252465) SR Scott R. Sales manager > "Sometimes finding the right space to put notes becomes a little onerous and can be clunky when trying to find a contact within a..." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4023235) AC Amanda C. Director of Customer Service > "Custom modules have their limitations but have worked very well for our business so far." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6339575) SC Shelley C. National Marketing Manager > "Having the tiers of product offering based on pricing with limited functionality is disappointing at times especially when it comes to..." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3979043) MT Marek T. CEO > "Additionally, the reporting and analytics tools provided valuable insights into my sales pipeline and overall business performance." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4809973) David H. CEO > "We switched over from Zoho which was universally hated by our sales guys." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___5079007) MB Mark B. Owner Broker > "Good expensive Customer Support if needed." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___7011870) Denise W. Marketing Specialist > "For some reason, the columns on the Relate and Activity tabs don't remember my saved column width." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3811544) LSA Liliana Sofia A. GED > "I love being able to customize the CRM to my needs and follow the entire customer lifecycle from start to finish." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4934881) MS Matthew S. Head of Client Engagement & Services > "So I need to select the item from within the report and change the value. But I cant do this quickly from within the report." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3981056) Sai R. Client Project Manager > "Insightly is an exceptional CRM platform that allows sales, customer success teams to be efficient and collaborative." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4924601) RM Rosalina M. Executive Assistant/ Freelancer > "Client care: A few clients generally disapprove of client care, especially around reaction times and the nature of help gave." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4633742) MT Marek T. CEO > "The task and project management capabilities were robust, helping me stay organized and collaborate effectively with my team." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4809973) PN Patrick N. office manager > "The entire interface and user experience is very poor." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___5039601) NS Nancy S. Program Specialist > "From the customizable fields to the reporting features, it does everything we need for it to do." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6252465) MC Monique C. Sales manager > "It didn’t help improve work flow and it’s hard to organize data" [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3977730) HB Hemal B. CEO > "I have connected multiple apps, such as QuickBooks Online, Google Drive, Twilio, Slack, and many more." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4997928) TA Taig A. proposal review > "it takes a secound to load and there can be issues updating accounts" [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4022522) NG Natalie G. Operations & Training Manager > "We love Insightly and have solved the major issue of project management as well as integration with Quickbooks so we can have a high..." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4646099) MS Matthew S. Head of Client Engagement & Services > "This is a terrible UI and UX for a modern product today that is now significantly behind the the currently expected standard." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3981056) RM Roejan M. lead gen admin > "Streamlining communication: Insightly helps to keep all customer interactions, emails, and calls in one central location, which allows..." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4684943) SJ Scott J. President > "The tasks, leads, sales pipeline seems cumbersome. " [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4646119) AM Alex M. Media Coordinator > "I appreciate how Insightly easily allows us to organize large amounts of data, create clearly-readable reports, and allow each..." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4635518) VR Verified Reviewer Client Lead > "Relatively expensive" [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6239438) NH Natalie H. Executive Assistant and Founder > "Really solving the previous bulky way of handover info by email, this software enables us all to see where projects are at, what needs..." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4180718) AT Anupam T. Salea Executive > "The software stuck a lot when multiple users use at same time." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4621711) LS Lizzie S. Client Services Manager > "We use Insightly to organize our clients data internally, but also have it available to the necessary personnel in our company and..." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3977762) EN Enni N. communications coordinator > "The software is a bit pricey compared to other similar services." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4477342) DJ Daniel J. Accountant > "I use the free version of the software as we have been a startup accountancy firm and it was the best system we found among quite a few..." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3824689) LR Louisa R. Admin/Advice > "The cost to the business - I don't feel as though we use all the features we pay for" [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3982853) AL Amber L. Project Manager > "Secondly, the customization Insightly allows with the custom objects has really allowed a level of visibility within the company that we..." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4635537) SG Susan G. Chief Marketing Officer > "The graphical elements are uninspiring." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4669547) MT Marek T. CEO > "The platform provided a user-friendly interface that made it easy to manage and track customer relationships." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4809973) MS Matthew S. Head of Client Engagement & Services > "The user interface is very old fashioned and clunky." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3981056) RM Rosalina M. Executive Assistant/ Freelancer > "Customization choices: Insightly offers a serious level of customization, permitting organizations to fit the product to meet their..." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4633742) VR Verified Reviewer Account Manager Assistant > "I am not able to utilize all of the features of Insightly" [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4023889) HM Hanane M. Freelance > "Insight features a comprehensive feature set, and is easy to use, making it a popular choice for companies looking to streamline their..." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6149179) MX Mai X. Proposal review > "With a lot of tabs, it’s not grouped together" [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4023255) AW Adam W. Data Administrator > "I use it every day to track individual tasks and projects and its a great way for my manager to keep track of where I am up to" [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4657576) Austin T. Manager of Information Systems > "My company switched from Salesforce to Insightly due to Salesforce's high-pressured sales people and lack of being customer-focused." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___2885969) JS Jonathan S. Executive Director > "It also manages and tracks our teams progress on projects, events, and programs much better than using spreadsheets or other options we..." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4046877) VR Verified Reviewer Owner > "no customer service / expensive for the type of tool" [See full review](https://www.capterra.com/p/130671/Insightly/#GetApp___4092696) DC Divaldo C. CEO > "It was one of my first contacts with CRM many years ago, I was delighted to be able to control all contacts centrally." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4940057) SC Sharon C. Data Analyst > "could be difficult to get exactly the data I was looking for." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3978345) LSA Liliana Sofia A. GED > "The intuitive and easy-to-use interface makes it a breeze to organize and access my contacts, leads, and tasks." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4934881) SC Sharon C. Data Analyst > "uploads did not always work as intended." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3978345) MT Marek T. CEO > "One of the things I liked most about Insightly was its comprehensive CRM functionality." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4809973) NG Natalie G. Operations & Training Manager > "They aren't as easy to use and can be clunky at times." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4646099) AM Alex M. Media Coordinator > "Insightly is a great tool for organizations to manage large amounts of data and clearly visualize their progress via reports." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4635518) RS Ross S. Director of Sales & Marketing > "Instead, they are add-ons." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4081600) Jake L. Global Marketing Manager > "At the same time, it is priced quite low at the entry level so may fit your needs!" [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6241262) VR Verified Reviewer Director of Marketing and Business Development > "I think it is kind of expensive per user." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3603341) NS Nancy S. Program Specialist > "We have used Insightly for 8 years now and it has been so user-friendly to build our Program database." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___6252465) SL Samantha L. Office Manager > "There is no live chat support, which leaves me in a hard position to get the most out of the software." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___2400701) JS Jonathan S. Inside Sales Representative > "Insightly helps me keep every stage of my project neatly organized, from lead all the way to completion." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___4668551) VR Verified Reviewer Operations Manager > "Developing tools and processes internally to accommodate for this was less desirable than just moving to a new product." [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___2500117) JL Jaysen L. Senior IT Manager > "For a small to medium sized organization this enables you to focus on your business and not on tons of technical resources to support. " [See full review](https://www.capterra.com/p/130671/Insightly/#Capterra___3978456) VR Verified Reviewer Director of Marketing > "Tried twice to ask for support via their email support system - NADA. Called, and got "please use email" and then got hung up on. " [See full review](https://www.capterra.com/p/130671/Insightly/#GetApp___2603922) [View Reviews](https://www.capterra.com/p/130671/Insightly/reviews/) ## User interface 4.69 (462) [Insightly](https://www.capterra.com/p/130671/Insightly/) 4.04 (654) ## Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ### Features Do these products fit your needs? Prioritize real-user-identified key features according to your needs to find your best fit. \--% Fit vs \--% Fit Activity Dashboard 207 Important AI Copilot 150 Important Alerts/Notifications 120 Important monday CRM Top features 37/40 - Activity Dashboard - AI Copilot - Alerts/Notifications - API - Calendar Management - Campaign Management - Contact Management - Customer Journey Mapping - Customizable Fields - Customizable Reports - Data Import/Export - Data Security - Document Storage - Drag & Drop - Email Management - Email Marketing - Email Templates - Forecasting - Generative AI - Interaction Tracking - Lead Capture - Lead Generation - Lead Management - Lead Qualification - Lead Scoring - Marketing Automation - Mobile Access - Multi-Channel Communication - Predictive Analytics - Quotes/Estimates - Referral Tracking - Reminders - Reporting/Analytics - Sales Pipeline Management - Sales Reports - Segmentation - Task Management - Territory Management - Third-Party Integrations - Workflow Management [See all features](https://www.capterra.com/p/245800/Monday-CRM/#features) Insightly 33/40 - Activity Dashboard - AI Copilot - Alerts/Notifications - API - Calendar Management - Campaign Management - Contact Management - Customer Journey Mapping - Customizable Fields - Customizable Reports - Data Import/Export - Data Security - Document Storage - Drag & Drop - Email Management - Email Marketing - Email Templates - Forecasting - Generative AI - Interaction Tracking - Lead Capture - Lead Generation - Lead Management - Lead Qualification - Lead Scoring - Marketing Automation - Mobile Access - Multi-Channel Communication - Predictive Analytics - Quotes/Estimates - Referral Tracking - Reminders - Reporting/Analytics - Sales Pipeline Management - Sales Reports - Segmentation - Task Management - Territory Management - Third-Party Integrations - Workflow Management [See all features](https://www.capterra.com/p/130671/Insightly/#features) ### Recognition monday CRM is recognized as a top-rated tool in 4 Capterra Shortlist reports Insightly is recognized as a top-rated tool in 5 Capterra Shortlist reports ### Deployment & support monday CRM Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Insightly Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - Mobile Android - Mobile iPhone - Mobile iPad Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos ### Company Details monday CRM - By monday.com - Located in Israel - Founded in 2014 Insightly - By Insightly - Located in United States - Founded in 2010 ## Popular Comparisons [monday CRM](https://www.capterra.com/p/245800/Monday-CRM/)[4.69 (462)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) vs [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,782)](https://www.capterra.com/p/61368/Salesforce/reviews/) $12/month Price $25/month 4.5 Features 4.4 4.7 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/61368-245800/Salesforce-vs-Monday-CRM) [Insightly](https://www.capterra.com/p/130671/Insightly/)[4.04 (654)](https://www.capterra.com/p/130671/Insightly/reviews/) vs [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,782)](https://www.capterra.com/p/61368/Salesforce/reviews/) $29/month Price $25/month 3.9 Features 4.4 4.0 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/61368-130671/Salesforce-vs-Insightly) [monday CRM](https://www.capterra.com/p/245800/Monday-CRM/)[4.69 (462)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) vs [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.52 (4,458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) $12/month Price $20/month 4.5 Features 4.4 4.7 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/152373-245800/HubSpot-CRM-vs-Monday-CRM) [Insightly](https://www.capterra.com/p/130671/Insightly/)[4.04 (654)](https://www.capterra.com/p/130671/Insightly/reviews/) vs [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.52 (4,458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) $29/month Price $20/month 3.9 Features 4.4 4.0 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/130671-152373/Insightly-vs-HubSpot-CRM) [monday CRM](https://www.capterra.com/p/245800/Monday-CRM/)[4.69 (462)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) vs [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,973)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) $12/month Price $14/month 4.5 Features 4.3 4.7 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/155928-245800/Zoho-CRM-vs-Monday-CRM) [Insightly](https://www.capterra.com/p/130671/Insightly/)[4.04 (654)](https://www.capterra.com/p/130671/Insightly/reviews/) vs [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[4.31 (6,973)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) $29/month Price $14/month 3.9 Features 4.3 4.0 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/130671-155928/Insightly-vs-Zoho-CRM) [monday CRM](https://www.capterra.com/p/245800/Monday-CRM/)[4.69 (462)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) vs [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (730)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) $12/month Price $7/year 4.5 Features 4.5 4.7 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/204998-245800/Bigin-by-Zoho-CRM-vs-Monday-CRM) [Insightly](https://www.capterra.com/p/130671/Insightly/)[4.04 (654)](https://www.capterra.com/p/130671/Insightly/reviews/) vs [Bigin by Zoho CRM](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/)[4.71 (730)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) $29/month Price $7/year 3.9 Features 4.5 4.0 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/130671-204998/Insightly-vs-Bigin-by-Zoho-CRM) [monday CRM](https://www.capterra.com/p/245800/Monday-CRM/)[4.69 (462)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) vs [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[4.53 (3,050)](https://www.capterra.com/p/132666/Pipedrive/reviews/) $12/month Price $19/month 4.5 Features 4.3 4.7 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/132666-245800/Pipedrive-vs-Monday-CRM) [Insightly](https://www.capterra.com/p/130671/Insightly/)[4.04 (654)](https://www.capterra.com/p/130671/Insightly/reviews/) vs [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[4.37 (5,822)](https://www.capterra.com/p/157279/Dynamics-365/reviews/) $29/month Price $50/month 3.9 Features 4.3 4.0 Ease of Use 4.1 [View full comparison](https://www.capterra.com/compare/130671-157279/Insightly-vs-Dynamics-365) [monday CRM](https://www.capterra.com/p/245800/Monday-CRM/)[4.69 (462)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) vs [Kylas Sales CRM](https://www.capterra.com/p/210630/Kylas/)[4.81 (573)](https://www.capterra.com/p/210630/Kylas/reviews/) $12/month Price $250/month 4.5 Features 4.7 4.7 Ease of Use 4.8 [View full comparison](https://www.capterra.com/compare/210630-245800/Kylas-vs-Monday-CRM) [Insightly](https://www.capterra.com/p/130671/Insightly/)[4.04 (654)](https://www.capterra.com/p/130671/Insightly/reviews/) vs [Odoo](https://www.capterra.com/p/135618/Odoo/) [4.20 (1,306)](https://www.capterra.com/p/135618/Odoo/reviews/) $29/month Price $31.1/month 3.9 Features 4.2 4.0 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/130671-135618/Insightly-vs-Odoo)