Comparison
Insightly vs monday sales CRM
Side-by-side comparison of Insightly and monday sales CRM. See pricing, features, ratings, and more.
| Feature | Insightly | monday sales CRM |
|---|---|---|
| Rating | 3.8 / 5 | 4.3 / 5 |
| Reviews | 1 | 1 |
| Categories | Project CRM, Sales CRM, CRM Reporting | Sales CRM, CRM Customization, Project CRM |
| Pricing | From $29 | From $12 |
| Pricing Model | paid | paid |
| Pros | Won opportunities convert into projects with contact history attached — the sale-to-delivery handover disappears, Competitive per-user pricing: $29/$49/$99 per month billed annually at time of writing, 14-day trial with no credit card, plus a free tier for up to 2 users per their comparison PDF, Record, storage and email-send ceilings rise reasonably across tiers (100k to 500k records), AppConnect is a genuine iPaaS for firms that need real system-to-system automation | Board-based flexibility adapts to non-standard sales processes better than rigid-pipeline CRMs, Automation builder is plain-language and reliable; Pro tier's 25,000 monthly actions is generous, Quotes and invoices generated from deals cover the small-team billing gap without extra software, Deep integration ecosystem (Gmail, Outlook, Slack, QuickBooks, DocuSign, hundreds more) plus API from Standard up, AI agents, meeting notetaker and AI credits bundled into every paid plan |
| Cons | Bundle economics hurt: AppConnect adds $3,000 mandatory setup, plus $1,500 guided onboarding and 20%-of-license support with a $3,000 floor on bundle deals, The platform is rigid — limited layouts and object model, so unusual processes bend to the tool, Reporting and UI feel dated next to HubSpot and Salesforce, Marketing and Service products are separate purchases and trail category leaders, The mobile app covers basics but has never felt as finished as desktop | 3-seat minimum on paid plans, so solo sellers are locked out of the cheap end, Plan caps (1,000 contacts and one dashboard on Basic) push growing teams up-tier quickly, AI usage is metered in credit bundles — heavy use is an ongoing overage cost, Unconstrained board design sprawls without admin discipline; governance features sit on the top tier, List pricing is inconsistent across trackers ($12/$17/$28 vs $15/$20/$33) and varies by billing country |
| Best For | Professional services firms and agencies that want the pipeline and the project delivery record in one system. | Small to mid-size sales teams whose process doesn't fit a standard pipeline and who want a configurable CRM with strong automation, quotes, and a broad integration stack. |
| Launch Year | — | — |
| HQ Country | US | IL |