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MarTech Audit

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MarTech Audit — Free marketing technology stack comparison tool. Built in Phoenix, AZ. Data verified March 2026.

Sponsored by Helios AI Services — Custom AI tools for small businesses.

Tools/Insightly vs Monday CRM

Insightly vs Monday CRM

Side-by-side comparison to help you choose the right crm tool for your stack.

Quick Verdict

Rating

Monday CRM

Reviews

Insightly

Price

Insightly
Insightlyfreemium
Monday CRMpaid
Rating
4.1 / 5
4.7 / 5
Reviews
1,589
1,474
Best For
Professional services firms and agencies that need CRM with built-in project management to track work after the deal closes
Teams already using Monday.com for project management who want CRM in the same workspace
Pricing
From $29/mo
From $15/mo
Free Plan
Yes
No
Setup Time
hours
hours
Learning Curve
moderate
minimal
Zapier
Yes
Yes
Integrations
5 tools
15 tools

Insightly

4.1 / 51,589 reviews

G2 Satisfaction Scores

Ease of Use
8.0
Ease of Setup
8.2
Quality of Support
7.6
Meets Requirements
7.8
Ease of Admin
8.0
Likely to Recommend
7.6

Rating Distribution

5 star
46%
4 star
38%
3 star
10%
2 star
4%
1 star
3%

+ Built-in project management — convert won deals into projects without switching tools

+ Relationship linking maps connections between contacts, organizations, and projects

- Free plan limited to 2 users and 2,500 records

“Insightly is the only CRM where we can close a deal and immediately convert it into a project with tasks and milestones — all in the same system. Our consultants don't need a separate project management tool.”

Monday CRM

4.7 / 51,474 reviews

G2 Satisfaction Scores

Ease of Use
9.0
Ease of Setup
8.7
Quality of Support
8.6
Meets Requirements
8.5
Ease of Admin
8.8

Rating Distribution

5 star
79%
4 star
19%
3 star
2%
2 star
0%
1 star
0%

+ Highly visual and customizable boards for managing sales workflows

+ Doubles as project management so teams can stay in one tool

- Minimum 3-seat requirement raises the effective entry price

“We already lived in Monday for task management. Adding CRM boards meant our sales and ops teams finally shared one source of truth.”
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