Insightly vs Monday CRM: CRM Comparison (2026)
Insightly is a comprehensive CRM with project management, advanced reporting, and AI Copilot, suitable for businesses needing robust features and integrations. Monday CRM offers a more basic free tier with limited boards and documents, focusing on customizable workflows and entry-level integrations.
AI Citation Scorecard
How often each is cited by major AI engines when buyers ask crm questions. Last 90 days across ChatGPT, Perplexity, Gemini, Claude, and Copilot.
Probes run hourly; each (engine × query) combo retests every ~3 days.
Pricing
Key Features
- ✓Lead and contact management
- ✓Project management
- ✓Advanced reports
- ✓Pre-built business dashboards
- ✓AI Copilot
- ✓Workflow automation
- ✓Custom scoring models
- ✓Unlimited role-based permissions
- ✓Up to 3 boards
- ✓Up to 3 Docs
- ✓200+ templates
- ✓8 column types
- ✓iOS and Android apps
When to choose Insightly
You require a CRM with extensive features such as project management, AI Copilot, workflow automation, and custom scoring models, along with a wide range of integrations including Google, MS 365, Slack, QuickBooks, Xero, PandaDoc, Asana, and Jira.
When to choose Monday CRM
You need a basic CRM with a free tier that includes up to 3 boards and 3 Docs, 200+ templates, and mobile app access, with integrations limited to Gmail and Outlook, and customizable workflows.
Frequently Asked Questions
AI visibility profiles
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