monday CRM
CRM software
Email tracking software
Sales performance management software
Sales acceleration software
Contact management software
Customer experience software
Lead management software
Salesforce software
Sales force automation software
AI CRM tools
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$36 per month
Free Trial
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Small
Medium
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- Construction
- Professional services (engineering, legal, consulting, etc.)
- Agriculture, fishing, and forestry
What is monday CRM
monday CRM is a sales-focused customer relationship management application built on the monday.com Work OS platform. It supports lead and deal tracking, contact and account management, sales activity logging, and pipeline reporting for small to mid-sized teams that want configurable workflows. The product emphasizes visual boards, automation rules, and integrations with email and common business tools to adapt CRM processes without heavy development.
Highly configurable sales workflows
monday CRM uses customizable boards, columns, and views to model pipelines, lead stages, and sales processes. Teams can tailor fields, statuses, and automations to match how they qualify leads and manage deals. This flexibility is useful for organizations that find rigid CRM objects and page layouts limiting. It also supports multiple pipelines and templates to standardize setups across teams.
Work OS automation and integrations
The platform includes rule-based automations for task creation, stage changes, notifications, and handoffs between roles. It integrates with common email, calendar, and collaboration tools, and it supports additional connections via integration hubs and APIs. This helps reduce manual updates and keeps sales activity aligned with delivery or customer-facing teams. Compared with many SMB CRMs, the workflow layer is a central design element rather than an add-on.
Visual pipeline and reporting views
monday CRM provides kanban-style and table views for pipeline management, plus dashboards for tracking activity and outcomes. Users can monitor deal stages, owner performance, and workload using configurable widgets. The interface is designed for quick scanning and updating, which can improve adoption for teams that prefer spreadsheet-like interaction. Reporting is accessible to non-technical users through drag-and-drop configuration.
Advanced CRM depth varies
Organizations needing complex enterprise CRM capabilities (for example, highly granular role hierarchies, advanced territory management, or deep object relationships) may find limitations compared with more specialized enterprise suites. Some advanced sales operations features may require additional configuration, apps, or workarounds. As requirements grow, governance and consistency across many boards can become harder to maintain. Buyers should validate fit for complex data models and multi-entity processes.
Email tracking depends on setup
Email sync, tracking, and activity capture depend on connecting mail providers and configuring how communications are logged. Teams expecting comprehensive out-of-the-box email sequencing and deliverability controls may need additional tools or integrations. Reporting on email engagement can vary by provider and configuration. This can add implementation effort for sales acceleration-style workflows.
Customization can increase admin load
The same flexibility that enables tailored workflows can create ongoing administration needs, especially when multiple teams build their own boards and automations. Without strong standards, fields and stages can diverge, making cross-team reporting less consistent. Automation sprawl can also complicate troubleshooting when processes change. Larger deployments typically require dedicated ownership for data hygiene and process governance.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Basic | $12 per seat/month (billed annually) — $18 per seat/month (billed monthly) | Limits: 1,000 active contacts & deals; 1 custom dashboard; 5 columns per board max; 20 quotes & invoices/month; 1 workspace; includes custom automations; AI features available. |
| Standard | $17 per seat/month (billed annually) — $25 per seat/month (billed monthly) | Limits: 10,000 active contacts & deals; 5 custom dashboards; 15 columns per board max; 50 quotes & invoices/month; 3 workspaces; 250 custom automations/month; AI features. |
| Pro | $28 per seat/month (billed annually) — $41 per seat/month (billed monthly) | Limits: Unlimited contacts & deals; 50 custom dashboards; 75 columns per board max; 250 quotes & invoices/month; 15 workspaces; 25,000 custom automations/month; advanced AI features. |
| Enterprise (Ultimate) | Custom pricing — Contact sales | Enterprise features: lead scoring, mandatory fields, team goals, advanced analytics (dashboards up to 50 boards), account management, documents for sales, 250K automation/integration actions/month, enterprise-grade security & governance, HIPAA compliance. |
Seller details
monday.com Ltd.
Tel Aviv-Yafo, Israel
2012
Public
https://monday.com/
https://x.com/mondaydotcom
https://www.linkedin.com/company/mondaydotcom/
