monday CRM review

monday CRM takes monday.com's flexible boards and shapes them around leads, contacts and deals. For a team that already runs projects in monday.com, that is the main appeal: sales and delivery live on one platform, and a closed deal can hand off to an onboarding board without another tool. Basic covers lead, contact and deal management with a quote and invoice allowance, Standard adds sales automations, a communications hub and AI agents such as a meeting notetaker, and Pro adds mass emails and email sequences. Ultimate replaces the old Enterprise tier. AI credits are included in paid plans. It is one of the easiest CRMs to customize visually. The weaknesses are depth and pricing structure. Forecasting and sequences are less mature than in Pipedrive or Zoho, and seats are priced by billing country, so the page showed us euros and our USD check is pending. Buy it if your company already standardizes on monday.com.

Who it is for

Teams already using monday.com that want sales on the same platform.

Price

See vendor pricing (USD check pending).

US price check pending. See the vendor pricing page.

Key features

• Lead, contact and deal boards on Basic
• Quotes and invoices with monthly allowances
• Sales automations, a communications hub and AI agents such as a meeting notetaker on Standard
• AI credits included in paid plans
• iOS and Android apps with offline access

Strengths and weaknesses

• Strength: Very easy to customize boards and views
• Strength: Fits teams that already plan work in monday.com
• Strength: Strong visual dashboards
• Weakness: Seats are sold in bundles by team size, and there is no free plan, only a 14-day trial
• Weakness: Automation depth trails dedicated sales CRMs
• Weakness: Our USD price check is pending because the page showed euros

Key facts

• Plans: Basic, Standard, Pro, Ultimate
• Pricing basis: Per seat, set by billing country
• Mobile apps: iOS and Android

Where it ranks

monday CRM is No. 8 in our Best CRM Software verdict.