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What is monday.com CRM?
monday.com CRM is an AI-powered visual customer relationship management platform designed to manage leads, contacts, sales pipelines, and customer relationships. It features built-in AI agents for lead sourcing, calling, meeting preparation, and deal management, alongside extensive customization and automation capabilities. The platform adapts to workflows rather than forcing teams into rigid processes.
monday.com CRM news
monday.com Transforms to AI Work Platform
Major platform transformation redefining the future of work with people and AI agents working side by side
Source: monday.com About ↗Expanded Global Presence in Americas
Opened new Atlanta office and enlarged São Paulo hub to support continued growth across global markets
Source: monday.com About ↗New London Headquarters Opens
EMEA headquarters opened in London, marking major milestone in growth across Europe, Middle East, and Africa region
Source: monday.com About ↗Partner Program Delivers Strong Results
Partners achieved 100% year-over-year growth in service revenues, with commissioned Total Economic Impact Study by Forrester Consulting
Source: monday.com About ↗
Key features
Lead Sourcing Agent
AI agent that proactively finds, enriches, and scores new leads matching your target customer profile to maintain a qualified pipeline
Calling Agent
AI-powered agent that calls, qualifies, and engages leads around the clock using custom playbooks, with automatic call summary logging
AI Meeting Prep Agent
Automatically delivers a full briefing before every customer meeting with relevant context and insights
AI Meeting Notetaker
Records meetings, transcribes conversations, and transforms insights into actionable next steps
Visual Pipeline Management
Kanban-style board interface for managing deals, contacts, and leads with customizable columns and data fields
Automation Engine
Create custom automations for repetitive tasks, with automation limits based on plan tier (250 to 25K+ per month)
Email & Communication Hub
Centralized timeline showing all emails, calls, meetings, and notes per contact; mass email and email sequence capabilities on higher plans
Contact Management
Track unlimited contacts (on Pro/Ultimate) with contact limits on lower tiers (1,000 on Basic, 10,000 on Standard)
Workflow Integrations
Native integrations with Outlook, Gmail, Slack, Zoom, QuickBooks, Google Workspace, DocuSign, and hundreds more
Custom Dashboards
Build data-driven dashboards with insights into team performance, pipeline health, and sales metrics
monday.com CRM pricing
Pricing is seat-based with minimum 3 users, then in increments of 5. Yearly plans offer 33% discount vs. monthly billing. Free 14-day trial available. Custom quotes for more than 40 users.
| Plan | Price | What's included |
|---|---|---|
| Basic | $12/seat/month (annual) or $18/seat/month (monthly) | 1 workspace, 1 custom dashboard, 1,000 active contacts & deals, 5 columns per board max, 20 quotes & invoices/month, AI usage (1 workspace), 14-day free trial |
| Standard | $17/seat/month (annual) or $25/seat/month (monthly) | 3 workspaces, 5 custom dashboards, 10,000 active contacts & deals, 15 columns per board, 50 quotes & invoices/month, 250 custom automations/month, centralized comms hub, iOS & Android apps, all Standard AI agents (lead sourcer, caller, meeting prep, notetaker) |
| Pro | $28/seat/month (annual) or $41/seat/month (monthly) | 15 workspaces, 50 custom dashboards, 100,000 active contacts & deals, 75 columns per board, 250 quotes & invoices/month, 25K custom automations/month, mass emails, email sequences, AI workflow builder, AI-powered data fields, all Pro AI agents |
| Ultimate | Custom pricing (contact sales) | Unlimited workspaces, unlimited contacts & deals, unlimited custom dashboards, unlimited columns per board, unlimited quotes & invoices, enterprise-scale automations, 25,000 API calls/day, HIPAA compliance, advanced permissions & security governance, advanced log rules, white-glove migration, 24/7 priority support, tailored onboarding |
Pros & cons
Pros
- + Intuitive and user-friendly interface with visual organization
- + Seamless integrations with 100+ tools (Outlook, Gmail, Slack, Zoom, QuickBooks, Google Workspace, DocuSign)
- + Powerful automation capabilities that reduce manual, repetitive tasks
- + AI agents for lead sourcing and outreach require minimal setup
- + Highly customizable to fit different workflows and industries
- + Unified platform supporting both pre-sales and post-sales processes
- + Strong G2 rating (4.5/5 out of 1,974 reviews)
- + Good for teams of any size, from small to enterprise
- + Mobile apps (iOS & Android) for on-the-go access
- + Centralized communication hub keeping all customer touchpoints visible
Cons
- − Complex initial setup and onboarding for new users
- − Steep learning curve due to extensive customization options
- − Complex and glitch-prone automation setup
- − Limited native integrations relative to number of tools available
- − Quotes and invoices features lag behind dedicated invoicing tools
- − UI can feel overly colorful or cluttered for some users
- − Automation setup requires technical knowledge on higher tiers
- − Data enrichment and dropdown field limitations reported by users
Who is monday.com CRM best for?
- • Sales teams managing pipelines and lead qualification
- • Growing companies needing scalable CRM without rigid processes
- • Teams already using monday.com's work management platform
- • Organizations wanting AI-powered lead sourcing and engagement
- • Businesses prioritizing visual, customizable workflows
- • Companies serving multiple customer segments
- • Teams integrating CRM with project management on one platform
Frequently asked questions
Is there a free version of monday CRM?
No permanent free plan, but you get a 14-day free trial of the Pro plan. Nonprofits may qualify for free or discounted access after applying.
How does pricing work?
Pricing is based on two factors: the plan tier you choose and the number of users. Plans start at 3 users minimum, then scale in increments of 5. Yearly billing offers 33% discount over month-to-month.
Can I pay monthly?
Yes, monthly plans are available but cost more than annual plans. Annual plans recommended for cost savings.
What AI capabilities are included?
All paid plans include AI credits. Standard+ tiers include lead sourcer agent, calling agent, meeting prep agent, AI notetaker, and AI work assistant (Sidekick). Pro+ adds AI workflow builder and AI-powered data fields.
How many contacts can I store?
Basic: 1,000 active contacts, Standard: 10,000, Pro: 100,000, Ultimate: Unlimited
What integrations are available?
Native integrations with Outlook, Gmail, Slack, Zoom, QuickBooks, Google Workspace, DocuSign, and 100+ additional tools via API.
