monday CRM
7.4/10Sales CRM built on the monday.com work platform, with pipeline, lead and contact boards, email tracking, sequences and AI sales agents, for small and mid-sized sales teams.
Data last updated November 2026 · Our methodology
Overview
monday CRM is the sales product in the monday.com family. It uses the same board-based interface as monday work management to track contacts, leads, deals and pipelines. Emails sync from Gmail and Outlook and fill in CRM fields automatically. The Pro tier adds mass emails and email sequences, and monday campaigns handles email marketing. The current release leans heavily on AI. It includes lead scoring and enrichment agents, a pipeline monitor agent that flags stalled deals, an AI notetaker for calls, and AI-backed forecasting. It suits teams that want a CRM they can reshape with custom columns and automations, especially if they already run projects in monday.com. Pricing is per seat with a three-seat minimum, and seats are sold in fixed buckets, so a team of four pays for five. Basic, Standard and Pro have public prices, and annual billing costs noticeably less than monthly. Ultimate, formerly Enterprise, is quoted by sales, and teams above 40 users need a quote. The lower tiers are tightly capped. Basic allows one workspace, one dashboard, 1,000 contacts and five columns per board. Standard allows 250 automations a month. G2 reviewers often say monday CRM lacks depth compared with dedicated sales CRMs, especially for calling, texting and template automation, and there is no free plan, only a 14-day trial.
Our Rating
Who monday CRM is best for
Good fit
- Mid-Market8/10
Pro allows 100,000 contacts, 25,000 automations a month, email sequences and 50 dashboards, which covers most mid-sized sales operations.
Pipeline monitoring, lead scoring agents, email tracking and sequences are built for sales workflows, though reviewers note gaps in calling and texting.
Basic and Standard are affordable per seat, but the three-seat minimum, seat buckets and tight Basic limits reduce the value for very small teams.
Less suited
Ultimate adds advanced permissions, HIPAA compliance and 24/7 priority support, but reviewers say it has less depth than dedicated enterprise CRMs.
The three-seat minimum and lack of a free plan make it a poor fit for solo users.
Pros & Cons
Pros
- Uses the same flexible board model as monday work management, so teams already on monday.com can link sales pipelines to project delivery.
- Built-in AI agents score and enrich leads, flag stalled deals and summarize calls without a separate tool.
- Gmail and Outlook sync fills CRM fields from emails automatically, which cuts manual data entry for reps.
- Strong review scores of about 4.6 on G2 and 4.7 on Capterra, according to third-party summaries.
Cons
- Three-seat minimum and bucketed seats mean small teams pay for seats they do not use, and there is no free plan.
- Basic is very restricted, with one dashboard, 1,000 contacts and five columns per board, which pushes most teams to Standard or Pro.
- G2 reviewers often say it lacks features found in dedicated sales CRMs, especially native calling, texting and template automation.
- Email sequences and mass emails are reserved for Pro, and monthly billing costs much more than annual billing (41 versus 28 USD per seat on Pro).
Key Features
monday CRM Pricing
Basic
or $144/user/year (save 33%)
- 5 columns per board
- 1,000 contacts and deals
- 20 quotes or invoices per month
- 1 workspace and 1 custom dashboard
- Annual price is 12 USD per seat per month
Standard
or $204/user/year (save 32%)
- Communications hub
- iOS and Android apps
- 10,000 contacts and deals
- 250 automations per month
- 3 workspaces and 5 dashboards
- Annual price is 17 USD per seat per month
Pro
or $336/user/year (save 32%)
- AI workflow builder
- 100,000 contacts and deals
- 25,000 automations per month
- 15 workspaces and 50 dashboards
- Mass emails and email sequences
- Annual price is 28 USD per seat per month
Ultimate
- HIPAA compliance
- White-glove migration
- 24/7 prioritized support
- 25,000 API calls per day
- Advanced permissions and log rules
- Unlimited workspaces, contacts and dashboards
Frequently Asked Questions
No. monday CRM offers a 14-day free trial with no credit card required, but unlike monday work management it has no permanent free tier. Qualifying nonprofits may get free or discounted access.
Plans start at three seats, and seats are sold in buckets such as 3, 5, 10 and 15, so a team of four pays for five. Teams of more than 40 users need a sales quote.
Mass emails and email sequences are part of the Pro plan, which costs 28 USD per seat per month billed annually or 41 USD billed monthly.
The product page describes an AI Calling Agent for outreach and qualification, a Zoom integration and an AI notetaker for call transcripts, but it does not describe a native dialer. Reviewers flag calling as a gap.
The top tier is now called Ultimate, formerly Enterprise. It is custom-priced and adds unlimited workspaces and contacts, advanced permissions, HIPAA compliance and 24/7 prioritized support.
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