Monday CRM

Monday CRM helps small businesses manage sales pipelines, customer interactions, and workflows.

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  • Overview
  • Features
  • Pricing
  • Pros
  • Cons
  • Reviews

Monday CRM Overview

  • Updated December 9, 2025

Monday CRM is a customer relationship management solution designed to help small businesses organize sales processes, manage client interactions, and streamline team collaboration. It offers customizable pipelines, automation tools, and clear dashboards that provide real-time visibility into deals and activities.

With its intuitive interface and integration options, Monday CRM enables businesses to simplify workflows, improve productivity, and maintain stronger relationships with customers in a more structured and efficient way.

Key Features

  • Email Sync & Tracking : Automatically link your Gmail or Outlook account so emails log themselves. You’ll know when someone opens or replies to your messages.
  • Email Templates & Mass Emails : Save email templates that fill in contact details automatically and share them with your team. Send personalized bulk emails to prospects without retyping every message.
  • Sequences (Automated Follow-Ups) : Set up automation to send reminders or follow-up tasks over time. It guides leads through nurture or follow-up stages and keeps your pipeline organized.
  • Activity Tracking : See all client interactions—like emails, calls, and meetings—in one place. This gives you a clear view of past actions and helps with planning.
  • Dashboards & Performance Tracking : Create dashboards that display deal progress, sales numbers, and team activity at a glance. You can track performance against targets easily.
  • Sales Forecasting : Add deal values and estimate close chances. Then compare forecasts with actual sales and view trends by month or rep.
  • Team Goals : Monitor how individuals and your team perform over time. You’ll be able to track quotas and wins clearly.
  • Lead Capturing & Data Import : Bring in leads from forms, other tools, or spreadsheets. Move contacts and accounts into Monday CRM without hassle.
  • Duplicate Management : Get alerts when a duplicate contact or lead appears. You can merge duplicates to keep your database clean.
  • CRM-Only Widgets & Views : Use special widgets like Funnel Chart, Deal Stages, Leaderboard, Sales Pipeline view, and Sales Gauge to visualize your data and performance clearly.
  • CRM Item Overview : Access all details connected to a contact or deal in one customizable view. It puts everything related to one item in view.
  • Automations (No-Code) : Create “if this, then that” rules to automate routine tasks. This removes manual work without needing any code.
  • Mobile CRM & Call Logging : Use your phone to log calls, check past emails, and manage contacts. It gives you full control even on the go.

Price

Plan Name Price (per seat/month, billed annually) Key Inclusions
Basic US $12 Unlimited customizable pipelines, unlimited contacts, unlimited boards, lead/contact/deal templates, iOS & Android apps, unlimited free viewers, dashboard based on 1 board
Standard US $17 Everything in Basic, plus advanced account/contact/deal management, 2-way email integration (Gmail & Outlook), AI email generator, activity logging, duplicate-data merging, 250 custom CRM automations & integrations per month, dashboard combining 5 boards, trial AI credits
Pro US $28 Everything in Standard, plus enterprise-scale automations & integrations (250K actions/month), enterprise-grade security & governance, multi-level permissions, HIPAA compliance, and trial AI credits
Enterprise Custom pricing Custom solution—contact sales for detailed pricing and full suite of features

Check Pricing details: https://monday.com/crm/pricing

Pros

Competitor Pros of Monday CRM
Salesforce Monday CRM costs less and gives similar core CRM features with no extra‑add‑on costs. It suits small teams well and stays easier to start with.
Zoho CRM Monday CRM has a friendlier, more visual interface and easier customization. Users rate it higher in ease of use and overall satisfaction.
HubSpot CRM Monday offers more features upfront without paying for higher tiers. It blends CRM with project-style management in one place.
Freshsales Monday CRM delivers strong automation tools and a clearer visual interface that many find easier to work with.
Insightly Monday CRM stands out for its slick visuals, flexible workflows, and tight integration with task and project boards.

Cons

Competitor Cons of Monday CRM
Salesforce Monday CRM lacks deep, enterprise‑level features, industry‑specific workflows, and a rich ecosystem. It may require costly custom building for complex needs.
Zoho CRM Monday CRM might miss certain advanced analytics or lead-generation tools that are built into Zoho’s wider suite.
HubSpot CRM Monday CRM doesn’t offer extensive marketing features, free-forever plans, or educational resources like HubSpot Academy.
Freshsales Monday CRM can be more expensive for larger teams. Some advanced AI and mobile features in Freshsales may not match Monday’s offerings.
Insightly Monday CRM lacks built-in project management depth and may still be pricier for small teams wanting lightweight functionality.

Verified Customer Reviews

G2 Review
The Digital Proect Manager Review
Reddit Review
TechRadar Review
TechCo Review