- 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.
Monday CRM
Monday CRM helps small businesses manage sales pipelines, customer interactions, and workflows.
Updated July 18, 2026
Monday CRM Overview
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
Pricing
| Plan Name | Price (per seat/month, billed annually) | Key Inclusions |
|---|---|---|
| Basic | US $12 | Unlimited customizable pipelines, 1,000 active contacts & deals, 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, included AI credits |
| Pro | US $28 | Everything in Standard, plus advanced automations & integrations (25K actions/month), 100,000 active contacts & deals, mass emails, and automated email sequences |
| Ultimate (formerly Enterprise) | Custom pricing | Custom solution—contact sales; adds enterprise-scale automations, enterprise-grade security & governance, multi-level permissions, and HIPAA compliance |
Pricing source: https://monday.com/crm/pricing
Pros
| Competitor | Pros of Monday CRM |
|---|---|
| Salesforce | monday CRM’s three published tiers all stay under $30 per seat/month billed annually, while Salesforce Starter Suite runs $25 per user/month and Pro Suite $100. monday also folds CRM into its visual work platform, so boards, dashboards, and automations cover project work the Salesforce suites leave to other tools. |
| Zoho CRM | monday CRM’s Basic tier costs $12 per seat/month billed annually against $14 for Zoho Standard, and every tier includes unlimited free viewers so managers can watch pipelines without a paid seat. Its board based interface is also faster to reshape than Zoho’s module setup. |
| HubSpot CRM | monday CRM reaches mass emails and automated sequences on its Pro tier at $28 per seat/month, where HubSpot’s Sales Hub Professional costs $90 per seat/month billed annually plus a required one-time $1,500 onboarding fee. monday’s AI email generator and other AI features start on the Standard tier rather than a top plan. |
| Freshsales | monday CRM’s Standard tier at $17 per seat/month includes 250 custom automations and integrations a month plus two way Gmail and Outlook email sync, while Freshsales holds sales sequences and territory management for its $39 Pro plan. monday’s boards also double as light project trackers for client work after the deal closes. |
| Insightly | monday CRM’s entry tier costs less than half of Insightly Plus at $29 per user/month, and Insightly reserves its AI Copilot for the $49 Professional plan while monday includes AI credits from its Standard tier. Both connect CRM to project tooling, but monday’s starting price is far lower. |
Cons
| Competitor | Cons of Monday CRM |
|---|---|
| Salesforce | Salesforce goes much deeper for large sales organizations: Enterprise at $175 and Unlimited at $350 per user/month add advanced pipeline management and predictive AI, backed by the AppExchange app marketplace. monday CRM’s Ultimate tier is custom priced, and its ecosystem is far smaller. |
| Zoho CRM | Zoho CRM has a free edition for up to 3 users, while monday CRM offers only a trial, and its Basic tier caps an account at 1,000 active contacts and deals. Zoho’s $23 Professional plan also adds CPQ and inventory management, sales depth monday does not attempt. |
| HubSpot CRM | HubSpot’s free CRM tools support up to 2 users indefinitely across marketing, sales, and service, and HubSpot Academy backs them with free training. monday CRM has no free plan, and marketing automation sits outside its scope. |
| Freshsales | Freshsales Growth costs $9 per user/month billed annually, under monday’s Basic price, and includes chat, email, and phone channels. monday’s Basic tier ships without email integration, so connecting your inbox at all requires an upgrade. |
| Insightly | Insightly Plus includes advanced reports and pre-built business dashboards, while monday’s Basic tier allows one dashboard built on a single board and a 5 column cap per board. Insightly Enterprise at $99 per user/month also brings sandboxes and comprehensive audit logging for compliance minded teams. |
Reviews
- G2 Review (Rating: 4.6/5): Across 1,300+ reviews, users repeatedly credit ease of use, customization, and automation. One reviewer says “The best part about Monday CRM is how user-friendly and customizable it is,” praising tailored boards and cross-department collaboration, while critics note that proper setup takes time, some advanced automations and integrations sit behind higher pricing tiers, and the many options “can also feel a little overwhelming at the start.”
- TechRadar Review: The hands-on review praises the color-coded visual interface, strong integration capabilities, and no-code automation builder, concluding the platform “excels in customization, usability, and integrations.” Downsides include key features missing from entry-level plans, the lack of custom reporting templates, and a three-seat minimum purchase.
- The Digital Project Manager Review of monday.com (parent platform): The reviewer highlights integrations and no-code automations as the standout features and finds the drag-and-drop interface easy to use, but flags a weak Gantt view, recurring tasks locked to higher tiers, a steep learning curve for beginners, and HIPAA compliance available only on the expensive enterprise plan.
- Reddit Review of monday.com (parent platform): After a year of use, the poster reports time saved on creating tasks and preparing weekly management meetings, custom workflows tailored to their operations, automatic notifications that alert the next person when a task is completed, real-time dashboards that surface stuck tasks and financial data, and quick help from customer service.
- Tech.co Review of monday work management (parent platform): The 2026 review rates monday among the easiest project management platforms to use, with an intuitive drag-and-drop interface, a deep catalog of AI features, and robust automation, calling it ideal for medium-sized and larger businesses.
