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See what each product helps your team do, what it costs, and how it connects to your other tools. We show our sources and flag what we haven’t confirmed.

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Revenue Fit Map

Where each product contributes

Core means the area is central to the product. Supporting means it plays an important secondary role, and Adjacent means it has a smaller role. Not mapped means we haven’t assigned a role here; it doesn’t tell you whether a specific feature is available.

HubSpot

View profile ↗
PlanNot mappedSourceCorePrioritizeCoreEngageCoreQualifySupportingAdvanceNot mappedCloseSupportingGrowSupporting

Close

View profile ↗
PlanNot mappedSourceSupportingPrioritizeNot mappedEngage
Core
QualifySupporting
AdvanceNot mapped
CloseNot mapped
GrowNot mapped

monday CRM

View profile ↗
PlanNot mappedSourceSupportingPrioritizeSupportingEngageSupportingQualifySupportingAdvanceSupportingCloseNot mappedGrowNot mapped
Pricing example5 users · lowest applicable paid public plan · monthly equivalent · tax, usage, add-ons, and one-time charges excluded from the headline estimate
Decision pointHubSpotClosemonday CRM
Best forHubSpot
Small to enterprise teams seeking an integrated CRM and broader customer-platform suite, especially organizations combining inbound marketing, sales, and customer-service workflows.
Close
Small and growing outbound-oriented sales teams that want CRM, sales communication, follow-up automation, and pipeline activity in one system.
monday CRM
Revenue teams seeking a flexible CRM with configurable pipelines, activity tracking, automation, reporting, AI agents, and pre-to-post-sales workflows.
Entry priceHubSpot
Free up to 2 users · Paid from $7/user/mo
Close
From $9/user/mo
monday CRM
Free tier · Paid from $12/yr
Pricing modelHubSpot
Per organisation · Per user
Close
Per user
monday CRM
Tiered
5-user exampleHubSpot
$35/mo

Sales Hub Starter

Close
$45/mo

Solo

monday CRM
$0/mo

Basic · plus unpriced components

MinimumsHubSpot
Annual commitment
Close
Annual commitment
monday CRM
3-user minimum · Annual commitment
Free accessHubSpot
Free tier
Close
14-day trial
monday CRM
Free tier · 14-day trial
Pricing sourceHubSpot
Checked 2026-09-21

Official pricing page ↗

Close
Checked 2026-09-11

Official pricing page ↗

monday CRM
Checked 2026-09-12

Official pricing page ↗

Relevant constraintsHubSpot
  • This is the HubSpot platform record. Capabilities require the stated Hub, edition, seat type, usage allowance, credits and configuration.
  • Sales Hub Professional/Enterprise includes company/account and deal scoring; contact scoring requires Marketing Hub Professional/Enterprise.
  • Smart Deal Progression is a Professional/Enterprise beta with assigned-seat, transcript and credit conditions; it supports named or custom opportunity-qualification methods.
  • Sequences, forecasting, playbooks and meeting transcription require qualifying Professional/Enterprise subscriptions and seats. Playbook property updates require Enterprise.
  • Notetaker requires Sales or Service Hub Professional or Enterprise and an assigned Sales or Service seat; supported meeting providers, recording settings and participant consent apply. Specific extensions may remain in beta.
  • Customer Success workspace and health-score workflows require Service Hub Professional/Enterprise and a Service seat.
  • Current CPQ and e-signature require Revenue Hub Professional/Enterprise and Revenue Seats; legacy quote access is account-specific and is not assumed for new buyers.
  • Cross-system automation, data synchronization and automated data quality have Data Hub and connector-specific conditions.
  • Professional and Enterprise Sales Hub require one-time onboarding. Starter discounts and credit rates are dynamic; published costs exclude other Hubs, add-ons and usage charges.
Review detailsHubSpot
RevManic editorial assessment

Reviewed 2026-09-21. See the product profile for sources and plan details.

Close
RevManic editorial assessment

Reviewed 2026-09-21. See the product profile for sources and plan details.

monday CRM
RevManic editorial assessment

Reviewed 2026-09-21. See the product profile for sources and plan details.

Job coverage

Work each product supports

See which jobs each product can help with. Open a cell to see why we chose its fit label, any plan limits, and the source.

JobHubSpotClosemonday CRM
Analyse pipeline performanceReviewed job assessmentHubSpot
Strong fit+

Sales analytics and reporting evaluate pipeline health, conversion, activity and revenue outcomes.

Conditions. Sales Hub Pro/Enterprise for advanced sales analytics and custom reports; other Hubs' attribution/revenue analytics require their own subscriptions.

HubSpot source ↗
Close
Strong fit+

Close reports on activity, email performance, pipeline movement, opportunity funnels, and team performance.

Close Help Center source ↗
monday CRM
Strong fit+

The combined CRM analytics directly assess pipeline and seller performance within the sales scope.

Conditions. Plan-specific dashboards, widgets, record limits, and permissions apply; no marketing-attribution claim is made.

monday CRM source ↗
Coach sellersReviewed job assessmentHubSpot
Not documented
Close
Strong fit+

The combined workflow gives managers multiple ways to observe, review, and improve seller performance.

Conditions. Live listen, whisper, and barge require Scale or eligible legacy plans, internal Close numbers, and outbound calls; usage charges apply.

Close source ↗
monday CRM
Not documented
Deduplicate and standardise dataReviewed job assessmentHubSpot
Strong fit+

Data Hub supports duplicate management and formatting rules to clean and standardize CRM data.

Conditions. Data Hub Professional/Enterprise for advanced/automated data quality; basic functions in lower editions; supported objects and rules vary.

HubSpot source ↗
Close
Not documented
monday CRM
Not documented
Forecast revenueReviewed job assessmentHubSpot
Strong fit+

Sales Hub forecasting estimates future revenue from deal values, stages, close dates and configured forecast categories.

Conditions. Sales Hub Professional/Enterprise and Sales Seat; hierarchy/deeper controls vary by edition; quality depends on maintained CRM inputs.

HubSpot source ↗
Close
Strong fit+

Close documents a stated expected-revenue method and time-based view rather than only a static pipeline total.

Conditions. Opportunity values, confidence, expected close dates, filters, and reporting permissions must be configured.

Close source ↗
monday CRM
Strong fit+

The dedicated method deliberately assesses expected revenue and pipeline risk rather than only displaying deal totals.

Conditions. Pro or Ultimate; gradual rollout; forecast fields, categories, targets, and permissions must be configured.

monday CRM source ↗
Maintain account and contact recordsReviewed job assessmentHubSpot
Strong fit+

Smart CRM maintains contact/company identities, ownership and relationship records.

Conditions. Free CRM supports two users and 1,000 contacts; paid limits and permissions differ.

HubSpot source ↗
Close
Strong fit+

Close maintains lead, contact, ownership, custom-field, and activity records.

Close source ↗
monday CRM
Strong fit+

monday CRM maintains lead, contact, account, deal, and communication records in customizable CRM boards.

Conditions. Record limits vary by plan.

monday.com source ↗
Maintain sales-activity historyReviewed job assessmentHubSpot
Strong fit+

CRM activity timelines retain emails, calls, meetings, tasks and associated sales interactions.

Conditions. Logging depends on connected channels and settings; history and usage entitlements vary.

HubSpot source ↗
Close
Strong fit+

Close keeps chronological lead and contact activity histories for calls, emails, SMS, meetings, tasks, and notes.

Close source ↗
monday CRM
Strong fit+

monday CRM logs emails, calls, meetings, notes, and other activity against CRM records.

Conditions. Activity features and advanced log rules vary by plan.

monday.com source ↗
Manage opportunitiesReviewed job assessmentHubSpot
Strong fit+

HubSpot maintains deal stages, owners, values and next actions in configured pipelines.

Conditions. Smart CRM and Sales Hub; pipeline quantities and automation differ by edition.

HubSpot source ↗
Close
Strong fit+

Close manages opportunities, pipelines, stages, values, ownership, and next-step activity.

Close source ↗
monday CRM
Strong fit+

monday CRM manages deal stages, pipeline visibility, deal health, ownership, and next-step context.

Conditions. Features and limits vary by plan.

monday.com source ↗
Orchestrate cross-system workflowsReviewed job assessmentHubSpot
Strong fit+

Data Hub programmable automation and webhooks coordinate external-system requests and data actions.

Conditions. Data Hub Professional/Enterprise; external endpoints, authentication and workflow configuration required. In-CRM Sales Hub workflow counts alone are not the basis for this claim.

HubSpot source ↗
Close
Not documented
monday CRM
Strong fit+

monday CRM provides no-code automations, AI workflows, integrations, APIs, and workflow agents for coordinating defined actions.

Conditions. Automation, AI, integration, and API allowances vary by plan.

monday.com source ↗
Synchronise recordsReviewed job assessmentHubSpot
Strong fit+

Data Hub moves mapped CRM records and changes between supported connected systems using configured data sync.

Conditions. Basic app sync in Free; custom mappings Starter+; connector-specific objects, fields, sync direction and limits; bidirectional workflows require compatible connectors.

HubSpot source ↗
Close
Not documented
monday CRM
Strong fit+

The documented connector completes a maintained cross-system record-sync workflow for supported objects.

Conditions. Data Hub Starter or higher and connector-specific object, field, conflict, and direction settings apply.

HubSpot source ↗
Capture inbound interestReviewed job assessmentHubSpot
Strong fit+

Forms, live chat and conversational bots capture inbound enquiries into CRM records.

Conditions. Free/basic capture and paid automation have different limits; Marketing and Sales Hub features are separately entitled.

HubSpot source ↗
Close
Strong fit+

Close Forms capture inbound enquiries and create or update CRM records.

Close Help Center source ↗
monday CRM
Strong fit+

monday CRM captures leads from web forms, events, imports, connected tools, or manual entry.

Conditions. Plan availability and limits may vary.

monday.com source ↗
Enrich recordsReviewed job assessmentHubSpot
Strong fit+

HubSpot appends or refreshes available business attributes on known contact and company records.

Conditions. Eligible paid HubSpot plans using Smart CRM; matchable business email/domain, permissions and available provider attributes required.

HubSpot source ↗
Close
Not documented
monday CRM
Partial fit+

The workflow completes a material subset of enrichment but is account-only, externally sourced, beta, selected-access, and capped.

Conditions. Accounts board only; beta and selected access; 1,000 lifetime successful enrichments; available fields and matches vary.

monday CRM source ↗
Route leads and accountsReviewed job assessmentHubSpot
Strong fit+

HubSpot routes and rotates incoming conversations and records to appropriate owners or teams.

Conditions. Specific routing tools differ: conversation routing, Pro workflows/rotation and Enterprise lead-form routing; matching seats and configuration apply.

HubSpot source ↗
Close
Not documented
monday CRM
Strong fit+

monday CRM supports routing and workflow actions for leads through configurable automations and CRM workflows.

Conditions. Automation availability and limits are plan-dependent.

monday.com source ↗
Score fit and readinessReviewed job assessmentHubSpot
Strong fit+

Fit and engagement models prioritize company/account records and contacts.

Conditions. Company scores: Sales or Marketing Hub Pro/Enterprise. Contact scores: Marketing Hub Pro/Enterprise. Deal scoring alone is not the basis for this account/lead classification.

HubSpot source ↗
Close
Not documented
monday CRM
Strong fit+

monday CRM supports scoring leads against an ideal customer profile through its lead-sourcing agent.

Conditions. AI agent availability is plan-dependent.

monday.com source ↗
Orchestrate outreach sequencesReviewed job assessmentHubSpot
Strong fit+

Sales sequences coordinate timed emails and follow-up tasks for sellers.

Conditions. Sales Hub Professional/Enterprise and Sales Seat; sequence-email allowance 500/1,000 per user/day respectively; connected mailbox.

HubSpot source ↗
Close
Strong fit+

Close Workflows automate coordinated email, SMS, call, and task sequences.

Conditions. Growth and Scale

Close Help Center source ↗
monday CRM
Strong fit+

monday CRM supports automated outreach and activity sequences with follow-up reminders.

Conditions. Sequences and automation limits are plan-dependent.

monday.com source ↗
Place outbound callsReviewed job assessmentHubSpot
Not documented
Close
Strong fit+

Close provides built-in calling, including dialer capabilities on higher plans.

Conditions. Power dialer on Growth; predictive dialer on Scale

Close source ↗
monday CRM
Not documented
Schedule meetingsReviewed job assessmentHubSpot
Strong fit+

HubSpot meeting links share availability and book personal or team meetings.

Conditions. Free: one personal meeting link; paid Sales Hub adds team/advanced options and higher limits; connected calendar and eligible seats where required.

HubSpot source ↗
Close
Strong fit+

The workflow completes seller-side scheduling in the CRM, while buyer self-booking remains an external Calendly or scheduler path.

Conditions. Connected Google or Microsoft calendar required; Zoom and buyer-facing scheduling have separate account or integration conditions.

Close source ↗
monday CRM
Partial fit+

The agent contributes scheduling coordination, while public availability, team routing, and a complete buyer self-booking workflow are not established.

Conditions. Standard or higher; rollout, AI-credit, connected-calendar, and availability conditions apply; no public buyer-booking page is established.

monday CRM source ↗
Send prospecting emailReviewed job assessmentHubSpot
Strong fit+

HubSpot prepares and sends sales prospecting emails using templates, scheduling, tracking and sequences.

Conditions. Connected mailbox and plan/send limits; sequences Pro/Enterprise. Prospecting Agent has separate credit usage; ordinary sequence sending is not asserted to consume credits.

HubSpot source ↗
Close
Strong fit+

Close supports individual and bulk prospecting email and email sequences.

Conditions. Bulk email is listed for Growth and Scale

Close source ↗
monday CRM
Strong fit+

monday CRM supports email sending, tracking, templates, mass emails, campaigns, and personalized email sequences.

Conditions. Mass email, campaigns, and sequences are plan-dependent.

monday.com source ↗
Assess opportunity qualificationReviewed job assessmentHubSpot
Strong fit+

The workflow directly assesses an opportunity against structured qualification steps and connects the result to deal properties.

Conditions. Sales or Service Hub Professional/Enterprise beta; assigned Sales or Service seat; transcript and credit conditions apply.

HubSpot source ↗
Close
Not documented
monday CRM
Partial fit+

The feature contributes to qualification but does not apply a selected qualification framework across the opportunity record.

Conditions. Beta/access conditions and future pricing or credit rules may apply.

monday CRM source ↗
Capture conversations and notesReviewed job assessmentHubSpot
Strong fit+

Notetaker captures supported meetings into recordings, transcripts, summaries and next steps linked to CRM records.

Conditions. Sales or Service Hub Pro/Enterprise with assigned Sales/Service seat; connected calendar, supported meeting provider and recording/transcription settings. Specific extensions may remain in beta.

HubSpot source ↗
Close
Strong fit+

Close Notetaker records, transcribes, summarizes, and stores meeting content and transcripts on the lead timeline.

Conditions. Requires connected calendar or Zoom account and meeting admission where applicable

Close Help Center source ↗
monday CRM
Strong fit+

monday CRM's AI Notetaker records, transcribes, summarizes, and syncs calls or meetings to CRM records.

Conditions. AI Notetaker availability is plan-dependent.

monday.com source ↗
Run discoveryReviewed job assessmentHubSpot
Not documented
Close
Partial fit+

The playbook guides a discovery conversation and captures a reusable structure, while the seller still performs the discovery judgment and execution.

Conditions. Playbook access, customization permissions, and AI-assisted field or summary conditions vary by plan and usage.

Close source ↗
monday CRM
Not documented
Collect signaturesReviewed job assessmentHubSpot
Strong fit+

Revenue Hub collects and records electronic signatures on commercial quotes and agreements.

Conditions. Revenue Hub Professional/Enterprise; Revenue Seat; 25/50 e-signatures per user/month respectively; separately priced allowance increases.

HubSpot source ↗
Close
Not documented
monday CRM
Not documented
Configure quotesReviewed job assessmentHubSpot
Strong fit+

Revenue Hub configures offerings, prices and quote rules into commercial quotes.

Conditions. Revenue Hub Professional/Enterprise with Revenue Seat for creation/editing; current new-buyer packaging; legacy quotes are account-specific.

HubSpot source ↗
Close
Not documented
monday CRM
Not documented
Prepare proposalsReviewed job assessmentHubSpot
Strong fit+

Revenue Hub's quote editor prepares and presents personalized proposals with commercial line items for buyer review.

Conditions. Revenue Hub Professional/Enterprise with Revenue Seat; proposal output under CPQ, not an inferred standalone proposal-software category.

HubSpot source ↗
Close
Not documented
monday CRM
Not documented
Observe buyer eventsReviewed job assessmentHubSpot
Strong fit+

Service Hub deliberately observes customer events and health signals to guide post-sale account work.

Conditions. Service Hub Professional/Enterprise with an assigned Service seat; health-score configuration and available events apply.

HubSpot source ↗
Close
Not documented
monday CRM
Not documented

Not documented means this comparison has no confirmed finding for that job or detail. It doesn’t mean the product can’t do it.

Environment fit

Platform & integrations

Check how each product connects to your tools, handles sign-in, and lets you export data.

AttributeHubSpotClosemonday CRM
API accessA documented application programming interface is available for at least one product workflow.HubSpot
AvailablePublic APIs support creating, reading, updating, and synchronizing CRM contact records.+

Scope. OAuth 2.0 is used for multi-account apps; scoped account-level credentials support internal integrations. Access depends on scopes, product entitlements, API family, and tier-specific limits.

Checked Sep 21, 2026HubSpot source ↗
Close
AvailableREST API for supported CRM records, activities, exports, webhooks, and custom objects.+

Scope. API key or OAuth access; endpoint-group and organization rate limits apply.

Checked Sep 21, 2026Close source ↗
monday CRM
Availablemonday.com provides GraphQL API access for supported platform and CRM operations.+

Scope. Token or OAuth authentication; daily-call and complexity limits vary by plan and app context.

Checked Sep 21, 2026monday.com source ↗
MCP server accessThe vendor provides a documented Model Context Protocol server for product access or actions.HubSpot
AvailableHosted MCP access to permitted HubSpot CRM objects and activities.+

Scope. OAuth 2.1 with PKCE; actions follow the connected user's permissions and supported tool scope.

Checked Sep 21, 2026HubSpot source ↗
Close
AvailableHosted MCP access to supported Close CRM actions.+

Scope. OAuth dynamic registration or API-key access; read and write scopes apply.

Checked Sep 21, 2026Close source ↗
monday CRM
Availablemonday.com provides MCP access to permitted board and platform actions.+

Scope. Platform-level tool; token or OAuth configuration and plan limits apply.

Checked Sep 21, 2026monday.com source ↗
Single sign-onThe product supports a documented organization-managed single sign-on method.HubSpot
AvailableOrganization-managed SAML single sign-on is available on qualifying Professional and Enterprise subscriptions.+

Scope. Edition, Hub, domain, and enforcement conditions apply; ordinary Google or Microsoft login is not counted as organization SSO.

Checked Sep 21, 2026HubSpot source ↗
Close
UnavailableClose does not support organization-managed SSO providers under this attribute's definition.+

Scope. Google sign-in is available, but Close explicitly excludes providers such as Okta and Auth0 and does not document organization enforcement.

Checked Sep 21, 2026Close source ↗
monday CRM
AvailableOrganization-managed SAML single sign-on is available on Ultimate/Enterprise-level plans.+

Scope. Google login on lower plans is not counted as organization-managed SSO.

Checked Sep 21, 2026monday.com source ↗
Data exportUsers can export material product data in a documented reusable format.HubSpot
AvailableExports supported CRM records to CSV, XLS, or XLSX.+

Scope. Daily limits and object coverage apply; ordinary record exports do not include every activity, email body, note, or attachment.

Checked Sep 21, 2026HubSpot source ↗
Close
AvailableExports leads, contacts, opportunities, and supported activities to CSV or JSON.+

Scope. Download windows, page location, object coverage, and attachment limits apply.

Checked Sep 21, 2026Close source ↗
monday CRM
AvailableExports supported board or table data to Excel.+

Scope. Board-oriented export and item limits mean relationships and activity portability require buyer testing.

Checked Sep 21, 2026monday.com source ↗
Named integrationsConnections we’ve checked so far. The list may not cover every integration.HubSpot
CloseDirect connection · Varies by workflow+

Connects supported Close and HubSpot CRM objects through HubSpot Data Sync.

Scope. Notes, meetings, SMS, custom objects, and custom activities are excluded from the documented path.

Checked Sep 21, 2026Close source ↗
Gmail / Google WorkspaceDirect connection · Varies by workflow+

Connects a supported Google inbox for one-to-one email, reply logging, and CRM context.

Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.

Checked Sep 21, 2026HubSpot source ↗
Google CalendarDirect connection · Varies by workflow+

Creates calendar events and records qualifying external events on CRM timelines with asymmetric update behavior.

Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.

Checked Sep 21, 2026HubSpot source ↗
Microsoft 365 / Exchange emailDirect connection · Varies by workflow+

Connects a supported Microsoft or Exchange inbox for one-to-one email and CRM logging.

Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.

Checked Sep 21, 2026HubSpot source ↗
Outlook CalendarDirect connection · Varies by workflow+

Creates calendar events and records qualifying external events on CRM timelines with asymmetric update behavior.

Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.

Checked Sep 21, 2026HubSpot source ↗
PipedriveDirect connection · Varies by workflow+

Connects supported Pipedrive and HubSpot CRM records through HubSpot Data Sync.

Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.

Checked Sep 21, 2026HubSpot source ↗
SlackDirect connection · Varies by workflow+

Supports notifications and permitted CRM record work from Slack.

Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.

Checked Sep 21, 2026HubSpot source ↗
Zoho CRMDirect connection · Varies by workflow+

Connects supported Zoho CRM and HubSpot objects through HubSpot Data Sync.

Scope. Promise only the documented core object mappings until conflicting listing details are resolved.

Checked Sep 21, 2026HubSpot source ↗
ZoomDirect connection · Varies by workflow+

Connects supported Zoom meeting and webinar workflows with CRM records.

Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.

Checked Sep 21, 2026HubSpot source ↗
Close
CalendlyDirect connection · One-way+

Brings buyer-booked Calendly meetings into the documented Close scheduling workflow.

Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.

Checked Sep 21, 2026Close source ↗
Gmail / Google WorkspaceDirect connection · Varies by workflow+

Connects a supported Google mailbox to Close email workflows.

Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.

Checked Sep 21, 2026Close source ↗
Google CalendarDirect connection · Varies by workflow+

Writes seller-created Close meetings to a connected Google calendar.

Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.

Checked Sep 21, 2026Close source ↗
HubSpot Data SyncDirect connection · Varies by workflow+

Synchronizes supported Close and HubSpot CRM records.

Scope. Notes, meetings, SMS, custom objects, and custom activities are excluded from the documented path.

Checked Sep 21, 2026Close source ↗
Microsoft Outlook / 365 emailDirect connection · Varies by workflow+

Connects a supported Microsoft mailbox to Close email workflows.

Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.

Checked Sep 21, 2026Close source ↗
Outlook CalendarDirect connection · Varies by workflow+

Writes seller-created Close meetings to a connected Microsoft calendar.

Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.

Checked Sep 21, 2026Close source ↗
ZapierAutomation platform · Varies by workflow+

Runs configured triggers and actions between Close and connected systems.

Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.

Checked Sep 21, 2026Close source ↗
ZoomDirect connection · Varies by workflow+

Connects Zoom to supported Close meeting workflows.

Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.

Checked Sep 21, 2026Close source ↗
monday CRM
Google CalendarDirect connection · Two-way+

Creates meetings, invitations, and CRM timeline entries through the documented calendar workflow.

Scope. The source conflicts on the minimum tier; price conservatively at Pro and do not treat it as a public booking page.

Checked Sep 21, 2026monday CRM source ↗
HubSpot Data SyncDirect connection · Varies by workflow+

Runs configured one-way or two-way synchronization for supported HubSpot and monday CRM records.

Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.

Checked Sep 21, 2026HubSpot source ↗
HubSpot integration by mondayDirect connection · One-way+

Imports and updates supported HubSpot information in monday CRM through monday's connector.

Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.

Checked Sep 21, 2026monday CRM source ↗
Outlook CalendarDirect connection · Two-way+

Connects supported Outlook calendar events with monday CRM.

Scope. Availability, direction, objects, and usage follow the connected accounts, permissions, plans, and configuration described in the source.

Checked Sep 21, 2026monday CRM source ↗

Not yet recorded means we haven’t added a finding here. It doesn’t mean the feature is missing. We check these connections and settings separately from the work shown on the fit map.

  • Unassigned areas and jobs reflect this review's evidence boundary, not proof of absent capability.
  • Close
    • Workflows are available only on Growth and Scale plans.
    • Power Dialer is available on Growth; predictive dialer, live call coaching, and advanced access controls are available on Scale.
    • Calling, SMS, phone numbers, and some AI usage are billed separately; US SMS sending requires A2P 10DLC registration.
    • Close can create seller-side meetings in connected Google or Microsoft calendars. The documented buyer-facing booking route uses Calendly or another external scheduler.
    • Close Notetaker requires a connected calendar or Zoom account and the meeting bot must be admitted when applicable.
    • Close supports Google sign-in but does not support organization-managed Okta, Auth0, or equivalent SSO.
    • Custom objects, custom roles, lead visibility, and required fields are Scale features. Solo is limited to one user and 10,000 leads.
    • Expected Revenue Views support forecasting. This review does not establish structured opportunity-qualification assessment, native proposals, quoting, contract management, payments, or customer-success health workflows.
    monday CRM
    • Plans start at three seats and use seat buckets. Prices vary by billing country, cadence, taxes, plan, and bucket.
    • Two-way email needs Standard. Sequences, mass email, Forecasting View, and the conservatively priced Google Calendar workflow need Pro. Lead scoring, SAML SSO, and advanced controls need Ultimate.
    • The pricing page caps Pro at 100,000 active contacts and deals, while another help page says contacts are unlimited; confirm the contractual limit.
    • Crunchbase-powered account enrichment is beta, selected-access, account-only, and capped at 1,000 lifetime successful enrichments.
    • Forecasting View is in gradual rollout. Deal Insights and Revenue Intelligence carry beta, access, credit, or future-pricing conditions.
    • Calendar event creation and invitations do not establish a public buyer-booking page. Quotes, invoices, automations, AI, and dashboards have plan or usage limits.