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Home/AI SDR & sales agents/monday CRM
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VerifiedChecked 2026-09-21

monday CRM

Part of monday.com

An AI-enabled, customizable CRM for managing leads, contacts, communications, sales pipelines, revenue workflows, and customer relationships.

AI SDR & sales agentsCRMData enrichmentForecasting & revenue intelligenceMeeting assistantsRevenue analytics & attributionSales engagementWorkflow automation & iPaaS
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On this page
FootprintOverviewPricingReviewsIntegrationsSources

Revenue footprint

Where monday CRM fits

Revenue areas

Primary and supporting use cases
Job coverage

Selected jobs

16 distinct jobs across 5 revenue areas

StrongAnalyse pipeline performance ↗

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

Condition: Plan-specific dashboards, widgets, record limits, and permissions apply; no marketing-attribution claim is made.monday CRM source ↗
PartialAssess opportunity qualification ↗

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

Condition: Beta/access conditions and future pricing or credit rules may apply.monday CRM source ↗
StrongCapture conversations and notes ↗

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

Condition: AI Notetaker availability is plan-dependent.monday.com source ↗
StrongCapture inbound interest ↗

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

Condition: Plan availability and limits may vary.monday.com source ↗
PartialEnrich records ↗

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

Condition: Accounts board only; beta and selected access; 1,000 lifetime successful enrichments; available fields and matches vary.monday CRM source ↗
StrongForecast revenue ↗

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

Condition: Pro or Ultimate; gradual rollout; forecast fields, categories, targets, and permissions must be configured.monday CRM source ↗
StrongMaintain account and contact records ↗

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

Condition: Record limits vary by plan.monday.com source ↗
StrongMaintain sales-activity history ↗

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

Condition: Activity features and advanced log rules vary by plan.monday.com source ↗
StrongManage opportunities ↗

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

Condition: Features and limits vary by plan.monday.com source ↗
StrongOrchestrate cross-system workflows ↗

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

Condition: Automation, AI, integration, and API allowances vary by plan.monday.com source ↗
StrongOrchestrate outreach sequences ↗

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

Condition: Sequences and automation limits are plan-dependent.monday.com source ↗
StrongRoute leads and accounts ↗

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

Condition: Automation availability and limits are plan-dependent.monday.com source ↗
PartialSchedule meetings ↗

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

Condition: Standard or higher; rollout, AI-credit, connected-calendar, and availability conditions apply; no public buyer-booking page is established.monday CRM source ↗
StrongScore fit and readiness ↗

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

Condition: AI agent availability is plan-dependent.monday.com source ↗
StrongSend prospecting email ↗

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

Condition: Mass email, campaigns, and sequences are plan-dependent.monday.com source ↗
StrongSynchronise records ↗

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

Condition: Data Hub Starter or higher and connector-specific object, field, conflict, and direction settings apply.HubSpot source ↗

Overview

What monday CRM does

monday CRM centralizes leads, contacts, accounts, deals, communications, activities, dashboards, automations, forecasting, and AI-assisted revenue workflows in a customizable workspace.

Buying context

Fit and constraints

Best for
Revenue teams seeking a flexible CRM with configurable pipelines, activity tracking, automation, reporting, AI agents, and pre-to-post-sales workflows.
Relevant constraints
  • 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.
Review status
Reviewed 2026-09-21

Pricing

monday CRM pricing and plans

Public USD annual pricing checked 21 September 2026 is sold in seat buckets. For five seats, Basic is $720/year, Standard $1,020/year, and Pro $1,680/year before tax, AI credits, and add-ons. Ultimate is quote-only; a 14-day trial is offered.

Pricing model
Tiered
Minimums
3-user minimum · Annual commitment
Free access
Free tier · 14-day trial
Last checked
2026-09-12

Basic

$12/moCountry-dependent; exact displayed country not established · 3-user minimum · 12-month commitment · Billed annually · Self-serve

Displayed yearly price is $12 per seat/month for the 10-seat selection; annual payment is upfront. Do not treat this as a derived monthly price.

Check current price ↗
$18/moCountry-dependent; exact displayed country not established · 3-user minimum · Self-serve

Displayed monthly price is $18 per seat/month for the 10-seat selection. Seat-bucket pricing applies.

Check current price ↗

Standard

$17/moCountry-dependent; exact displayed country not established · 3-user minimum · 12-month commitment · Billed annually · Self-serve

Displayed yearly price is $17 per seat/month for the 10-seat selection; annual payment is upfront. Do not treat this as a derived monthly price.

Check current price ↗
$25/moCountry-dependent; exact displayed country not established · 3-user minimum · Self-serve

Displayed monthly price is $25 per seat/month for the 10-seat selection. Seat-bucket pricing applies.

Check current price ↗

Pro

Free tierCountry-dependent; exact displayed country not established · 3-user minimum · 12-month commitment · Billed annually · Self-serve

Displayed yearly price is $28 per seat/month for the 10-seat selection; annual payment is upfront. Do not treat this as a derived monthly price.

Check current price ↗
$41/moCountry-dependent; exact displayed country not established · 3-user minimum · Self-serve

Displayed monthly price is $41 per seat/month for the 10-seat selection. Seat-bucket pricing applies.

Check current price ↗

Ultimate

Custom pricingUnknown · Contact sales

Custom price tailored to the organization; contact sales. The official pricing page identifies Ultimate as the new name for the Enterprise tier.

Check current price ↗

List prices can exclude tax, usage charges, onboarding, add-ons, and negotiated discounts. Check the vendor page before buying.

Reviews

monday CRM reviews

☆☆☆☆☆No published rating yet0 buyer reviews have passed editorial review

No buyer review has passed editorial validation yet. Vendor testimonials are never converted into ratings.

Environment fit

Platform & integrations

How monday CRM works with your other tools. Open a finding for its source and any plan or setup limits.

API accessmonday.com provides GraphQL API access for supported platform and CRM operations.Available+

A documented application programming interface is available for at least one product workflow.

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

Checked Sep 21, 2026monday.com source ↗
MCP server accessmonday.com provides MCP access to permitted board and platform actions.Available+

The vendor provides a documented Model Context Protocol server for product access or actions.

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

Checked Sep 21, 2026monday.com source ↗
Single sign-onOrganization-managed SAML single sign-on is available on Ultimate/Enterprise-level plans.Available+

The product supports a documented organization-managed single sign-on method.

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

Checked Sep 21, 2026monday.com source ↗
Data exportExports supported board or table data to Excel.Available+

Users can export material product data in a documented reusable format.

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

Checked Sep 21, 2026monday.com source ↗

Integrations

Tools monday CRM connects to. Open a researched connection for its source and setup details.

Native integrations

Google CalendarCreates meetings, invitations, and CRM timeline entries through the documented calendar workflow.Direct connectionTwo-way+

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 SyncRuns configured one-way or two-way synchronization for supported HubSpot and monday CRM records.Direct connectionVaries by workflow+

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 mondayImports and updates supported HubSpot information in monday CRM through monday's connector.Direct connectionOne-way+

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 CalendarConnects supported Outlook calendar events with monday CRM.Direct connectionTwo-way+

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.

Product references

RevManic's fit assessments are our editorial opinion. Check monday CRM's website for the latest features, plans and pricing.

Represent monday CRM? Contact us to suggest an update, or claim this profile.

  1. Features ↗monday.com/crm/featuresCompany source
  2. Product features ↗monday.com/crm/product-featuresCompany source
  3. 15541177212818 monday CRM Data enrichment app ↗support.monday.com/hc/en-us/articles/15541177212818-monday-CRM-Data-enrichment-appCompany source
  4. Crm ↗monday.com/crmCompany source
  5. 25548698480914 monday CRM s AI features ↗support.monday.com/hc/en-us/articles/25548698480914-monday-CRM-s-AI-featuresCompany source
  6. 28180465521682 The Deal Insights Widget ↗support.monday.com/hc/en-us/articles/28180465521682-The-Deal-Insights-WidgetCompany source
  7. HubSpot Data Sync integration ↗ecosystem.hubspot.com/marketplace/listing/mondaycom-data-syncCompany source
  8. 35252007254930 The Forecasting View ↗support.monday.com/hc/en-us/articles/35252007254930-The-Forecasting-ViewCompany source
  9. Outlook Calendar integration ↗support.monday.com/hc/en-us/articles/8675571451282Company source
  10. Pricing ↗monday.com/crm/pricingCompany source
  11. API access ↗developer.monday.com/api-reference/docs/rate-limitsCompany source
  12. MCP server access ↗developer.monday.com/apps/docs/mondaycom-mcp-integrationCompany source
  13. Single sign-on ↗support.monday.com/hc/en-us/articles/360000460605-SAML-Single-Sign-onCompany source
  14. Data export ↗support.monday.com/hc/en-us/articles/26989749858578-Export-from-monday-to-ExcelCompany source
  15. Google Calendar integration ↗support.monday.com/hc/en-us/articles/17637788493202-monday-CRM-Google-Calendar-IntegrationCompany source
  16. HubSpot integration by monday integration ↗support.monday.com/hc/en-us/articles/360010254440-HubSpot-IntegrationCompany source

Buying guides

Compare monday CRM in context

See how the products differ across sales jobs, plan requirements, and the cost for a five-seller team. The broader map does not make either product universally better.

6 HubSpot alternatives for small B2B sales teamsCompare six sales CRM alternatives to HubSpot by the work they handle, the plans and costs involved, and the shape of their revenue fit.→

Alternatives

monday CRM alternatives

40
AttioAI-native CRM for modern go-to-market teams, combining flexible data modeling, relationship intelligence, automation, reporting, and sales workflows.HubSpotCustomer platform combining Smart CRM with separately entitled marketing, sales, service, content, data and revenue products.PipedriveSales CRM for contact, deal and activity records, with plan-qualified outreach, forecasting, meeting assistance and commercial-document workflows.FreshsalesFreshsales is Freshworks’ sales-focused CRM for managing contacts, accounts, deals, activities, communications, automation, and reporting.Zoho CRMA cloud CRM for managing leads, contacts, accounts, deals, sales activities, workflows, forecasting, analytics, and customer-facing processes.CloseCalling-led sales CRM combining lead and opportunity management with native calling, email, SMS, workflows, reporting, coaching, and AI sales features.SalesflareA CRM for small and medium-sized B2B businesses that automates contact, company, activity and pipeline data capture.ClariPredictive revenue system and revenue orchestration platform for enterprise revenue teams.Sales CloudSalesforce’s CRM and sales-force-automation product, now branded Agentforce Sales, for managing leads, accounts, contacts, opportunities, activities, pipeline, forecasting, reporting, workflows, quotes, and approvals.NutshellAI-powered CRM with sales, marketing, engagement, scheduling, calling, reporting, and contact-management capabilities.People.aiAI revenue intelligence platform that captures go-to-market activity, synchronizes it with CRM systems, and provides account, opportunity, forecasting, and sales-performance insights.Aviso AIAI revenue operating platform for forecasting, pipeline and deal intelligence, conversation intelligence, relationship intelligence, sales engagement, and customer-success workflows.SalesloftPredictive revenue system combining sales engagement, conversation intelligence, deal management, workflow prioritization, AI agents, and revenue intelligence.BreakcoldBreakcold is an AI-native CRM with a multichannel inbox, LinkedIn and social-selling workflows, enrichment, pipelines, and agent-accessible CRM actions.Copper CRMA CRM designed for Google Workspace that manages contacts, leads, opportunities, projects, workflows, communications, and reporting.folkA collaborative, relationship-focused CRM for managing contacts, interactions, pipelines, enrichment, and personalized outreach.InsycleCRM data integrity and data-management platform for deduplication, cleansing, standardization, validation, imports, record association, routing, and workflow automation.Mediafly Intelligence360Enterprise revenue intelligence platform combining pipeline inspection, activity capture, conversation intelligence, forecasting, dashboards, and seller coaching.SalesfinitySalesfinity is a calling and outbound sales platform for B2B revenue teams, combining AI parallel dialing, prospect data enrichment, call intelligence, follow-up automation, and CRM integrations.AiSDRAI sales development platform that researches prospects, identifies buying signals, creates personalized outreach, runs multichannel sequences, handles replies, and books meetings.GongRevenue AI platform for capturing and analyzing customer interactions, improving sales execution, forecasting, coaching, and revenue-team performance.KoalaAgentic revenue platform that surfaces first- and third-party buying signals, scores accounts, enriches leads, and automates sales plays and outreach.Capsule CRMCloud CRM for managing contacts, opportunities, sales pipelines, tasks, projects, communications, and reporting.UserGemsAI-powered signal, scoring, and orchestration platform for outbound, ABM, and revenue teams.NooksAI-powered outbound sales workspace combining dialing, sequencing, signals, enrichment, coaching, and salesfloor workflows.ClayA GTM data enrichment and workflow-orchestration platform combining 200+ enrichment providers, AI research agents, signals, audiences, CRM/data-warehouse connectivity, and outbound execution.PhoneBurnerCloud-based power dialer and sales outreach platform with built-in CRM, calling workflows, email/SMS follow-up, reporting, coaching, and CRM integrations.DubbVideo sales and communication platform combining Dubb Sales Studio for recording, sending, and tracking personalized videos with Dubb Sales Agent for AI-assisted lead research, outreach, follow-up, CRM updates, and meeting booking.SyncariAgentic master data and customer data automation platform for unifying, governing, cleansing, enriching, and synchronizing data across enterprise systems.PocusPocus is an AI-native GTM platform for detecting buying signals, prioritizing accounts, and guiding sales execution.OutreachAgentic AI revenue platform combining sales engagement, deal management, forecasting, conversation intelligence, coaching, and account expansion workflows.MadKuduMadKudu is the former product brand for HG Insights’ predictive revenue-growth intelligence, scoring, signal, enrichment, and sales-copilot capabilities.CloudTalkCloudTalk is a cloud business phone and AI contact-center platform for sales and support teams.AttentionAI-powered sales and conversation intelligence platform that captures sales-call insights, updates CRM records, automates follow-up, provides coaching, and supports pipeline analysis.Traction CompleteSalesforce-native revenue operations data management suite for enriching, cleansing, connecting, and orchestrating CRM data.Common RoomCustomer intelligence platform that captures buyer and customer signals, resolves them to people and accounts, and helps go-to-market teams prioritize and automate actions.WarmlyAI-native revenue orchestration platform for identifying, prioritizing, and engaging B2B website visitors.AvomaAI platform for meeting note-taking, scheduling, conversation intelligence, coaching, and revenue intelligence.ZoomInfoAI-powered go-to-market intelligence platform combining B2B company and contact data, buying signals, enrichment, workflow automation, and sales-engagement capabilities.Regie.aiAI-native prospecting and sales-engagement platform combining research, enrichment, messaging, sequencing, multichannel outreach, dialing, and AI agents.