Custom dashboards, sales funnels and rep/pipeline views reveal conversion, activity, deal health and target progress.
RevManicRevenue Stack
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.
Revenue footprint
Where monday CRM fits
Revenue areas
Primary and supporting use cases
Job coverage
Selected jobs
Notetaker produces structured MEDDPICC, BANT or custom discovery summaries to review opportunity criteria; seller judgment remains required.
AI Notetaker records and transcribes meetings and generates decisions, action owners, summaries and next steps.
Captures inbound lead details from web forms, events and connected tools into the CRM lead workspace.
StrongCollect signatures ↗
Collects signatures through the native quote/invoice workflow tied to the opportunity record.
PartialEnrich records ↗
Embedded Crunchbase app enriches known company accounts with description, size, industry, location and profile data.
StrongFind people ↗
Lead Sourcing Agent finds contacts and new leads matching a configured ideal-customer profile.
StrongForecast revenue ↗
Forecasting view aggregates deal value and expected close date by deal stage or forecast category and compares rep/team forecasts with targets.
Maintains lead, person, account and custom CRM fields with configurable ownership and relationship records.
Centralized communication timelines retain email, calls, meetings, notes and activities for each CRM person/record.
StrongManage opportunities ↗
Manages deal stages, values, owners, health and next-step context in configurable CRM boards.
Native automations and workflow builder connect triggers, integration actions and AI agents into defined operational steps.
Personalized sequences automate outreach and schedule manual follow-up tasks with logged touchpoints.
PartialPlace outbound calls ↗
Outreach Calling Agent contacts and initially qualifies leads using a configured playbook and logs call summaries.
PartialPrepare proposals ↗
Generates customizable commercial quotes and invoices from the deal record; complex proposal design or configuration rules are not established.
Configured lead-routing and assignment workflows direct incoming leads to the appropriate owner.
PartialSchedule meetings ↗
Sales agents coordinate bounded follow-up meeting booking; linked calendar and agent availability govern the workflow.
Lead Sourcing Agent finds, enriches and scores leads against the team ICP to prioritize relevant prospects.
StrongSend prospecting email ↗
Sends personalized individual and mass prospecting emails with tracking and sequence automation.
Overview
What monday CRM does
monday CRM manages leads, accounts, contacts, deals, activity history, email sequences, dashboards and configured automations. Its native AI Notetaker records conversations, produces structured summaries and updates CRM fields. Plan-dependent agents source, enrich, score and call leads; forecasts, quotes, invoices and signature workflows connect selling with commercial follow-through.
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
The current localized EUR page lists Basic €12, Standard €17 and Pro €28 per seat/month with yearly billing; monthly figures are €18/€25/€41. Ultimate is custom. Billing uses seat buckets, AI credits and feature limits vary by plan, and the final region/tax total appears at checkout. A 14-day trial is available; no ongoing free CRM tier is listed.
- 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 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.
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.
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.
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.
Integrations
Tools monday CRM connects to. Open a researched connection for its source and setup details.
Native integrations
- HubSpot integration by monday
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.
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.
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.
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.
- Features ↗monday.com/crm/featuresCompany source
- 15541177212818 monday CRM Data enrichment app ↗support.monday.com/hc/en-us/articles/15541177212818-monday-CRM-Data-enrichment-appCompany source
- Crm ↗monday.com/crmCompany source
- Ai notetaker ↗monday.com/crm/ai-notetakerCompany source
- 35252007254930 The Forecasting View ↗support.monday.com/hc/en-us/articles/35252007254930-The-Forecasting-ViewCompany source
- Pricing ↗monday.com/crm/pricingCompany source
- Product features ↗monday.com/crm/product-featuresCompany source
- API access ↗developer.monday.com/api-reference/docs/rate-limitsCompany source
- MCP server access ↗developer.monday.com/apps/docs/mondaycom-mcp-integrationCompany source
- Single sign-on ↗support.monday.com/hc/en-us/articles/360000460605-SAML-Single-Sign-onCompany source
- Data export ↗support.monday.com/hc/en-us/articles/26989749858578-Export-from-monday-to-ExcelCompany source
- Google Calendar integration ↗support.monday.com/hc/en-us/articles/17637788493202-monday-CRM-Google-Calendar-IntegrationCompany source
- HubSpot Data Sync integration ↗ecosystem.hubspot.com/marketplace/listing/mondaycom-data-syncCompany source
- HubSpot integration by monday integration ↗monday.com/crm/overview/integrationsCompany source
- Outlook Calendar integration ↗support.monday.com/hc/en-us/articles/8675571451282Company source
- Documentation ↗support.monday.com/hc/en-us/p/crmCompany source