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VerifiedChecked 2026-09-12

monday CRM

Part of monday.com

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

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Revenue footprint

Where monday CRM fits

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Revenue areas

Primary and supporting use cases
Coverage

Documented jobs

16 distinct jobs across 5 revenue areas

StrongAnalyse pipeline performance ↗

monday CRM provides dashboards and activity analysis for pipeline, deal progress, sales figures, team performance, and conversion visibility.

Condition: Dashboard and reporting limits vary by plan.monday.com documentation ↗
StrongAssess opportunity qualification ↗

monday CRM provides AI calling and qualification workflows that ask questions, qualify leads, and book meetings.

Condition: Calling Agent availability is plan-dependent.monday.com documentation ↗
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 documentation ↗
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 documentation ↗
StrongDeduplicate and standardise data ↗

monday CRM identifies duplicate leads or accounts and supports merging duplicate leads and contacts.

Condition: Availability and limits may vary by plan.monday.com documentation ↗
StrongEnrich records ↗

monday CRM can enrich lead data through its lead-sourcing agent and AI-powered data fields.

Condition: AI capabilities are plan-dependent.monday.com documentation ↗
StrongForecast revenue ↗

monday CRM supports sales forecasting using deal value, close probability, forecast-versus-actual reporting, and forecast breakdowns.

Condition: Forecasting and reporting features vary by plan.monday.com documentation ↗
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 documentation ↗
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 documentation ↗
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 documentation ↗
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 documentation ↗
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 documentation ↗
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 documentation ↗
StrongSchedule meetings ↗

monday CRM supports scheduling meetings and booking meetings through CRM workflows and AI agents.

Condition: AI booking features are plan-dependent.monday.com documentation ↗
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 documentation ↗
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 documentation ↗

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.

Manage leads, contacts, accounts, deals, and sales pipelines.Centralize emails, calls, meetings, notes, and other sales activities.Create dashboards, reports, forecasts, team goals, and activity views.Configure no-code automations, workflows, sequences, and integrations.Capture leads through forms, imports, APIs, and connected tools.Identify and merge duplicate lead and contact records.Provide AI agents for lead sourcing, enrichment, qualification, calling, meeting preparation, notetaking, and workflow execution.Generate quotes, send invoices, and collect signatures from deal records, subject to plan and implementation conditions.Provide mobile CRM access and call or meeting transcription features.

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
  • Pricing varies by billing country, seat bucket, billing cadence, and plan.
  • Prices exclude tax; the final tax-inclusive price is shown before payment according to the billing country.
  • Plans start at 3 seats and use seat buckets rather than strictly per-seat purchasing.
  • Ultimate pricing is custom and sales-assisted.
  • AI capabilities, automation allowances, contact/deal limits, dashboards, quotes/invoices, and other features are plan-dependent.
  • The reviewed sources do not establish that every calling, signature, invoicing, or AI capability is native rather than dependent on configuration or connected services.
  • The product is not established as a dedicated contact-data provider, contact-validation service, deliverability-monitoring tool, contract-lifecycle manager, or incentive-compensation system.
Evidence status
Vendor documented · checked 2026-09-12

Pricing

Plans and billing

Public USD pricing is displayed for Basic, Standard, and Pro plans for a 10-seat selection, with monthly and yearly billing options. Pricing is bucket-based, starts at 3 seats, and varies by billing country. Ultimate is quote-only. Prices exclude tax. The official pricing page states a 14-day trial and no free CRM tier.

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

Basic

$12/yrCountry-dependent; exact displayed country not established · 3-user minimum · 12-month commitment · 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/yrCountry-dependent; exact displayed country not established · 3-user minimum · 12-month commitment · 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 · 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

Buyer reviews

☆☆☆☆☆No verified rating yet0 verified buyer reviews

RevManic has not ingested a verified review source for this product yet. We do not convert vendor testimonials into star ratings.

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Product references

We reviewed these official vendor documents. Product claims have not yet been independently tested.

  1. Features ↗monday.com/crm/featuresVendor documentation
  2. Product features ↗monday.com/crm/product-featuresVendor documentation
  3. Crm ↗monday.com/crmVendor documentation
  4. Pricing ↗monday.com/crm/pricingVendor documentation

Alternatives

Peers in this market

40
Aviso AIEnterprise and high-growth revenue teams needing forecasting, pipeline inspection, deal intelligence, conversation intelligence, and AI-guided revenue execution across CRM-connected workflows.SalesfinityOutbound SDR/BDR teams and sales teams that rely heavily on phone prospecting and want higher calling throughput with integrated research, enrichment, and follow-up automation.HubSpotSmall to enterprise teams seeking an integrated CRM and broader customer-platform suite, especially organizations combining inbound marketing, sales, and customer-service workflows.AiSDRFounders and revenue teams that need automated, signal-based outbound prospecting and follow-up without adding SDR headcount.AttioSmall to growing revenue teams that want a flexible CRM and relationship-focused system of record with configurable workflows and automation.SalesloftRevenue teams that need coordinated outbound engagement, activity capture, buyer and deal insight, CRM synchronization, and workflow prioritization.Reply.ioOutbound sales, SDR/BDR teams, agencies, and small-to-growing teams needing coordinated email, LinkedIn, calling, SMS, and AI-assisted prospecting.NooksB2B outbound SDR, BDR, AE, sales-leadership, and RevOps teams that need high-volume calling, sequencing, prioritization, and coaching in one workspace.People.aiEnterprise sales, revenue operations, and customer-facing teams that need automated activity capture, reliable CRM activity data, pipeline visibility, forecasting, and account or opportunity execution.UserGemsOutbound, ABM, sales, marketing, and RevOps teams that need contact-level signals, account prioritization, and coordinated GTM actions.WaalaxyFounders, SDRs/BDRs, and small outbound teams running LinkedIn-led prospecting; Business is positioned for LinkedIn-plus-email outreach.CloseSmall and growing outbound-oriented sales teams that want CRM, sales communication, follow-up automation, and pipeline activity in one system.NutshellSmall and growing sales teams seeking an easy-to-deploy CRM with integrated sales automation and marketing tools.Common RoomSignal-based selling, product-led sales, account-based prospecting, buyer-intent prioritization, and GTM teams that need unified person/account intelligence and workflow activation.DubbSalespeople, small outbound teams, agencies, consultants, real-estate professionals, recruiters, coaches, and other teams using personalized video to initiate or advance sales conversations.ClariEnterprise B2B revenue organizations seeking centralized forecasting, pipeline visibility, revenue intelligence, and coordinated revenue workflows.ClaySmall and growing GTM teams building data-driven prospecting, enrichment, signal-monitoring, and outbound workflows.OutreachSales and revenue teams running structured, multi-channel outbound and managing complex opportunities; strongest fit is likely mid-market and enterprise teams that can support administration and custom procurement.6senseB2B revenue teams running account-based, outbound, or multi-channel motions that need account prioritization, intent intelligence, buying-group research, and coordinated activation.AttentionRevenue teams that want automated conversation capture, CRM hygiene, follow-up assistance, coaching, and call-informed pipeline visibility.lemlistFounders, SDR/BDR teams, sales teams, agencies, and growth teams running outbound prospecting across multiple channels.PocusProduct-led and outbound GTM teams that need signal-based account prioritization and guided prospecting workflows.WarmlyB2B sales, marketing, and revenue-operations teams that want to convert anonymous website traffic into prioritized and engaged pipeline.AvomaRevenue and sales teams that need automated meeting capture, CRM activity updates, conversation analysis, coaching, and revenue forecasting.CloudTalkSales and support teams needing international cloud calling, outbound dialers, call routing, and CRM-linked call activity.Demandbase OneEnterprise B2B teams running account-based sales and marketing programs across shared account data and buying signals.FlowlaRevenue teams managing complex B2B sales, onboarding, renewals, and stakeholder-heavy buying processes.JustCallSmall and mid-sized sales, support, and customer-success teams that need calling, SMS, dialer automation, and conversation intelligence in one platform.FreshsalesSmall and mid-sized sales teams seeking a general-purpose CRM with built-in engagement and automation.PipedriveSmall and midsize sales teams needing a straightforward pipeline CRM and activity-management system of record.ZoomInfoB2B sales, marketing, and revenue-operations teams that need broad account and contact intelligence, prioritization signals, CRM data maintenance, and sales execution workflows.BreakcoldFounders, agencies, consultants, and small sales teams that want a lightweight CRM centered on multichannel relationship selling and AI-assisted administration.SalesflareSmall and medium-sized B2B sales teams seeking an automated CRM with email, activity and pipeline tracking.InsycleRevenue operations, sales operations, CRM administrators, and business-systems teams maintaining CRM data quality at scale.KoalaOutbound sales and GTM teams prioritizing high-intent accounts and automating signal-triggered prospecting.Regie.aiFull-cycle AEs, SDRs, founding sellers, and outbound teams that want prospecting research and execution in one workspace.Apollo.ioOutbound sales teams seeking prospect data and outreach execution in one platform.ArtisanSales teams scaling outbound prospecting and pipeline generation across cold outbound, signal-triggered, CRM reactivation, and expansion campaigns.DialpadTeams wanting unified business communications and AI-assisted sales or customer-support conversations.MadKuduB2B teams that need predictive lead or account prioritization, intent and engagement analysis, data enrichment, and automated sales workflows.