Monday CRM
Monday CRM is a highly visual, customizable CRM built on the monday.com work management platform. With drag-and-drop pipelines, 200+ templates, powerful automations, and seamless project management integration, it transforms how sales teams manage deals. Affordable starting at $12/seat/month with unlimited contacts and pipelines.
Small-to-medium teams that want a visual, customizable CRM with built-in project management integration
Our Verdict
Monday CRM is a highly visual, customizable CRM built on the monday.com work management platform. With drag-and-drop pipelines, 200+ templates, powerful automations, and seamless project management integration, it transforms how sales teams manage deals. Affordable starting at $12/seat/month with unlimited contacts and pipelines.
Rating Breakdown
Why Trust This Review
Our team has spent 40+ hours hands-on testing Monday CRM across real-world scenarios. We follow a rigorous methodology with weighted scoring criteria. Our reviews are editorially independent and never influenced by affiliate partnerships.
Disclosure: We may earn affiliate commissions when you purchase through links on this site. This never influences our ratings or recommendations. Our reviews are based on independent testing.
Pros & Cons
Pros
- One of the most visually intuitive CRMs available — colorful Kanban boards, timeline views, and customizable dashboards make pipeline management effortless
- Seamlessly combines CRM with project management, allowing sales, marketing, and operations teams to work on one platform
- 200+ pre-built templates and 20+ column types offer deep customization without needing technical expertise
- Competitive pricing at $12/seat/month for Basic plan with unlimited contacts and pipelines included
- Strong integration ecosystem with native connections to Gmail, Outlook, Slack, Zoom, HubSpot, and Zapier
Cons
- Requires minimum 3 seats on all paid plans — not suitable for solopreneurs or one-person sales teams
- No permanent free plan for CRM (discontinued in 2022) — only a 14-day free trial is available
- Basic plan lacks automations, integrations, and advanced reporting — meaningful CRM usage requires Standard ($17) or Pro ($28) tier
- Can feel overwhelming with too many features and customization options — some teams report analysis paralysis during setup
Full Review
Overview
Monday CRM is monday.com's dedicated sales CRM product, built on top of their popular work management platform. It brings the same visual, intuitive approach to sales pipeline management with colorful Kanban boards, timeline views, and customizable dashboards. What sets Monday CRM apart is its seamless connection to project management — sales, marketing, and operations teams can collaborate on the same platform.
Key Strengths
- Highly Visual Interface: Colorful, customizable boards with Kanban, timeline, calendar, and chart views make it easy to see your entire pipeline at a glance.
- Deep Customization: Custom objects, 20+ column types, unlimited pipelines, and 200+ pre-built templates let you build workflows for any sales process.
- Powerful Automations: From basic triggers to complex multi-step workflows — automate lead assignment, follow-ups, notifications, and status updates with a no-code builder.
- Unified Platform: Combine CRM with project management, marketing, and operations on a single platform — eliminate context-switching between tools.
- Strong Integration Ecosystem: Native connections to Gmail, Outlook, Slack, Zoom, HubSpot, Salesforce, Mailchimp, QuickBooks, Zapier, and more.
Pricing Analysis
Monday CRM requires a minimum of 3 seats on paid plans. The Basic plan ($12/seat/month annually) includes unlimited pipelines, contacts, and boards with templates for lead and deal management — but no automations. The Standard plan ($17/seat/month) adds two-way email sync, 250 automation actions, and multi-board dashboards — the most popular tier. The Pro plan ($28/seat/month) unlocks email sequences, sales forecasting, mass email, and 25,000 automation actions. Enterprise pricing is custom for 40+ users with advanced analytics, lead scoring, and HIPAA compliance.
Who Is It Best For?
Monday CRM is ideal for small-to-medium businesses that want a visual, customizable CRM tightly integrated with project management. It excels for teams already using monday.com for work management and want to add CRM without another tool. Sales managers who value visual pipeline tracking and cross-department collaboration will love it.
The Bottom Line
Monday CRM delivers an exceptional visual experience backed by solid CRM fundamentals. While the minimum 3-seat requirement and locked automations on the Basic plan may frustrate solopreneurs, the platform offers excellent value for teams. G2 users rate it 4.7/5 for ease of use, and Forbes Advisor named it the best CRM for new teams. If your team values visual workflows and cross-functional collaboration, Monday CRM is a top contender.
Alternatives to Monday CRM
Frequently Asked Questions
Monday CRM discontinued its free Individual CRM plan in 2022. Currently, there is no permanent free plan for the CRM product. However, you can access a 14-day free trial of any paid plan to test the features. The monday.com Work Management product still has a free plan for up to 2 users, but it lacks CRM-specific features like pipeline management and email tracking.
Monday CRM is designed as a team collaboration tool, and the 3-seat minimum reflects this focus. The platform excels when multiple team members work together on shared pipelines and dashboards. If you are a solopreneur or have a one-person sales team, consider alternatives like Attio (free for 1-3 users) or Bigin by Zoho (free for 1 user). The 3-seat minimum means your minimum monthly cost is $36/month on the Basic plan.
Monday CRM is a dedicated CRM product built on the monday.com platform. While monday.com started as a project management tool, they now offer four separate products: Work Management, CRM, Dev, and Service. Each has its own pricing and features. Monday CRM includes CRM-specific features like pipeline management, email tracking, sales forecasting, and lead scoring that are not available in the Work Management product.
Written by
Alex has spent 8+ years testing and reviewing B2B SaaS tools. Former Head of Growth at a Series B startup, he brings hands-on experience with lead generation, CRM, and marketing automation platforms.