monday CRM is a customer relationship management tool from monday.com, built for sales teams that need to follow leads, contacts, and deals in one shared workspace. It organizes the sales pipeline into boards that teams can shape around their own process, rather than forcing every deal into a fixed set of stages.
The tool sits within the wider monday.com platform, so teams that already use monday.com for project work can keep sales activity in the same environment. Boards can be customized with columns, views, and automations, and dashboards pull deal and activity data together so managers can see the pipeline without asking each salesperson for an update.
This page covers what monday CRM offers, who it suits, and what it costs on the CRM pricing ladder only. monday.com sells other products with separate pricing, and the figures below are taken from the CRM pricing page shown, not from the Work Management ladder. Anything not stated on the monday.com pages read for this page is marked as not stated.
Who it fits
monday CRM fits sales teams that want a visual, customizable way to manage a pipeline and that are willing to spend time setting boards up to match how they already work. It suits teams that value flexibility over a ready-made, rigid sales process, and teams that already use monday.com tools, since a shared platform keeps project and sales work in one place.
It also fits teams that work from email and calendars, because the paid plans connect with email and calendar tools and can log communication against contacts and deals. Smaller sales teams should note that each plan starts from three users, so a one- or two-person operation would be buying seats it may not use.
monday CRM is a weaker fit for buyers who want a free CRM plan, since monday.com states that no free plan is available for this product. It is also a weaker fit for teams that need a simple, ready-to-use CRM with little setup, or for buyers who need pricing for a single user. Teams that need advanced governance, custom objects, or dedicated support should look at the top plan, where those items sit, rather than assuming they are included throughout.
- Sales teams that want a visual, customizable pipeline.
- Teams already using monday.com who want sales work in the same platform.
- Teams that follow deals mainly through email and shared calendars.
- Teams of three or more users, since plans start from three users.
Key features
The features below are those monday.com describes for monday CRM. Higher plans add items that the lower plans do not include, so the plan names matter when comparing features.
- Contact, lead, and deal management, with boards that can be customized to match a team’s sales stages.
- More than 50 sales templates for starting common boards, including templates for lead capture and deal tracking.
- Customizable dashboards and sales forecasting, with forecasting listed on the Pro plan.
- Email and calendar connections, so messages and meetings can be logged against contacts and deals.
- Automations for routine steps, with higher limits on higher plans, including unlimited automations on the Ultimate plan.
- Quotes and invoices, lead scoring, and time tracking, listed on the Pro plan.
- AI features, including AI Actions and the Autopilot Agent, with the Autopilot Agent listed on the Ultimate plan.
- Custom objects, governance features, and IP restrictions, listed on the Ultimate plan.
- More than 200 integrations for connecting other tools, including Outlook, Gmail, Slack, Zoom, QuickBooks, and Google Workspace.
Pricing
monday CRM is priced per user per month in US dollars, and each plan starts from three users. The figures below are from the CRM pricing page shown, with the 10-seat selector in view. Yearly figures are the per-month rate when billed yearly; monthly figures are the rates shown crossed out beside them in the yearly view.
| Plan | Monthly billing | Yearly billing |
|---|---|---|
| Basic | US$18 per user per month | US$12 per user per month |
| Standard | US$25 per user per month | US$17 per user per month |
| Pro | US$41 per user per month | US$28 per user per month |
| Ultimate | Custom pricing | Custom pricing |
These are CRM ladder prices only. monday.com also sells Work Management and other products at different prices, and those figures are not used here. The Ultimate plan has no published price on the CRM pricing page, and buyers must contact monday.com for a quote. Taxes are not stated on the pricing page.
Prices can change — confirm the current price on the vendor’s website before deciding.
Plans and key features
| Plan | Key features and limits |
|---|---|
| Basic | US$12 per user per month billed yearly; contact, lead and deal management on customizable boards; more than 50 sales templates; starts from 3 users |
| Standard | US$17 per user per month billed yearly; email and calendar connections; starts from 3 users; separate feature details not stated on the pages checked |
| Pro | US$28 per user per month billed yearly; sales forecasting; quotes and invoices, lead scoring and time tracking; starts from 3 users |
| Ultimate | Custom pricing; unlimited automations; Autopilot Agent; custom objects, governance features and IP restrictions; prioritized 24/7 support; starts from 3 users |
Free demo and trial
monday.com offers a 14-day free trial of monday CRM. It states that there is no free plan for this product, apart from a possible exception for eligible nonprofit organizations, which buyers should confirm with monday.com. The trial length stated on the pricing page is 14 days, and no other trial length is stated there. No separate demo length is stated, and no demo length is claimed here.
Specifications
| Specification | Detail |
|---|---|
| Deployment | not stated on the pages read. |
| Devices | not stated on the pages read. |
| Integrations | More than 200 integrations, including Outlook, Gmail, Slack, Zoom, QuickBooks, and Google Workspace. |
| Support | 24/7 support is listed in the site footer, with prioritized 24/7 support on the Ultimate plan. |
| Languages | not stated on the pages read. |
Pros and Cons
Pros
- monday CRM’s strengths are its flexibility and its range of integrations.
- Teams can shape boards, columns, and dashboards around their own sales process, and the 200-plus integrations connect email, calendar, and finance tools without leaving the workspace.
Cons
- Its limits are the absence of a free plan, the three-user starting point, and the way advanced items are reserved for higher plans.
- Forecasting, lead scoring, and custom objects require the Pro or Ultimate plan, so buyers should match the plan to the features they need rather than to the lowest price.
Alternatives
To compare monday CRM with other tools in the same category, See all CRM software.
Salesforce Sales CloudCustomer relationship management system for sales teams, covering leads, accounts and opportunities in one shared record.$25 per user/month billed monthly (Starter Suite) — Free Suite; 30-day free trialView details
HubSpot CRMCustomer relationship management system with contact, company, deal and ticket records in one place.$15 per seat/month (Starter, discounted for new customers only) — Free plan; Start free trial optionView details
Zoho CRMCustomer relationship management platform helping teams track leads, contacts, deals and activity in one place.$14 per user/month billed annually (Standard) — Free plan for up to 3 users; free trialView details
CopperCRM built only for Google Workspace, working inside Gmail.$23 per seat/month billed annually (Basic) — No free plan; 14-day free trialView detailsComparison
| Product | Starting price | Free plan or trial | Best for |
|---|---|---|---|
| Salesforce Sales Cloud | $25 per user/month billed monthly (Starter Suite) | Free Suite; 30-day free trial | Sales teams that need a structured pipeline, shared records and forecasting |
| HubSpot CRM | $15 per seat/month (Starter; discounted for new customers only, with no set end date) | Free plan; Start free trial option, length not stated | Small businesses and growing teams that want a shared record and a clear pipeline view |
| Zoho CRM | $14 per user/month billed annually (Standard) | Free plan for up to 3 users; free trial, length not stated | Small and mid-sized businesses that need a shared sales record |
| monday CRM | $12 per user/month billed annually (Basic) | No free plan; 14-day free trial | Sales teams that want a visual, customizable pipeline in monday.com |
| Copper | $23 per seat/month billed annually (Basic) | No free plan; 14-day free trial | Small and mid-sized sales teams that live in Gmail and Google Workspace |
Frequently asked questions
Is monday CRM free?
No. monday.com states that there is no free plan for monday CRM, although eligible nonprofit organizations may be an exception. A 14-day free trial is available.
How much does monday CRM cost?
On yearly billing, Basic costs US$12, Standard US$17, and Pro US$28 per user per month. Monthly billing costs US$18, US$25, and US$41, and Ultimate uses custom pricing. Each plan starts from three users, according to the pricing page answers.
What is the minimum number of users?
Each monday CRM plan starts from three users, according to the pricing page answers.
Does monday CRM include sales forecasting?
Sales forecasting is listed on the Pro plan, not on Basic or Standard, so buyers who need it should choose Pro or Ultimate.