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monday CRM is a highly customizable platform that’s easy to get started on, thanks to its simple, intuitive interface and shallow learning curve. Its pre-made CRM templates save you from having to build anything from scratch, and they can be tailored to any industry, and team, making the platform suitable for a wide variety of businesses, specifically those managing complex sales processes.
monday CRM was rated by our expert testers as one of the best simple CRM systems. It’s easy to navigate, while still providing you with excellent reporting options and plenty of time-saving AI features. monday CRM was also the only CRM platform to receive a perfect pricing score, due to its affordably priced plans, and the surprising number of advanced features available on lower tiers.
This monday CRM review covers everything you need to know to make an informed decision about the platform, from sales features, and support options, to how it compares to the competition. Read on to learn more about the customizable platform, or compare providers at a glance with our handy CRM comparison guide.
monday CRM has a few products, including a complete and fully functional sales CRM. You can utilize a list view, a timeline for viewing tasks, chart views, assignees, and a whole lot more. From a customization standpoint, the CRM features drag-and-drop functionality, along with tailored columns and rows that can be used for pretty much anything within your customer management system. In fact, monday.com is considered one of the most customizable CRM on the market, according to our in-depth research.
- High customizability
- Limited third-party integrations
- 14-day free trial
- Plans from $12/user/month, annually
- Minimum 3 users
Not sure about monday CRM? Check out some of our recommendations for the best CRM software alternatives, below. Otherwise, keep scrolling for our full monday CRM review.
What's happened to monday sales CRM?
monday CRM is still the same product you know and love. The company has completed the rebranding of its CRM software – previously referred to as monday sales CRM or monday.com CRM – by rolling out a brand-new logo in June 2024.
While the core product has stayed the same, it’s now easier to differentiate the platform from different products like monday Work Management, monday Dev and monday Service. What’s more, monday users are still able to switch between the platforms in one click, making it easy for businesses to use the provider to handle multiple different processes.
monday CRM Plans and Pricing
monday CRM offers three different pricing plans: Basic, Standard, and Pro. Each one gives users access to unlimited boards, over 20 column types, embedded forms, the mobile app for Android and iOS devices, and the Kanban visualization that monday CRM is known for.
monday CRM offers its business CRM plans based on the number of users, and its pricing page offers a handy tool for figuring out exactly how much the CRM will cost depending on how many users you have. But whatever you do, don’t forget that three-user minimum across all the paid plans. So, the respective plans realistically cost from $36 per month, $51 per month, and $84 per month, because you won’t be able to start with just one user.
See how the plans compare side by side below, and read on for more information.
| Plan | Price Billed annually | Users | Storage | Lead scoring | Custom automation builder | Activity timeline | |
|---|---|---|---|---|---|---|---|
 | | | | ||||
| Basic | Standard | Pro | Enterprise | ||||
| Unlimited | Unlimited | Unlimited | Unlimited | ||||
| 5GB | 20GB | 100GB | 1000GB | ||||
| | | | | ||||
| | 250 actions/month | 25,000 actions/month | 25,000 actions/month | ||||
| 1 week | 6 months | 1 year | 5 years |
Basic plan
The Basic plan starts at $12 per user, per month, and is best for small teams that need a simple task-management solution that they can all access. Try doing too much, however, and you’ll bump up against its limitations, like the 5 GB cap on files and the one-board dashboard. This plan also offers lead capturing functionality through web forms, which you can see from the screenshot above.
Standard plan
Starting at $17 per user per month, the Standard plan offers more customizability, thanks to additional views, a 5-board dashboard, and support for automations and integrations. Guest access is another big perk, as it allows teams to collaborate externally. As your business grows, Standard is the easiest way to craft a workflow to fit your specific needs. Take a look at what else monday CRM can offer your business.
Pro plan
Starting at $28 per user per month, Pro is for large operations that can’t afford to be as tight-knit as they once were. New tools like time tracking and private boards make sense for a sprawling team, as they’re designed to help managers keep an eye on team members who might otherwise slip through the cracks. Plus, storage, dashboards, automations, and integrations are all expanded far more than ever in order to support a heavier total workload.
Enterprise plan
In addition to these three plans, monday CRM offers an Enterprise plan for 40+ users, which includes a wide range of additional features that can be necessary for specific businesses. Add-ons like HIPAA compliance, audit logs, and tailored onboarding can be incredibly helpful, but only if you’re a larger company that can afford the presumably larger cost. To get specific pricing, you’ll have to contact monday CRM directly.
Does monday CRM offer a free plan?
monday CRM does not currently offer a permanently-free option for businesses, as the service discontinued its Individual CRM plan in 2022.
However, all of monday CRM’s CRM plans are available with a 14-day free trial. If you’re a student or a nonprofit, you may be able to access a free or discounted version, however, “after filling out the relevant forms”, according to monday CRM’s FAQ section.
What's new for monday CRM?
- AI Automation Blocks – monday CRM blocks are now open to Pro and Enterprise users. The time-saving tools help you automate a variety of processes including writing and summarizing text and extracting and categorizing information. (February, 2025)
- App favorites – monday’s new update lets users mark third-party apps as favorites, to make it easier to locate your most used apps in the left sidebar. (February, 2025)
Getting Started with monday CRM
monday CRM’s process is very streamlined, especially compared to rivals like Salesmate. To get started with the platform, all you need to do is follow these steps:
- Choose your board – You start off by choosing between a variety of templates, or “boards,” which are shown in the screenshot above. Each measures a different set of business metrics, from active leads to contact forms.
- Set up automation – You’ll be able to add code-less automation capabilities right into these boards, so your processes will already be saving you time.
- Customize the platform – Once you’re set up with your template, you can customize even more by dragging and dropping dashboards, lists, and other analytic and productivity tools into and around your template, helping you create the ultimate central hub for your business.
- Create custom apps – You can even create and package custom apps along with monday CRM, although that system is currently in beta, so there might be a few glitches early on.
CRM templates from monday. CRM Source: Tech.co testing
Core monday CRM Features
monday CRM is all about what you can add to your boards, and the software offers some incredibly helpful features that will make tracking your business easier than ever.
Workload
With the Workload board, monday CRM will let users track and manage employee assignments in real time. The simple, color-coordinated dashboard displays each worker in a list, along with their projects in a row with them. You can see in a simple snapshot exactly who has finished what, who is currently working on a project, and which assignments are yet to begin.
The Workload board also features daily, weekly, monthly, and yearly calendars, so you can get a clear picture of what’s going on today or even next year. Plus, like competitors like HubSpot, Zoho CRM, and Sugar CRM, the boast boasts an easy drag-and-drop functionality, allowing you to adjust deadlines and assignments with ease to avoid any miscommunications.
monday CRM’s new WorkCanvas feature lets you choose a pre-designed canvas, or start from scratch. Source: monday CRM
Sales operations
monday CRM offers a number of different user-friendly templates to help you view and manage your sales pipeline. Its CRM template (pictured below) stores data from new and converted leads and lets you track your sales throughout each stage of the pipeline.
monday CRM’s sales pipeline templates lets you store important customer data, and track activity as the lead journey progresses. Source: monday CRM
monday CRM also includes templates that let you track supporting sales information, and customer projects. These handy boards make it easy for users to monitor the before and after-purchase experience, and like monday’s workload board, the templates are highly ammendable and can be customized to cater directly to your business needs.
Web form lead capturing with monday CRM. Source: Tech.co testing
Timeline
If you’re looking for an even more detailed view of what projects are due in a given timeframe, the Timeline board is built for you. This allows you to specifically plan out exactly when deliverables should be met, and who should be delivering them. If Workload is the project-based board, Timeline is the chronology-based board, giving you specific timings for when everything will be developed.
monday CRM lets you edit your timeline by date, deadline, type of work, and more. Source: monday CRM
monday CRM’s Timeline Widget also works with its Timeline Column, to give users a visual representation of their timelines and deadlines at a glance. Like everything else in monday, its Timeline feature is completely customizable too, you’ll be able to adjust options like week numbers, groupings, and color coding in a couple of clicks.
Charts
Analytical reporting is key when it comes to taking full advantage of CRM software, and monday CRM passes with flying colors… literally. The color-coordinated graphs can keep you posted on project progress, budget numbers, working tickets, and even time tracking for employees. And they look pretty good, too!
monday lets you view your sales data through a wide variety of interactive, customizable charts. Source: Tech.co testing
You’re able to choose between a wide selection of chart types as well, including bar charts if you’re comparing data across different categories, line charts to visualize trends over time, or pie charts, if you want to track metrics like different portions and percentages. Users can customize the formatting, colors, filters, and labels on the charts, and even add interactive elements which drill down into the data even further.
Artificial intelligence
As CRM platforms continue to streamline key processes with artificial intelligence, monday CRM has recently rolled out a crop of time-saving AI features. The software’s automations can now be enhanced with AI, allowing users to categorize data, extract information, and summarize text in a few clicks.
monday CRM’s also boasts AI templates, enabling users to choose from its pre-selected templates to automatically use AI with several columns that flow together. You’ll be able to find templates tailored to your industry, or project type, and they’re easy to access through the platforms left side menu.
monday CRM’s AI templates give you a jump start when you’re creating new boards. Source: monday CRM
monday CRM even lets you determine the sentiment of customer feedback, emails, and other text data, using its Sentiment Analysis tool. The unique feature helps teams “read between the lines” to gain deeper insights from customer interactions, helping them to save the time and effort associated with analyzing text manually.
With other CRM platforms like Zoho CRM and FreshSales lacking these advanced AI capabilities, our research found that monday is currently the solution out there for businesses wanting to streamline sales processes with artificial intelligence.
Integrations
All-in-one solutions just make life easier for everyone, particularly in the business world.
monday CRM is fully aware of this, which is why it offers a wide range of integrations with popular business software. Slack, Gmail, HubSpot, Mailchimp, and more than 50 other services can be easily integrated into the CRM, so you can truly control everything from one hub.
monday’s variety of third-party integrations make the solution a safe bet for small businesses that are interested in connecting the service with well-known names. However, if you manage complex CRM processes and need a piece of software that’s able to integrate with specific systems, we’d recommend using Salesforce CRM, as the provider’s AppExchange gives you a choice of over 3,000 apps.
Setup and Customer Support
monday CRM is all about providing you with the tools you need to figure things out yourself. The provider’s help page is filled to the rafters with community forums, webinar links, video tutorials, frequently asked question lists, and step-by-step guides for users to take customer support into their own hands.
Unfortunately, it doesn’t look like monday CRM is too easy to reach over the phone, though. No live chat option appears to be readily available on the website, and every “Contact” button available leads to a variety of embedded forms. Still, these forms lead to eventual communication with support representatives, and the wealth of online resources definitely makes up for the lack of readily available live options.
If you’re looking for some extra support while resolving queries, we’d recommend using a platform like Zoho Books or Salesforce instead, as both CRM systems offer useful AI chatbots that are accessible 24/7.
monday CRM Alternatives
In our research, we found that monday CRM is in the top three when it comes to CRM options for small businesses. Not only does its shallow learning curve make it a safe bet for beginners, but its ample customization options also lend itself well to sales businesses with complex workflows.
However, there are some other quality alternatives out there that might fit your needs better, including Zoho CRM and Freshsales Suite. Here’s why:
monday CRM vs Zoho CRM
Top to bottom, Zoho CRM is just the best CRM for small businesses. With prices starting from $14 per user, per month, it isn’t too expensive, it’s easy to use, and it offers features covering sales, service, and marketing, which puts it far ahead of many options out there.
Compared to monday CRM, Zoho CRM has a bit more standardized experience. It’s obviously not as customizable as monday.com, but it offers some useful sales features monday lacks, including in-house campaign management. The platform also connects seamlessly with Zoho’s suite of apps – including Zoho Bookings, Zoho Forms, Zoho Campaigns, to name a few. Plus, with more support options, you can get used to the platform a lot faster.
Pros
- 15-day free trial
- Includes sales and marketing functionality available in free plan
- Highly customizable dashboards and fields across platform
- Integrate with other Zoho services or the vast app library
Cons
- No spam prevention on web forms
- Onboarding assistance for your team costs extra
- Team management functionality lacks with limited storage space
- Free plan available
- Standard: $14/user/month
- Professional: $23/user/month
- Enterprise: $40/user/month
- Ultimate: $52/user/month
- Plus: $57/user/month
monday CRM vs Freshsales Suite
If you can do without the customer service aspect of CRM software, Freshsales Suite is your best option as a small business. Great functionality in an easy-to-use package, which makes for a shallow learning curve and improved productivity.
Again, compared to monday CRM, it’s just easier to use and still more functional. While both are full-fledged sales CRM options, Freshsales makes it easier to get a full picture of your sales insights with its 360-degree Customer View, even if it isn’t as customizable as monday.com. Plus, it has better support options, so you can figure out any problems easily.
Pros
- 21-day free trial
- Fast data imports for simple, speedy setup process
- Extensive reporting functionality with customizable dashboards
- Time tracking features to manage team productivity
Cons
- Fewer custom field options than competitors
- Only offers Facebook and Instagram social media integrations
- Capped at 1,000 marketing actions, so larger businesses will be limited
- Growth: $9/user/month
- Pro: $39/user/month
- Enterprise: $59/user/month
What other alternatives are out there?
We’ve done a lot of research on the best CRMs for small business, which is why we know that there are plenty of platforms out there if none of the other three pique your interest. Take a look at the table below to get a better idea of what your options are when it comes to CRM software.
| Plan | Price Billed annually | Free Trial | Users | Storage | Rating Based on usability, customization, functionality, pricing, and help and support | Try it | ||
|---|---|---|---|---|---|---|---|---|
| SPONSORED  | BEST OVERALL  | BEST VALUE  |  |  |  |  |  | |
| Starter Suite | Professional | Free | Growth | Pro | Express | Sell Team | Advanced | |
| 30 days | 15 days | | 21 days | 14 days | 15 days | | 14 days | |
| 325 max. | Unlimited | 2 | Unlimited | Unlimited | 5 | Unlimited | Unlimited | |
| File storage: 1GB | User: 20MB | Unlimited | 2 GB | 100 GB | 1 GB | 2GB per user | Unlimited | |
| 3.8 | 4.6 | 4.2 | 4.5 | 4.3 | 4.3 | 4.0 | 3.9 | |
| Try Starter | Get Quotes | Get started free | Try Freshsales | Try monday CRM | Try Bigin | Try Zendesk | Try Pipedrive |
We take our impartial research and analysis seriously, so you can have complete confidence that we're giving you the clearest, most useful recommendations.
After conducting an initial exploration to identify the most relevant, popular, and established CRM tools in the market, we put them through their paces to find out more about their strengths and weaknesses. In total, we analyzed 13 CRM systems, grading them across 84 areas of investigation.
Based on years of market research and CRM product testing, we've established a CRM research methodology to score products, which consists of six main assessment categories and 13 subcategories. This covers everything from the available features and scalability capacity to the product's value for money and much more.
Our main testing categories for CRM systems are:
Features: The functionalities and capabilities provided by the CRM software, such as contact management, lead and opportunity tracking, and task and activity management.
Help and Support: The resources and assistance available to users when they encounter issues or require guidance while using the CRM software.
Customization: The ability to tailor the CRM software to suit the specific needs and processes of the organization, e.g. customizing fields, layouts, and workflows.
Scalability: The ability of the CRM software to accommodate the growth and changing needs of the organization, such as the capacity to handle a growing customer database.
Price: The cost associated with using the CRM software. It includes factors such as licensing fees, subscription plans, and additional charges for add-on modules or features.
Team Structure – Sales CRM: Determining if a platform makes it easier to manage large sales teams, including team dashboards, team hierarchies, and team inboxes.
Usability – Small Business CRM: Assessing the simplicity of the interface, the ease of navigating through menus and options, and the overall user experience.
When it comes to calculating a product's final score, not all testing areas are weighted evenly, as we know some aspects matter more to our readers than others, which are merely "nice to have." After hundreds of hours, our process is complete, and the results should ensure you can find the best solution for your needs.
At Tech.co, we have a number of full-time in-house researchers, who re-run this testing process regularly, to ensure our results remain reflective of the present day.
monday CRM Verdict
monday CRM is in a league of its own when it comes to customizability. The color-coordinated interface, combined with the simple drag-and-drop tailoring of dashboards, makes monday CRM an easy-to-use option for any small business looking to improve its sales workflow, especially those with complex sales processes.
monday CRM’s raft of useful AI features makes it a great choice for sales teams interested in streamlining core processes too. However, if you’re business requires a greater selection of CRM features Zoho Books might be a better fit as it acts more like a dedicated CRM platform, while Salesforce offers a bigger crop of third-party integrations.
The real trick with deciding on any CRM software is knowing exactly how it will work for your business. The best way to find out is to put it to the test. There’s nothing to lose with a 14-day free trial for monday CRM, so you can make your mind up. To get started, simply hit the button below.
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