monday.com CRM Review

There's a lot to be said about customization when it comes to CRM software, and monday.com offers some of the best. With a simple, intuitive interface and a tailor-made design, monday.com really gives you the power to focus on what your business specifically needs to succeed and grow.

Simply put, monday.com is all about giving you control over what kind of CRM software you want to use. Built on a colorful, intuitive interface, this complete and fully functional sales CRM is easy to navigate, while still providing you with the robust metrics and functionality you need to keep track of your business's affairs. What's more, the provider also has a number of discounts and deals for you to take advantage of.

In this guide, we'll go over some of the features, pricing plans, customer support options, and frequently asked questions concerning this made-to-order CRM software.

Not sure about monday? Check out some of our recommendations for the best CRM software alternatives, below. Otherwise, keep scrolling for our full monday review.

In this review:

• Plans and Pricing
• Core Features
• Customer Setup and Support
• CRM Alternatives
• Frequently Asked Questions
• The Verdict

You start off by choosing between three templates, or “boards”: Sales CRM, Partnership Management, or Sales Assets. Each measures a different set of business metrics, from active leads to contact forms. You'll be able to add code-less automation capabilities right into these boards, so your processes will already be saving you time.

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. You can even create and package custom apps along with monday.com, although that system is currently in beta, so there might be a few glitches early on.

Plans and Pricing

monday.com features four different pricing plans: Individual, 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.com is known for.

monday.com offers 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. As for the specific prices:

• The Basic plan starts at $8 per user per month for three users, billed annually
• The Standard plan starts at $10 per user per month for three users, billed annually
• The Pro plan starts at $16 per user per month for three users, billed annually

Here's a table to give you a quick look at all the plans. But whatever you do, don't forget that three-user minimum across all the paid plans: The respective plans cost $24 per month, $30 per month, and $48 per month, because you won't be able to start with just one user.

Individual plan — Free

• Unlimited boards
• Over 200 templates
• Over 20 column types
• Up to 2 team members
• File storage: 500 MB
• Mobile apps (iOS, Android)

The free Individual plan offers the boards, templates, and columns a single user needs to track their tasks for their own time-management needs. You'll run into limitations fairly quickly: The ability to allow others to view your boards isn't available, you won't get customer support.

But the biggest limitation is the cap of 200 free items included. ‘Items' are anything from customers to projects to tasks. The plan lets you get more items by referring friends, but even then you're capped at a total of 1,000 and you'll permanently run out of them eventually, meaning that the Individual plan isn't a long-term option for anyone. Still, it's an easy way to feel out the platform to see if it fits your particular needs.

Basic plan — starting at $8 per user per month

• Everything in Individual
• Unlimited free viewers
• Unlimited items
• Prioritized customer support
• File storage: 5 GB
• Dashboard based on 1 board

Basic is best for small teams that need a simple task-management solution that they can all access. Try doing too much, and you'll bump up against its limitations, like the 5 GB cap on files and the one-board dashboard.

Standard plan — starting at $10 per user per month

• Everything in Basic
• Timeline & Gantt views
• Calendar view
• Guest access
• Automations:  250 actions/mo
• Integrations: 250 actions/mo
• File storage: 20 GB
• Dashboard based on 5 boards

Standard 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.com can offer your business.

Pro plan — starting at $16 per user per month

• Everything in Standard
• Private boards
• Chart view
• Time tracking
• Formula column
• Automations:  25,000 actions/mo
• Integrations: 25,000 actions/mo
• File storage: 100 GB
• Dashboard based on 10 boards

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

• Enterprise-grade security
• Advanced reporting and analytics
• Multi-level permissions
• Tailored onboarding
• Premium support
• Enterprise-scale Automations & Integrations
• File storage: 1,000 GB
• Dashboard based on 50 boards

In addition to these three plans, monday.com offers an Enterprise plan, 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.com directly.

Core Features

monday.com 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.com 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, with the easy drag-and-drop functionality, you'll be able to adjust deadlines and assignments with ease to avoid any miscommunications.

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.

Charts

Analytical reporting is key when it comes to taking full advantage of CRM software, and monday.com 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!

Integrations

All-in-one solutions just make life easier for everyone, particularly in the business world. monday.com 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.

Customer Setup and Support

When it comes to customer setup and support, monday.com 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 online documentation, 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.com 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.

Also, it's worth noting that, while monday.com is based in Tel Aviv, the company does have a New York office, so you should be able to get in touch with someone if you have to.

CRM Alternatives

In our research, we found that monday.com is in the top three when it comes to CRM options for small businesses. However, there are some other options out there that might fit your needs better, including Zoho CRM and Freshsales Suite. Here's why:

monday.com vs Zoho CRM

Top to bottom, Zoho CRM is just the best CRM for small businesses. 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.com, Zoho CRM has a bit more standardized experience. It's obviously not as customizable as monday.com, but it makes up for it with a lot of features for virtually any type of business. Plus, with more support options, you can get used to the platform a lot faster.

monday.com 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 swift learning curve and improved productivity.

Again, compared to monday.com, 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, even if it isn't as customizable as monday.com. Plus, it has the better support options, so you can figure out any problems easily.

monday.com vs Other CRMs

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.

Frequently Asked Questions