monday CRM review

monday CRM makes most sense for teams that already run projects on monday.com and want sales on the same boards. The Basic plan includes one workspace, one custom dashboard, 1,000 active contacts and deals, and 20 customizable quotes and invoices a month. Standard adds sales process automation and includes AI credits that power an agent which calls, qualifies and engages leads using your playbook and logs call summaries. Pro, the most popular plan, adds more advanced tools for growing teams, and Ultimate is the new name for the Enterprise tier. Mobile apps for iOS and Android work offline. monday.com says there is no free version beyond a 14-day trial, apart from free access for qualifying nonprofits. Our location showed prices in euros with a seat-count selector, so the USD price is marked pending. Check the minimum team size in the selector before you buy, since pricing is set by seat bundles rather than single users.

Who it is for

teams already using monday.com for projects

Price

See vendor pricing (USD check pending).

US price check pending. See the vendor pricing page.

Key features

• Basic plan with 1 custom dashboard and 1,000 active contacts and deals
• Customizable quotes and invoices, 20 per month on Basic
• AI credits included from the Standard plan
• iOS and Android apps that work offline
• Plans named Basic, Standard, Pro and Ultimate

Strengths and weaknesses

• Strength: Familiar board interface for monday.com users
• Strength: Quotes and invoices built in
• Strength: 14-day trial with no credit card
• Weakness: No free version beyond the 14-day trial, except for qualifying nonprofits
• Weakness: Basic caps active contacts and deals at 1,000
• Weakness: USD prices could not be confirmed from our location

Key facts

• Plans: Basic, Standard, Pro, Ultimate
• Free trial: 14 days
• Basic limits: 1,000 active contacts and deals, 20 quotes and invoices a month
• Customers: Around 250,000 worldwide, per monday.com

Where it ranks

monday CRM is No. 9 in our Best CRM for Small Business verdict.