monday CRM

Monday.com started in 2012 (originally called "dapulse") with a simple goal: make project management visual and collaborative. This Israel-based company caught fire with its colorful, intuitive interface before going public in 2021 at a $6.8 billion valuation.

Monday CRM is a customizable sales platform designed to help teams manage their sales pipeline, automate processes, and streamline communication. It's part of the broader monday.com work OS, which also includes project management and other work management tools. Monday CRM focuses on helping sales teams improve efficiency and close more deals faster.

This CRM solution maintains Monday's visual DNA while adding sales-specific tools. Rather than a standalone product, it's a specialized implementation of the core platform—giving users both dedicated CRM features and the flexibility of the underlying work system.

Our Monday CRM review wouldn't be complete without a deep dive into pricing. Monday CRM offers options from free to enterprise across several tiers:

• Free Plan: $0 for up to 2 users with unlimited contacts and pipelines

• Basic Plan: $12/user/month (billed annually)

• Standard Plan: $17/user/month (billed annually)

• Pro Plan: $28/user/month (billed annually)

• Enterprise Plan: Custom pricing

The free option stands out—unlike competitors that cap contacts or deals, Monday gives small teams unlimited contacts and pipelines without spending anything. This approach has won over solo entrepreneurs and startups where every dollar counts.

Features scale logically across tiers. The Standard plan adds two-way email sync and HIPAA compliance, while Pro users get advanced forecasting, mass email capabilities, and sophisticated email automations. Enterprise customers receive lead scoring, advanced analytics, and enterprise-grade automations.

Next to rivals like Pipedrive ($15+/user/month) and Salesforce ($25+/user/month), Monday CRM offers solid value—especially with its transparent pricing that avoids hidden fees and complex add-ons. Monthly billing is available but costs about 18% more than annual plans.

Monday CRM shines with its visual approach to sales management. Users consistently rate the platform highly for usability—scoring between 8/10 and 4.7/5 in independent reviews. This visual approach helps teams grasp complex sales data at a glance.

The drag-and-drop functionality turns setup into something almost fun. Sales managers can create custom pipelines in minutes instead of days, no coding needed. One manufacturing company's sales director shared: "We replaced our clunky legacy CRM with Monday in a single weekend. The visual nature made adoption nearly universal across our sales team."

Customization goes deep:

• Multiple views (Kanban, calendar, timeline, Gantt) for different scenarios
• Color-coding that makes status updates actionable
• Custom fields that mirror your exact sales process
• Conditional logic that adapts as deals progress

This flexibility means Monday CRM adapts to your business rather than forcing your team to change how they work. A marketing agency that switched to Monday CRM saw adoption rates nearly double compared to their previous system, mainly because the platform felt like it was "built for how we actually work."

Small businesses particularly love this adaptability. As one retail business owner put it: "Unlike other CRMs that felt overwhelming, Monday gave us exactly what we needed without forcing us to learn features we'd never use."

Monday CRM combines visual appeal with practical tools that move deals forward:

Visual Boards with Multiple Views

The customizable boards change how teams track sales progress. Switch between Kanban for pipeline management, calendar for scheduling, timeline for project planning, or Gantt charts for complex implementations. This flexibility helps sales teams adjust their view based on needs—whether forecasting revenue or planning today's calls.

Infinitely Customizable Workflows

Instead of a one-size approach, Monday CRM lets you design processes that match your unique sales cycle. A consulting firm created custom fields tracking proposal versions, stakeholder approvals, and competitive positioning—metrics their previous CRM couldn't handle. This extends to conditional logic, where actions trigger automatically based on deal stage or value.

AI-Powered Insights

The AI analyzes patterns across your sales data to suggest actionable recommendations. The system spots successful sales sequences and suggests replicating them for similar opportunities. One tech company found that Monday's AI identified an overlooked lead source generating 22% higher conversions than their primary channel.

Automation That Eliminates Busywork

Monday's automation engine handles repetitive tasks throughout the sales process. Create email sequences triggered by deal progression, cross-platform notifications for critical stages, or automatic status updates when specific conditions occur. A financial services firm automated 15 previously manual processes, saving about 12 hours of administrative work weekly.

Integrated Email Marketing

Beyond basic email tracking, Monday CRM offers mass email campaigns with personalization and performance analytics built in. Track open rates, clicks, and conversion data directly in your pipeline view. This integration ends the constant switching between marketing platforms and CRM that frustrates many sales teams.

Automatic Account Enrichment

The platform cuts manual data entry by automatically pulling in company information when new accounts are created. Enter a business name or website, and Monday CRM fills in details like industry, size, and social profiles—saving valuable selling time while ensuring complete data.

Financial Management

Generate quotes and invoices directly within the platform, maintaining a complete view of deal economics without system-switching. This integration between sales activities and financial outcomes creates a clearer picture of revenue generation than separated approaches.

Monday CRM connects with your existing tech stack through over 200 integration options spanning key business functions. This connectivity turns your CRM into a central hub for your sales ecosystem.

Key integration highlights include:

• CRM Connections: Integrates with Pipedrive, HubSpot, Salesforce, and Zoho CRM for easier data migration
• Communication Tools: Links with Slack, Microsoft Teams, Gmail, Outlook, and Zoom
• Document Management: Connects to Google Drive, Dropbox, and OneDrive
• Automation: Zapier and Make (formerly Integromat) extend automation possibilities
• Marketing Platforms: Native connections to Mailchimp, ActiveCampaign, and Facebook Ads
• Support Tools: Integrates with Zendesk and Intercom
• Financial Software: QuickBooks integration for seamless financial tracking

The most valuable connections include integrations with competing CRMs like Pipedrive, HubSpot, Salesforce, and Zoho CRM—making data migration easier and helping teams maintain continuity during transitions. Communication tools including Slack, Microsoft Teams, Gmail, Outlook, and Zoom link conversations directly to customer records, creating complete interaction histories.

Document connections with Google Drive, Dropbox, and OneDrive keep proposals and contracts organized alongside deal details. For custom workflow needs, links to Zapier and Make (formerly Integromat) open thousands of additional automation possibilities without coding.

Marketing teams benefit from native connections to Mailchimp, ActiveCampaign, and Facebook Ads, while support integrations with Zendesk and Intercom ensure post-sale relationships maintain the same visibility as pre-sale activities. Financial processes stay connected through QuickBooks integration, and e-signature tools like DocuSign streamline closing.

Monday CRM takes a thorough approach to protecting sensitive customer and deal information. The platform maintains ISO 27001, ISO 27018, and SOC 2 Type II certifications, showing commitment to international security standards and independent verification of security practices.

Key security and compliance features include:

• Comprehensive Certifications: ISO 27001, ISO 27018, SOC 2 Type II
• Healthcare Compliance: HIPAA compliance starting at the Standard tier
• Robust Encryption: TLS 1.2 for data in transit, AES-256 for data at rest
• Access Controls: Role-based permissions and granular access settings
• Authentication Options: Two-factor authentication and SAML 2.0 SSO
• Data Protection: Automated backups, regional data storage, and 99.9% uptime
• Regulatory Compliance: GDPR-compliant processes for European users

For teams handling protected health information, HIPAA compliance starts at the Standard tier—providing necessary safeguards for healthcare organizations and businesses working with medical data. This inclusion at a relatively affordable price point sets Monday CRM apart from competitors that limit compliance features to premium tiers.

Data protection starts with enterprise-grade encryption both in transit (TLS 1.2) and at rest (AES-256), keeping information secure whether being accessed or stored. Monday uses role-based permissions that let administrators control exactly what each team member can view or modify—essential for organizations with complex hierarchies or compliance requirements.

For authentication, the platform supports two-factor authentication for all users and single sign-on (SSO) through SAML 2.0 at higher tiers. This flexibility helps organizations balance security with usability based on specific requirements.

Monday CRM users consistently mention customer support as a standout feature, with the platform earning 9/10 for support quality in independent reviews. This high rating comes from responsive resolution times and knowledgeable support staff who understand both technical issues and business applications.

Key support offerings include:

• 24/7 Live Chat: Available for all paid plans
• Dedicated Email Support: Prioritized channels for higher-tier customers
• Phone Support: Priority access for enterprise clients
• Customer Success Managers: Personalized guidance for Enterprise plans
• Self-Service Resources: Comprehensive knowledge base and video tutorials
• Community Support: Active user forums for peer assistance
• Onboarding Resources: Role-based training paths and interactive walkthroughs

Regular Webinars: Weekly sessions covering common challenges and new features

Support options include 24/7 live chat for all paid plans, with dedicated email support channels and priority phone support for higher tiers. Enterprise customers get a dedicated Customer Success Manager who provides personalized guidance and strategic advice.

The quality of support makes a real difference during critical moments. A real estate brokerage accidentally deleted an entire pipeline of client properties but recovered everything within hours thanks to Monday's support team. Their operations manager shared: "The support team not only resolved our immediate crisis but showed us how to implement better permission controls to prevent similar issues in the future."

Beyond direct support, Monday offers extensive self-service resources. The knowledge base includes detailed articles, video tutorials, and step-by-step guides covering everything from basic setup to advanced automation. The Monday Community forums connect users for peer-to-peer support and idea sharing, while weekly webinars address common challenges and new feature implementations.

Monday CRM offers several standout advantages that set it apart from other CRMs:

Visual interface for clear sales insights

Monday CRM offers several standout advantages that set it apart from other CRMs:

Its visual interface makes complex sales information immediately understandable, turning data into actionable insights without extensive analysis. The customization options adapt to virtually any sales process without technical expertise—a manufacturing distributor created a custom pipeline matching their unique 22-step qualification process in under a day.

Seamless team collaboration

Collaboration features bridge typical departmental divides, connecting sales, marketing, and support teams in a unified workspace. Teams report stronger cross-functional alignment, with one engineering firm noting that "proposal turnaround time dropped 40% once our technical experts could easily see deal requirements directly in Monday."

Smart AI and automation

The AI capabilities provide smart recommendations based on historical patterns, highlighting which deals need attention and suggesting effective next steps. Automation features eliminate repetitive tasks—a consulting group automated their follow-up sequences and reduced administrative work by 37% while increasing proposal conversions by 28%.

Integrated email marketing and account enrichment

Email marketing integration keeps communication flowing directly from the CRM, while automatic account enrichment cuts manual data entry. The extensive integration ecosystem (200+ applications) connects critical business tools, creating a cohesive workflow across platforms.

Responsive customer support

Customer support quality consistently impresses users, with responsive assistance available across multiple channels. The generous free tier that includes unlimited contacts and pipelines makes Monday CRM accessible to small teams with limited budgets. Even users with minimal technical skills find the platform approachable—a key factor in the high adoption rates reported by organizations switching from legacy systems.

Despite its strengths, Monday CRM has several limitations worth considering:

Advanced features locked behind higher tiers

The feature distribution across pricing tiers restricts advanced capabilities like sales forecasting and lead scoring to higher-cost plans, potentially limiting smaller teams with sophisticated needs but tight budgets. While the platform offers 200+ integrations, some users report limitations with specific tools—particularly regarding control over Microsoft Teams notification formatting and granularity.

Complexity can overwhelm new users

The platform's extreme flexibility sometimes leads to "analysis paralysis" during initial setup, with some teams struggling to decide how to structure their workspace among numerous options. For less tech-savvy staff, the learning curve can be steeper than expected despite the intuitive interface. As one reviewer noted: "The first week felt overwhelming with all the customization options—we would have benefited from more prescriptive templates."

Confusion between Monday products

Organizations using both Monday Work Management and Sales CRM sometimes experience confusion about where specific information should live, with occasional duplication between systems. Enterprise users migrating from platforms like Salesforce might miss specialized features like territory management or advanced permission structures.

Challenges with data migration

Data migration presents challenges with potential formatting inconsistencies and occasional data loss during complex imports. While AI features show promise, some users find the suggestions still maturing and occasionally less relevant than human insights. One marketing director commented that "the AI recommendations still require significant human review before implementation."

Change management and niche needs

Organizations face typical change management hurdles when transitioning from established tools, with Monday requiring clear implementation planning to overcome resistance. Finally, niche industries with highly specialized requirements may find Monday CRM lacks certain vertical-specific features without custom development work.