Last Updated
Overview
Monday CRM lets you design your own sales workflows, automate tasks, and stay on top of deals with ease. While some initial setup is needed to customize it to your team’s flow, it’s perfect for businesses that want full flexibility and cross-team alignment without compromising on structure.
Overall Rating
Based on 11 users reviews
4.5
Rating Distribution
Positive
91%
Neutral
9%
Negative
0%
Starting Price
Custom
Monday CRM Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Sales Forecasting
What Is Monday CRM?
Monday CRM is a fully adaptable platform that lets sales teams build custom workflows, set up automated tasks, and manage client relationships from first contact to close. With options to tailor pipelines, sync emails, and monitor performance through detailed dashboards, it supports every stage of the customer journey.
Instead of offering a fixed set of processes, it empowers users to create their own sales structure, combine task management with CRM functions, and maintain full control over data and collaboration tools.
Monday CRM Pricing
The vendor offers a range of Monday CRM price plans to suit different business needs, including:
- Basic — $15/seat/month
- Standard — $20/seat/month
- Pro — $33/seat/month
- Enterprise – Custom pricing
Disclaimer: The pricing is subject to change.
Monday CRM Integrations
The software supports integration with multiple systems and platforms, such as:
- QuickBooks
- Mailchimp
- Calendly Events
- Microsoft 365
- PhoneBurner
Who Is Monday CRM For?
Monday CRM is ideal for a wide range of industries and sectors, including:
- Retail
- Healthcare
- Construction
- Finance
Is Monday CRM Right For You?
If your sales process involves coordinating with marketing, project teams, or post-sale follow-ups, Monday CRM helps keep everything connected. It’s ideal for tracking cross-department deals, managing client handoffs, or adapting workflows as your business grows. Whether you’re handling multi-step sales cycles, expanding into new markets, or balancing direct clients with partner relationships, Monday CRM keeps collaboration smooth and processes in sync.
Still doubtful if Monday CRM is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Monday CRM Features
Insights
This feature streamlines access to key business metrics, enabling teams to monitor performance and make data-driven decisions. Customizable reports simplify the analysis of sales trends, deal progress, and team activities. It helps businesses identify opportunities, forecast outcomes, and optimize sales strategies with minimal effort.
Data Management
Sales teams can use this feature to centralize all customer and sales data in one place, enhancing visibility and control. It supports easy import of existing leads, contacts, and accounts from Excel or via API connections. Duplicate data management is streamlined with automatic alerts and merge options for overlapping leads and contacts.
Lead Management
Businesses can efficiently manage leads by automating follow-ups and streamlining outreach efforts. This feature accelerates deal progress with automated email sequences and task reminders for lead nurturing and client follow-up. For broader outreach, mass email features allow personalized communication with multiple leads simultaneously.
Pros And Cons of Monday CRM
Pros
Supports flexible workflow customization for varied sales processes
Automates routine tasks like status updates and notifications
Links CRM with project management for seamless pipeline tracking
Cons
Automation cap limits high-volume process scaling on ‘Pro’ plan
Email tracking lacks advanced outreach and engagement tools
Monday CRM Reviews
Total 11 reviews
4.5
All reviews are from verified customers
Rating Distribution
5
Stars55%
4
Stars36%
3
Stars9%
2
Stars0%
1
Stars0%
Share your experience
Small-Business, 11-50 employees
“Great CRM with user-friendly features”
Pros
I was surprised by how easy it was to set up this CRM. Importing our Excel data went smoothly and configuring automations and integrations was a simple process. After the import, connecting Outlook for email management was as easy as it could get. Ilove how now we can track all our conversations from one interface without hopping between different platforms.
Cons
The mass email feature I need is locked behind the pro plan, which costs way more than similar CRMs out there.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
8
Functionality
10
Mid-Market, 51-100 employees
“Outstanding ERP and CRM Solution”
Pros
I'm a huge fan of systems that make life easier rather than complicate things. I discovered this platform in 2023 when we were struggling with data organization and process management. After implementing and developing all our boards, our company reached an extraordinary new level and its now an essential part of our daily operations. Customer support has been fantastic, always available to resolve any questions or issues. The integration with other software is amazing and very easy to set up.
Cons
A few downsides I've noticed are that certain tools take way too long to arrive on the platform like the sales funnel feature took literally forever to get implemented. Plus there are still some bugs floating around that need fixing.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
9
Functionality
10
Small-Business, 11-50 employees
“Great potential but needs work”
Pros
The interface looks fantastic and works really well visually. I appreciate how customizable everything is.
Cons
Some basic CRM features that ideally work out of the box either need custom development or just aren't working at all. The calendar integration is the worst offender when I have a meeting with for eg "John Smith" on my calendar, it should automatically link to his contact record since his email is on the invite and create an activity entry. Instead, it just pulls in the event as a standalone item without making any connections. If they could sort out this issue and a few others like it, this could be a really solid CRM solution.
Rating Distribution
Ease of use
8
Value for money
6
Customer Support
5
Functionality
6
Frequently Asked Questions
Does Monday CRM have a mobile app?
Yes, it does have a mobile app for both iOS and Android.
What level of support does Monday CRM offer?
The vendor offers 24/7 support via chat, phone, community forum, and expert assistance.
What types of pricing plans does Monday CRM offer?
The vendor offers Basic ($15/user/month), Standard ($20/user/month), Pro ($33/user/month), and Enterprise (custom pricing) all with a free trial. Contact us for a tailored Monday CRM cost estimate.
What other apps does Monday CRM integrate with?
Monday CRM software integrates with platforms like QuickBooks, Mailchimp, Calendly and many more.
Does Monday CRM offer an API?
Yes, it does offer API access.
Who are the typical users of Monday CRM?
Business across various industries and sectors such as retail, healthcare, construction, and finance, benefit from Monday CRM features.
What language does Monday CRM support?
It supports 13 languages including, English, German, Japanese.