Monday CRM
Last Updated
Key Takeaways
Generated from the text of customer reviews
monday CRM is a customer relationship management platform used by sales reps and account managers in businesses of all sizes. Users say it takes some setup work to get it running the way they need. However, they appreciate having all the customer details in one place. monday CRM recently added the ability to link deals directly to quotes and invoices, auto-filling the details for both.
Our Verdict
monday CRM is built for businesses that need a reliable way to manage sales and client relationships. It brings everything into one shared space at a reasonable starting price, though costs can increase as the team grows. Overall, we recommend it for organizations that prioritize visibility and easy organization over hyper-specialized features.
Overall Rating
Based on 11 users reviews
4.5
Rating Distribution
Positive
91%
Neutral
9%
Negative
0%
Starting Price
$18
per seat per month
Monday CRM Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Customer Communication Tracking
What Is Monday CRM?
monday CRM helps sales and revenue teams handle sales pipelines and customer relationships throughout the sales process. The software lets users store lead details, client accounts, team messages, tasks, and reports together using customizable boards, data fields, views, and dashboards. Built-in automations keep routine tasks moving automatically, while integrated AI tools provide call transcripts, meeting summaries, and deal tracking. The system also includes specialized AI agents that assist sales reps in finding leads, handling customer calls, and preparing upcoming meetings.
What Is Monday CRM Best For?
A notable feature of monday CRM is its Sequences. This feature helps automate multi-step sales outreach directly inside the system. A sequence basically sets up scheduled actions, such as automated emails, manual messages, reminder tasks, and call prompts. It also lets users choose how much time to wait before moving to the next step. It's helpful for sales teams that manage large volumes of leads and want follow-ups to be scheduled automatically, so they don't have to track every step manually.
How Much Does Monday CRM Cost?
monday CRM pricing starts at $18/seat/month for the Basic plan. This plan includes 1 workspace, 1 custom dashboard, 1,000 active contacts and deals, 5 columns/board max, and 20 quotes and invoices/month. Further pricing tiers of the software are as follows:
- Standard - $25/seat/month
- Pro - $41/seat/month
- Ultimate - Custom Pricing
In addition to the basic subscription costs, organizations should keep the following potential expenses in mind when choosing monday CRM:
- Implementation: $1,500–$10,000+ depending on CRM complexity, number of users, workflow customization, departments involved, and integrations
- CRM Integrations And API Development: $2,000–$15,000+, depending on the number and complexity of integrations
- Workflow And Automation Configuration: $1,000–$7,500+ for custom CRM workflows, automation rules, email sequences, and cross-system processes
- Admin And User Training: $500–$3,000+ for structured training
Reviewers have a mixed opinion of the software's overall value. Small-business owners generally find the pricing fair and cost effective. However, several users note that seat-based tiers and separate add-on costs, like AI features, can increase the total bill as the team expands.
Disclaimer: The pricing is subject to change.
Monday CRM Integrations
The software connects with various third-party application, such as:
- Slack software
- Microsoft Teams
- Docusign
- Dropbox
- Zoom meetings
- Gmail
How Does Monday CRM Work?
Follow the steps below to understand how the software typically works:
- Log in to your monday CRM account to access the main workspace and set up customized boards for leads, contacts, and accounts
- Import existing data or set up web forms and integrations to automatically capture new incoming leads
- Configure board columns, deal stages, and custom fields to match your team’s specific sales process
- Set up automated workflows to assign leads, create follow-up tasks, and send automated email sequences
- Track deal progression across pipeline views, updating contact statuses and logging call and email communications
- Collaborate with team members by tagging colleagues, sharing notes, and attaching documents directly within deal cards
- Generate custom dashboards and reports to analyze pipeline velocity, sales forecasts, and team performance
Who Is Monday CRM For?
monday CRM software is ideal for the following:
- Marketing agencies
- Professional services
- Real estate businesses
- Financial services
- Healthcare organizations
- Nonprofit organizations
Monday CRM Use Cases
Based on our evaluation of monday CRM features and market positioning, we have found common ways that account managers, sales reps, lead-handling teams, and sales managers use the platform to keep customer records current, follow up on messages, and see where deals stand:
Account Managers Tracking Renewals Across A Growing Customer Base
Account managers often face issues when they have to collect customer details from CRMs, spreadsheets, and shared inboxes. monday CRM solves this issue as it automatically logs every email, call, meeting, and task on one timeline for each account. It also sends reminders before renewals are due, and flags accounts that have gone quiet for too long. This is helpful for teams where several people share the same customers, since anyone can see where a relationship stands without asking around.
Sales Reps Guessing When To Follow Up
Reps who send a large number of outreach emails every day rarely know if a prospect actually opens the email or not, which leaves them guessing when to reach out again. Hot leads often go cold because reps have to wait too long for replies or waste time calling people who never read their emails. With email tracking, monday CRM tracks every sent email and alerts reps the moment a prospect opens it or clicks a link. Reps can then call them right away when interest is highest. This real-time view helps reps respond faster and close more warm leads.
Marketing Leads Sorting Through Too Many Inquiries
Running ad campaigns can bring in hundreds of new leads, but going through them manually can take forever and also delay contact with serious buyers. Unqualified contacts clutter up the list while genuine customers end up waiting for long. monday CRM automatically picks up lead information directly from web forms, gives them a score, and right away forwards qualified leads to the correct rep. This helps ensure that top leads get fast attention without anyone having to sort them one by one. This reduces response times significantly, and reps can focus better on serious buyers.
Revenue Teams Running Daily Outreach And Pipeline Tasks With AI Agents
Sales reps often lose valuable selling time because they get stuck doing routine administrative work all day. monday CRM solves this issue by using built-in AI agents that take over these routine tasks in the background. The agents find new contacts, pull out company details, prepare quick summaries before meetings, and warn managers when a deal starts slowing down. This is helpful for busy sales teams that want to automate everyday work, so reps can spend their time talking to buyers and closing deals.
Is Monday CRM Right For You?
monday CRM is a good fit for sales teams that want to centralize leads, contacts, accounts, deal pipelines, communication, and sales reporting in one customizable platform. Its no-code boards, automations, dashboards, and integrations make it suitable for teams that need to adapt the CRM to their existing sales processes without relying heavily on technical support.
It is particularly useful for teams that want to automate repetitive sales tasks, track customer interactions, and maintain visibility across the sales cycle. The software is ISO 27001 and SOC 2 certified, so it keeps data safe as your business grows. It's trusted by teams at TIG Freight and Coca-Cola to run their sales processes.
Still doubtful if monday CRM is the right fit for you? Contact us at (661) 384-7070 for further guidance.
Monday CRM Features
Lead Capture
monday CRM picks up leads from web forms, events, imported files, and other tools a team already uses. All the leads show up together in one dashboard. Additionally, all their details are also entered into the system to keep data clean and ready for the sales team to work on.
AI Notetaker
The software has an AI Notetaker that joins each meeting and keeps track of what's discussed there. It finds the decisions made, the tasks that came up, and who's responsible for each one. This helps the rep in paying more attention to the agenda rather than writing notes and missing important details.
Deal Insights
This feature shows how each deal is doing overall. It highlights promising deals and points out the ones that need attention. It also flags missed signs like deals with no activity, buyers who aren't engaged, or signs that were missed so a rep can start working on it before the deal goes cold.
Performance Tracking
monday CRM offers real-time dashboards that show how each sales rep is performing against their target. Revenue leaders can easily view team performance, check conversion rates, and track sales goals. Teams can customize these dashboards independently, without IT support. As a result, managers can quickly spot which reps need help and step in at the right time.
Quotes And Invoices
The software creates quotes, sends invoices, and collects signatures, all from the same place as the deal itself. The software enters customer details and item prices automatically into quotes and invoices. This allows the team to close a deal and bill it right there, without having to switch to a different tool for either step.
Pros And Cons of Monday CRM
Pros
Simplifies compliance tracking for ISO requirements
Automations help save hours of manual work
Dashboards give a clear view of the sales funnel
Time tracking helps correct underpriced work
Embedded tutorials enable simple team onboarding
Cons
AI credit usage can be difficult to predict
Calendar events don't auto-link to contacts
Search requires manually selecting each field
Monday CRM Pricing
Basic | Standard | Pro | Ultimate |
|---|---|---|---|
$18 per seat per month | $25 per seat per month | $41 per seat per month | Custom Pricing |
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Disclaimer: The pricing details were last updated on Sep 25, 2026 from the vendor's website. Please contact us for a tailored pricing list.
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
What other apps does Monday CRM integrate with?
monday CRM integrates with apps such as Slack, Microsoft Teams, DocuSign, Dropbox, Zoom, and Gmail.
Does Monday CRM have a mobile app?
Yes, monday CRM offers mobile apps for both iOS and Android users.
Who are the typical users of Monday CRM?
monday CRM features are used by organizations across various industries and sectors, such as marketing agencies, professional services, real estate, financial services, healthcare organizations, and nonprofit organizations.
Does Monday CRM offer an API?
Yes, monday CRM offers an API.
What types of pricing plans does Monday CRM offer?
monday CRM offers four pricing tiers: Basic at $18/seat/month, Standard at $25/seat/month, Pro at $41/seat/month, and Ultimate at custom pricing. Get in touch for a personalized monday CRM cost estimate.
What level of support does Monday CRM offer?
monday CRM offers support via a dedicated help center, live chat and tutorials.
What language does Monday CRM support?
The software is available in English, Spanish, French, German, Portuguese, Russian, Japanese, Polish, Dutch, Italian, Korean, Swedish, Traditional Chinese, Simplified Chinese, and Turkish.