monday Sales CRM Review 2025
monday CRM CRM Plans & Pricing
monday CRM Comparison
Expert Review
Pros
Cons
monday CRM CRM's Offerings
I found that monday CRM offers a 14-day free trial of the software. After the 14-day free trial is over, you can upgrade to the plan of their choice.
There are four tiers of paid plans: Basic, Standard, Pro and Enterprise. These plans include features like unlimited boards, quotes and invoices, sales analytics, and more.
Basic Plan
The Basic Plan starts at $12 per seat per month (billed annually) and includes unlimited customizable pipelines, unlimited contacts, and lead/contact management templates. However, this plan lacks automation and integrations.
Standard Plan
The Standard Plan costs $17 per seat per month (billed annually) and includes everything in the Basic Plan, plus two-way email integration with Gmail and Outlook, an AI email generator, and calendar management tools. It also provides 250 automation and integration actions per month, making it a better choice for businesses looking to streamline tasks.
Pro Plan
For teams needing advanced analytics, the Pro Plan is priced at $28 per seat per month (billed annually). This plan includes sales forecasting, advanced reporting, customizable dashboards, and up to 25,000 automation and integration actions per month.
Enterprise Plan
Larger businesses requiring enterprise-grade security and governance can opt for the Enterprise Plan, which offers custom pricing. This plan includes all Pro Plan features plus advanced reporting, a dedicated customer success manager, and 250,000 automation and integration actions per month.
What is monday.com
monday.com is a powerful, flexible Work OS (Operating System) that helps teams manage everything from daily tasks to complex projects—all in one collaborative, visual platform. It’s designed to make work more organized, efficient, and transparent for teams of any size.
Here’s what makes monday.com stand out:
📋 Work Management, Simplified
At its core, monday.com is a project and workflow management tool. You can create custom boards to track projects, assign tasks, set deadlines, and visualize your team’s progress at a glance.
🎨 Fully Customizable
Whether you’re managing marketing campaigns, sales pipelines, software sprints, or HR onboarding, monday.com lets you tailor workflows to match your exact process—no coding required.
🤝 Team Collaboration in Real-Time
Communicate with teammates, share files, tag people, and automate updates—all directly within the platform. Everyone stays on the same page, no endless email chains needed.
📊 Dashboards, Automation & Integrations
Build dashboards to track KPIs, set up automation to reduce repetitive tasks, and connect monday.com to your favorite tools like Slack, Zoom, Google Workspace, Microsoft Teams, and hundreds more.
🧩 More Than Just Project Management
With products like monday Sales CRM, monday Dev, and monday Marketer, the platform expands far beyond task tracking—covering sales, product development, marketing, operations, and more.
🌍 Trusted by Thousands
monday.com is used by over 180,000 companies worldwide, from small businesses to Fortune 500 giants, including Coca-Cola, Hulu, Canva, and Universal Music Group.
Customer Support
Live Chat
After reaching out through the live chat, I got a quick response to my message, and I was redirected to a team member with a better specialization in the aspect I needed. The team member was effective and empathetic while offering resources that directly clarified my problems. The live chat feature also allowed me to send the transcript from the chat to my email address, so I could keep close tabs on every response I got.
Email Support
After reaching out to monday CRM team via email, I received an email showing that my ticket had been received. However, the time frame for me to receive a comprehensive response was 5 hours. Before that, I got resources related to my questions to help me get a headstart before getting a reply from the product specialists.
Phone Support
monday CRM only provides phone support for billing issues. However, the process of reaching customer service is seamless. You simply request a callback by specifying your contact details and country. You’ll receive a phone call afterward. The call handler was friendly, and eager to help me find other options to process my payment.
Blog
When I explored the Monday CRM blog, I found a solid mix of practical advice on sales, task management, productivity, teamwork, and remote work. The content is easy to digest, and it’s clear that the writers know their stuff. If you’re trying to grow your business or streamline operations, the blog offers insights that actually help—not just generic tips. Whether you’re a startup or an established company, there’s something useful to take away.
Webinars
I checked out the Monday CRM webinars, and they’re broken into two categories:
– Live sessions – Great if you want real-time interaction.
– On-demand videos – Perfect for watching at your own pace.
I liked that the webinars cover the platform in-depth, explaining different features in a way that’s easy to follow. Plus, they’re available in multiple languages like Spanish, French, German, Hebrew, and Portuguese, making them accessible for a global audience. If you’re new to Monday CRM or want to level up how you use it, these webinars are a great resource.
Features & Functionality
General Features
monday CRM software offers a comprehensive set of tools to manage your customer relationships and boost engagement and conversions. We’ll go into more detail below. Here’s the list:
- Customizable dashboards
- Reporting and analytics
- AI-powered insights
- Custom forms for lead capture
- Collaborative work docs
- Account management
- Integrations
- Mobile app
- Kanban management interface
- Email tracking and sequences
- Mass emails
- Sales pipeline management
- Contact management
- Revenue forecasting
- Automated reports
- Sales pipeline automation
- Sales forecasting automation
Customizable Dashboards
This CRM software has customizable dashboards that allow every team member to keep track of project progress without distorting the information. With these dashboards, monday allows you to save time with a highly visual design that’s easy for anyone to interpret. It helps you filter the information you want to view active deals, overviews, and the size of your deals.
Creating a new dashboard on this platform is quite straightforward. After clicking on the “Add” feature, name the dashboard and decide whether you’ll connect the board to the previous ones. You can customize your dashboard based on your preferences to improve your experience.
Reporting and Analytics
The sales dashboard offers comprehensive reporting and analytics concerning every activity concerning you and your clients. It shows active deals, average value of won deals, actual revenue, funnel chart, monthly goal, and progress rate. This uses different pictorial representations to allow easy interpretation of data.
AI-Powered Insights
monday CRM uses AI to generate tasks, compose emails, and prioritize deals based on real-time data, helping you make smarter, faster decisions. These insights streamline sales processes and ensure your team focuses on high-impact activities that drive results.
Custom Forms for Lead Capture
Custom forms in monday CRM allow you to collect and qualify leads with ease, seamlessly integrating them into your workflows. This feature simplifies lead management and ensures that prospects are nurtured effectively, enhancing your sales pipeline efficiency.
Collaborative Workdocs
Collaborative workdocs let teams brainstorm, share ideas, and collaborate in real-time within monday CRM. This feature complements the Kanban Management Interface, fostering teamwork and ensuring that all team members stay aligned and informed on key projects.
Account Management
monday CRM’s account management tools allow you to track client activities, manage relationships, and maintain a complete history of interactions. This strengthens customer relationships and ensures long-term client satisfaction through better organization and insights.
Integrations
monday CRM connects seamlessly with the tools your business already uses. With over 50 built-in integrations, you can sync your workflow across popular platforms like:
- Slack – Stay updated on project progress through real-time notifications.
- Gmail – Track and manage email conversations directly within your CRM.
- HubSpot – Connect marketing efforts to your sales pipeline.
- Mailchimp – Power up your email campaigns with contact syncing and automation.
Whether you’re managing communications, marketing, or operations, Monday CRM acts as a central hub, helping small and mid-sized businesses consolidate tools and reduce app switching. For businesses needing highly specialized integrations, platforms like Salesforce offer more extensive app marketplaces.
Mobile App
The monday CRM mobile app allows you to manage tasks, track deals, and log activities from anywhere, ensuring you stay connected and productive on the go. This flexibility is invaluable for sales teams that require real-time updates and accessibility, keeping everyone aligned no matter where they work.
Kanban Management Interface
This CRM tool works with Kanban software, which helps you automate the redundant tasks in your team with a display feature that’s easy for everyone to understand. It also makes it easy for you to collaborate with teams and make required changes easily. Kanban is customizable, scalable, and easy to use.
Email Tracking and Sequences
With email tracking and sequences, monday CRM allows you to monitor email opens, clicks, and engagement while automating follow-up messages with personalized sequences. This feature ensures timely communication, nurtures leads effectively, and enhances engagement by delivering the right message at the right time.
Mass Emails
The mass emails feature enables you to send personalized emails in bulk directly from the CRM, maintaining a professional yet personal touch. This simplifies your outreach efforts, helping you scale communications without losing the individualized experience that resonates with your audience.
Sales
Sales Pipeline Management
The sales pipeline feature on monday CRM helps you keep close tabs on the deals your sales team is handling. It covers every stage of the sales process, this way; you’ll easily spot the location of every lead within the pipeline. With this sales pipeline, you can assume what you’ll get in revenue and help you identify effective sales strategies to continue implementing.
Contact Management
Managing your contacts with monday CRM is simple. Once you’ve chosen a preferred template, you can create new contacts and manage existing ones on this platform. I was confused about how to segment my different contacts, but with the options monday offered, I was able to walk through it like a breeze.
Revenue Forecasting
monday CRM’s revenue forecasting uses real-time data from your sales pipelines to project future revenue. This provides clear insights into potential earnings, helping you plan strategically, set realistic goals, and allocate resources effectively to drive growth.
Automation
Automated Reports
monday CRM’s automated reporting feature generates insightful, up-to-date reports on key sales metrics such as deal progress, revenue trends, and team performance. This saves time and ensures accuracy, allowing you to focus on strategic decisions rather than manual data collection, ultimately driving smarter business growth.
Sales Pipeline Automation
Sales pipeline automation streamlines your sales processes by automatically updating deal stages, assigning tasks, and sending reminders based on pre-defined triggers. This reduces manual effort, keeps pipelines accurate, and ensures that every lead moves efficiently through the sales cycle, maximizing productivity.
Sales Forecasting Automation
Sales forecasting automation leverages real-time pipeline data to predict future revenue and sales outcomes. This feature helps you identify gaps, set realistic goals, and allocate resources effectively, ensuring your team stays on track to meet and exceed targets.
Performance:
As a high-performance software, monday CRM helps you nurture leads, contacts, and accounts without breaking a sweat. It helps you analyze and store customer data effectively to impact your business decisions. After using this CRM tool, I reviewed certain essential parameters.
Speed
The speed of setting up and organizing a CRM tool to suit your business needs is essential to every business owner. Setting up your account takes less than 3 minutes, and after including customer data, you can access the reports in a matter of seconds, as shown in the video.
Importing your files is also a smooth process with monday software. Once you’ve prepared your excel file, you can upload it within a few minutes.
Automation
monday CRM saves you the trouble of dealing with numerous tasks manually with its automation features that you can leverage easily. However, for CRM software, monday lacks some vital automation, including email marketing automation and quote management.
The automation available on monday.com includes
- Workflow automation with prebuilt templates.
- Automated reporting and analytics
- Email automation with templates and variables
- Lead and opportunity management
- Forecasting
Interestingly, setting up automation on monday.com is seamless, as seen in the video below.
Ease Of Use:
The best applications are those you can use even in your sleep. Everyone wants software that is both simple to use and offers complex functionalities – all while helping save time. Luckily, monday CRM is all of this.
Setup
The signup process was hitch-free. After inputting my full name, password, and email address, I had to choose the specific reason for using the tool. The different options were work, personal usage, school, and non-profit. The platform was customized based on the option I chose. Afterward, I needed to specify my role, whether as a business owner, freelancer, director, C-level, and VP. All of this took less than 3 minutes.
Customizing your CRM tools
I played around with Monday CRM’s customization, and the 150+ templates made it ridiculously easy to get started. Whether it’s sales, marketing, IT management, or even event planning, there’s a pre-built setup for almost every industry. I picked one for customer management, and in one click, I had a structured, labeled workspace. If you prefer, you can build everything from scratch, but honestly, the templates save a ton of time.
Audience building and segmenting
Building an audience using monday CRM is pretty straightforward. You can import all your client data from Excel or include them manually. It supports different files, including .csv, .xlsx, and .xls. This software already makes it easy for you to create a personalized section for each customer.
The important details include the contact name, priority, title, company, phone number, email, lead type, and the time for the next interaction. You’ll also have to note these details when creating your Excel file. That way, you’ll save time and enhance efficiency.
Automation
I tested out automation, and it’s a game-changer—but only if you’re on a paid plan. The process is simple: you set up a trigger, define a condition, and select an action. I tried automation for status changes, task assignments, and item creation, and it worked flawlessly.
Automation limits by plan:
– Standard Plan – 250 actions
– Pro Plan – 25,000 actions
– Free Plan – No automation (which severely limits workflow)
If you want full efficiency, you’ll need at least the Standard Plan. The more you automate, the more time you save.
Uniqueness:
monday CRM is a highly intuitive software that enables cross-team collaboration and easy access to comprehensive customer data so you can manage your entire sales cycle in one place. Templates make it easy to get started and run an efficient and effective pipeline while automations and integrations empower you to customize the platform to meet your unique needs.
Benefits of monday Sales CRM
monday Sales CRM is a customizable, no-code customer relationship management solution built on the flexible monday.com platform. Designed to simplify sales processes, automate routine tasks, and give teams full visibility into the customer journey, it’s a great fit for businesses that want a CRM that adapts to them—not the other way around.
1. Fully Customizable Workflows
Unlike traditional CRMs that lock you into rigid templates, monday Sales CRM lets you build sales pipelines, deal stages, contact records, and dashboards that fit your exact sales process. Whether you’re doing B2B or B2C sales, you can adapt it to your unique needs—no coding required.
2. Sales Automation That Saves Time
Set up automations in just a few clicks to handle repetitive tasks like:
- Assigning leads to reps
- Sending follow-up reminders
- Moving deals to the next stage
This reduces manual work so your sales team can focus more on selling and less on updating the CRM.
3. Full Pipeline Visibility
Visual boards, Kanban views, and timeline tracking help you see exactly where every deal stands. You can filter by rep, priority, deal size, or close date—so nothing falls through the cracks.
4. Centralized Communication
Track calls, emails, meetings, and notes for every contact or deal in one place. You can even integrate Gmail or Outlook to send and receive emails directly from monday Sales CRM, keeping all communication organized.
5. Real-Time Reporting & Dashboards
Build custom dashboards to monitor KPIs like:
- Deal value
- Sales velocity
- Win/loss rates
You’ll always know how your pipeline is performing and where to improve.
6. Seamless Integrations
monday Sales CRM integrates with tools your team already uses—like Slack, Zoom, Mailchimp, HubSpot, Google Workspace, and more—making it easy to stay connected and automate your full sales funnel.
7. Ideal for SMBs & Growing Teams
With its ease of use, scalable pricing, and flexible design, monday Sales CRM has often been considered the best option for most small businesses looking for a cost-effective, powerful CRM without enterprise-level complexity.
8. Transparent Pricing with Free Trial
monday Sales CRM offers a free trial so you can test it before committing. Paid plans are scalable, based on team size and features, making it accessible for startups and established businesses alike.
Verdict:
Building customer relationships is an integral part of any business, big or small. monday CRM provides business owners with an affordable option to manage contacts, leads, and payments with explicit analysis that’s accessible to every team member. It offers a free version with decent features that enhance your business operations and also a 14-day trial for more advanced features. However, to access automation and integrations, you need a paid plan.
At first, this tool might seem complex, especially if you’re unfamiliar with CRM tools. However, with the guidance and support the company offers, you’ll be able to navigate the platform more easily. Ultimately, it is an all-in-one sales software that enhances workflow and improves team productivity.
User Review
Write a Review- - Very visual so you can get a good idea of where everything stands without much effort
- - Custom dashboards for tracking info that matters to us
- - Many integrations and automations
- - The mobile app (Android) isn’t very good, so I’m often forced to use the desktop app
- - It has numerous functions and replaced many tools in our arsenal
- - Can import data from other sources and display it in graphs to inform our sales strategy
- - It’s possible to see everyone’s deal flow in an overall view then dr
- extremely intuitive and simple to get up and get using!
- The formula system is very basic and can’t do anything more than the bare minimum which was unacceptable for us
- - We are better able to plan our sales for the month and quarter
- - Managers have a high-level overview of everything and can make better decisions
- - The interface is fun and colorful which seems to have an energizing effect on t
- It is too easy to accidentally upgrade your subscription plan
