monday CRMVisual, flexible and great for teamwork
Rating & Pricing
monday CRM is built on the popular monday.com Work OS platform and stands out with colorful, freely customizable boards. Especially well suited for teams who want sales tightly connected to project and task management.
monday CRM is built on monday.com's Work OS platform, which makes it fundamentally different from classic CRMs: instead of rigid modules, you work with freely configurable boards, columns, and automation rules you can adjust via drag-and-drop — no code required.
Because monday CRM runs on the same platform as monday work management, sales, project delivery, and customer onboarding can all live in a single workspace. That makes it especially appealing for teams who don't treat sales in isolation but want it tightly connected to projects and tasks.
Sales-specific depth (like complex commission models or territory planning) is lighter than in dedicated sales CRMs, but monday CRM makes up for it with flexibility and cross-team collaboration.
Because monday CRM is built on the same foundation as monday.com, teams also benefit from ready-made automation recipes that activate with a click, plus an active template library for different industries. That makes getting started quick and easy, even without technical know-how.
Pricing-wise, monday CRM comes in several tiers from Basic to Enterprise, with the mid-tier Standard plan already covering most of the automations and integrations small sales teams need. Support runs through live chat and an extensive template and help community that assists with setting up custom boards. Real-time dashboards can also be set up for the whole team, so sales leadership and staff always share the same up-to-date overview. That makes it especially easy for managers to get a quick overview of the current status of all open deals.
Key features
- Freely customizable boards instead of rigid modules
- No-code automations via a rule builder
- Seamless connection to project and task management
- Multiple views: Kanban, table, calendar, Gantt
- Rich dashboards with widgets
- 200+ integrations (Slack, Gmail, Zoom and more)
Ideal for
- Teams that want sales tightly connected to project management
- Agencies and creative teams with visual workflows
- Companies that collaborate broadly across teams, not just in sales
- Teams that value maximum flexibility in boards and views
Pros
- Very flexible, visual boards with no code needed
- Strong cross-team collaboration
- Easy connection to project management
Cons
- Less sales-specific depth than dedicated CRMs
- Minimum seat counts on some plans
Frequently asked questions
Is monday CRM the same as monday.com?
monday CRM is a specialized product built on the monday.com Work OS platform, tailored to sales processes.
Is there a minimum seat count?
Some monday plans require a minimum number of seats (usually 3), which is worth factoring into your budget.
Can I build custom sales pipelines?
Yes, boards can be freely configured with custom columns, statuses and automations for your own pipelines.
Is monday CRM good for large sales teams?
monday CRM works well for small to mid-sized teams; very large, highly specialized sales organizations may find more depth in dedicated sales CRMs.
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