Sales Loves Marketingmonday CRM is a sales CRM built on monday.com's board platform. Teams shape their own pipelines without code, and the newer AI agents can source leads, prepare meetings and log activity. It suits small and mid-size sales teams that want a visual, flexible CRM, especially if the company already runs projects in monday.com. Paid plans start at €12 per seat per month billed yearly, with a minimum of three seats and a 14-day free trial.
What is monday CRM?
monday.com is best known as a work management platform built on boards, fields, views, automations and dashboards. monday CRM uses the same building blocks for sales. Leads, contacts, accounts and deals each live on their own board, and you decide which columns, stages and automations each board has.
The company says on its CRM page that it is trusted by more than 35,000 customers. It sits alongside monday.com's other products, so marketing, sales and delivery teams can work on one platform. Read our monday.com project management review for the work management side.
What are monday CRM's key features?
Pipeline and deal management
Deals move through stages you define on a board. Custom dashboards track pipeline and team activity, with one dashboard on Basic and more on higher plans. Because every board is customizable, you can run separate pipelines for new business, renewals or partners. The product page also describes a pipeline monitor agent that flags slowing deals per rep.
Lead and contact management
Leads, contacts, accounts and deals are linked records on their own boards. From Standard up, custom automations can handle routine steps such as assigning a new lead to a rep. The AI versions add agents that source new leads and enrich lead data in the CRM.
Communication timeline
From the Standard plan up, monday CRM shows every email, call, meeting and note for a contact on one timeline. Its CRM page says calls, emails and meetings fill the right CRM fields automatically, and it lists Gmail and Outlook among its integrations.
Email sequences
The Pro plan adds mass emails and automated email sequences with reminders, so reps can run follow-up cadences without a separate sales engagement tool.
Quotes and invoices
You can create quotes and invoices from deal data. Every plan includes a monthly allowance, from 20 on Basic to unlimited on Ultimate.
AI agents
monday CRM's AI plan versions add agents for specific sales jobs. The product page names a lead agent that finds and enriches leads, a lead sourcing agent, a calling agent, a pipeline monitor that flags slowing deals, a meeting prep agent and an AI notetaker that transcribes and summarizes calls. You can also build custom agents from a plain-language prompt.
Integrations
monday.com lists Outlook, Gmail, Slack, Zoom, QuickBooks, Google Workspace and DocuSign among its integrations, plus hundreds more through its marketplace.
How much does monday CRM cost?
| Plan | Yearly billing | Monthly billing | Main limits and additions |
|---|---|---|---|
| Basic | €12 per seat per month | €18 per seat per month | 1,000 contacts and deals, 1 dashboard, 5 columns per board, 20 quotes and invoices a month |
| Standard | €17 per seat per month | €25 per seat per month | 10,000 contacts and deals, communication timeline, mobile apps, 250 automations a month |
| Pro | €28 per seat per month | €41 per seat per month | 100,000 contacts and deals, mass email and sequences, 25,000 automations a month |
| Ultimate | Custom price | Custom price | Unlimited records and dashboards, advanced permissions, HIPAA compliance, priority support |
Prices exclude tax and were checked on 1 November 2026. monday.com says the final price depends on your billing country, so dollar prices may differ. All plans start at three seats.
Standard, Pro and Ultimate also come in AI versions with AI credits included. The pricing page lists what they add but shows no separate price.
Who is monday CRM best for?
- Teams already on monday.com. Sales can work on the same platform as delivery and marketing, with boards that connect.
- Teams with non-standard processes. If your sales motion does not fit a fixed CRM template, building your own boards is a strength.
- Small and mid-size teams without a CRM admin. monday.com says changes can be made without a developer or IT specialist.
What are its limitations?
- The three-seat minimum makes it costly for a solo founder or a two-person team.
- Basic is very limited. It has no communication timeline or automations, so it works more as a contact list than a full CRM.
- Flexibility takes design work. Someone has to decide how boards, columns and automations fit together, and keep them tidy as the team grows.
- AI agents cost extra. They sit in the AI plan versions, not the standard plans.
When should you choose an alternative?
- You want a ready-made sales pipeline with little setup. Pipedrive is built around one opinionated pipeline view. See our Pipedrive vs Salesforce comparison.
- You need marketing automation and CRM together. HubSpot CRM connects closely with its own marketing tools.
- You run a large, complex sales organization. Enterprise platforms such as Salesforce offer deeper customization and controls.
For more options, see our list of CRM systems for small and mid-size businesses, the monday.com tool profile or browse all CRM tools.
Frequently asked questions
Does monday CRM have a free plan?
No. monday CRM offers a 14-day free trial without a credit card, then requires a paid plan. Qualifying nonprofits can apply for free or discounted access.
How much does monday CRM cost?
On 1 November 2026 the pricing page showed Basic at €12, Standard at €17 and Pro at €28 per seat per month on yearly billing, and €18, €25 and €41 on monthly billing. Plans start at three seats, Ultimate is priced on request, and prices depend on your billing country.
What is the difference between monday CRM and monday work management?
Both run on the same board platform. monday CRM adds sales records such as leads, contacts, accounts and deals, plus a communication timeline, email sequences, quotes and invoices and sales AI agents. Work management is aimed at projects and tasks.
Is monday CRM good for small businesses?
It suits small teams that want a visual CRM they can shape without code. The three-seat minimum and the limits on Basic, such as 1,000 contacts and deals and no communication timeline, mean many teams will start on Standard or Pro.