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ByHeather MacAvelia·Last verified Jun 24, 2026
monday CRM logo

monday CRM

4.3/ 5

by Monday.com

MCPIndependently Reviewed
Visit monday.com

AI-powered Work CRM from monday.com with native AI Sidekick, automation, and pipeline management. Basic $21/seat, Standard $28/seat, Pro $48/seat (yearly). 18% off yearly.

From

$21

subscription

GitHub

Stars

G2

4.6 / 5

1,175 reviews ↗

MCP

⚡ Yes

Compatible

monday CRM is the AI-powered work CRM from monday.com, the publicly-traded work management platform serving 225,000+ customers globally with applications spanning project management, marketing, software development, and customer relationship management. Built on the monday.com Work OS foundation, monday CRM combines pipeline management, contact and deal tracking, sales automation, and the native AI Sidekick plus AI credits and Notetaker hours for sales teams that want CRM functionality embedded in the broader monday.com workspace ecosystem. Pricing follows a tiered subscription model with monthly and yearly options (yearly saves 18%): Basic at $21/seat/month (yearly) covers individuals and small teams with 1,000 active contacts and deals, 1 custom dashboard, and AI Sidekick (lite). Standard at $28/seat/month adds full AI Sidekick, more AI credits, expanded contacts and deals, and additional dashboards. Pro at $48/seat/month covers larger sales teams with advanced AI capabilities, full automation, and broader limits. Enterprise is custom-priced with SSO, advanced security, and dedicated support. monday CRM's differentiation versus Salesforce, HubSpot, and Pipedrive is the work management platform integration combined with monday.com's broader ecosystem. Rather than positioning as a CRM-only tool, monday CRM lets sales teams operate within the same workspace where marketing, project management, and customer success teams already work. The monday.com MCP Server enables AI agents and copilots including Claude, Microsoft Copilot, ChatGPT, and Cursor to access and act on monday.com data directly, adding a meaningful AI integration layer on top of the native AI Sidekick. monday CRM capabilities include contact and deal management, sales pipeline tracking, AI Sidekick (AI assistant for sales tasks), AI credits for content generation and automation, Notetaker hours for meeting notes, mass email and email sequences, sales automation, mobile apps for iOS and Android, custom dashboards, and integration with major business tools. The broader monday.com AI platform now includes three AI product lines: monday agents (autonomous AI agents for workflow automation), monday sidekick (AI assistant embedded across the platform), and monday vibe (AI-powered app building). The platform serves SMB to mid-market sales teams primarily, with Enterprise tier supporting larger organizations. monday.com is certified under SOC 2 Type II, ISO 27001, ISO 27701, ISO 27018, ISO 27017, GDPR, CCPA, and HIPAA. Not affiliated.

Pricing

subscription · $21

View pricing ↗

Segment

smb

Setup

easy

Verified

Jun 24, 2026

Transparency

Public

Contract

Monthly or Annual

Data training

Not Disclosed

Autonomy

Human Optional

Capabilities

pipeline-managementcrm-syncemail-optimisationreportingworkflow-builder

Pros & Limitations

Editorial assessment

Pros

  • Work management platform integration is genuinely differentiated: monday CRM operates in the same workspace where marketing, project management, and customer success teams work, producing materially better cross-functional alignment than CRM-only tools.
  • Accessible pricing competitive with Pipedrive: Basic at $21/seat (yearly) is accessible for SMB sales teams that find Salesforce too expensive or HubSpot Sales Hub too feature-heavy.
  • AI Sidekick, AI credits, and Notetaker integrated into platform: native AI capabilities from Standard tier upward provide modern sales AI within the monday.com workspace, better workflow than stitching together separate AI tools.

Limitations

  • Less depth than dedicated CRM platforms (Salesforce, HubSpot): monday CRM is solid for SMB and mid-market sales operations but lacks the workflow depth, ecosystem integrations, and sales-specific features that Salesforce or HubSpot Sales Hub provide for enterprise sales teams.
  • Per-seat pricing scales linearly with team size: Basic at $21 and Pro at $48 per seat creates cost growth that may exceed alternatives at large team sizes versus per-organization or per-feature pricing models.
  • CRM is one application within monday.com workspace: companies that want a dedicated CRM platform without the broader work management context may find monday CRM's workspace integration creates evaluation overhead versus standalone CRM alternatives.

Technical Details

Deployment
webapimobile
Model architectureProprietary
Avg setup time< 1 day for SMB Basic (sign up, configure pipelines, import contacts and deals); 2-6 weeks for Pro/Enterprise with full sales team rollout and automation configuration
Autonomous rateConfigurable: monday AI Sidekick handles autonomous CRM tasks, content generation, and meeting notes within configured guardrails; sales reps approve all customer-facing actions
MCP compatibleYes
Integrations
GmailHubSpotLinkedInMicrosoft OutlookSalesforceSlackZapierZoom
Security
SOC 2 Type IIISO 27001ISO 27701ISO 27018ISO 27017GDPRCCPAHIPAA

Similar agents

Rating

4.3/ 5

Editorial score

How we score this →

Score breakdown

AutCap 3 · IntDepth 5 · PriceTrans 5 · IndEvid 5 · SetupAcc 5 = 4.30

Industries

SMBB2BSaaSStartups

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