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ByHeather MacAvelia·Independently reviewed·Published Mar 21, 2026·Updated Jul 26, 2026
Independently verified against live vendor data on Jul 26, 2026.

AI-powered work CRM from monday.com with native AI Sidekick, automation, and pipeline management. Basic $12, Standard $17, Pro $28/seat/mo billed annually (USD); Ultimate custom.

How we scored it

Autonomy

3/5

Integrations

5/5

Pricing clarity

4/5

Evidence

5/5

Setup

5/5

The facts

monday CRM is the AI-powered work CRM from monday.com, the publicly traded work-management company serving more than 225,000 customers across project management, marketing, software development, and sales. Built on the monday.com Work OS, monday CRM combines pipeline management, contact and deal tracking, and sales automation with the native AI Sidekick, AI credits, and Notetaker hours, all inside the broader monday.com workspace. monday CRM's differentiation versus Salesforce, HubSpot, and Pipedrive is the work-management platform underneath it: sales teams operate in the same workspace where marketing, project, and customer success teams already work, rather than in a CRM-only silo. The monday.com MCP server lets AI agents and copilots such as Claude, ChatGPT, Microsoft Copilot, and Cursor read and act on monday.com data directly, adding an AI integration layer on top of the native AI Sidekick. Pricing is per seat with monthly and yearly options, and yearly is billed annually at a lower rate than monthly. In USD, billed annually, Basic is $12 per seat per month (1,000 contacts and deals, one dashboard, AI Sidekick lite), Standard is $17 (full AI Sidekick, more AI credits, more dashboards), and Pro is $28 (advanced AI, full automation, higher limits). Ultimate is custom-quoted with SSO, advanced security, and dedicated support. Monthly billing runs higher at $18, $25, and $41 per seat, and plans start at three seats. monday CRM capabilities include contact and deal management, pipeline tracking, the AI Sidekick assistant, AI credits for content and automation, and Notetaker hours for meeting notes. It also offers mass email and sequences, sales automation, iOS and Android apps, custom dashboards, and integrations with major business tools. The broader monday.com AI platform spans monday agents (autonomous workflow agents), monday sidekick (the embedded assistant), and monday vibe (AI app building). monday.com holds SOC 2 Type II, ISO 27001, GDPR, CCPA, and HIPAA, along with SOC 1, SOC 3, CSA STAR, and the ISO 27017, 27018, and 27701 extensions. Its AI Terms state that monday.com does not use customer data or content to train AI models. As of Q3 2026 the CRM ladder is Basic, Standard, Pro, and Ultimate, with Ultimate as a contact-sales tier, prices shown per seat with a monthly and yearly toggle, and the monday.com MCP server available for connecting external AI agents. Not affiliated.

Pricing

subscription · $12/mo annual

View pricing ↗

Segment

smb

Setup

easy

Verified

Jul 26, 2026

Transparency

Mostly Public

Contract

Monthly or Annual

Data training

Not Trained

Human in loop

Optional

Capabilities

pipeline-managementcrm-syncemail-optimizationreportingworkflow-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 $12 per seat per month billed annually 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 the platform: native AI capabilities from the Standard tier upward provide modern sales AI within the monday.com workspace, a better workflow than stitching together separate AI tools.

Limitations

  • Less depth than dedicated CRM platforms such as Salesforce and HubSpot: monday CRM is solid for SMB and mid-market sales 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 $12 and Pro at $28 per seat per month can exceed the cost of per-organization or per-feature pricing models at large team sizes.
  • The CRM is one application within the monday.com workspace: companies that want a dedicated standalone CRM without the broader work-management context may find the workspace integration adds 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
Integrations
GmailHubSpotLinkedInMicrosoft OutlookSalesforceSlackZapierZoom
Security
SOC 2 Type IIISO 27001GDPRCCPAHIPAA

Similar agents

Rating

4.3/ 5

Editorial score

How we score this →

Recognition

MCP Server VerifiedListed 2026
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Industries

SMBB2BSaaSStartups

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