monday CRM

monday CRM is the AI-first CRM from monday.com, the Nasdaq-listed work platform company. monday.com reports more than 250,000 customers across its products, and the monday CRM site states it is trusted by 35,000+ customers. It covers the revenue cycle from lead sourcing to post-sale account management: contact, lead and deal management, customizable pipelines, sequences and campaigns, quotes and invoices, sales forecasting and dashboards. Because monday CRM runs on the same platform as monday.com's work management, dev and service products, sales, marketing, operations and customer success teams can work from the same data. Built-in AI includes the Lead Sourcing Agent, which finds, enriches and scores new leads daily against an ideal customer profile, the Calling Agent, which handles outreach and first qualification calls, a Meeting Prep Agent, a pipeline monitor agent, an AI meeting notetaker and monday sidekick, the AI work assistant. A no-code builder creates custom agents from a plain-language prompt. The vendor states that agents run on rules the customer defines, include a review step before they act, and log every action. monday.com publishes a hosted MCP server with a machine-readable server card, so external agents such as Claude, ChatGPT, Cursor, Gemini and Microsoft Copilot can read and act on CRM data. It sits alongside a GraphQL API and 200+ integrations, including two-way Gmail and Outlook email sync, Zoom, Slack, LinkedIn, HubSpot and Zapier, and a Salesforce data sync on the Ultimate plan. Pricing is per seat, sold in seat buckets that start at three seats, with monthly and yearly billing. In USD, Basic is $12 per seat per month billed annually or $18 billed monthly, Standard is $17 or $25, and Pro is $28 or $41. Ultimate, the renamed Enterprise tier, is quoted by sales, as are teams above 40 seats. The price shown depends on the buyer's billing country, and monday.com also bills in EUR, GBP, AUD, CAD, MXN, BRL and JPY. monday CRM has no free plan: the entry route is a 14-day trial with no credit card required. Basic covers 1,000 active contacts and deals, one workspace, one dashboard, five columns per board and 20 quotes and invoices a month, with no API call allowance. Two-way Gmail and Outlook sync, activity management and 250 automations a month start on Standard. Email templates, email tracking, mass email and sequences, and sales forecasting start on Pro. Single sign-on, HIPAA compliance, lead scoring, the Salesforce integration and the 99.9% uptime SLA are Ultimate features, and Ultimate doubles the AI usage caps of the other plans, for example 1,200 AI work assistant messages against 600. monday CRM suits sales teams, from small teams to mid-market organizations, that want a CRM with built-in AI agents in the same workspace as the rest of the company's work. Enterprise sales organizations that need custom objects, territory management and a large app ecosystem should consider Salesforce Sales Cloud. Sales teams that want a pipeline-first CRM focused on the sales process alone should consider Pipedrive AI. Current state Q3 2026: monday.com describes monday CRM as an AI-first CRM for revenue teams, sold as Basic, Standard, Pro and Ultimate, with the AI agents listed on the pricing page under per-plan usage caps. monday AI draws on models from Anthropic, OpenAI and Google. monday.com holds SOC 2 Type II, ISO/IEC 27001, 27017, 27018 and 27701, SOC 1 and SOC 3 reports, CSA STAR and TX-RAMP, and runs GDPR, CCPA, PIPEDA and HIPAA Business Associate Agreement programs. Its AI terms state that monday.com does not use customer data or content to train AI models and does not allow others to do so.