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ByHeather MacAvelia·Last verified May 15, 2026
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monday CRM

4.0/ 5

by Monday.com

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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

Free

subscription

GitHub

Stars

G2

View on G2 ↗

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 (lite tier) 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 billed) covers individuals and small teams getting started with CRM (1,000 active contacts and deals, 1 custom dashboard, 5 columns max per board, 20 quotes & invoices/month). Standard at $28/seat/month adds AI Sidekick (lite), 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 for larger deployments 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. This produces materially better cross-functional alignment for organizations that prefer unified work management over separate departmental tools, and accessible pricing makes monday CRM competitive for SMB and mid-market buyers that find Salesforce too enterprise-heavy. 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 platform serves SMB to mid-market sales teams primarily, with Enterprise tier supporting larger organizations. monday.com operates under SOC 2 Type II, ISO 27001, GDPR, and HIPAA compliance.

Pricing

subscription · Free

Segment

smb

Setup

easy

Verified

May 15, 2026

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, 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 + Notetaker integrated into platform — native AI capabilities from Standard tier upward provide modern sales AI within the monday.com workspace, materially 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 with team size — Basic at $21 and Pro at $48 per seat creates linear cost scaling 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 27001GDPRHIPAA

Similar agents

Rating

4.0/ 5

Editorial score

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Industries

SMBB2BSaaSStartups

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