monday sales CRM Review

flag All-in-one business management for SMBs
  • Easily import existing leads with integrations

  • No-code automation omits manual work

  • Mobile accessibility for easy updating

  • Pipelines, targets & performance in real-time

Pros & Cons

  • Easy to use with intuitive design
  • Access CRM through mobile device
  • Offers sales pipeline management
  • Limited features
  • Can be costly for small teams

Plans & Pricing

monday sales CRM offers a number of packages. The basic-level free package includes a CRM template that can easily be added. Additional features are available in the paid packages, which include managing your sales pipeline, managing communication with contacts, automations and more.


This plan starts at $12/month per seat.

Features include:

  • Lead, contact and deal management
  • Unlimited visual sales pipelines
  • Unlimited contacts
  • Unlimited custom fields
  • Unlimited free viewers
  • Full mobile CRM
  • Document management
  • Full API access


This plan starts at $17/month/seat.

Features include all of the Basic features, plus:

  • Timeline view
  • Guest access
  • 2-way email integration with Gmail or Outlook
  • Sales analytics
  • Mailchimp integration
  • Sales goals and forecasting
  • Calendar view
  • Automations (250 actions/month)
  • Integrations (250 actions/month)


The Pro plan starts at $28/month/set

Features include all of the Standard features, plus:

  • Customized notifications
  • Marketing activity management
  • Advanced permissions
  • Time tracking
  • Workflow and approval automation
  • Advanced reports (dashboards with up to 20 boards)
  • Private boards and docs
  • Formula column
  • Automations (2,500 actions per month)
  • Integrations (2,500 actions per month)


This plan’s price depends on the needs of your organization. Features include all Pro features, plus:

  • Enterprise-scale automations and integrations
  • Enterprise-grade security and governance
  • Advanced reporting and analytics
  • Multi-level permissions
  • Tailored onboarding
  • Premium support
  • Create a dashboard that combines up to 50 boards

In all of the packages, if you have over 200 users, you will need to contact the sales team to get a customized quote.

All packages are billed monthly, annually, or every 2 years. The annual packages include an 18% discount, and the 2-year packages include a 32% discount. In addition, offers a 30-day money-back guarantee.

Contact Sales
Contact Sales


monday sales CRM is a no-code customizable solution built on top of Work OS. It’s easy to use and helps business owners and sales teams take control of their entire sales cycle on one centralized platform. The system allows you to create boards that organize sales leads, manage their contact information, and communication history to build customer relationships.

The CRM smoothly integrates with most work tools including email marketing platforms, communication apps, and invoicing software. This can help streamline workflows and eliminate manual data entry, saving work hours and money for small businesses and solopreneurs. The company also offers a free plan, with limited features, which is a great starting point, and allows you to learn the product.

The system’s sales pipeline management solution offers Kanban boards, a popular tool for visualizing workflows. You can create a pipeline board to track leads through different sales funnel stages, prioritize them, and monitor progress toward closing deals.

These are just a few of the capabilities that the CRM system offers, helping SMBs and enterprises alike to automate manual work so that they can focus on their customers.


  • "Price"
    8 /10
  • "Features"
    7 /10
  • "Ease of Use"
    9 /10
  • "Help and Support"
    9 /10

Features and Functionality

Gmail/Outlook integration

monday sales CRM lets you integrate with your Gmail or Outlook account in order to centralize all client communication on one platform. This helps you track every interaction, especially because you will receive a notification when a sent email has been read. They also have the functionality to save recurring emails as templates, automatically personalize emails with client information in your CRM boards and create your own email signature.

Activity logging

Any activity you have with your clients can be logged into one easy-to-view list. This includes anything from emails and calls to meetings and demos or anything you choose to personalize.

Activity tracking

Keep track of all your sales team’s activities and performance with monday sales CRM’s activity tracker. This also helps to get a clear overview and adjust strategy quickly.

Quotes and invoices

Instead of using different tools to send out invoices and quotes, monday sales CRM has the capability to do it from within the platform. This includes being able to personalize documents by auto-populating information that exists on your boards.

Google calendar

The monday sales CRM Google Calendar integration lets you log and manage any event or meeting from within the platform.



Ease of Use

One of the things that makes monday sales CRM different from other CRMs is its user-friendly design and code-free customizability. CRMs are usually rigid and list-based and look very much like Excel sheets. This can be very dull for some, making it difficult to identify and track certain leads or prospects. monday sales CRM has a very intuitive and colorful drag-and-drop interface, so it is very easy to use and understand. You can add contacts and columns to your list and edit and move your contacts, all while getting an overview of every deal at a glance.

The system also has a mobile app that allows users to access and update their CRM information on the go, adding to the ease and flexibility of the product. This can be crucial for small business or single venture owners, who are constantly on the go.

Contacts & Users

Managing leads and contacts is intuitive and straightforward on monday sales CRM. You can separate and manage leads on different boards, and collect leads in many ways (lead form, API, Facebook campaigns, etc.). You’ll have access to your communication history, which can help build strong relationships and personalize outreach efforts.

The sales pipeline is very visual and can be customized without a developer. The drag-and-drop functionality allows you to move leads between stages, although you can also set up automations to do that for you. And speaking of automations, they also enable you to automatically assign leads to sales reps and then qualify them based on different criteria like deal size, company size, location, and more.

The free version of the CRM allows only one user which is expected. If additional users join, you need to choose one of the paid packages available based on the features and number of users you need. There is a full breakdown on their page of what each package includes.

Reporting & Integrations

The reports on monday sales CRM are very flexible and can help visualize both the big picture and little details. Pre-built dashboards are easy to customize which lets you display and personalize your most important information. The best part is that you don’t need a developer to do it for you. Live tracking and reporting helps you to get better insights into your sales pipeline status, forecasting, team performance and workload, and other crucial metrics.

monday sales CRM integrates with most popular tools like Salesforce, Gmail, Outlook, Google Calendar, Hubspot, Mailchimp, Twilio, Aircall, Slack, and more. This just makes it easier to work in one place and not have to toggle between different apps to manage everything.

Customer support

Lots of support resources can be accessed and easily searched from the platform when you’re logged in by clicking the question mark at the bottom left. You can join a webinar to learn more about what you can do with monday sales CRM, you can explore existing FAQs, send a support ticket, or watch an introductory training tutorial. On the website’s support page, you’ll also find articles and you can contact support via chat, phone, or email.

  • 24/7 Help & Support
    There is 24/7 support available to all users.
  • Phone Support
    Phone support available to all users, regardless of package.
  • Live Online Chat
    There is a live chat option.
  • Email
    There is an option for all users to email the support team.
  • Video Tutorials
    There are a number of videos available on YouTube.
  • FAQ
    The FAQ covers basic and advanced software-related issues.
  • Blog
    The blog covers both app-related and project management aspects.

Final Word

Overall, if you want an easy-to-customize CRM with all the features at a competitive price, monday sales CRM is a great choice and completely free to try out. It’s great for companies of all sizes but tends to be a better fit for single ventures, and small to and midsize businesses. Its code-free automation and intuitive interface differentiate it from other CRMs.

The CRM offers basic reporting features and integrates with your existing tools including email marketing platforms, communication apps, and invoicing software – making it an easy implementation process.

It is a great choice, especially for connecting and collaborating with other departments in your organization, like legal, IT, and security teams.

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Wess Derryl

Wess runs his own marketing and sales consulting firm, where he helps SMBs grow their marketing and sales efforts. He specializes in helping companies deliver great email marketing campaigns and improving lead nurturing. Wess understand the positive effect that a streamlined CRM process can have on company sales.

We make the best effort to present up-to-date information; however, the terms of each offer can be revised according to the service provider’s discretion. The above shall not be considered as an expert or professional advice for any matter.

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Questions & Answers

Bob Rosen

I’m confused. Is a Project Management software or a CRM?

Great question! was founded as a project management software, but now offers CRM functionality to work with their popular project management tool - and is equally customizable.
Rochelle Hart

As my team grows I need to onboard new employees quickly. How easy is this system to learn and use?

The CRM has a very intuitive and colorful drag-and-drop interface, making it very easy to use and understand. The design clearly shows how to add contacts and columns to your list, and how to edit and move your contacts. There are also many online resources and 24/7 support to help you with any questions.
Taylor J.

I have a number of remote workers and some traveling sales agents. Is Monday accessible from mobile?

Yes, offers a highly rated mobile app for both iOS and android that is free to download and use.
Carrie Salisbury

How do I, as the admin, restrict user access so they do not have access to the whole client database? I only want users to see their own clients. We have a pro account.


Hi Carrie, As an admin of’s Sales CRM with a Pro account, you can restrict user access so that they only see their own clients by using the following methods: Board Permissions: Create Separate Boards: Create individual boards for each user or group of users. This way, each user will only have access to the clients listed on their specific board. Set Board Permissions: You can adjust board permissions to make certain boards private or shareable only with specific users. *Go to the board you want to restrict. *Click on the three dots menu (⋮) at the top right… Read more »

Elizabeth Reese

How many global users can be supported at one time?


Hi Elizabeth, doesn’t explicitly state a user limit for its CRM specifically. There is, however, a general user limit based on the pricing plan you choose.
You can check out the pricing for seats per user here:
For teams exceeding 40 users, requires contacting their sales team for a custom quote. This suggests they can handle large-scale deployments.


How well does Monday communicate with Vista/ viewpoint??


Hi Adam, and Vista/Viewpoint can integrate (through tools like Zapier, or custom API integrations), but the level of communication and functionality depends on how the integration is set up.

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