monday CRM

Our Verdict

Overall, if you want an easy-to-customize CRM with all the features at a competitive price, monday 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.

Pros

Unlimited customizable pipelines.
Mobile app for on-the-go management.
Scalable plans for all business sizes.
Integrates with Gmail, Outlook, and more.
Advanced tools like sales forecasting.

Cons

Advanced features in higher-priced plans.
Limited automations in lower tiers.

Products & Pricing

monday 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, automation, and more.

Basic

The Basic Plan is designed to help your team stay organized by managing leads, contacts, and deals efficiently. Priced at $12 per seat per month, totaling $36 per month when billed annually, this plan offers unlimited customizable pipelines, contacts, and boards. It includes templates for lead, contact, and deal management, making it easy to get started. With support for iOS and Android apps, your team can access their CRM on the go, and unlimited free viewers can stay in the loop. Additionally, you can create a dashboard based on one board, giving you a clear overview of your team’s progress.

Standard

This is the most popular option, offering advanced tools to automate sales processes and enhance communication. At $17 per seat per month, totaling $51 per month when billed annually, this plan includes advanced account, contact, and deal management features. With 2-way email integration for Gmail and Outlook, an AI email generator, and activity management, staying on top of your communications is easier than ever. The plan also allows you to generate quotes and invoices, merge duplicate data, and set up custom CRM automation and integrations, with 250 actions each per month. Additionally, you can create a dashboard that combines up to 5 boards, giving you a comprehensive view of your operations.

Pro

This option is designed for teams that need in-depth insights and advanced tools to manage their entire sales cycle. Priced at $28 per seat per month, totaling $84 per month when billed annually, this plan offers robust features like sales forecasting, customizable email templates, and advanced email tracking and automation. You can send mass emails with an HTML editor, track their performance, and sync with Google Calendar for seamless scheduling. The Pro Plan also includes sales analytics and customizable email signatures. With 25,000 custom CRM automation and integrations per month, you can tailor your workflow to fit your needs. Additionally, you can create a dashboard that combines up to 10 boards, giving you a comprehensive view of your sales operations.

Enterprise

This plan suits organizations that need powerful, enterprise-level features to manage their entire sales process from pre- to post-sales. This plan includes advanced tools like lead scoring, mandatory fields, and team goals to optimize your sales workflow. With advanced analytics, you can create dashboards that combine up to 50 boards, providing deep insights into your sales performance. The plan also offers comprehensive account management, document handling for sales, and enterprise-scale automation and integrations. Security is a top priority, with enterprise-grade security and governance, multi-level permissions, and HIPAA compliance. To get pricing details and tailor the plan to your specific needs, you’ll need to contact sales.

Basic

$12 /mo

Standard

$17 /mo

Pro

$28 /mo

Enterprise

Contact Sales

In-depth review

Features & Functionality

Gmail/Outlook Integration

monday 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 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 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 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 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 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 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 & Integration

The reports on monday 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 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 Service

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 CRM, you can explore existing FAQs, send monday.com 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.

Phone Support

Phone support available to all users, regardless of package.

Live Online Chat

There is a live chat option.

There is an option for all users to email the support team.

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9 Comments (9)

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Bob RosenBR

4 years ago

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

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Rochelle HartRH

4 years ago

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

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Taylor J.TJ

4 years ago

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

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Carrie SalisburyCS

4 years ago

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.

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TOP5 TeamAO

9 months ago

Reply to Carrie Salisbury

Hi Carrie, As an admin of Monday.com’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 »

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Elizabeth ReeseER

2 years ago

How many global users can be supported at one time?

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TOP5 TeamAO

9 months ago

Reply to Elizabeth Reese

Hi Elizabeth,

Monday.com 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: https://top5-crm.com/reviews/monday/
For teams exceeding 40 users, monday.com requires contacting their sales team for a custom quote. This suggests they can handle large-scale deployments.

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AdamA

1 year ago

How well does Monday communicate with Vista/ viewpoint??

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TOP5 TeamAO

9 months ago

Reply to Adam

Hi Adam,

Monday.com 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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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.