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monday CRM

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AI-first CRM software for sales teams to manage leads, pipelines, and customer relationships

CRM Software
  • Deployment Cloud Based
  • Starting price $18
  • Free trial Available
  • Best for Freelancers, Startups, SMEs

What is monday CRM?

monday CRM is a customizable customer relationship management platform built on the monday.com Work OS. It helps sales teams manage leads, contacts, deals, and pipelines from first touch through post-sale, using Kanban, list, or timeline views. The platform includes AI-powered tools such as an AI notetaker for calls, AI sales agents for lead qualification, automations for repetitive tasks like follow-ups and status updates, and customizable dashboards for tracking forecasts and team performance.

It integrates with over 500 apps including Gmail, Outlook, Slack, Microsoft Teams, Zoom, LinkedIn, and Docusign, and offers mobile apps for iOS and Android. monday CRM is used by small and medium businesses as well as larger organizations across industries like real estate, financial services, professional services, and construction. Plans require a minimum of 3 seats, and a 14 day free trial is available with no credit card required.

Key Features of monday CRM

monday CRM lists 10 documented features, including Contact and lead management, Customizable sales pipelines with Kanban, list, and timeline views and AI notetaker for call transcription and summaries. The list below covers what the product does rather than how it is marketed.

  • Contact and lead management
  • Customizable sales pipelines with Kanban, list, and timeline views
  • AI notetaker for call transcription and summaries
  • AI sales agents for lead qualification and meeting booking
  • No-code workflow automations
  • Customizable real-time dashboards and forecasting
  • Email sequences and mass email with AI-assisted writing
  • Quote and invoice generation
  • Mobile apps with automatic call logging
  • 500+ third-party integrations

monday CRM Pricing

monday CRM lists 3 plans, from $18 to $41.

Basic

$18

per seat per month

Free Trial

Monthly billing rate to organize leads, contacts and deals; $12 per seat per month on yearly billing.

Standard

$25

per seat per month

Free Trial

Monthly billing rate to automate sales processes; $17 per seat per month on yearly billing.

Pro

$41

per seat per month

Free Trial

Monthly billing rate for growing teams; $28 per seat per month on yearly billing.

monday CRM Specifications

monday CRM is available on web app and has iOS and Android apps. It offers an API and has a free trial.

Tagline:
AI-first CRM software for sales teams to manage leads, pipelines, and customer relationships
Deployment:
  • Cloud Based
Billing cycle:
monthly
Desktop:
  • Web App
Mobile:
  • iOS
  • Android
Languages:
english
Built for:
  • Freelancers
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Support channels:
  • Email
  • Live Support
  • Tickets
Integrations:
500+ integrations including Gmail, Outlook, Slack, Microsoft Teams, Zoom, LinkedIn, Google Drive, Docusign, and QuickBooks
Product URL:
https://monday.com/crm
Public API:
Yes
Free trial:
Yes
Runs in a browser:
Yes
Free plan:
No
Customisable:
Yes

monday CRM Videos

monday CRM Screenshots

monday CRM screenshot 1

Alternatives of monday CRM

Other CRM Software products listed on SocialAtoZ, each with its own pricing and feature detail to compare against monday CRM.

Nimble

Simple, smart CRM for small business teams using Microsoft 365 or Google Workspace

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Nutshell

AI-powered CRM and sales automation platform built for small business sales teams

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Pepper Cloud CRM

Best Sales CRM Software built just for SMEs

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Pipedrive

Visual sales CRM that helps teams manage pipelines, automate follow-ups, and close more deals

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monday CRM Comparisons

Side by side comparisons of monday CRM against 3 other CRM Software options listed here.

monday CRM
Nimble
VS
monday CRM
Nutshell
VS
monday CRM
Pepper Cloud CRM
VS

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monday CRM FAQs

monday CRM does not have a permanent free plan for CRM specifically, but it offers a 14 day free trial that does not require a credit card. The broader monday.com Work OS does offer a limited free tier for up to 2 seats.

Paid plans require a minimum of 3 seats. Organizations wanting more than 40 seats need to request a custom quote from the sales team.

As of the official pricing page, Basic starts at $12 per seat per month billed annually (or $18 billed monthly), Standard is $17 per seat per month annually, Pro is $28 per seat per month annually, and Ultimate is custom priced. Annual billing saves roughly 18 to 33 percent compared to monthly billing.

Yes. It includes an AI notetaker that transcribes and summarizes calls, AI sales agents that can qualify leads and book meetings, and AI-assisted email writing within its sequences and mass email tools.

monday CRM connects with more than 500 apps, including Gmail, Outlook, Slack, Microsoft Teams, Zoom, LinkedIn, Google Drive, Docusign, and QuickBooks.

Yes, monday CRM has native mobile apps for iOS and Android that allow users to manage pipelines, log calls automatically, and access dashboards on the go.