- You want one configurable CRM for leads, accounts, deals, communications, activities, and post-sale relationships: monday CRM is positioned to manage pipelines and customer relationships from pre-sale through post-sale in a customizable workspace.
- Your team needs workflow automation and a shared activity timeline rather than a standalone contact database: Standard adds centralized communications and automations, while Pro expands automation capacity and adds mass-email workflows and sequences.
- Sales leadership needs forecasting, analytics, and operational visibility: Pro includes sales forecasting and sales analytics, and the product positions forecasts around pipeline coverage, stage diagnosis, and velocity signals.
- Your organization requires HIPAA support and advanced data-access controls: Ultimate includes HIPAA compliance support, security and governance, and advanced permissions.
Sales & CRM / CRM Software
monday CRM Review, Pricing, Pros & Cons
monday CRM is a customizable customer relationship management product for organizing customer data, managing sales processes, and coordinating revenue workflows.
Research by Global Tool Radar Research SystemEvidence checked: Jul 26, 2026AI-assisted · No Global Tool Radar hands-on testView research methodology
Buying snapshot
Quick buying snapshot
A compact view of who this tool fits, what it costs, and what to confirm before choosing it.
- You need a permanent no-cost CRM edition: monday.com's support documentation states that its Free plan is only available on monday Work Management, not monday CRM.
- You need to purchase exactly one or two CRM seats: monday.com pricing uses seat buckets that start at three seats.
- You require a fully public enterprise price and publicly stated contract terms before contacting sales: Ultimate is offered at a tailored custom price, with payment, commitment, renewal, and implementation terms not publicly stated on the product pricing page.
- Per-seat monthly pricing with a visible yearly discounted state; seat-bucket purchases start at three seats. Ultimate is sold by custom quote.
- Basic · $18 USD · per seat · per month · Monthly subscription · billed monthly · minimum 3 seats · Monthly subscription
- No permanent free monday CRM plan is listed. New sign-ups automatically begin a 14-day free Pro-plan trial; the pricing page also states that users can start free without a credit card.
Product scope
Product functionality and purchase scope
monday CRM is monday.com's CRM product for managing leads, contacts, deals, communications, sales activities, workflows, reporting, and post-sale customer relationships. This profile covers its Basic, Standard, Pro, and Ultimate editions.
Product checked: Jul 26, 2026
- monday CRM Basic
- monday CRM Standard
- monday CRM Pro
- monday CRM Ultimate
- Core CRM workflows, AI-enabled CRM features, dashboards, automations, quotes and invoices, and CRM-specific communication tools included in the stated editions
- monday work management and its separate Free plan
- monday campaigns, which is listed as a separate CRM product
- monday dev
- monday service
- Third-party marketplace applications and external service subscriptions
- Professional services or migration services where commercial terms are not publicly stated
Pricing plans
monday CRM pricing table
Pricing checked: Jul 26, 2026
Official factConfidence 83%3 linked sources
monday CRM has Basic, Standard, Pro, and Ultimate editions. Basic, Standard, and Pro show monthly per-seat prices and lower per-seat amounts under the yearly selector. Purchases use seat buckets, beginning at three seats and then increasing in multiples of five. Ultimate requires sales contact for a tailored price.
Official pricing pageCommercial scope needs confirmation
Current official sources describe an offer or purchase route differently. The page remains usable, but affected price schema is withheld until the scope is resolved.
- The current CRM pricing page labels the yearly selector “SAVE 33%,” while the general monday.com billing guide states that yearly subscriptions include an 18% discount over monthly billing. The retained per-seat prices follow the exact CRM pricing page; the percentage claim should be reconfirmed at checkout.
PlanPriceKey differencesBest for
Basicmonday CRM BasicSupporting pricing evidence
- $18 USD · per seat · per month · Monthly subscription · billed monthly · minimum 3 seats · Monthly subscription
- seat-bucket purchases begin at 3 seats
- $12 USD · per seat · per month · Yearly subscription · discounted · minimum 3 seats · Yearly subscription state shown on the pricing page
- seat-bucket purchases begin at 3 seats
- Active contacts and deals: 1,000 active contacts and deals; Plan limit.
- Custom dashboards: 1 custom dashboard; Plan limit.
- Quotes and invoices: 20 quotes and invoices per month; Plan limit.
Standardmonday CRM StandardSupporting pricing evidence
- $25 USD · per seat · per month · Monthly subscription · billed monthly · minimum 3 seats · Monthly subscription
- seat-bucket purchases begin at 3 seats
- $17 USD · per seat · per month · Yearly subscription · discounted · minimum 3 seats · Yearly subscription state shown on the pricing page
- seat-bucket purchases begin at 3 seats
- Active contacts and deals: 10,000 active contacts and deals; Plan limit.
- Custom automations: 250 custom automations per month; Plan limit.
- Centralized communications hub: Unified timeline for email, calls, meetings, and notes; Included above Basic.
- iOS and Android access with offline use: Log activities and update boards from anywhere, including offline; Included above Basic.
Promonday CRM ProSupporting pricing evidence
- $41 USD · per seat · per month · Monthly subscription · billed monthly · minimum 3 seats · Monthly subscription
- seat-bucket purchases begin at 3 seats
- $28 USD · per seat · per month · Yearly subscription · discounted · minimum 3 seats · Yearly subscription state shown on the pricing page
- seat-bucket purchases begin at 3 seats
- Active contacts and deals: 100,000 active contacts and deals; Plan limit.
- Custom automations: 25,000 custom automations per month; Plan limit.
- Mass email and email sequences: Mass-email sending and personalized email-sequence automation; Included above Standard.
- Sales forecasting and analytics: Sales forecasting and sales analytics; Plan capability.
Ultimatemonday CRM UltimateSupporting pricing evidence
- Requires quote · custom quote · Organizations contacting sales for a tailored price
- API calls: 25,000 API calls per day; Plan limit.
- Advanced permissions: Control access to data and files across the organization; Included above Pro.
- HIPAA compliance: HIPAA compliance support; Included above Pro.
- Prioritized support and tailored onboarding: 24/7 priority-queue support and tailored onboarding; Included in Ultimate.
Plan upgrade triggers
Verified plan boundaries that can change the required edition.
Need more than 1,000 active contacts and deals, CRM activity timelines, mobile offline use, or custom automations.
Supporting pricing evidenceNeed more than 10,000 active contacts and deals, high-volume automations, mass email, email sequences, or sales forecasting.
Supporting pricing evidenceNeed HIPAA compliance support, advanced permissions, enterprise-scale automations, 25,000 API calls per day, or tailored onboarding.
Supporting pricing evidenceLicense calculator
License cost scenarios
Adjust the license quantity to compare public recurring rates across the available plans.
PlanPriceMonthly equivalent12-month license-rate estimate
BasicMonthly subscription$18.00 USD / seat / month$90.00 USD$1,080.00 USD
License-rate calculation only. It excludes implementation, migration, training, support, taxes, add-ons, usage charges, and negotiated discounts unless they are explicitly included in the displayed public rate.
Product scope
What is included, connected, or sold separately
Material capabilities are separated by their verified relationship to the target product.
Outlook and Gmail integrationsNative integration
monday CRM lists Outlook and Gmail among supported integrations; Standard documentation also describes two-way email integration with Gmail and Outlook.
Microsoft Outlook and Gmail
AI agents and AI workflow tools in Standard, Pro, and Ultimate plan contentPlan-dependent capability
The pricing page states that AI credits are included in Standard, Pro, and Ultimate and lists AI agents, meeting notetaker, AI work assistant, and AI-powered data fields; AI workflow builder is specifically listed in Pro and Ultimate.
Plan: Basic: Not verified · Standard: Included · Pro: Included · Ultimate: Included
Advanced permissions and HIPAA compliance support in UltimatePlan-dependent capability
Ultimate explicitly lists security and governance, advanced permissions, and HIPAA compliance.
Plan: Basic: Not verified · Standard: Not verified · Pro: Not verified · Ultimate: Included
Mass email and email sequences from ProPlan-dependent capability
Pro explicitly lists mass emails and email sequences; Ultimate includes Pro.
Plan: Basic: Not verified · Standard: Not verified · Pro: Included · Ultimate: Included
Sales forecasting and analytics from ProPlan-dependent capability
Pro explicitly includes sales forecasting and sales analytics; Ultimate includes all Pro features.
Plan: Basic: Not verified · Standard: Not verified · Pro: Included · Ultimate: Included
Scoring method
How the score is calculated
The score uses the category-specific buying dimensions below and their displayed weights.
This page is based on public product information, official sources, structured feature data, and multi-model AI evaluation. It is not a hands-on lab test unless explicitly stated.
- Evidence confidence
- 85%
- AI claim confidence
- 89%
- Required-field evidence status
- 100%
- Evidence freshness
- 62%
- Field traceability
- 100%
- Model agreement
- 94%
Why this confidence level
- Evidence confidence uses source level and claim-to-source support; AI claim confidence is shown separately.
- Required-field evidence status measures whether weighted required claims have evidence links; it does not mean every product behavior was independently verified.
- 8 of 8 weighted claims have evidence links.
- 3 A1 documentary official sources and 1 A2 official product sources are linked.
- 4 independent review sources are retained, including 2 professional sources with an explicit hands-on method.
- No weighted claim is past the review window.
- 1 non-blocking commercial scope issue requires confirmation.
Pipeline management depth20%
79Teams can easily track deal progress using customizable boards, fields, and views, and the system includes built-in quotes and invoices, although the Basic plan restricts these documents to 20 per month.
Relationship data depth15%
76Basic supports configurable CRM records for leads, contacts, deals, dashboards, and basic quoting, and the plan limits on active contacts and deals increase by edition, but the supplied facts do not establish deeper account hierarchy or advanced relationship modeling.
Sales reporting and forecasting15%
68Basic includes custom dashboards, and Pro adds sales forecasting and sales analytics, but forecasting is not included on the lower plans and the facts do not establish deeper forecast governance or advanced reporting controls.
Workflow automation fit13%
76Custom automations are available with monthly caps of 250 on Standard and 25,000 on Pro, and Pro adds mass-email and personalized sequence automation, so high-volume or sequenced outreach requires the Pro tier or above.
Activity management quality12%
72Standard and higher include a centralized timeline that unifies email, calls, meetings, and notes plus mobile offline activity logging, while Basic lacks those activity-hub and offline capabilities.
Customization and scalability10%
75The product offers customizable boards, fields, views, automations, and dashboards, and plan limits on contacts and automations scale materially from Basic to Pro, but the supplied facts do not establish fully open-ended customization or unlimited scaling.
Sales ecosystem data sync10%
55The facts support centralized communications, mobile offline activity logging, and a broad AI feature set in higher-tier content, but they do not establish bidirectional sync, sync reliability, or external ecosystem data continuity, so integration confidence remains bounded.
Rep adoption experience5%
71Standard includes mobile access with offline use for logging activities and updating boards, and the platform centralizes email, calls, meetings, and notes, but the facts do not establish a permanent free CRM edition or any guaranteed ease-of-adoption outcome.
Public review signals
Two verified review sources show broadly positive feedback for monday CRM.
Across the retained source families, monday CRM holds a 4.6/5 on G2 from 1,156 reviews and an 8.2/10 on TrustRadius from 223 reviews and ratings. The publicly visible review pages emphasize ease of use, customization, automation, and centralized workflow management, while also noting setup complexity and some limits in flexibility or advanced workflows.
Public review signals updated: Jul 26, 2026
Commonly reported strengths
- Ease of use and visual organization
- Customization and workflow automation
- Centralizing leads, tasks, and customer information
Commonly reported concerns
- Initial setup or governance can be challenging
- Some users want more flexibility for complex or edge-case workflows
G24.6/5
- Review count
- 1.2k reviews
- Source context
- CRM review aggregate on G2Exact product
TrustRadius8.2/10
- Reviews and ratings
- 223 reviews and ratings
- Source context
- CRM reviews & insights on TrustRadiusExact product
Independent editorial perspectives
monday CRM gets strong marks for flexibility and modern automation
Both retained sources view monday CRM as a highly customizable, sales-oriented platform that works well for teams wanting flexible pipelines, automations, and AI-assisted workflows. Both also flag pricing friction, especially the three-seat minimum, and note that it is not the deepest option for every advanced CRM use case.
Professional reviews are shown separately from public user ratings and do not affect the Global Tool Radar score.
Editorial research updated: Jul 26, 2026
Hands-on review finds monday Sales CRM highly flexible and feature-rich, with a friendly interface and useful automation.
A strong choice for teams that want a customizable CRM and can live with some higher-tier feature gating and a three-seat minimum.
- Review basis
- hands on
- Testing standard
- independent hands on
- Editorial independence
- Verified policy
- Source updated
- Apr 30, 2026
- Commercial disclosure
- affiliate
Review details
- Highly customizable pipelines, fields, dashboards, and automations
- Intuitive interface and strong onboarding resources
- Broad CRM coverage including contacts, leads, collaboration, reporting, and AI features
- Some useful features are reserved for higher plans
- Three-seat minimum increases entry cost
- A few advanced capabilities are missing, such as some reporting and coaching tools
Zapier positions monday CRM as the best customizable CRM for small business, emphasizing flexibility and modern AI-assisted sales workflows.
Good for buyers who prioritize adaptability and built-in automation, but less ideal for solo users or teams that need lower-cost entry plans.
- Review basis
- hands on
- Testing standard
- independent hands on
- Editorial independence
- Verified policy
- Source updated
- Jul 3, 2026
- Commercial disclosure
- affiliate
Review details
- Very customizable and flexible for client and pipeline management
- Useful AI and automation features across the CRM
- Strong fit for teams that want a modular system they can extend
- Three-seat minimum on paid plans
- AI credits add extra cost
- May lack some advanced CRM depth compared with dedicated competitors
monday CRM tag profile
Company size
- Enterprise
- Mid-market
- Small business
Business function
- Sales leadership
- Revenue operations
Use case
- Relationship tracking
- Pipeline management
- Sales forecasting
- Lead capture and routing
Platform
- Mobile app
- Offline mobile access
Integration ecosystem
- Microsoft 365 and Outlook
- Google Workspace and Gmail
- Marketing automation
Compliance requirement
- HIPAA
monday CRM core capabilities
- Lead, contact, account, and deal management
- Customizable boards, fields, views, automations, and dashboards
- Centralized timeline for emails, calls, meetings, and notes
- Quotes and invoices
- Mobile CRM access, including offline use from Standard
- Mass email and email sequences from Pro
Detailed strengths and purchase cautions
Why it is worth considering
- Basic includes configurable CRM records for leads, contacts, deals, dashboards, and basic quoting.
- Standard adds a unified timeline for email, calls, meetings, and notes, plus mobile access with offline use.
- Pro adds mass email, personalized email sequences, and sales forecasting and analytics.
- Ultimate adds advanced permissions, HIPAA compliance support, and prioritized support with tailored onboarding.
What to confirm before buying
- Seat-bucket purchases begin at three seats, so small teams may have to buy more seats than they immediately need.
- Mass email, email sequences, and sales forecasting are not included on the entry-level plans.
- Ultimate uses custom quote pricing, so public contract and payment terms are not stated.
- The visible yearly discounted state should be checked against the pricing page because the public pricing notes include a pricing-message conflict.
Multi-AI review
Cross-model buying perspectives
Multiple AI models assess this tool against the same buying criteria, so you can compare scores, confidence, fit, cautions, and final views.
AI assessment updated: Jul 26, 2026
Score comparisonGPTxAIGeminiRange
Pipeline management depth8276806
Relationship data depth7578753
Sales reporting and forecasting7070655
Workflow automation fit7875753
Activity management quality7473704
Customization and scalability7777707
Sales ecosystem data sync54605010
Rep adoption experience6968757
- Sales ecosystem data sync: 50–60 (10-point range)
- Customization and scalability: 70–77 (7-point range)
- Rep adoption experience: 68–75 (7-point range)
GPTAI-assisted buyer perspective72
monday CRM fits teams that want a configurable sales CRM with pipeline, activity, automation, and reporting depth that grows by edition, while buyers should check seat minimums and which workflow features move to higher plans.
- Review confidence
- 72/100
Model details
- Strengths
- Basic includes configurable CRM records for leads, contacts, deals, dashboards, and basic quoting.
- Standard adds a unified timeline for email, calls, meetings, and notes, plus mobile access with offline use.
- Pro adds mass email, personalized email sequences, and sales forecasting and analytics.
- Ultimate adds advanced permissions, HIPAA compliance support, and prioritized support with tailored onboarding.
- Cautions
- Seat-bucket purchases begin at three seats, so small teams may have to buy more seats than they immediately need.
- Mass email, email sequences, and sales forecasting are not included on the entry-level plans.
- Ultimate uses custom quote pricing, so public contract and payment terms are not stated.
- The visible yearly discounted state should be checked against the pricing page because the public pricing notes include a pricing-message conflict.
xAIAI-assisted buyer perspective72
monday CRM suits small to mid-market revenue teams that want configurable lead-contact-account-deal boards with plan-tiered activity, automation, and forecasting capacity, provided the buyer accepts a three-seat minimum purchase and higher-edition gates for sequences, forecasting, advanced permissions, and HIPAA support.
- Review confidence
- 72/100
Model details
- Strengths
- Lead, contact, account, and deal records sit on customizable boards, fields, and views that let revenue teams shape the CRM data model to their process.
- Standard adds a unified timeline for email, calls, meetings, and notes plus iOS and Android access with offline activity logging, which supports field and remote rep updates.
- Custom automation capacity rises from 250 actions per month on Standard to 25,000 on Pro, and Pro further adds mass-email sending and personalized email-sequence automation.
- Pro includes sales forecasting and sales analytics so pipeline reviews can move beyond basic dashboards once that edition is selected.
- Cautions
- Purchases use seat buckets that begin at three seats and then increase in multiples of five, so teams smaller than the next bucket must still buy unused seats.
- Mass email, email sequences, and sales forecasting are available only from Pro upward, so Basic and Standard buyers cannot rely on those workflows.
- Ultimate commercial terms, payment schedule, commitment duration, and implementation charges are available only by custom quote and are not listed publicly.
- AI features appear in higher-tier plan content on a credit basis, yet exact ongoing included credit quantities and add-on pricing are not established in the retained pricing evidence.
GeminiAI-assisted buyer perspective70
monday CRM is a highly adaptable, board-based platform suitable for tracking pipelines, but buyers must evaluate rigid seat-bucket purchase increments, strict contact volume caps, and functional tier barriers for essential activity tracking and forecasting.
- Review confidence
- 70/100
Model details
- Strengths
- Highly configurable board and field framework allows revenue teams to tailor leads, contacts, and custom pipelines to their specific organizational workflows.
- Integrated quoting and invoicing tools are available directly on the entry-level Basic plan, supporting up to 20 documents per month.
- Generous custom automation capacity on the Pro plan, providing up to 25,000 custom automation runs per month alongside personalized mass email and sequences.
- Cautions
- Inflexible licensing structure requires seat purchases in buckets starting at 3 seats and increasing in multiples of 5, which may force buyers to pay for unused accounts.
- Restrictive record caps on entry tiers limit active contacts and deals to 1,000 on Basic and 10,000 on Standard.
- Core communication features are excluded from the Basic tier, which lacks the centralized communications hub for a unified email, call, and meeting history.
Research transparency
How this page was researched
A compact record of the evidence used, what was not tested, and which conclusions still need verification.
- Official sources
- 4
- Broad product review sources
- 2
- Marketplace and app-store sources
- 0
- Editorial sources
- 2
- Latest evidence check
- Jul 26, 2026
Research basis
Global Tool Radar generated this assessment from structured facts linked to public sources. No Global Tool Radar hands-on test is recorded in this page's research data. Any external hands-on assessment is identified separately and does not affect the Global Tool Radar score.
Conflict handlingUnresolved evidence is disclosed on the page; affected deterministic calculations and price schema are withheld when the conflict is blocking.
View research methodologyVerified findingsNo permanent free monday CRM plan is listed. New sign-ups automatically begin a 14-day free Pro-plan trial; the pricing page also states that users can start free without a credit card.
- Per-seat monthly pricing with a visible yearly discounted state; seat-bucket purchases start at three seats. Ultimate is sold by custom quote.
- Lead, contact, account, and deal management Customizable boards, fields, views, automations, and dashboards Centralized timeline for emails, calls, meetings, and notes Quotes and invoices Mobile CRM access, including offline use from Standard Mass email and email sequences from Pro Sales forecasting and analytics from Pro AI agents, AI meeting notetaker, AI work assistant, AI-powered data fields, and AI workflow builder in paid higher-tier plan content Advanced permissions, HIPAA compliance support, and governance in Ultimate
- USD 12 per seat / month on a yearly subscription
- monday CRM has Basic, Standard, Pro, and Ultimate editions. Basic, Standard, and Pro show monthly per-seat prices and lower per-seat amounts under the yearly selector. Purchases use seat buckets, beginning at three seats and then increasing in multiples of five. Ultimate requires sales contact for a tailored price.
Verification notes and unresolved itemsThe current CRM pricing page labels the yearly selector “SAVE 33%,” while the general monday.com billing guide states that yearly subscriptions include an 18% discount over monthly billing. The retained per-seat prices follow the exact CRM pricing page; the percentage claim should be reconfirmed at checkout.
- Pricing was reviewed in the configured United States market.
- The pricing page visibly presents monthly and yearly selector states with per-seat amounts, but does not publicly establish payment timing, minimum contract duration, renewal terms, or annual prepayment requirements for the yearly state
- those fields remain not stated.
- The official support billing guide describes yearly subscriptions as an 18% discount, while the current CRM pricing interface says “SAVE 33%”
Sources checked
monday CRM source links
Available plan types on monday CRMmonday.com SupportLevel A1Linked to 4 scored claimsChecked Jul 26, 2026
Plans and pricing for monday.commonday.com SupportLevel A1Linked to 3 scored claimsChecked Jul 26, 2026
monday.com CRM pricing: find the plan that works for youmonday.comLevel A1Linked to 5 scored claimsChecked Jul 26, 2026
AI CRM Software | monday CRM - Revenue Execution Platformmonday.comLevel A2Linked to 1 scored claimChecked Jul 26, 2026
FAQ
monday CRM FAQ
Does monday CRM have a free plan?
No permanent free monday CRM edition is listed. monday.com's Free plan is limited to monday Work Management. New monday CRM sign-ups begin with a 14-day free Pro-plan trial.
What monday CRM plans are available?
monday CRM offers Basic, Standard, Pro, and Ultimate. Ultimate is the current name for the former Enterprise tier.
How is monday CRM priced?
Basic, Standard, and Pro display per-seat monthly prices, with lower displayed per-seat amounts under the yearly selector. Purchases use seat buckets beginning at three seats. Ultimate requires a custom quote.
Which plan includes sales forecasting?
Pro includes sales forecasting and sales analytics. Ultimate includes Pro capabilities.
Which plan supports HIPAA compliance?
Ultimate includes HIPAA compliance support, along with advanced permissions and security and governance features.
Popular comparisons
Common monday CRM comparisons
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