monday CRM review

monday CRM is a good fit when a small business already runs projects in monday.com and wants deals tracked the same way. Everything lives on boards built from dozens of column types, with dashboards on top. The Basic plan is tight for a sales team: one workspace, one custom dashboard, 1,000 active contacts and deals, five columns per board and 20 quotes and invoices a month. Standard is the realistic choice, with three workspaces, five custom dashboards, 10,000 active contacts and deals and AI credits for features such as an outreach caller agent, a lead sourcer agent, a meeting prep agent and an AI meeting notetaker. That is a lot of AI for a mid-tier plan, but it also means more to learn than Bigin or Less Annoying CRM. The pricing page showed euros from this location and states that yearly billing saves up to 33 percent, so we have marked the USD price as pending. Check how many seats the plan you choose requires before you compare totals.

Who it is for

Small teams that already plan work in monday.com and want sales on the same boards.

Price

See vendor pricing (USD check pending).

US price check pending. See the vendor pricing page.

Key features

• Customizable boards with dozens of column types
• Dashboards for team performance
• Quotes and invoices, 20 per month on Basic
• 10,000 active contacts and deals on Standard
• AI agents and an AI meeting notetaker on Standard

Strengths and weaknesses

• Strength: Boards are flexible and familiar to monday.com users
• Strength: Quotes and invoices are built in
• Strength: AI agents are included from Standard
• Weakness: Basic is limited to 1,000 active contacts and deals
• Weakness: Basic allows only 5 columns per board
• Weakness: We could not confirm USD prices from this location

Key facts

• Basic limits: 1,000 active contacts and deals, 1 dashboard
• Standard limits: 10,000 active contacts and deals, 5 dashboards
• Basic quotes: 20 quotes and invoices per month
• Annual billing: Saves up to 33%

Where it ranks

monday CRM is No. 9 in our Best CRM for Small Business verdict and No. 7 in Best CRM Software.