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Monday CRM

Monday.com's CRM product with AI email generation, pipeline automation, and lead scoring.

Listed Needs re-verification
CRM $ Small business Mid-market

What it does

Monday CRM is the CRM product from monday.com - built on the same flexible, visual work-management platform but configured specifically for sales pipeline tracking, contact management, and deal management. Its AI capabilities include AI email composition that drafts personalized emails for prospects, AI-powered deal summaries, activity tracking from Gmail and Outlook, and workflow automations that move deals through the pipeline based on triggers. Monday CRM's key advantage is its configurability - teams can build the exact CRM structure that fits their process rather than conforming to a prescribed layout, and the platform naturally integrates with monday.com's broader project management features for post-sale handoff.

Strengths

  • Mid-market teams use Monday CRM for its combination of CRM and workflow automation - customizable automations handling routine pipeline management while AI email assists keep rep outreach personalized.
  • Growing companies use Monday CRM to manage sales pipeline alongside project delivery - the platform's project management roots making post-sale handoff from sales to delivery teams natural.
  • Small sales teams use Monday CRM for its configurability - building pipeline stages and fields that match exactly how the team sells rather than adapting to a rigid CRM structure.
  • Solopreneurs use Monday CRM for its simplicity and visual layout - tracking deals with the same tool they use for project management, avoiding tool sprawl.

Watch-outs

  • Lighter on deep CRM features: Monday CRM's flexibility comes at the cost of depth — it lacks the advanced pipeline analytics, forecasting, and reporting of dedicated CRMs like HubSpot or Salesforce.
  • AI features are newer and less mature: Monday CRM's AI capabilities are newer additions compared to CRMs with longer AI investment histories — email generation and summarization are useful but not as refined as HubSpot or Pipedrive.
  • No native email sequencing: Monday CRM tracks email activity from Gmail and Outlook but does not have built-in sales sequence automation — teams needing automated follow-up sequences need a separate tool like Reply.io.

Pricing

Basic CRM at $12/seat/month. Standard at $17/seat/month. Pro at $28/seat/month. Enterprise pricing negotiated. Minimum 3 seats. Annual billing required for published rates. 14-day free trial.