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Monday CRM is a visual, AI-powered sales CRM built on the monday.com Work OS for sales teams managing leads, pipelines, and customer relationships.
Sales
9.0Visual Kanban pipeline with unlimited stages, drag-and-drop deal management, email sequences, sales forecasting, quotes, invoices, and Google Calendar sync on Pro ($28/seat/month) cover the complete B2B sales workflow in a single subscription built on monday.com Work OS.
Lead Generation
8.5SDR agent on all plans automatically qualifies leads, books meetings, and updates CRM records; AI web search and research enriches prospect profiles with real-time web data directly inside the CRM without requiring a separate data enrichment tool.
Automation
9.0250 automation actions/month on Standard, 25,000 on Pro, and 250,000 on Ultimate cover deal stage triggers, email automations, task creation, and cross-tool integrations with 200+ apps; AI automations powered by AI columns can autofill and label data without manual configuration.
Data Analysis
8.5Pro sales analytics provides real-time, fully customisable pipeline and forecasting dashboards combining up to 20 boards; Ultimate unlocks 50-board dashboards for portfolio-level revenue reporting; AI Sidekick (plus) on Ultimate generates custom insights and summaries from CRM data.
Customer Support
7.2Monday CRM covers post-sale account management and client onboarding tracking on Ultimate; it has no native ticketing or SLA management — teams needing dedicated customer support workflows require the separate monday Service product or a third-party integration.
Monday CRM is a sales-focused CRM product within the monday.com platform, covering lead and deal management, two-way email integration, AI-powered automations, SDR agent, and sales analytics across visual Kanban and table pipeline views. All plans include AI credits, AI columns, AI writing, AI automations, SDR agent, and AI web search for prospect enrichment. AI Sidekick (lite) is available on Standard and Pro; AI Sidekick (plus) and sentiment-based comms analysis require Ultimate (custom pricing). Plans start at $12/seat/month annual with a 3-seat minimum — teams under 3 people pay for unused seats. Basic excludes automations and integrations entirely, making Standard at $17/seat the effective entry for connected workflows. Email sequences launched in 2026 on Pro and remain basic relative to dedicated outbound sales platforms.
Pricing
| Plan | Model | Usage Limits | Price |
|---|---|---|---|
| Basic | Monday CRM platform; unlimited pipelines and boards; AI credits, AI automations, AI columns, AI writing, SDR agent, AI web search and research, premium AI models; no AI Sidekick; no automations or integrations | 1,000 active contacts and deals; 1 custom dashboard (1 board); 5 columns/board; 20 quotes/invoices per month; 1 workspace; 0 automation or integration actions; iOS and Android apps; unlimited free viewers; unlimited pipelines and boards; AI credits included; AI automations, columns, writing, SDR agent, AI web research, premium AI models included; no AI Sidekick; 3-seat minimum; 14-day free trial | $12/seat/month annual |
| Standard | All Basic features; 2-way email (Gmail + Outlook); AI email generator; AI Sidekick (lite) — context-aware assistant for task generation and deal summarisation; 250 automation/integration actions/month | 10,000 active contacts and deals; 5 custom dashboards (up to 5 boards); 15 columns/board; 50 quotes/invoices per month; 3 workspaces; 250 automation and integration actions/month; 2-way email integration (Gmail + Outlook); AI email generator; AI Sidekick (lite); activity management; merge duplicate data; mass emails; email sequences; centralized comms hub | $17/seat/month annual |
| Pro | All Standard features; AI Sidekick (lite); sales forecasting; quotes and invoices; email sequences; sales analytics; Google Calendar sync; 25,000 automation/integration actions/month | Unlimited contacts and deals; 50 custom dashboards (up to 20 boards); 75 columns/board; 250 quotes/invoices per month; 15 workspaces; 25,000 automation and integration actions/month; sales forecasting; email templates; email tracking and automations; sequences (new 2026); quotes and invoices; mass emails; Google Calendar sync; sales analytics; AI Sidekick (lite) | $28/seat/month annual, Most Popular |
| Ultimate | All Pro features; AI Sidekick (plus) — enhanced contextual intelligence across entire monday.com platform; comms analysis and alerts — AI scans emails, calls, chats for sentiment shifts and deal risks; lead scoring; HIPAA; enterprise governance; 250K actions/month | Unlimited contacts, dashboards (50 boards), columns, quotes, workspaces; 250,000 automation and integration actions/month; lead scoring; mandatory fields; team goals; advanced analytics; account management; documents for sales; AI Sidekick (plus); comms analysis and alerts (AI sentiment/risk detection); enterprise security and governance; multi-level permissions; HIPAA compliance; enterprise-grade support | custom pricing, formerly Enterprise |
| Agent Factory | No-code builder for custom AI agents handling scheduling, research, and CRM task automation | — | early access, all plans |
| Monday Agents | Autonomous AI workforce for delegating multi-step CRM and workflow tasks | — | early access |
Pro at $28/seat/month annual provides unlimited contacts, email sequences (new 2026), sales forecasting, quotes and invoices, mass email, 25,000 monthly automations, and AI Sidekick (lite) covering the full deal management workflow; SDR agent and AI web research on all plans automate lead qualification and prospect enrichment without additional tools.
Standard at $17/seat/month annual provides the minimum viable CRM workflow with 2-way email, 250 automations, AI email generator, and AI Sidekick for teams managing 10,000 contacts; 3-seat minimum requires solos and 2-person teams to pay $51/month minimum for unused seats on the Standard plan.
Pro plan's unlimited contacts, 15 workspaces, and 50-board dashboards enable multi-client pipeline management; monday.com Work OS integration means project delivery, CRM, and marketing workflows share the same platform — reducing the tool sprawl common in agency operations; email sequences and mass email on Pro support outreach at scale.
Ultimate plan provides 250,000 automation actions, lead scoring, mandatory fields, team goals and quota tracking, HIPAA compliance, multi-level permissions, enterprise security governance, and AI Sidekick (plus) with comms analysis for large-scale regulated sales operations; pricing is custom and negotiated with sales.
Consider These Instead
Choose Pipedrive when a sales-first CRM with lower entry price ($14/seat/month), no seat minimums, activity-based selling workflows, and deeper pipeline-management focus is the priority — Pipedrive's visual pipeline remains more purpose-built for pure deal tracking than monday CRM's broader Work OS approach. Choose HubSpot Sales Hub when marketing-sales alignment is required — HubSpot's free CRM has no seat minimum, and its Professional tier provides advanced sequence logic, campaign attribution, and shared marketing-sales database that monday CRM cannot replicate within its current feature set. Choose Salesforce Sales Cloud when enterprise-scale custom objects, territory management, complex approval workflows, and the Salesforce AppExchange ecosystem are required — Salesforce provides deeper configurability for large organisations at higher implementation cost and per-seat price.
