Audyense
monday CRM
Sales & CRM · monday.com/crm
Overview
monday CRM (monday Sales CRM) is a highly visual, no-code CRM built on monday.com's Work OS, letting sales teams customize pipelines, dashboards, and automations without IT help. It centralizes emails, calls, and meetings on each deal and layers in AI agents for lead sourcing, calling, meeting prep, and forecasting.
The problem monday CRM solves
Sales teams that outgrow spreadsheets often have to choose between a CRM too simple to track a real pipeline or one too rigid to configure without IT. monday CRM solves that by giving reps a highly visual, no-code board they can customize themselves, with automations, dashboards, and automatic email/call logging built in, so a small or mid-market team can get a working pipeline running in days. The tradeoff shows up at the edges: native calling is US-only with no inbound support yet, and reviewers say reporting and forecasting don't go deep enough for large, complex enterprise sales operations.
Decision context
Use these points to test whether the product fits your operation, not just whether it has a long feature list.
- Published starting price: $12 per user / month. Confirm user, usage, and feature limits for the plan you would actually buy.
- Deployment: cloud. Check security, data-residency, and access requirements for every team that will use it.
- Verified integrations include Slack, Microsoft Teams, Gmail, Outlook, Google Calendar, Google Workspace. Validate sync direction and plan limits for the connections that matter.
- This record was last checked on 7/25/2026; pricing and features can change.
How to evaluate monday CRM
A listing helps create a shortlist; a trial with the team’s real workflow decides whether the tool fits. Use this reading with the structured facts and confirm changes with the vendor.
Workflow fit
The record describes it as a fit for Startups and growing SMBs that want to launch a working sales pipeline fast without IT setup, Teams already using monday.com Work Management that want unified pipeline and project tracking, Sales orgs that value visual, self-serve customization of boards, automations and dashboards over rigid enterprise data models. Check that this context matches the volume, roles, and processes your team needs it to support.
Pilot questions
- Can monday CRM complete the critical workflow without manual work outside the product?
- Do the recorded connections (Slack, Microsoft Teams, Gmail, Outlook) support the sync direction, permissions, and volume we need?
- What user, usage, storage, support, or security limits appear after the headline starting price?
Evidence and freshness
This record was checked on 7/25/2026. That date tells you when the record was reviewed, not that the vendor has left its terms unchanged since then.
Best for
- Startups and growing SMBs that want to launch a working sales pipeline fast without IT setup
- Teams already using monday.com Work Management that want unified pipeline and project tracking
- Sales orgs that value visual, self-serve customization of boards, automations and dashboards over rigid enterprise data models
Not a fit if
- Large enterprise sales orgs needing deep multi-level forecasting and highly complex reporting
- Teams that need full inbound and international calling out of the box
- Solo users or very small teams sensitive to the 3-seat minimum on every paid plan
Why it’s listed
- Widely adopted no-code CRM with strong review volume across G2, Capterra and TrustRadius
- Backs up its pipeline tooling with native AI agents (lead sourcing, calling, meeting prep, forecasting)
- Publishes a public GraphQL API and 200+ stated integrations, making it extensible for buyers evaluating an ecosystem
Pricing
Basic
$12 per seat / month, billed annually (min. 3 seats)Entry tier for small teams starting with CRM.
- 1,000 active contacts & deals
- 1 custom dashboard
- Custom automations
- iOS & Android apps
- Mass emails & email sequences
Standard
$17 per seat / month, billed annually (min. 3 seats)Adds pipeline visibility, more dashboards and automations.
- 10,000 active contacts & deals
- 5 custom dashboards
- 250 custom automations/month
- 3 workspaces
Pro
$28 per seat / month, billed annually (min. 3 seats)Most popular tier for scaling sales teams.
- 100,000 contacts & deals
- 50 custom dashboards
- 25,000 custom automations/month
- 15 workspaces
Ultimate
Custom pricingEnterprise tier with governance, security and compliance controls.
- Unlimited contacts, deals, dashboards & workspaces
- HIPAA compliance
- Multi-level permissions
- 24/7 enterprise support
- Advanced log rules
Features
Integrations
Security & compliance
Pros & cons
Pros
- Highly visual, flexible interface that’s easy to customize without a developer
- No-code automations and dashboards streamline day-to-day pipeline management
- Scales easily by adding users and pipelines without disrupting existing workflows
- Auto-logs emails, calls and meetings against contacts and deals, keeping CRM data current
Cons
- Reporting and dashboards can take real time to fine-tune for very specific metrics
- Learning curve when building more complex workflows or customizing contact rules from scratch
- Every paid plan requires a minimum of 3 seats, raising cost for solo users and small teams
- Native Smart Call calling is US-numbers-only with no inbound support in its first version
What we found
Reviewers consistently praise monday CRM's visual, no-code customization and automation for keeping sales teams aligned, while flagging a learning curve for complex workflow setup and limits in reporting/forecasting depth for larger, more complex sales operations.
Ratings and review counts come from public review platforms. We link to the original source and keep the underlying review text out of this profile.
User reviews
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