Monday Sales CRM

Overview

Monday Sales CRM is a customer relationship management module within Monday.com's project management platform. Unlike dedicated CRMs (HubSpot, Pipedrive, Salesforce) built specifically for sales workflows, Monday CRM is a project management tool with basic pipeline tracking, contact management, and deal visualization added on top.

The honest truth: Monday CRM works for teams already using Monday.com for project management who want to consolidate tools—avoiding a separate CRM subscription. But if you're a sales-focused team, dedicated CRMs (HubSpot, Pipedrive, Freshsales) offer 10X more sales-specific features at similar or lower pricing.

Quick Facts:

• Category: Project Management with CRM Features
• Pricing: $12-24/user/month (3-user minimum, no free plan)
• Free trial: 14-day trial

Monday CRM manages basic sales pipelines, contact databases, and deal tracking using Monday.com's familiar kanban-style boards. You create "boards" for leads/deals, add contacts as "items," and move them through custom stages (Prospecting → Demo → Proposal → Closed).

Core Features

• Visual Pipeline Boards: Kanban-style deal tracking with drag-and-drop stage updates (similar to project boards in Monday.com)
• Contact Management: Store contact details, communication history, and custom fields (company, industry, deal value)
• Basic Automation: Trigger actions (send email, create task, update field) when deal stage changes or date passes (limited to 250 actions/month on Standard plan)
• Email Integration: Sync Gmail/Outlook emails to contact records (basic compared to dedicated CRMs)
• Custom Dashboards: Visualize pipeline value, win rates, and deal velocity (limited customization vs real CRMs)

Our Take: Monday CRM is "good enough" for teams where sales is a side activity (20-30% of work) and project management is the core need. Use Monday for everything (projects, tasks, CRM) to avoid tool sprawl. However, sales-focused teams will hit limits fast: no lead scoring, no email sequences, weak automation (250 actions/month = ~8 actions/day), and limited reporting. At $12-24/user/month, dedicated CRMs (HubSpot free, Pipedrive $14/user/mo, Freshsales $9/user/mo) offer better sales-specific value. Choose Monday CRM only if already invested in Monday.com's ecosystem.

Visual Pipeline Management (Monday's Strength)

Monday CRM's kanban boards are visually appealing with color-coded stages, drag-and-drop deal movement, and filtering by owner/value/date. This mirrors Monday.com's project management interface, making it familiar for existing users.

Why it matters: If your team already uses Monday.com for project boards, the CRM learning curve is minimal (1-2 hours). However, this same interface in dedicated CRMs (Pipedrive, Freshsales) is equally intuitive AND includes more sales features.

Custom Fields & Workflows

Create custom fields (text, numbers, dates, dropdowns) for contacts/deals and build workflows (e.g., "When deal stage = Proposal Sent, create follow-up task in 3 days"). Customization is Monday.com's core strength.

Limitation: Automation actions are capped at 250/month (Standard plan) or 25,000/month (Pro plan). For context, 250 actions = ~8 automations daily. Sales teams exhaust this quickly (every stage change, email sent, task created counts). Dedicated CRMs (Pipedrive, HubSpot) offer unlimited automation.

Email Integration (Basic)

Sync Gmail or Outlook to log emails to contact records. View email history in timeline view. Send emails from Monday CRM interface.

Limitation: No email sequences (automated drip campaigns), no open/click tracking, no email templates. Dedicated CRMs (Freshsales, Pipedrive) include these at similar pricing ($9-14/user/mo).

3-user minimum purchase required (even if you only need 1-2 seats).

Best value: If you must use Monday CRM, skip Basic (no email) and Standard (automation limits). Go directly to Pro ($24/user/mo) for sufficient automation actions.

Better Value Alternatives:

• HubSpot FREE: Unlimited users, email sequences, automation, reporting—$0
• Pipedrive: $14/user/mo with full sales features (sequences, lead scoring, forecasting)
• Freshsales: $9/user/mo with AI lead scoring

Official Links

• Monday.com CRM
• Pricing Page
• 14-Day Free Trial

Research Sources

• Monday CRM Review 2025 - CRM.org
• Monday Sales CRM Pricing Analysis - Capsule CRM
• Monday CRM Review 2025 - OnePageCRM
• Pipedrive vs Monday CRM Comparison - Zapier
• Monday CRM vs Real CRMs - Pipedrive

• HubSpot CRM: Free tier with MORE CRM features than Monday's paid plans (email sequences, automation, reporting). Best alternative for sales-focused teams.
• Pipedrive: $14/user/mo dedicated sales CRM with visual pipeline management (Monday's strength) PLUS email sequences, forecasting, and unlimited automation.
• Freshsales: $9/user/mo modern CRM with AI lead scoring (Freddy AI). Better sales-specific value than Monday at lower cost.
• Monday.com (Project Management): Use Monday.com for its core strength (project management) and integrate a real CRM (HubSpot, Pipedrive) via Zapier for best of both worlds.