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MarTech Audit — Free marketing technology stack comparison tool. Built in Phoenix, AZ. Data verified March 2026.

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Tools/CRM/Monday CRM

Monday CRM

Teams already using Monday.com for project management who want CRM in the same workspace

Paidusers CRM
Visit Website

Reviews

4.7 / 51,474 reviews

G2 Satisfaction Scores

Ease of Use
9.0
Ease of Setup
8.7
Quality of Support
8.6
Meets Requirements
8.5
Ease of Admin
8.8

Rating Distribution

5 star
79%
4 star
19%
3 star
2%
2 star
0%
1 star
0%

+ Highly visual and customizable boards for managing sales workflows

+ Doubles as project management so teams can stay in one tool

- Minimum 3-seat requirement raises the effective entry price

“We already lived in Monday for task management. Adding CRM boards meant our sales and ops teams finally shared one source of truth.”

Pros

  • + Highly visual and customizable boards for managing sales workflows
  • + Doubles as project management so teams can stay in one tool
  • + Excellent automations builder with no-code triggers and actions

Cons

  • - Minimum 3-seat requirement raises the effective entry price
  • - CRM-specific features like lead scoring and email sequences are less mature
  • - Per-seat pricing gets expensive for larger teams

Pricing

PlanMonthlyAnnualLimits
Basic/seat$15$12Min 3 seats; unlimited boards
Standard/seat$20$17Timeline and Gantt views; automations
Pro/seat$33$28Private boards; time tracking; chart view
Enterprise/seatCustomCustomAdvanced security; audit log; HIPAA
14-day free trial

Basic $12/seat/mo, Standard $17/seat/mo, Pro $28/seat/mo, Enterprise custom pricing (min 3 seats, billed annually)

Features & Capabilities

Doubles as project management — CRM and ops in one platformHighly visual and customizable board views for any workflowNo-code automation builder accessible to non-technical users
FeatureAvailable OnLimits
Visual Deal Pipeline (Board View)basicUnlimited boards
Contact ManagementbasicUnlimited
No-Code Automationsstandard250 actions/mo on Standard; 25,000 on Pro; 250,000 on Enterprise
Email Tracking & SyncstandardUnlimited
Timeline & Gantt ViewsstandardUnlimited
Lead ScoringproUnlimited
Sales ForecastingproUnlimited
Custom Dashboardsstandard5 on Standard; unlimited on Pro+
Time TrackingproUnlimited
Workload ManagementproUnlimited

Limitations

  • ! Minimum 3-seat requirement on all plans ($36/mo minimum)
  • ! CRM-specific features like email sequences and lead scoring are less mature than dedicated CRMs
  • ! No free plan for CRM (free tier only covers basic project management)

Market Intelligence

Who Uses This

Small Business
79%
Mid-Market
15%
Enterprise
6%

Source: G2 reviewer demographics

Top Industries

Marketing and AdvertisingInformation Technology and ServicesComputer SoftwareConstructionReal Estate

Is This Right for You?

Team Size
3–50 people
Sweet spot: 5-25
Complexity
moderate
Best Industries
agenciesprofessional servicessaas
b2b saleslead generationaccount management

Pairs Well With

mailchimp— Trigger email campaigns when deals move between stages in Monday
hubspot-crm— Use Monday for project management while HubSpot handles sales pipeline
typeform— Auto-create leads in Monday CRM from form submissions

Not ideal for: Solo salespeople who need a lightweight CRM — Monday's minimum 3 seats and project management roots add unnecessary complexity

Setup & Onboarding

Setup time: hours
Learning curve: minimal
Resources: excellentMobile app

Company Health

Founded: 2012
HQ: Tel Aviv, Israel
Size: 2500+ employees
Funding: public
growingHiring: growingSentiment: positive
  • Projected $1.2B revenue for 2025, up 23.5% YoY
  • Workforce grew 35% in 2024 to 2,500 employees
  • Launched monday agents, campaigns, magic, vibe, and sidekick at Elevate 2025

Product Direction

AI: aggressiveRisk: lowAPI availableEcosystem: moderateSMB friendly

AI Features

  • Monday agents for automated SDR workflows
  • AI Lead Agent for prospect sourcing and enrichment
  • Monday magic for AI-powered task automation
  • Monday vibe for AI workflow intelligence
  • Monday sidekick for AI assistant capabilities

Recent Launches

  • Monday agents (agentic AI builder)
  • Monday campaigns for marketing-CRM alignment
  • Monday magic, vibe, and sidekick AI tools
  • AI Lead Agent for ICP-based prospecting

Trust & Security

Compliance

ccpagdprsoc2hipaaiso27001

Security Features

ssoenterprise
audit logenterprise
two factorAll plans
ip allowlistenterprise
role based accessstandard
encryption at restAll plans

Data Portability

Export formatsCSV, XLS
Bulk API exportYes
Lock-in risklow
Status page: https://status.monday.com(SLA: 99.9% on enterprise)

Support

Channels

emailfree
phonepro
live chatstandard
knowledge baseYes
community forumYes
Hours24/7
Response time< 24 hours
Dedicated CSMenterprise
Docs qualitygood
CommunityAcademyCertifications available

Market Position

challengerCRM built on Monday.com's flexible work OS, strong for teams already using Monday for project management

Top Alternatives

hubspot-crm— Purpose-built CRM with deeper marketing and sales automation
pipedrive— More focused sales pipeline with better sales-specific features

Switching Awayeasy

Board data exports to CSV/Excel; automations, dashboards, and workspace configs are platform-specific

Transfers
contactsdealsboard datanotes
Doesn't Transfer
automationsdashboard viewsworkspace integrationscustom widgets

Time to Value

1-3 daysVisual board setup is fast, but configuring CRM-specific automations and integrations takes a few days

Integrations

gmailoutlookslackzoomgoogle-drivedropboxhubspot-crmsalesforce-startermailchimpgoogle-analyticstypeformjotformmicrosoft-teamsasanazapier

+ Zapier compatible (connects to 5,000+ apps)

Alternatives in CRM

Close

Paid
4.72,165 reviews

Inside sales teams doing high-volume outbound calls and emails who want calling, SMS, and email built directly into their CRM

Copper

Paid
4.51,750 reviews

Google Workspace-centric agencies and consultancies that want automatic contact and email logging

Freshsales

Freemium
4.51,841 reviews

Startups wanting AI-powered lead scoring and built-in communication tools at a low price

HubSpot CRM

Freemium
4.517,700 reviews

Small businesses wanting an all-in-one CRM they can start for free and scale into

Insightly

Freemium
4.11,589 reviews

Professional services firms and agencies that need CRM with built-in project management to track work after the deal closes

Pipedrive

Paid
4.45,710 reviews

Sales-focused small teams that want a clean, pipeline-centric CRM without clutter

Salesforce Starter

Paid
4.540,500 reviews

Ambitious startups that plan to scale significantly and want to start on the platform they will grow into

Streak

Freemium
4.6980 reviews

Solo founders, freelancers, and tiny teams who live in Gmail and want CRM without leaving their inbox

Zoho CRM

Freemium
4.29,684 reviews

Budget-conscious small businesses that need enterprise-grade customization without enterprise pricing