monday CRM

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SoftwareWorld Editorial Review

Why SoftwareWorld Chooses monday CRM

"Sales teams that want visibility across their pipeline tend to get good value from monday CRM. It keeps contacts, deals, and follow-ups organized in a way that most team members can pick up quickly without much training. The visual layout makes it easy to see where things stand at any given moment. That said, very small teams or solo users may find the pricing structure a bit much for what they actually need day to day."
SoftwareWorld Review Team
SoftwareWorld Highly Recommended 2026
Decision Snapshot

monday CRM Evaluation Snapshot

Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.

User RatingNot rated yet
Starting Price$9 / month
Free TrialAvailable
Free VersionYes
APINot specified
DeploymentCloud Hosted
HeadquartersIsrael
✎
Buyer Contribution

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Data Transparency

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Product Overview

monday CRM Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About monday CRM

monday CRM is a highly customizable customer relationship management (CRM) software designed to help businesses manage their sales processes, customer interactions, and workflows in one platform. This intuitive solution empowers teams to track leads, manage contacts, schedule follow-ups, and monitor customer interactions from initial inquiry to post-sales support. With its user-friendly interface, monday CRM makes it easy for businesses to visualize their sales pipeline, set priorities, and automate repetitive tasks, such as sending emails, reminders, or status updates. The platform integrates with various tools, including email, calendars, and social media, providing a 360-degree view of customer interactions. monday CRM also includes advanced analytics and reporting capabilities that give businesses valuable insights into customer behavior, sales performance, and campaign effectiveness. Customizable workflows and automations enable businesses to tailor the CRM to their specific needs, improving efficiency and collaboration. Whether you’re a small business or a large enterprise, monday CRM is a powerful tool that helps enhance customer relationships, drive sales, and improve overall business performance.
Company monday.com
Founded 2014
Headquarters Israel
Employees 1000+

Support

24x7 Support Email Chat Knowledge Base FAQs/Forum

Training

In-person Live Online Webinar Documentation Videos

Licensing & Deployment

Proprietary Cloud Hosted Web-Based iPhone Android Mac

Typical Customers

Self-Employed Small-Business Midsize-Business Large-Enterprise-Business
Languages Supported 13 languages available
Dutch English French German Italian Japanese Korean Polish Portuguese Russian Spanish Swedish Turkish

Why Choose monday CRM

Problem it Solves

  • Problem it Solves Streamlining Team Collaboration And Project Management For Improved Productivity

Target Users

  • Target Users Small Business Owners
  • Target Users Sales Managers
  • Target Users Customer Service Teams
  • Target Users Marketing Professionals
  • Target Users Account Executives

Core Use Case

  • Core Use Case Manage Customer Relationships
  • Core Use Case Track Sales Leads
  • Core Use Case Automate Marketing Tasks
  • Core Use Case Analyze Customer Data
  • Core Use Case Improve Customer Support

USP

  • USP Streamline Customer Relationships With Intuitive And All-in-one CRM Solutions

Pros

  • Pros Visual pipeline boards make deal stages instantly clear at a glance
  • Pros Customization depth rivals enterprise CRMs without requiring developer help
  • Pros Contact and lead management stays organized even across large sales teams
  • Pros Automations cut repetitive data entry tasks down significantly
  • Pros Connects natively with Gmail, Outlook, Slack, and 200+ other tools
  • Pros Dashboards give sales managers real-time performance visibility without extra setup
  • Pros Free onboarding templates get new teams running within an hour

Cons

  • Cons Pricing tier jumps catch growing teams off guard quickly
  • Cons Workflow automation depth lags behind dedicated CRM platforms
  • Cons Reporting customization feels limited for data-heavy sales operations
  • Cons Mobile experience loses several key features found on desktop
Editorial Buyer Guidance

Who Is monday CRM Best For?

Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.

Problem It Solves

Streamlining Team Collaboration And Project Management For Improved Productivity

Target Users

  • Small Business Owners
  • Sales Managers
  • Customer Service Teams
  • Marketing Professionals
  • Account Executives

Core Use Cases

  • Manage Customer Relationships
  • Track Sales Leads
  • Automate Marketing Tasks
  • Analyze Customer Data
  • Improve Customer Support

Unique Selling Point

Streamline Customer Relationships With Intuitive And All-in-one CRM Solutions

Strengths and Limitations

monday CRM Pros & Cons

Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.

+

Pros

  • Visual pipeline boards make deal stages instantly clear at a glance
  • Customization depth rivals enterprise CRMs without requiring developer help
  • Contact and lead management stays organized even across large sales teams
  • Automations cut repetitive data entry tasks down significantly
  • Connects natively with Gmail, Outlook, Slack, and 200+ other tools
  • Dashboards give sales managers real-time performance visibility without extra setup
  • Free onboarding templates get new teams running within an hour
!

Cons

  • Pricing tier jumps catch growing teams off guard quickly
  • Workflow automation depth lags behind dedicated CRM platforms
  • Reporting customization feels limited for data-heavy sales operations
  • Mobile experience loses several key features found on desktop
Category-Based Capabilities

monday CRM Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Lead Capture Software 31 selected features Open category ↗ ⌄
Online Forms Lead Qualification CRM Visitor Tracking Conversion Tracking Chat/Messaging Data Extraction Lead Generation Auto-Responders Lead Distribution Event Triggered Actions Multi-Campaign Lead Capture Contact Management Email Marketing Prospecting Tools Lead Segmentation Lead Management Reporting/Analytics Pipeline Management Alerts/Notifications Web Forms Engagement Tracking Customer Segmentation Business Card/Badge Scanning Email Management Social Media Integration Lead Notifications Lead Nurturing Campaign Management Customer Database
Lead Generation Software 31 selected features Open category ↗ ⌄
Pipeline Management Lead Qualification Contact Management Email Marketing Web Forms Lead Capture Contact Database CRM Activity Tracking Event Triggered Actions Campaign Planning Lead Segmentation Lead Management Customer Segmentation Chat/Messaging Prospecting Tools Campaign Management Engagement Tracking Auto-Responders Social Media Integration Conversion Tracking Multi-Channel Marketing Lead Nurturing Email Management Campaign Analytics Drip Campaigns Landing Pages Multi-Campaign Lead Verification Forms Management Lead Scoring
Construction CRM Software 24 selected features Open category ↗ ⌄
Project Management Data Import/Export Scheduling Quotes/Estimates Activity Tracking Document Management Job Costing Buyer Management Warranty Tracking Calendar Management Collaboration Tools Client Tracking Contract/License Management Task Management Change Order Management Communication Management Contact Management Project Tracking Subcontractor Management Sales Pipeline Management Email Marketing Bid Management Lead Management Procurement Management
Healthcare CRM Software 30 selected features Open category ↗ ⌄
Patient Communications Alerts/Notifications Self Service Portal Records Management Social Media Integration Patient Management Document Management Predictive Analytics Lead Management Live Chat Forms Management Physician Management Contact Management Client Portal Forecasting Chat/Messaging Appointment Management Task Management Referral Tracking Medical History Records Campaign Management Marketing Automation Calendar Management Automated Scheduling Audience Targeting Email Management HIPAA Compliant Multi-Location Pipeline Management Billing & Invoicing
Customer Engagement Software 22 selected features Open category ↗ ⌄
Churn Management Engagement Tracking Email Management Social Media Integration CRM Multi-Language Real Time Analytics Campaign Management Content Management Event Triggered Actions Feedback Management Multi-Channel Communication Customer Database Surveys & Feedback Customer Experience Management Communication Management Live Chat Customer Segmentation Visual Analytics Customer History Customer Portal Sentiment Analysis
Customer Satisfaction Software 23 selected features Open category ↗ ⌄
Trend Analysis Survey/Poll Management Data Visualization Reporting/Analytics Chat/Messaging CRM Feedback Management Customer Segmentation Customer Database SMS Messaging Visual Analytics Email Management Engagement Tracking Multi-Channel Communication Complaint Monitoring Customer Experience Management Sentiment Analysis Performance Metrics Social Media Integration Customer Journey Mapping NPS Survey CES Survey CSAT Survey
Contact Management Software 26 selected features Open category ↗ ⌄
Search/Filter Pipeline Management Social Media Integration Data Import/Export Prospecting Tools Task Management Customer Database Campaign Management Lead Nurturing Segmentation Email Management CRM Sales Forecasting Contact Management Calendar Management Document Storage Drag & Drop Collaboration Tools Lead Management Sales Pipeline Management Lead Distribution Email Marketing Opportunity Management Data Synchronization Interaction Tracking Lead Capture
Online CRM Software 33 selected features Open category ↗ ⌄
Customizable Templates Sales Trend Analysis Calendar Management Lead Capture Workflow Management Interaction Tracking Opportunity Management Performance Metrics Email Management Pipeline Management Calendar Sync Email Marketing Task Management Forecasting Campaign Management Contact Management Document Storage Social Media Integration Collaboration Tools Sales Reports Web-based Deployment Lead Management Internal Chat Integration Lead Generation Lead Qualification Marketing Automation Quotes/Estimates Referral Tracking Reporting/Analytics Territory Management Deal Management Lead Nurturing Role-Based Permissions
Inside Sales Software 23 selected features Open category ↗ ⌄
Lead Capture Email Management Call Monitoring Automatic Call Distribution Lead Qualification Lead Management Task Management Performance Management Data Management Contact Management Meeting Management Call Recording Lead Distribution CRM Interaction Tracking Auto-Dialer Calendar Management Chat/Messaging Reminders Call List Management Multi-Channel Communication Deal Management Sales Pipeline Management
Lead Management Software 28 selected features Open category ↗ ⌄
Lead Nurturing Sales Reports Social Media Integration Monitoring Pipeline Management Template Management Lead Qualification Calendar Management Sales Forecasting Lead Distribution Prospecting Tools Task Management Document Storage Lead Segmentation Reminders Email Tracking Interaction Tracking CRM Web Forms Email Marketing Lead Capture Campaign Management Contact Management Workflow Management Sales Trend Analysis Source Tracking Lead Generation Opportunity Management
Real Estate CRM Software 30 selected features Open category ↗ ⌄
Referral Tracking Commission Management Contact Database Lead Qualification Contact Management Campaign Management Access Controls/Permissions Client Management Email Marketing Pipeline Management Lead Management Activity Dashboard Lead Nurturing Interaction Tracking Reporting/Analytics Activity Tracking Document Management Appointment Management Alerts/Notifications Calendar Management Lead Generation Lead Distribution Client/Property Matching Task Management Segmentation Lead Capture Email Tracking For Real Estate Property Database Omnichannel Communications
Financial CRM Software 28 selected features Open category ↗ ⌄
Expense Tracking Forecasting Template Management Relationship Tracking Interaction Tracking Access Controls/Permissions Activity Tracking Client Management Collaboration Tools Sales Reports Email Management CRM Search/Filter Email Marketing Task Management Document Management Lead Management Calendar Management Customer Database Campaign Management Marketing Automation Activity Dashboard Territory Management Contact Management Pipeline Management Lead Capture For Financial Institutions Financial Management
Nonprofit CRM Software 27 selected features Open category ↗ ⌄
Contact Management Donation Tracking Campaign Management Interaction Tracking Real Time Notifications Email Marketing Donor Management Email Management Web Forms Access Controls/Permissions Task Scheduling Website Integration Grant Management Customer Database Credit Card Processing Membership Management CRM Accounting Integration Event Management Document Storage Forms Management Social Media Integration Registration Management Fundraising Management Committee Management Volunteer Management Electronic Payments
AI Sales Assistant Software 16 selected features Open category ↗ ⌄
AI/Machine Learning For Sales Teams/Organizations Sales Activity Management Reporting/Analytics Lead Management Scheduling Conversation Intelligence Sales Pipeline Management Lead Engagement Predictive Analytics Data Entry Third-Party Integrations Meeting Management CRM Customer Engagement AI Writing Assistant
Customer Data Platform Software 8 selected features Open category ↗ ⌄
Personalization Campaign Management Customer Segmentation GDPR Compliance Behavioral Analytics Data Integration Predictive Modeling Customer Profiles
Customer Reference Management Software 16 selected features Open category ↗ ⌄
Activity Dashboard Campaign Management Reference Usage Tracking Lead Management Contact Management Program Notices Customer Segmentation Survey/Poll Management Search/Filter CRM Nomination Tracking Customer Database Rewards Management Lead Capture Reference Request Automation ROI Tracking
Customer Success Software 13 selected features Open category ↗ ⌄
Onboarding Collaboration Tools Health Score Account Alerts Account Management Reporting/Analytics Revenue Management Activity Dashboard Usage Tracking/Analytics Customer Engagement Activity Tracking Task Management NPS of Customers
Sales Content Management Software 8 selected features Open category ↗ ⌄
Email Management Personalization Audio/Video Recording Collaboration Tools Sales Onboarding & Training Engagement Tracking Video Support Audio File Management
Sales Enablement Software 16 selected features Open category ↗ ⌄
Goal Management Contact Management Workflow Management Lead Qualification Lead Management Engagement Tracking Alerts/Notifications Meeting Management Collaboration Tools Sales Onboarding & Training Activity Tracking Performance Management Reporting & Statistics Customizable Branding Campaign Management Document Management
Sales Force Automation Software 17 selected features Open category ↗ ⌄
Email Marketing Campaign Management Pipeline Management Lead Management Lead Capture Referral Tracking Sales Activity Management Performance Metrics Third-Party Integrations Customer Database Territory Management Activity Dashboard Forecasting Contact Management Task Management Opportunity Management Customizable Fields
Sales Forecasting Software 20 selected features Open category ↗ ⌄
Pipeline Management Lead Management Workflow Management Data Visualization Contact Management Contact Database Data Import/Export What If Scenarios Graphical Data Presentation Activity Tracking Statistical Analysis Forecasting Sales Reports Dynamic Modeling Customizable Reports Opportunity Management Alerts/Notifications Budgeting/Forecasting Modeling & Simulation Lead Capture
Sales Tracking Software 17 selected features Open category ↗ ⌄
Sales Pipeline Management Lead Management Reporting/Analytics Appointment Scheduling Task Management Interaction Tracking Alerts/Notifications Customizable Reports Activity Dashboard Commenting/Notes Third-Party Integrations Data Import/Export Lead Scoring Document Management Email Templates Call Logging Search/Filter
CRM Software 1 selected features Open category ↗ ⌄
Referral Tracking
Connected Applications

monday CRM Integrations

Integration information is displayed only when approved integration products are available on the profile.

Showing 8 of 18 integrations
Pricing Information

monday CRM Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Per User
Preferred Currency USD ($)
Free Trial Available
Free Version Yes
Payment Frequency Monthly Subscription
Pricing Page ↗
Basic CRM
$9 Per Month
Standard
$12 Per Month
Pro
$19 Per Month

Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.

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Frequently Asked Questions

monday CRM FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

monday CRM is a highly customizable customer relationship management (CRM) software designed to help businesses manage their sales processes, customer interactions, and workflows in one platform. This intuitive solution empowers teams to track leads, manage contacts, schedule follow-ups, and monitor customer interactions from initial inquiry to post-sales support. With its user-friendly interface, monday CRM makes it easy for businesses to visualize their sales pipeline, set priorities, and automate repetitive tasks, such as sending emails, reminders, or status updates. The platform integrates with various tools, including email, calendars, and social media, providing a 360-degree view of customer interactions. monday CRM also includes advanced analytics and reporting capabilities that give businesses valuable insights into customer behavior, sales performance, and campaign effectiveness. Customizable workflows and automations enable businesses to tailor the CRM to their specific needs, improving efficiency and collaboration. Whether you’re a small business or a large enterprise, monday CRM is a powerful tool that helps enhance customer relationships, drive sales, and improve overall business performance.

  • Yes, monday CRM offers a free version.

  • Yes, monday CRM offers a free trial.

  • No, Credit Card details are not required for the monday CRM trial.

  • monday CRM offers the following pricing plans & packages:

    Basic CRM

    $9 Per Month

    Standard

    $12 Per Month

    Pro

    $19 Per Month

  • monday CRM supports the following payment frequencies:

    • Monthly Subscription

  • No, monday CRM does not offer an API.

  • monday CRM can be integrated with the following applications:

    • Salesforce Sales Cloud , Jira , Mailchimp , Google Workspace , HubSpot CRM , Typeform , Slack , Zoom Meetings , Microsoft Excel , Gmail , Microsoft Outlook , Shopify , Trello , Adobe Creative Cloud , Zendesk Suite , Microsoft Teams , Zapier , Dropbox , jira

  • monday CRM offers support with the following options:
    • 24x7 Support , Email , Chat , Knowledge Base , FAQs/Forum

  • monday CRM offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • monday CRM supports the following languages:
    • Dutch , English , French , German , Italian , Japanese , Korean , Polish , Portuguese , Russian , Spanish , Swedish , Turkish

  • Following are the typical users of the monday CRM:
    • Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

  • monday CRM supports the following deployment:
    • Cloud Hosted

  • monday CRM supports the following devices and operating systems:
    • Web-Based , iPhone , Android , Mac
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