monday Sales CRM Review: Pricing, Features & What the Data Shows
monday.com's CRM product for teams that want pipeline management without Salesforce complexity.
What monday Sales CRM Does
monday Sales CRM is the CRM product built on top of monday.com's popular work management platform. It brings deal tracking, contact management, email integration, and basic automation to teams that already know and use monday.com's visual, board-based interface. Founded in 2012 in Tel Aviv, monday.com has over 225,000 customers across its product suite — and the CRM product is designed to capture teams that need sales pipeline management without the complexity or cost of Salesforce, HubSpot, or even purpose-built CRMs like Pipedrive.
The core value proposition is familiarity and simplicity. If your team already uses monday.com for project management or operations, the CRM lives in the same environment with the same interface, views, and automation builders. Deals flow through a visual pipeline that works like a customizable Kanban board, contacts are managed in a structured board view, and automations handle routine tasks like moving deals between stages or sending follow-up reminders. The post-sale handoff is uniquely smooth — when a deal closes, it can automatically create a project board for delivery using monday.com's work management features.
Where monday Sales CRM falls short is depth. The reporting is functional but basic compared to Salesforce or even HubSpot. There's no native marketing automation, lead scoring, or advanced forecasting. Custom objects and multi-entity data models — standard in enterprise CRMs — aren't supported in the same way. The automation engine handles simple if-then logic but can't match Salesforce Flow or HubSpot's workflow builder for complex conditional sequences. These limitations are deliberate: monday is optimized for simplicity and adoption, not enterprise complexity.
The practical buyer consideration is team size and sales process complexity. monday Sales CRM works well for teams of 2-30 reps with straightforward deal cycles — consulting firms, agencies, SaaS companies with simple sales motions, and any team where getting reps to actually use the CRM matters more than having advanced features they'll ignore. Teams that need territory management, CPQ, multi-currency pipeline, or deep analytics will outgrow it. At $12-28/user/month, the pricing is competitive enough that the migration cost of eventually moving to a more capable CRM is acceptable.
monday Sales CRM Key Features
Visual Deal Pipeline
Kanban-style pipeline view with drag-and-drop deal management — similar to Pipedrive's approach but built on monday.com's flexible board framework. Deals display key metrics (value, expected close date, assigned rep) as customizable columns. Multiple pipelines can be configured for different products or sales processes. The board view can switch between Kanban, table, chart, and timeline views — a flexibility advantage over CRMs with fixed pipeline presentations.
Contact & Account Management
Structured boards for managing contacts, companies, and their relationships to deals. Contacts can be linked to deals, companies, and activities. The email integration auto-logs communications when connected to Gmail or Outlook. While functional for basic relationship tracking, the data model is flatter than Salesforce or HubSpot — there are no custom objects or deep relational hierarchies. Adequate for teams managing hundreds of contacts, but limiting at thousands.
Automations
Built-in automation builder using monday.com's if-then logic. Common automations: move a deal to 'Won' stage → send a Slack notification and create a project board. Change a deal value → update the forecast dashboard. No activity for 5 days → create a follow-up reminder. The automation builder is intuitive and requires no code, though the logic is limited to single-condition triggers and predefined actions. For complex multi-step automations, you'll need Zapier or Make as an intermediary.
Email Integration
Gmail and Outlook integration that logs emails against contacts and deals. Email tracking (opens and clicks) is available on the Pro tier. Templates and bulk email are supported for outreach. The email functionality is basic compared to dedicated SEPs — no multi-step sequences, no A/B testing, and no advanced deliverability management. For teams that primarily communicate via email and want communication history linked to deals, it covers the basics.
Post-Sale Handoff
The unique advantage of monday.com's CRM: seamless transition from sales to project delivery. When a deal closes, an automation can create a project board in monday.com's work management product with tasks, timelines, and assignees populated from the deal data. For service businesses where every closed deal becomes a project — agencies, consulting firms, implementation partners — this native handoff eliminates the manual process of transferring information between sales and delivery teams.
Dashboards & Reporting
Customizable dashboards with widgets for pipeline value, deal velocity, activity metrics, and revenue tracking. Reports can be built using monday's dashboard builder with data from CRM boards. The reporting is adequate for small team management — tracking rep activity, monitoring pipeline health, and forecasting by stage. For more advanced analytics like cohort analysis, multi-attribution, or custom calculated metrics, teams typically export to Google Sheets or a BI tool.
Who Uses monday Sales CRM
Existing monday.com Teams Adding CRM
The strongest monday Sales CRM use case. Companies already using monday.com for project management, marketing operations, or team collaboration add the CRM product to bring sales pipeline into the same platform. The familiarity advantage means adoption is nearly instant — reps don't need to learn a new tool. The integrated view lets managers see the full lifecycle from lead to delivery in one platform. A typical scenario: a 15-person agency using monday.com for project management adds the CRM at $17/user/month for the sales team (5 users), paying $1,020/year for a CRM that integrates directly with their existing workflow.
Small Sales Teams Replacing Spreadsheets
Teams of 2-15 reps who've been tracking deals in Google Sheets or Excel adopt monday Sales CRM as their first real CRM. The visual interface feels familiar to spreadsheet users, the setup takes hours instead of weeks, and the pricing ($12-28/user/month) is accessible. The free tier for up to 2 users lets founders test the product before committing the team. This use case competes directly with Pipedrive and HubSpot Free — monday wins when the team values the platform breadth and project management integration, loses when they need deeper sales-specific features.
Service Businesses with Sales-to-Delivery Workflow
Consulting firms, creative agencies, IT service providers, and implementation partners use monday Sales CRM because the post-sale handoff to project delivery is native. When a consulting engagement closes, the CRM automation creates a project board with delivery milestones, team assignments, and client deliverables. The project team sees the original scope and deal context without re-entering information. For service businesses where the gap between 'deal closed' and 'project started' creates client frustration, this integrated workflow is the primary buying reason.
monday Sales CRM Pricing
Free
Up to 2 users, basic pipeline, limited features
Basic
Unlimited contacts, deal management, forms
Standard
Email integration, quotes, automations (250/mo)
Pro
Email tracking, forecasting, advanced analytics
Enterprise
Advanced security, HIPAA compliance, dedicated CSM
monday Sales CRM's pricing is transparent and competitive. The free tier supports up to 2 users with basic pipeline management and limited features. Basic at $12/user/month (annual billing) includes unlimited contacts, deal management, and web forms. Standard at $17/user/month adds email integration, quotes, and 250 automations per month. Pro at $28/user/month includes email tracking, revenue forecasting, advanced analytics, and 25,000 automations. Enterprise pricing is custom.
Annual billing saves approximately 18% compared to monthly. There are no hidden onboarding fees, no mandatory professional services, and no minimum seat counts on standard plans. The pricing is per-seat across all monday.com products — a user with both CRM and work management access pays one seat price.
For a 10-person sales team, annual costs: Basic costs $1,440/year, Standard costs $2,040/year, Pro costs $3,360/year. These are significantly cheaper than Salesforce Professional ($9,600/year for 10 users), HubSpot Sales Hub Professional ($10,800/year), or Pipedrive Professional ($5,880/year).
The main pricing consideration is the automation limits. The Standard plan's 250 automations/month can be restrictive for teams that automate heavily. At 250 automations, a team that automates deal stage changes, notifications, and task creation might hit the limit within the first two weeks. The Pro tier's 25,000 limit is much more generous and accommodates most workflows.
Job Market Demand for monday Sales CRM
monday Sales CRM appears in 7 job postings across 5 companies in our database of 23,338+ analyzed job postings. The average salary range for roles requiring monday Sales CRM: $89K - $111K.
Department
- Senior Account Manager (Equipment Finance)
- Regional Sales Manager
- Inbound Sales Representative
- first national capital (2)
- adp (2)
- protection plus warranty (1)
- marriott international (1)
- belden (1)
Pros & Cons
Pros
- Intuitive, visual interface that sales reps actually adopt
- Very affordable compared to Salesforce and HubSpot paid tiers
- Native integration with monday.com work management for post-sale handoff
- Flexible board-based views let you customize without code
- Quick setup, most teams are running within a day
Cons
- Limited depth for complex B2B sales processes and deal structures
- Reporting and forecasting aren't as strong as Salesforce or HubSpot
- Smaller integration ecosystem compared to established CRMs
- No native marketing automation or lead scoring
- Can feel like a project management tool with CRM features bolted on
Best for: Small to mid-size sales teams (2-30 reps) who want a simple, visual CRM, especially if already using monday.com
Not ideal for: Enterprise sales orgs with complex deal stages, CPQ needs, or teams that require deep reporting and forecasting
monday Sales CRM Alternatives
| Tool | Starting Price | Job Mentions | Best For |
|---|---|---|---|
| HubSpot CRM | $0 | 432 | Marketing-led B2B companies with 10-200 employees who want CRM + marketing automation in one platform |
| Pipedrive | $14/user/mo | 9 | SMB sales teams (5-50 reps) who want a visual, pipeline-focused CRM without enterprise complexity |
| Salesforce CRM | $25/user/mo | 1,694 | Mid-market to enterprise B2B companies with dedicated RevOps or Salesforce admin resources |
| Zoho CRM | $14/user/mo | 20 | Bootstrapped SMBs and cost-sensitive teams who want an all-in-one suite without enterprise pricing |
Frequently Asked Questions
Is monday Sales CRM good for B2B sales?
It works well for B2B teams with straightforward sales processes. If you're tracking deals through 3-5 stages and need basic contact management, it's more than capable. But if you need multi-object relationships, complex approval workflows, or enterprise-grade forecasting, you'll outgrow it.
How does monday Sales CRM compare to Pipedrive?
Both target small-to-mid-market teams and are easy to use. Pipedrive is more purpose-built for sales with better pipeline reporting. monday Sales CRM wins if you're already on monday.com and want CRM plus project management in one platform. If CRM is all you need, Pipedrive is typically the stronger standalone choice.
Can monday Sales CRM scale to 50+ users?
Technically yes, but it starts to strain at that size. Larger teams need advanced territory management, forecasting, and custom objects that monday doesn't handle as well as Salesforce or HubSpot Enterprise. If you're planning to grow past 30-50 sales reps, you should plan for a CRM migration eventually.
Our Verdict on monday Sales CRM
monday Sales CRM is the right choice for small teams that already use monday.com and want CRM functionality in the same platform, or service businesses that need seamless sales-to-delivery handoff. The visual interface, simple setup, and competitive pricing make it one of the most adoptable CRMs on the market. If getting your team to actually use the CRM is your biggest concern, monday's familiarity advantage is real.
The trade-off is capability ceiling. monday Sales CRM is a CRM built on a project management platform, and it shows in the limitations: basic reporting, simple automations, no marketing automation, and limited customization for complex sales processes. Teams that scale beyond 30 users or need advanced features — territory management, CPQ, custom objects, deep forecasting — will outgrow it. The migration to Salesforce or HubSpot at that point is a project, but the low upfront cost means you're not losing a major investment.
monday Sales CRM appears in 7 job postings across 5 companies in our database, with an average salary range of $89K-$111K — reflecting its adoption by smaller, earlier-stage organizations. The mostly onsite distribution (5 of 7) suggests adoption by traditional businesses where in-office sales teams benefit from the visual, collaborative interface. The low posting volume is consistent with monday.com's CRM being a newer product that hasn't yet established strong brand recognition as a standalone CRM in job market requirements.