CRM software profile
monday CRM
monday CRM is monday.com's sales CRM, built on configurable boards and sold per seat with a three-seat minimum. It suits teams already working in monday.com or wanting board-style customisation, with AI agents included from the Standard plan. The key constraints are per-plan limits on active contacts and deals, and mass email and sequences only from Pro.
Pros and cons
Strengths
- Board-based CRM that fits teams already working in monday.com
- Standard includes AI agents (outreach caller, lead sourcer, meeting prep) and an AI notetaker
- Pro allows 100,000 active contacts and deals and 25,000 automations a month
- iOS and Android apps included from Standard
- Qualifying nonprofits may get free or discounted access
Limitations
- Plans start from 3 seats, so one- and two-person teams pay for unused seats
- Basic is capped at 1,000 active contacts and deals and 5 columns per board
- Mass emails and email sequences require Pro
- Automations are metered per month (250 on Standard)
- No free plan; only a 14-day trial
What is monday CRM?
monday CRM is monday.com’s sales CRM. Leads, contacts and deals live on configurable boards, the same building blocks monday.com uses for project and work management. It is priced per seat in four plans (Basic, Standard, Pro and Ultimate), with plans starting from three seats, and each plan sets limits on active contacts and deals, dashboards and automations.
Who should use monday CRM?
- Business size: teams of three or more, from small businesses up to enterprises on Ultimate.
- Team type: organisations already planning work in monday.com, and teams that want to shape their CRM around custom boards and columns.
- Budget: moderate per-seat prices, but the three-seat minimum sets a floor for very small teams.
Features and plan limits
| Basic | Standard | Pro | Ultimate | |
|---|---|---|---|---|
| Active contacts and deals | 1,000 | 10,000 | 100,000 | Unlimited |
| Workspaces | 1 | 3 | 15 | Unlimited |
| Custom dashboards | 1 | 5 | 50 | Unlimited |
| Columns per board | 5 | 15 | 75 | Unlimited |
| Quotes and invoices per month | 20 | 50 | 250 | Unlimited |
| Custom automations per month | Not listed | 250 | 25,000 | Enterprise-scale |
| Mass emails and email sequences | No | No | Yes | Yes |
From Standard, the pricing page lists AI agents (an outreach caller, lead sourcer and meeting prep agent), an AI meeting notetaker and AI work assistant, a centralised communications hub and iOS and Android apps. Pro adds an AI workflow builder. Ultimate adds advanced permissions, HIPAA compliance, 24/7 prioritised support, tailored onboarding and white-glove migration.
monday CRM pricing
| Plan | Per seat/month, yearly | Per seat/month, monthly |
|---|---|---|
| Basic | $12 | $18 |
| Standard | $17 | $25 |
| Pro | $28 | $41 |
| Ultimate | Custom pricing (contact sales) | |
There is no free plan; monday offers a 14-day trial. Qualifying nonprofits may get free or discounted access.
Ease of use and implementation
SoftPilot has not tested monday CRM hands-on; this section is based on monday’s published plans.
- Size the plan by limits, not seats: Basic’s 1,000 active contacts and deals and 5 columns per board can be outgrown quickly.
- Email outreach needs Pro: if your team sends mass emails or sequences, compare Pro’s price with alternatives that include sequences lower down.
monday CRM compared with close alternatives
| CRM | Minimum seats | Entry price, annual | Email sequences from |
|---|---|---|---|
| monday CRM | 3 | $12/seat/mo | Pro, $28/seat/mo |
| Pipedrive | None stated | US$14/seat/mo | Growth, US$24/seat/mo |
| HubSpot | None stated | From $7/seat/mo (promo; $20 regular) | Paid Sales Hub tiers |
Should you shortlist monday CRM?
Shortlist monday CRM if your team already works in monday.com, you want board-style customisation, or you value AI agents bundled into the Standard plan.
Look elsewhere if you are a one- or two-person team (consider HubSpot’s or Zoho’s free plans), or you need email sequences on an entry budget (consider Pipedrive Growth).
monday CRM FAQs
Is there a free version of monday CRM?
No. monday offers a 14-day trial; qualifying nonprofits may get free or discounted access.
Can one person buy monday CRM?
Plans start from three seats, so a single user pays for at least three.
Which plan includes mass email?
Pro and Ultimate list sending mass emails and setting email sequences.
Sources and methodology
This profile is desk research: SoftPilot has not tested this product hands-on. Facts come from the sources below, checked on the dates shown. Prices, plans and limits change often; confirm on the vendor's site before you buy. How we research software.
- monday CRM pricing accessed 20 Oct 2026
- Pipedrive pricing accessed 20 Oct 2026
- HubSpot Sales Hub pricing accessed 20 Oct 2026
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