monday CRM

monday CRM is built on top of monday.com's Work OS platform. If your team already uses monday.com for project management, this creates a unified workspace. If you don't? You're essentially buying two products bundled together. **The Visual Pipeline** Kanban-style deal boards with drag-and-drop. Each deal is a card with custom fields, attachments, and activity history. It looks like Trello but with CRM-specific fields (deal value, close date, contact info). Where monday CRM really surprises people is the automation builder. Set triggers like "when deal moves to Negotiation stage, create a contract task and notify legal team." Every interaction gets logged. Forms convert website visitors to leads automatically. Email integration syncs Gmail/Outlook bidirectionally. **The monday.com Integration** If you use monday.com for project management, the two products share data and workflows natively. Win a deal in CRM, automatically create a project board in Work OS. That's the pitch. But here's the catch: you're paying for both platforms. monday CRM starts at $10/user/month. monday Work OS starts at $8/user/month. For a 10-person team, that's $180/month minimum before any upgrades. **What It Lacks** Reporting and analytics less detailed than dedicated CRMs—complex forecasting or multi-touch attribution needs external tools. No built-in calling or SMS (integrate with Aircall or similar). Lead scoring exists but it's basic—manually set point values, not AI-driven. **Pricing** Basic ($10/user/month, 3 users minimum): Pipeline management, email integration Standard ($14/user/month): Automation, integrations, activity tracking Pro ($24/user/month): Advanced reporting, forecasting, email tracking Enterprise: Custom pricing, advanced permissions, audit logs Most teams need Standard tier minimum for automation, which is the whole point. **Best Fit** Teams already using monday.com Work OS. Small businesses (5-20 people) wanting visual pipeline management. Companies allergic to traditional CRM interfaces. Don't buy if you need advanced sales intelligence, built-in calling, or sophisticated analytics. Go with HubSpot, Pipedrive, or Close CRM instead.