Is Monday CRM the Game-Changer Your Sales Team Needs?
Monday CRM is a flexible and user-friendly customer relationship management software designed to help teams streamline their sales pipeline, task tracking, and automation. Built on the Monday.com Work OS, it offers a customizable interface that adapts to various business needs, from lead management to post-sale support. With Monday.com CRM, businesses can:
- Track and manage leads through an intuitive sales pipeline.
- Automate repetitive tasks to save time and improve efficiency.
- Integrate seamlessly with tools like HubSpot, Gmail, and others ones for enhanced workflow management.
Whether you’re a small business or a growing sales team, Monday CRM provides the tools to organize, track, and close deals more effectively.
Who Is Monday CRM For?
Monday CRM is designed for businesses that need a simple, intuitive, and highly visual customer relationship management solution. It works best for teams looking to streamline sales processes without the complexity of traditional CRMs.
✅ Best for:
- Small & medium businesses that need an easy-to-use CRM without extensive setup.
- Sales teams looking for visual pipelines, automation, and task tracking.
- Companies that prioritize integrations, including Gmail, Slack, HubSpot, and Everhour for seamless workflow management.
🚫 Not ideal for:
- Large enterprises that require deeply customizable analytics and advanced reporting.
- Businesses needing complex lead-scoring mechanisms and AI-driven sales insights.
If you’re asking, “Is Monday CRM good for me?”, it’s an excellent choice for small teams and growing businesses that need an intuitive, customizable CRM without the complexity of traditional systems.
Monday CRM Features: What Makes It Unique?
Monday CRM stands out for its ease of use, customization, and automation, making it a great choice for small to mid-sized businesses. Here are its key features:
- Contact & lead management – Track leads from first contact to closed deals.
- Customizable sales pipelines – Visualize your sales process with Kanban, list, or timeline views.
- Built-in automations – Automate follow-ups, status updates, and reminders to reduce manual work.
- Seamless Monday integrations – Connect with Gmail, Slack, Zoom, Outlook, HubSpot, Everhour (check out our Monday time tracking integration), and more.
- Reporting & analytics – Get insights with custom dashboards and sales tracking reports.
- Collaboration tools – Assign tasks, leave notes, and tag team members for smooth communication.
- Mobile access – Manage your CRM on the go with the Monday mobile app.
With this CRM, teams can streamline their sales process, improve collaboration, and automate repetitive tasks—all within an intuitive, customizable platform.
Monday CRM Pricing: Plans & Costs
Monday CRM offers flexible pricing plans to fit different business needs. A free trial is available, allowing users to explore features before committing to a paid plan.
Is Monday CRM Free?
Yes, Monday CRM has a free plan, but it’s limited to two users and includes basic CRM features like contact and deal tracking. For advanced automation, reporting, and integrations, businesses will need a paid plan.
Pricing overview
| Plan | Pricing (Per User, Per Month) | Key Features |
|---|---|---|
| Free | $0 (Up to 2 users) | Basic CRM features, contacts, and deal tracking |
| Basic | $12 | Lead management, email sync, and automation |
| Standard | $17 | Sales forecasting, workflow automation, and integrations |
| Pro | $28 | Advanced reporting, lead scoring, and full automation |
| Enterprise | Custom pricing | Unlimited automation, AI insights, and security controls |
Monday CRM’s pricing is competitive, offering a range of plans suitable for small businesses to larger enterprises. If you’re unsure which plan fits your needs, you can start with the free trial and upgrade as your business grows.
Monday CRM vs Traditional CRM: Key Differences
Monday CRM takes a modern, flexible approach to customer relationship management, while traditional CRMs like HubSpot, Salesforce, and Zoho CRM offer more advanced features for larger businesses. Below is a comparison of Monday vs traditional CRMs to help you decide which fits your needs best.
| Feature | Monday CRM | HubSpot CRM | Salesforce | Zoho CRM |
|---|---|---|---|---|
| Best for | Small to mid-sized teams | Inbound marketing & automation | Large enterprises with complex sales needs | Scalable CRM for businesses of all sizes |
| Ease of Use | Very easy, visual drag-and-drop | Moderate, user-friendly interface | Steep learning curve | Moderate, requires some setup |
| Customization | Highly customizable workflows | Moderate, limited compared to others | Extensive, but complex | Highly customizable with developer options |
| Automation | Pre-built automation recipes | Marketing automation tools | AI-driven automation & workflows | Advanced workflow automation |
| Integrations | Slack, Google, HubSpot, Everhour | Google, social media, eCommerce | Thousands of integrations, including AI tools | Microsoft, QuickBooks, Zapier |
| Pricing | Starts at $12/user | Free basic plan, paid from $15/user | Upon request | Free basic plan, paid from $20/user/month |
Which one should you choose?
- Monday CRM is ideal for small businesses and teams needing an intuitive, customizable CRM without the complexity of traditional platforms.
- HubSpot CRM works well for businesses focused on inbound marketing, automation, and Hubspot time tracking.
- Salesforce is best for large enterprises that need AI-driven sales insights, deep reporting, and Salesforce time tracking.
- Zoho CRM is a scalable option for businesses that want customization with affordable pricing.
If you need an easy-to-use CRM with automation and integrations, Monday CRM is a great alternative to traditional CRMs.
Monday CRM Automation: How It Simplifies Your Workflow
One of Monday CRM’s biggest advantages is its built-in automation, which helps teams save time, reduce manual work, and streamline sales processes. With pre-built automation recipes, businesses can focus on closing deals instead of repetitive tasks.
How Monday CRM automates your workflow:
- Lead nurturing – Automate lead status updates, assign follow-ups, and trigger actions based on lead behavior to ensure no opportunity is missed.
- Task assignments – Automatically assign sales tasks to team members based on deal stage, lead priority, or pipeline progress.
- Email follow-ups – Set up automated email reminders, send personalized responses, and sync with Gmail or Outlook to keep communication consistent.
- Sales reporting – Generate real-time sales CRM dashboards, track deal progress, and get automated reports to monitor team performance.
With Monday CRM’s automation tools, teams can eliminate repetitive tasks, speed up their sales cycle, and stay organized—all with minimal manual effort.
Monday CRM Integrations: Connect Your Favorite Tools
Monday CRM integrates with a variety of popular business tools, making it easy to streamline workflows and centralize data in one platform. These integrations help teams manage leads, track time, automate tasks, and improve collaboration.
Top Monday CRM integrations
- Google Workspace – Sync Gmail, Drive, and Calendar for seamless communication and document sharing.
- Slack – Receive real-time sales updates and collaborate with your team without leaving Slack.
- Outlook – Automate email syncing and follow-ups for a smooth sales process.
- Zapier – Connect Monday CRM with 1,000+ apps, including marketing, finance, and customer support tools.
- Everhour – Provides Monday time tracking, allowing teams to log work hours, monitor productivity, and use it as a Monday tracking tool for sales and project management.
With these integrations, Monday CRM helps teams stay organized, automate workflows, and manage customer relationships more efficiently.
Monday CRM for Sales Teams: How It Helps Close Deals Faster
Monday CRM is designed to help sales teams streamline their pipeline, automate tasks, and close deals more efficiently. With its visual sales pipeline, automation, and integrations, teams can stay organized and focus on what matters—winning more customers.
How sales teams use Monday CRM
1️⃣ Capture & manage leads – Sales teams can import leads from web forms, email, or integrations like HubSpot and Zapier. Each lead is automatically assigned a status and priority level.
2️⃣ Track deals in a visual pipeline – The customizable Kanban-style sales board allows teams to see all deals at a glance, track progress, and move deals through different pipeline stages.
3️⃣ Automate follow-ups & reminders – Set up automated email sequences for lead nurturing and use reminders for follow-ups so no opportunity slips through the cracks.
4️⃣ Collaborate in real-time – Tag teammates in deals, leave notes, and attach important files so everyone stays on the same page. Slack and Outlook integrations make communication seamless.
5️⃣ Monitor sales performance – Use custom dashboards and reports to track key sales metrics, forecast revenue, and optimize the sales strategy.
Why sales teams love Monday CRM
- Easy-to-use sales pipeline with drag-and-drop deal tracking.
- Saves time with automation for follow-ups, assignments, and reporting.
- Seamless integrations with email, calendars, and collaboration tools.
- Improves productivity with real-time data, reporting, and time tracking.
With Monday CRM, sales teams can eliminate manual work, focus on closing deals, and grow revenue faster.
Monday CRM for Small Businesses vs Enterprises
Monday CRM is designed to be scalable, making it a great fit for both small businesses and larger enterprises. However, the way each type of organization uses the platform differs based on their needs.
👨💼 Small businesses
- Affordable pricing – Budget-friendly plans with a free option for up to 2 users.
- Simple CRM features – Easy-to-use lead tracking, sales pipelines, and task management.
- Quick setup – Minimal onboarding required, making it ideal for teams with limited tech resources.
👨💼👩💼 Enterprises
- Advanced reporting – Custom dashboards, sales analytics, and revenue forecasting.
- Unlimited automations – Automate workflows, follow-ups, and deal tracking at scale.
- Enhanced security – SSO, audit logs, and advanced permission controls for data protection.
For small businesses, Monday CRM offers an intuitive, cost-effective solution to manage sales and customer relationships. For enterprises, it provides powerful automation, reporting, and security features to support large-scale operations.
Monday CRM User Reviews & Ratings
G2 & Capterra ratings
- G2: 4.6/5
- Capterra: 4.7/5
Positive feedback
- Ease of use: Users appreciate the friendly interface and intuitive design, making it easy to navigate and use effectively.
- Features: It offers a good balance of simplicity and functionality, making it ideal for various tasks without overwhelming users.
- Customizability: The software allows for personalized workflows, enhancing productivity and providing flexibility in task management.
- Automation: Many users find the built-in automations very useful in reducing manual work and streamlining repetitive tasks.
- Integrations: Monday CRM is highly valued for its seamless integration with tools like Google Workspace, Slack, and Outlook, enhancing collaboration and workflow.
- Support & documentation: Many users praise the helpful and responsive customer support and extensive documentation, which makes it easy to resolve any issues quickly.
Negative feedback
- Limited features: A few users report that the software has limitations in terms of advanced CRM capabilities, especially for larger teams or more complex needs.
- Integration issues: Some users have encountered integration issues, particularly with certain third-party tools, which can impact the overall experience.
- Learning curve: Although the interface is user-friendly, some users mention a steeper learning curve when trying to fully utilize all features.
- Lagging UI: Some users have experienced lagging when navigating the user interface, which can disrupt their workflow.
- Desktop version issues: The Mac desktop version is reported to be less stable than the online version, causing frustration for some users.
- Task prioritization: Users find it difficult to prioritize tasks, making it harder to manage jobs efficiently.
- Duplicate calls: A few users expressed concerns about the software causing duplicate calls to prospects, which can lead to poor customer service experiences.
User reviews summary
Stephanie M., Marketing Manager, praises Monday’s flexibility, stating that it allows her team to do things that other software could not. She values the seamless integration with Monday Work Management and how it simplifies their workflow. However, Stephanie mentions that using a HIPAA-compliant version limits third-party integrations, and the challenge of tracking complex records across various areas remains.
Raffaela S., Digital Account Manager, appreciates the freedom Monday offers, highlighting its ability to configure the platform according to specific needs. She also likes that the CRM allows her to generate documents and boards that complement her work. On the downside, Raffaela points out that the lack of structure can be confusing, especially when trying to connect different dashboards. She also mentions difficulties when duplicating CRM boards and facing errors during automation processes.
Monday CRM is generally well-received for its ease of use, flexibility, and support, but some users find the lack of structure and limited integrations a bit frustrating.
Monday CRM Pros & Cons: What You Need to Know
| Feature | Monday CRM Pros ✅ | Monday CRM Cons ❌ |
|---|---|---|
| Ease of Use | Simple, intuitive UI | Can be overwhelming for beginners |
| Automation | Powerful no-code automations | Limited compared to enterprise CRMs |
| Customization | Highly flexible workflows | Fewer advanced CRM features than Salesforce |
| Integrations | 200+ integrations available | Lacks deep marketing automation |
| Pricing | Free plan available | Enterprise plans can be expensive |
Monday CRM pros
- Its ease of use and intuitive design make it a great choice for teams looking for a simple CRM solution.
- The powerful no-code automation tools simplify workflows and reduce manual tasks.
- It offers highly flexible workflows, allowing for customization to suit various business needs.
- With 200+ integrations, it connects well with popular tools like Gmail, Slack, and Outlook.
- The free plan is an appealing option for small teams.
Monday CRM cons
- Beginners may find the platform overwhelming due to its many features.
- While it offers automation, its capabilities are not as advanced as those found in enterprise-level CRMs.
- Some users may find the lack of advanced CRM features (e.g., those found in Salesforce) limiting for complex needs.
- Despite offering 200+ integrations, marketing automation is not as robust as other platforms.
- Enterprise plans can become costly for larger teams with more extensive needs.
FAQ: Everything You Need to Know About Monday CRM
❓ Is Monday a real CRM?
Yes, Monday CRM offers full CRM functionality, including lead management, sales pipelines, automation, and integrations.
❓ Can you automate sales processes?
Yes, Monday CRM can automate lead tracking, email workflows, task assignments, and other repetitive processes to enhance productivity.
❓ Does Monday CRM integrate with Gmail?
Yes, it integrates with Gmail, allowing you to sync your emails directly into the platform for streamlined communication.
❓ Can Monday CRM be used for small businesses?
Yes, Monday CRM is ideal for small businesses due to its easy-to-use interface, affordable pricing, and flexible features that scale as your business grows.
❓Does Monday CRM offer a free plan?
Yes, Monday CRM offers a free plan for up to 2 users, which includes basic CRM features, contact management, and deal tracking.
❓ Is Monday CRM customizable?
Yes, it is highly customizable with flexible workflows, dashboards, and automations that can be tailored to your specific needs.
❓ Can Monday be used for team collaboration?
Yes, it enhances team collaboration by providing shared boards, real-time updates, and integrations with tools like Slack and Google Workspace.
Final Verdict: Is Monday CRM Right for You?
As shown above, Monday offers an intuitive, highly customizable solution designed to streamline your CRM needs. Whether you’re a small business or a growing team, it stands out for its ease of use, strong integrations, and affordability. With pricing starting at $0 for small teams and an extensive list of integrations—including Google Workspace, Slack, and Outlook—Monday is a versatile tool that adapts to your needs.
🚀 Choose Monday if you want:
- A simple, visual, and customizable CRM solution.
- Affordable pricing with a free plan for smaller teams.
- Seamless integrations with tools like Google, Slack, and Outlook.
- Effortless tracking of sales processes through automations.
Try it for free and see if it’s the right fit for your business! Plus, integrate with Everhour to streamline time tracking and project management alongside your CRM.
Read how Basecamp CRM works and compares to leading CRM platforms, including Monday CRM!
Maria
A dedicated content enthusiast with extensive experience in international teams and projects of all sizes. Maria thrives on creativity and attention to detail, fueled by a love for fantasy novels, music, classic black-and-white films, and always finding ways to make things better.