Monday CRM
What is Monday CRM?
Monday CRM is a CRM and work management platform for customer-facing teams that tracks leads, deals, and handoffs in one workspace. It combines boards, automations, dashboards, docs, forms, AI agents, Sidekick, and the Vibe app builder, and it integrates with Slack, Salesforce, and HubSpot. Customers and references include Canva, Coca-Cola, Glossier, Carrefour, and Lionsgate. Plans run Free, Basic $9/month, Standard $12/month, Pro $19/month, and Enterprise custom.
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At a glance
- Monday CRM is best for customer-facing teams who want one workspace for leads, deals, and handoffs.
- Free; Basic $9; Standard $12; Pro $19; Enterprise Custom
- Yes — Public API available.
What does Monday CRM do?
Monday CRM routes customer-facing work through boards, automations, dashboards, docs, and forms so teams can track leads, deals, and handoffs in one place. The platform also layers in AI agents, an AI assistant, and an app builder to help teams create workflows, summarize meetings, and turn routine steps into repeatable actions. On the homepage, monday.com frames the experience around teams and agents working together across sales, marketing, operations, IT, HR, product, and R&D. At scale, monday.com says it serves more than 250,000 customers worldwide and over 60% of the Fortune 500. The company also points to 24/7 support and an API, plus mobile apps for iOS and Android. Customer stories and site references include Canva, Coca-Cola, Glossier, Carrefour, Lionsgate, and farfetch, which signals broad use across large, cross-functional organizations rather than a narrow CRM-only setup.
Why use Monday CRM?
- It combines CRM, work management, and automation in one system, so teams can coordinate customer work without stitching together separate tools.
- AI agents, Sidekick, and the meeting notetaker reduce manual coordination by turning routine work and conversations into actions.
- The platform supports both structured boards and custom apps, which helps teams adapt the system to different sales and service processes.
- Dashboards, forms, and workflows give managers a single place to monitor pipeline activity and operational follow-through.
- Mobile apps and 24/7 support make it easier for distributed teams to stay connected and keep work moving.
Who is Monday CRM for?
- Sales teams who need a shared pipeline for leads, deals, and follow-up work.
- Customer success teams who want visibility into post-sale handoffs and account activity.
- Marketing teams who need to connect campaigns with downstream customer-facing work.
- Operations teams who want to automate repetitive coordination across departments.
- RevOps leaders who need dashboards and workflows across the customer lifecycle.
What are Monday CRM's key features?
AI agents
Deploy AI agents to handle specialized tasks across work, using monday.com's AI credits and agent workforce for automated execution at scale.
Agent builder
Build custom agents with the Vibe app builder to turn business needs into tailored apps and task handlers without starting from scratch.
AI assistant
Use Sidekick, a context-aware AI assistant, to understand work, connect related items, and run actions across monday.com boards and docs.
Flexible workspace
Organize projects, clients, and processes in boards, docs, and 8 column types, with unlimited items and mobile apps for iOS and Android.
Dashboards
Track work across teams with dashboards that pull live board data, helping buyers monitor progress, workload, and outcomes in one place.
Docs
Collaborate in monday workdocs with real-time editing and live updated data, so notes can turn into tracked actions instead of staying static.
Forms
Collect structured requests with monday WorkForms and route responses into boards, making intake faster and reducing manual data entry.
Automations
Automate repetitive steps with built-in workflows and integrations like Slack, Jira Software, and Google Calendar to keep work moving.
What does Monday CRM integrate with?
- Slack
- Salesforce
- Google Calendar
- Stripe
- HubSpot
- Klaviyo
- Shopify
- Notion
- Zapier
- QuickBooks
- Calendly
- Asana
- Microsoft Teams
- Jira Software
- GitLab
- Intercom
- Dropbox
- OneDrive
- Outlook
- PagerDuty
- SurveyMonkey
- Git
- Zoom
- Ziflow
- Trello
- Twilio
- Typeform
What are Monday CRM's use cases?
Sales pipeline for teams
Sales teams who need a shared pipeline for leads, deals, and follow-up work use Monday CRM to keep every opportunity visible in one place. They rely on CRM and Automations to route next steps, update stages, and make sure no lead slips through the cracks.
Post-sale handoffs for success
Customer success teams who want visibility into post-sale handoffs and account activity use Monday CRM to track onboarding, renewals, and open tasks after the deal closes. With Dashboards and Flexible workspace, they can spot risks early and coordinate follow-up across accounts.
Campaign-to-revenue coordination
Marketing teams who need to connect campaigns with downstream customer-facing work use Monday CRM to turn inbound interest into organized follow-up. They use Forms to capture leads and Integrations to sync activity from tools like HubSpot or Salesforce into the same workflow.
Cross-team workflow automation
Operations teams who want to automate repetitive coordination across departments use Monday CRM to standardize handoffs and reduce manual chasing. They combine AI agents with Automations to assign work, trigger reminders, and keep processes moving without constant oversight.
How does Monday CRM work?
- Start by creating your first CRM board in Flexible workspace, then add the pipeline stages, contacts, and deal fields your team needs to track work from first touch to close.
- Capture leads with Forms or connect existing sources through Integrations, so new inquiries land in the right board with the details sales and success teams need.
- Set up Automations to assign owners, move deals, and trigger reminders when a stage changes, keeping follow-up work moving without manual coordination.
- Use Dashboards to monitor pipeline health, account activity, and team workload, then share the view so RevOps and frontline teams stay aligned.
- Add AI assistant or AI agents to summarize updates, draft next steps, and handle repetitive tasks, so the workspace keeps improving as your process scales.
How much does Monday CRM cost?
Free
Free- Up to 3 boards
- Up to 3 Docs
- 200+ templates
- 8 column types
- IOS and Android apps
- Stay connected on-the-go and access monday.com from your phone.
Basic
$9- 1,000 credits/month
- Use your AI credits for:
- AI agent workforce
- AI meeting notetaker
- Sidekick AI assistant
- Vibe app builder
- Turn any business need into a custom business app in minutes
- Includes Free, plus:
- Unlimited free viewers
- Unlimited items
Standard
$12- 2,000 AI credits / month ($20)
- Use your AI credits for:
- AI agent workforce
- AI meeting notetaker
- Sidekick AI assistant
- Vibe app builder
- Turn any business need into a custom business app in minutes
- AI columns
- Includes Basic, plus:
- Automations
- (250 actions / month)
- Save precious time by automating repetitive tasks in your boards.
- Integrations
- (250 actions / month)
- Connect monday.com with the tools you already use to centralize all your team's work.
- Multiple board views
- Guest access
Pro
$19- 3,000 AI credits / month ($30)
- Use your AI credits for:
- AI agent workforce
- AI meeting notetaker
- Sidekick AI assistant
- Vibe app builder
- Turn any business need into a custom business app in minutes
- AI columns
- AI workflow builder
- Includes Standard, plus:
- Automations
- (25,000 actions / month)
- Save precious time by automating repetitive tasks in your boards.
- Integrations
- (25,000 actions / month)
- Connect monday.com with the tools you already use to centralize all your team's work.
- Private boards and docs
- Board views
- Visualize your data with different types of charts, graphs and diagrams.
- Time tracking
- Columns
Enterprise
Custom- Start with 20,000 credits
- Use your AI credits for:
- AI agent workforce
- AI meeting notetaker
- Sidekick AI assistant
- Vibe app builder
- Turn any business need into a custom business app in minutes
- AI columns
- AI workflow builder
- Includes Pro, plus:
- Security & governance
- Get top-tier security features & user management controls.
- Enterprise-scale automations & integrations
- Up to 250,000 automation and integration actions per month.
- Portfolio management
- Resource management
- Plan and balance your team's workload with tools to assign resources, centralize workforce data and optimize capacity across projects.
- Multi-level permissions
- Tailored onboarding
- In-depth training for your team to help you get the most out of monday.com. Provided that customers meet the minimum spend threshold as applicable from time to time.
- Enterprise support
Frequently asked questions
What is Monday CRM?
Monday CRM is a CRM and work management platform for customer-facing teams that tracks leads, deals, and handoffs in one workspace. It combines boards, automations, dashboards, docs, forms, AI agents, Sidekick, and the Vibe app builder, and it integrates with Slack, Salesforce, and HubSpot. Customers and references include Canva, Coca-Cola, Glossier, Carrefour, and Lionsgate. Plans run Free, Basic $9/month, Standard $12/month, Pro $19/month, and Enterprise custom.
How much does Monday CRM cost? Is it free?
Monday CRM has a free plan, with paid tiers including Basic at $9, Standard at $12, Pro at $19.
What is Monday CRM used for? Who is it for?
Monday CRM is used for AI agents, Agent builder, and AI assistant. It's built for Sales teams, Customer success teams, and Marketing teams.
Does Monday CRM have an API and what does it integrate with?
Public API available. It integrates with Slack, Salesforce, Google Calendar, Stripe, HubSpot, and 24 more.
Editor's read
Check the automation and integration action caps before rollout: Standard includes 250 actions per month for each, Pro raises that to 25,000, and Enterprise goes up to 250,000. If your workflows or syncs are likely to exceed those limits, the tier jump matters early.
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