CRM · Reviewed 22 Oct 2026

monday CRM

A customizable CRM for the full revenue cycle, from lead management to customer success.

from $18 · monday.com ↗

Paid against free › CRM › monday CRM

monday CRM at a glance

Overview

01

Summary

The useful answer before the supporting detail.

monday CRM is a customer relationship management platform that manages interactions with leads and customers across their entire journey S95. It is used by sales and account management teams to adapt the CRM to their workflow, supporting both pre- and post-sales processes on one platform S95. Its practical value lies in customizable boards, fields, views, automations, and dashboards, plus AI features that analyze pipeline health and build custom agents S95.

02

Product identity and positioning

Name, category, positioning, audience, and first-party claims.

  • Identity: monday CRM, a customer relationship management platform by monday.com S95.
  • Core purpose: Manages interactions with leads and customers across their entire journey S95.
  • Intended users: Sales and account management teams S95.
  • Product scope: A CRM that adapts to your workflow, not the other way around S95.
  • Positioning: Built for the full revenue cycle, from lead management to customer success S95.
  • Claimed distinction: Unlike conventional CRMs, it supports both pre- and post-sales processes on one platform S95.
03

Use cases and audiences

Who the product serves and the jobs it is designed to handle.

AudiencePractical use case
Sales teamsManage leads and deals through the full revenue cycle S95.
Account management teamsCustomize the CRM to match account management workflows S95.
Marketing teamsBuild campaigns from real sales and lead data S95.

Features

09

Features and capabilities

Core functions and evidence-backed product capabilities.

CapabilityWhat it does
Customizable workflowsAdapt boards, fields, views, automations, and dashboards to match any sales or account management workflow S95.
AI pipeline analysisAnalyzes pipeline health per rep, flags slowing deals, and recommends next steps S95.
Custom AI agentsBuild your own agent for any job with a plain-language prompt S95.
Shared contextEvery interaction builds shared context so customers never have to repeat themselves S95.
Campaign buildingBuild campaigns from real sales and lead data with automatic follow-up S95.
Data privacyYour data is never used to train AI models S95.
10

Integrations and ecosystem

Connected products, exports, APIs, and workflow compatibility.

Integration or interfaceTypeWhat it enables
500+ appsIntegrationConnect monday CRM to your sales stack, including Slack, Gmail, Zoom, and more S18.
Open APIAPIConnect your existing tools and customize workflows S18.
AI platform capabilitiesAI interfaceLeverage AI capabilities within the CRM S18.

Pricing

11

Pricing and plans

Published plans, free access, trials, credits, and pricing limitations.

Plan or offerVerified price and billingIncludedLimits
Basic$12 per seat per month, billed yearly ($18 monthly) S98Not established1,000 active contacts and deals; 1 dashboard S98
Standard$17 per seat per month, billed yearly ($25 monthly) S98AI credits included, amount not stated S9810,000 contacts and deals; 250 automations a month S98
Pro$28 per seat per month, billed yearly ($41 monthly) S98AI credits included, amount not stated S98100,000 contacts and deals; 25K automations a month S98
UltimateContact sales S98AI credits included, amount not stated S98Unlimited contacts; advanced permissions; 25,000 API calls per day S98

Competition

12

Competitive landscape

Domains competing for the same organic search demand.

Sampled competitors

CompetitorFirst-page appearancesSampled queriesAverage positionQueries observed
servicenow.com215ad hoc tasks
linkedin.com111ad hoc tasks
betterup.com1125 year plan sample
reddit.com112ad hoc tasks
capd.mit.edu1135 year plan sample
ibm.com113ad hoc tasks
wordlayouts.com1145 year plan sample
pinterest.com1155 year plan sample
timetrackapp.com115ad hoc tasks
indeed.com1165 year plan sample

Website intelligence — Collected evidence

Customers, testimonials, and first-party review claims

No supporting public-page evidence was collected for this category.

Independent review sources discovered

14

AI visibility

Measured ChatGPT and Google AI mentions with cited sources.

AI-assistant referral traffic

  • Estimated current generative-AI referral share: 0.5%
MonthSource
—All AI assistants
—All AI assistants
—All AI assistants

Website intelligence — Collected evidence

Site-stated AI capabilities

Page typeEvidenceSource
otherGet more work done with AI agents that work side by side with your people. Execute, manage, and operate together on one AI Workspace to drive business results.https://monday.com/
otherGet more work done with AI agents that work side by side with your people. Execute, manage, and operate together on one AI Workspace to drive business results.https://monday.com/
featuresFrom sourcing leads to closing deals, monday CRM features keep your pipeline, conversations, and reporting in one place — with AI working alongside your team, not instead of it.https://monday.com/crm/features
featuresAI helps plan and create on-brand campaigns and routes qualified leads to your sales team with context, so demand turns into pipeline.https://monday.com/crm/features
featuresEvery tool your revenue team uses stays connected, so the whole team works from the same data, not just AI.https://monday.com/crm/features
featuresFrom sourcing leads to closing deals, monday CRM features keep your pipeline, conversations, and reporting in one place — with AI working alongside your team, not instead of it.https://monday.com/crm/features
featuresAI Notetakerhttps://monday.com/crm/features
pricing3 tools · 1,000 AI credits / monthhttps://monday.com/pricing
pricing5 tools · 2,000 AI credits / monthhttps://monday.com/pricing
pricing6 tools · 3,000 AI credits / monthhttps://monday.com/pricing
pricingAI credits are included in this planhttps://monday.com/pricing
pricingAn intelligent, context-aware AI assistant that runs your work. Start for free, buy more as neededhttps://monday.com/pricing
pricingAI credits are included in this planhttps://monday.com/crm/pricing

These are first-party product claims, not independent measurements of AI-search visibility.

15

Marketing opportunities

Actions calculated directly from the collected evidence.

OpportunityRecommended actionEvidence
Competitor gap2 first-page appearances across ad hoc tasks
Technical priorityhttps://monday.com/departments/marketing

Website intelligence — Collected evidence

Website evidence gaps

  • customers: no usable public page was collected; verify whether the site publishes this evidence.
  • reviews: no usable public page was collected; verify whether the site publishes this evidence.
  • changes: no usable public page was collected; verify whether the site publishes this evidence.
  • identity: no usable public page was collected; verify whether the site publishes this evidence.
  • technical: no usable public page was collected; verify whether the site publishes this evidence.

Trust and proof

16

Customers, proof, and reviews

Published proof, customer signals, and review evidence.

Independent reviews

PlatformPageHow it was foundNote
Software Advicemonday CRM User ReviewsGrounded web searcht a search engine. Once I accepted that the AI completely changed the game and did a bunch of the tasks associated with tracking /responding / evaluating the customers ... . For me it was such a departure from what I was used to tho that it took me half a
PCMagMonday CRM - Review 2026 - PCMag AustraliaGrounded web searchMonday CRM (a separate product from the company's work management platform) offers an approachable, comprehensive set of sales management tools that accommodates both CRM newcomers at small organizations and members of more experienced teams at larger businesses. Its AI and automation capabilities are especially impressive, as they help you (regardless of your experience level) easily set up time-saving workflows, and the user interface is easy to grasp. That said, the platform is pricey, and yo
Capterramonday CRM Pricing, Reviews & Features - Capterra Canada 2026Grounded web searchmonday CRM enables revenue teams to improve efficiency at every stage of the customer journey. The intuitive interface combined with automations and AI allows revenue leaders to adapt the CRM to custom sales process while cutting costs and saving time.
toolradar.comMonday Sales CRM Reviews, Pricing & Alternatives (2026)Grounded web search, and AI-driven data processing to automate lead management, tasks, and reporting ... extensive customization, real-time dashboards, and integrations with over 500 apps to manage the entire revenue cycle
G2Compare Bigin by Zoho CRM and monday CRM Social Share OptionsGrounded web searchCan I use Monday.com to set-up an online application or a questionnaire for my external clients? 1 comment MY Yes. Easy to do. Read more ... , tracking and so much more. Team collaboration and engagement in addition to automation and task management...

Customer proof

No named customers, testimonials, or customer case studies were found.

Independent mentions

  • Am I the only one who finds Monday.com’s project management great but its CRM module terrible? — Monday's core project management is solid. Views, automations, timeline planning – works well for dev teams tracking sprints or marketing managing campaigns. But their CRM module is a different product entirely. Feels like a tacked-on afterthought. Key issues: * Data model mismatch: Everything in Monday is an "item." Forcing leads, contacts, deals into that is clunky. No proper relationship mapping. * Reporting is basic: Can't do meaningful pipeline analytics or forecast revenue without

External links were grounded in one live web search. Search snippets are leads, not independently scraped page content; rejected links remain available in Review evidence.

17

Company, security, and trust

Ownership, policies, security signals, and public trust evidence.

SignalFindingSource
Company and ownershipNot published on the collected pages.—
Contact and supportStay connected on-the-go and access monday.com from your smart phone.source
Legal and privacyWe use cookies to ensure you have the best experience on our site, to analyze traffic, and enhance our marketing activities. Cookie Policysource
Security and complianceEnterprise-grade AI infrastructure with built-in protection and security, data privacy, governance, permissions, and compliance. SOC 2 Type II, ISO 27001, GDPR, and HIPAA, with granular permissions over who sees what.source
Uptime and status pageGet 24/7 expert support, tailored onboarding with extensive training, daily webinars, a rich library of tutorials, and a 99.9% uptime SLA for true enterprise-grade reliability.source
Domain registered1995-07-19—
Domain expires2027-07-18—

Not found on the collected pages: company and ownership. This only means Scout did not find it on the pages it read; it says nothing about the company itself.

18

Documentation and product updates

Help resources, product guidance, and visible changes over time.

Not established in the collected sources.

Technical

19

Technical and delivery signals

Delivery model, platforms, API, data ownership, reliability claims and release activity.

SignalFindingSource
Delivery model (cloud, self-hosted, desktop, browser extension)Not published on the collected pages.—
Platforms and appsNot published on the collected pages.—
API and extensibility (API, SDK, webhooks, MCP, plugins)Open API lets you connect existing tools and customize workflows S18.S18
Data ownership and exportYour data is never used to train AI models S95.S95
Performance and reliability claimsNot published on the collected pages.—
Release activityNot published on the collected pages.—
20

Measured infrastructure

Domain, certificate, and hosting signals, measured directly.

SignalFinding
Domain registered1995-07-19 — GoDaddy Corporate Domains, LLC
Domain expires2027-07-18
TLS certificateGoDaddy.com, Inc., valid, expires 2026-12-16
Security headersHSTS
Headers not servedCSP, X-Content-Type-Options, X-Frame-Options, Referrer-Policy
Server headercloudflare
Mail handled byaspmx.l.google.com, alt1.aspmx.l.google.com
Nameserversdns1.p07.nsone.net, dns2.p07.nsone.net

Not measurable: wayback: rate limited by archive.org, ladder stopped after 1 probe(s). A gap here means the lookup was unavailable, not that the finding is negative.

21

Technical site audit

A bounded multi-page crawl with page-level issues and URLs.

Scout — Bounded technical crawl

  • Pages crawled: 15 of 15 maximum
  • Technical health: 95/100
  • Critical issues: 1
  • Warnings: 10
  • Notices: 8

Issues

SeverityIssueValueAffected URL
warningPage should have one primary H12https://monday.com/
noticeImages are missing alt text5https://monday.com/
criticalMissing page title—https://monday.com/departments/marketing
warningMissing meta description—https://monday.com/departments/marketing
noticeImages are missing alt text1https://monday.com/departments/marketing
noticeImages are missing alt text21https://monday.com/w/departments/it
warningSlow HTML response2356https://monday.com/w/departments/it
noticeImages are missing alt text21https://monday.com/w/departments/hr
warningPage should have one primary H17https://monday.com/crm/sales
noticePage is marked noindex—https://monday.com/crm/sales
noticeImages are missing alt text22https://monday.com/w/departments/legal
warningPage should have one primary H12https://monday.com/
noticeImages are missing alt text5https://monday.com/
warningPage should have one primary H17https://monday.com/w/dashboards
noticeMeta description length should be reviewed297https://monday.com/features/automations
warningDuplicate title in audit sample2https://monday.com/
warningDuplicate title in audit sample2https://monday.com/
warningDuplicate meta description in audit sample2https://monday.com/
warningDuplicate meta description in audit sample2https://monday.com/

Crawled pages

StatusTitleH1sWordsResponseURL
200The AI Workspace for People & Agents \monday.com22436108 ms
200AI for Project Management \PMO Software \monday.com11247
200Missing title11431982 mshttps://monday.com/departments/marketing
200Operations Management Software \monday.com1474902 ms
200Deliver exceptional IT at scale with AI agents \monday.com117662,356 ms
200Find the right hire with AI agents \monday.com11758181 ms
200AI-First CRM \monday CRM - Close More Deals Faster71970219 ms
200Legal at scale with AI agents \monday.com11850431 ms
200AI Use Cases & Solutions \monday.com11391163 ms
200The AI Workspace for People & Agents \monday.com22436297 ms
200monday.com \Dashboards & Reporting7890286 ms
200monday.com \Integrations11011179 ms
200monday - work management software \monday.com1448712 ms
200monday MCP: Connect AI assistants to your account11065174 mshttps://monday.com/w/mcp
200mondayDB – A brand new data architecture11296151 mshttps://monday.com/w/mondaydb

This is a bounded Scout crawl. Core Web Vitals and Lighthouse scores are not claimed unless a dedicated performance audit is connected.

22

Search Console and Analytics

First-party search and behavioral data connection state.

Modeled acquisition channels

ChannelEstimated share
direct76.8%
search5.9%
search organic4.3%
search paid1.6%
social5.3%
social organic4.4%
social paid0.9%
referrals4.2%
paid referrals0.7%
mail6.3%
gen ai0.5%
affiliate0.3%
other0.0%

First-party connections

IntegrationStatusData available after connection
Google Search ConsoleNot connectedClicks, impressions, CTR, average position, queries, pages, countries, and devices
Google AnalyticsNot connectedOrganic sessions, engagement, landing pages, conversions, geography, and devices

No first-party Search Console or Analytics numbers are shown until the site owner authorizes the corresponding Google account. Scout traffic model values above are modeled estimates, not private analytics totals.

Limits and method

23

Limitations and open questions

Known constraints and missing evidence from the collected pages.

The collected pages do not mention specific limitations or gaps. Evidence gaps include lack of detailed security certifications, uptime statistics, and customer case studies. Open questions remain about the exact amount of AI credits included in plans and the specifics of the Ultimate plan's custom pricing.

24

Sources, method, and limitations

Evidence inventory, collection method, provider use, and constraints.

This report is based on 15 collected pages from monday.com, including product feature pages, pricing pages, and integration overviews. The evidence catalog includes 15 pages, with 8 rendered via browser rendering. External proof search was enabled but only discovered a search result; no external reviews or ratings were collected. Limitations include the absence of first-party customer testimonials and detailed technical documentation.

Paid against free, in your inbox

One job at a time: the paid tools worth paying for, the free ones you can run yourself, and who should pick which.

No tracking pixels. One click to leave. We use your address to send Stack Radar and nothing else. Privacy.