monday CRM
Customizable sales CRM built on monday.com's no-code Work OS.
Overview
monday CRM is a customizable sales CRM built on monday.com's no-code Work OS, founded in 2012 and headquartered in Tel Aviv, Israel. It centers on fully customizable pipelines with drag-and-drop deals and editable stages across multiple boards, extended by trigger-based workflow automation and built-in lead scoring.
The product covers the core sales workflow: two-way Gmail/Outlook email sync with open and click tracking, a meeting scheduler with shareable booking links, native quotes and invoices, and customizable real-time dashboards. A native AI layer (monday sidekick, CRM agents, and an AI Notetaker) ships on all tiers. It extends through a documented public GraphQL API, an app marketplace of 850+ apps, and native iOS and Android apps.
On compliance, monday CRM holds SOC 2 Type II attestation and has been GDPR-compliant since 2018, with US, EU, and AUS data residency options. Paid plans start at $12 per user per month on the Basic plan billed annually, with a 3-seat minimum; there is no perpetual free tier, only a 14-day trial.
Best for
- Teams that want to shape their own sales process, with fully customizable drag-and-drop pipelines, editable stages, and multiple boards.
- Sales teams wanting native AI built in, including the monday sidekick assistant, CRM agents, and an AI Notetaker, with AI credits across all tiers.
- Teams that need quoting and automation in one place: native quotes and invoices, trigger-based workflow automation, and built-in lead scoring.
- Buyers with compliance requirements, given SOC 2 Type II, GDPR compliance, and US, EU, and AUS data residency options.
- Teams that want to extend the CRM via a documented public GraphQL API and an app marketplace of 850+ apps.
Less ideal for
- Teams needing a free CRM long-term: there is no perpetual free tier, only a 14-day trial.
- Solo operators or very small teams on a tight budget: paid plans start at $12 per user per month billed annually with a 3-seat minimum.
- Teams that need a native dialer, since monday CRM has no built-in calling and relies on integrations for telephony.
Pricing
Sales & pipeline
Automation & intelligence
Privacy & compliance
Platform & integrations
Compare monday CRM
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