Monday CRM
monday CRM is a board-based CRM from monday.com with pipelines, a communications hub, quotes and invoices, automations and AI agents for lead sourcing, outreach calls and meeting prep.
What is monday CRM?
monday CRM is the sales product on monday.com's board-based platform. Leads, contacts and deals live on boards with configurable columns, and Standard and above add a communications hub that shows every email, call, meeting and note per person in one timeline. Quotes and invoices, dashboards and automations are built in. AI features include a lead sourcer agent, an outreach caller agent, a meeting prep agent, an AI notetaker and AI-powered data fields.
Who is it for?
Small and mid-size sales teams that already run work on monday.com or want a CRM they can reshape on boards. Teams that need very large contact counts or forecasting depth should check the plan caps and compare dedicated CRMs.
Pricing
Prices are per seat per month, billed yearly (the page shows a 33% saving against monthly). The page's example is 10 seats.
- Basic: $12, 1 workspace, 1 custom dashboard, 1,000 active contacts and deals, 5 columns per board, 20 quotes and invoices per month.
- Standard: $17, 3 workspaces, 5 dashboards, 10,000 contacts and deals, 15 columns per board, 50 quotes and invoices per month, 250 automations per month, the communications hub and mobile apps. AI credits included.
- Pro: $28, 15 workspaces, 50 dashboards, 100,000 contacts and deals, 75 columns per board, 250 quotes and invoices per month, 25K automations per month, mass emails and email sequences, AI workflow builder.
- Ultimate: custom price, unlimited contacts, deals, columns and quotes, 25,000 API calls per day, 24/7 priority support.
Prices checked on 6 October 2026.
Strengths
- Configurable boards: add columns and change stages without a developer.
- Communications hub (Standard and up): all emails, calls, meetings and notes per contact in one timeline.
- AI agents: lead sourcing and enrichment, outreach calls, meeting briefings and notetaking.
- Quotes and invoices inside the CRM: from 20 per month on Basic to unlimited on Ultimate.
- Integrations: monday.com's integration pages name Gmail, Outlook, Slack, Zoom, Jira, Asana, Intercom, QuickBooks, Mailchimp, Zapier and Make.
What to consider
- Basic stops at 1,000 active contacts and deals, 5 columns per board and 20 quotes per month.
- Mass email and email sequences need Pro.
- Automation runs are capped: 250 per month on Standard, 25K on Pro.
- The communications hub and mobile apps start at Standard.
- Ultimate pricing is not public.
Bottom line
Shortlist monday CRM if your team already uses monday.com or wants a flexible board-based CRM at a low entry price. Before buying, count your contacts, deals and monthly automations against the caps, and expect to need Standard or Pro.
WeekCRM score: 96 out of 100
Monday CRM is number 1 of 83 CRMs we have scored. Every point comes from a fact with a source, checked on Oct 7, 2026.
| Check | Points | What we found |
|---|---|---|
| Price for 10 people | 20/20 | $170 a month on Standard, billed annually |
| Integrations | 20/20 | 20 of 20 common apps connect natively or through a marketplace |
| Ease of use | 20/20 | 9.5 out of 10 from customer reviews Capterra 4.7/5, 467 reviews; App Store 4.83/5, 48,106 ratings |
| Release pace | 15/15 | 27 dated releases in 180 days |
| Openness | 15/15 | public API docs, public changelog, self-serve export |
| Price transparency | 3/5 | Some plans are “contact sales” |
| Free entry | 3/5 | Free trial |
Monday CRM integrations we verified
| App | How it connects | What syncs | Checked |
|---|---|---|---|
| Aircall | Marketplace app | Calls logged to an Aircall Calls board; Contact information shown in Aircall during calls; Recordings, transcriptions, SMS and WhatsApp messages synced | Oct 7, 2026 |
| Calendly | Built in | Workflow actions: cancel event, create one-off meeting, find events, get event details, mark invitee as no-show | Oct 7, 2026 |
| DocuSign | Marketplace app | Documents sent and signed from the item view; Latest envelope status written to a board column | Oct 7, 2026 |
| Gmail | Built in | Emails turned into board items; Updates sent from Gmail; Email attachments pulled into item updates | Oct 7, 2026 |
| Intercom | Built in | Workflow actions: create conversation, find conversation, get article, conversation and user details | Oct 7, 2026 |
| Built in | LinkedIn posts created and shared from board items | Oct 7, 2026 | |
| Mailchimp | Built in | Emails from a column added as contacts in a Mailchimp list; Campaign statistics and notifications brought into boards | Oct 7, 2026 |
| Make | Marketplace app | Boards, items and campaigns managed from Make scenarios | Oct 7, 2026 |
| Microsoft Teams | Built in | Item updates, new items and changes posted as Teams messages | Oct 7, 2026 |
| Outlook | Built in | Items created from emails; Calendar meetings synced to boards | Oct 7, 2026 |
| PandaDoc | Marketplace app | Documents created from PandaDoc templates or PDF/DOCX files; monday.com item data passed into document variables; Document status tracked on boards | Oct 7, 2026 |
| QuickBooks | Built in | Data synced between QuickBooks and monday.com for customer view, payments and financial records | Oct 7, 2026 |
| Shopify | Marketplace app | Shopify products, inventory and orders tracked in monday.com | Oct 7, 2026 |
| Slack | Built in | Board updates posted to Slack channels; Items created from Slack conversations; Board actions run from Slack via the monday.com agent | Oct 7, 2026 |
| Stripe | Built in | Stripe charges pulled into boards as items | Oct 7, 2026 |
| Typeform | Built in | Typeform responses created as items; Responses added as item updates | Oct 7, 2026 |
| Third-party app | WhatsApp conversations synced to monday.com | Oct 7, 2026 | |
| Xero | Marketplace app | Xero data synced to monday.com boards | Oct 7, 2026 |
| Zapier | Marketplace app | monday.com triggers, actions and searches in Zaps | Oct 7, 2026 |
| Zoom | Built in | Zoom meeting data pulled into boards; Scheduled meetings added to a board calendar | Oct 7, 2026 |
