Review - not tested hands-on
Ken is our productmonday CRM Review (2026): Pricing, Features, Pros and Cons
Ken's view: monday CRM is a flexible, board-based CRM with forecasting, quotes and sequences, but the core sales features sit on Pro and seats are sold in buckets from 3. It fits teams already on monday.com better than outbound teams that prospect on LinkedIn.
We have not tested monday CRM hands-on. This review is based on monday CRM's public documentation and pricing pages, checked on Oct 17, 2026. Ken is our product. This page does not compare it, and the verdict is Ken's view.
Our Verdict
Should You Use monday CRM?
Ken's view: monday CRM is a flexible, board-based CRM with forecasting, quotes and sequences, but the core sales features sit on Pro and seats are sold in buckets from 3. It fits teams already on monday.com better than outbound teams that prospect on LinkedIn.
Pick monday CRM if
- It fits teams already running their work on monday.com.
Pick another tool if
- It is a weak fit for solo sellers and LinkedIn-led outbound teams.
Not tested hands-on
We have not tested monday CRM hands-on. This review is based on monday CRM's public documentation and pricing pages, checked on Oct 17, 2026.
monday CRM Pricing
In short 14-day free trial, no credit card. The lowest paid plan is Basic at $12 per seat a month billed yearly, or $18 billed monthly.
| Plan | Monthly billing | Yearly billing, per month | Includes |
|---|---|---|---|
| Basic | $18 per seat a month | $12 per seat a month | 1,000 active contacts & deals; 1 workspace and 1 custom dashboard; 5 columns per board; 20 quotes & invoices a month |
| Standard | $25 per seat a month | $17 per seat a month | 10,000 active contacts & deals; Centralized comms hub for emails, calls and meetings; 250 custom automations a month; 50 quotes & invoices a month; 3 workspaces and 5 custom dashboards |
| Pro | $41 per seat a month | $28 per seat a month | 100,000 active contacts & deals; Mass emails and email sequences; 25K custom automations a month; 250 quotes & invoices a month; 15 workspaces and 50 custom dashboards |
| Ultimate | Contact sales | Contact sales | Unlimited contacts & deals; Unlimited quotes & invoices; 25,000 API calls a day; HIPAA compliance and advanced permissions; 24/7 prioritized support and tailored onboarding |
Prices in USD from monday.com/crm/pricing, checked Oct 17, 2026.
monday CRM Features
In short Of the 10 CRM features we compare, monday CRM has 5 in full, 1 more as a paid add-on and 2 in part.
| Feature | monday CRM |
|---|---|
| Free plan | No - 14-day trial only |
| Deal pipeline with stages and amounts | Yes - unlimited customizable pipelines on every plan |
| Email and calendar sync | Yes - two-way Gmail and Outlook email and Outlook Calendar from Standard; Google Calendar sync on Pro |
| Email sequences | Yes - Sequences with automatic emails and call tasks, Pro plan and up |
| LinkedIn outreach | No |
| Built-in B2B contact database | Partial - Lead sourcer agent finds and enriches leads that match your target profile, Standard plan and up |
| Marketing email campaigns | Partial - mass emails with tracking from your connected inbox, Pro plan and up |
| Sales forecasting | Yes - Forecasting view with rep targets and forecast categories, Pro plan and up |
| Quotes and CPQ | Yes - Quotes & Invoices on every plan, 20 a month on Basic |
| Help desk and ticketing | Yes - paid add-on, separate monday service product, from $31 a seat a month billed yearly |
From monday CRM's public documentation and pricing pages. Sources are listed below.
monday CRM Pros
- Every plan includes unlimited customizable pipelines and Quotes & Invoices, from 20 documents a month on Basic to unlimited on Ultimate.
- Emails & Activities on Standard and up gives two-way Gmail and Outlook email logged to each contact's timeline, with Outlook Calendar from Standard and Google Calendar sync on Pro.
- Pro adds Sequences that mix automatic emails, manual emails, call tasks and wait steps, plus mass email with open tracking.
- The Forecasting view on Pro and Ultimate sets revenue targets per rep and splits the forecast by deal stage or by forecast category such as Commit and Best Case.
- The Lead sourcer agent, included from Standard, finds and enriches new leads that match your target profile.
monday CRM Cons
- Seats come in buckets from a minimum of 3, so a team of 4 pays for 5 seats and a team of 6 pays for 10.
- Basic caps you at 1,000 active contacts and deals, 5 columns per board and 1 dashboard, and Emails & Activities email sync starts on Standard.
- Sequences, mass email and the Forecasting view need Pro, at $28 a seat a month billed yearly or $41 monthly.
- No free plan for monday CRM: the free option is a 14-day trial.
Who Is monday CRM For?
In short monday CRM is monday.com's sales CRM, built on its Work OS boards, for teams that manage leads, contacts, sales pipelines and customer relationships in one place.
Pick monday CRM if one of these is true:
- You already run work on monday.com boards and want your sales pipeline on the same platform.
- You want forecast targets, quotes and invoices inside the CRM.
- Your reps work from Gmail or Outlook and need emails and meetings logged to each deal.
Is monday CRM Worth It?
In short Ken's view: worth it for teams already running their work on monday.com, less so for solo sellers and LinkedIn-led outbound teams.
Before you buy, check these terms from monday CRM's pricing page:
- Bucket pricing: seats are sold in groups, from a minimum of 3 seats and then in multiples of 5 (a team of 4 buys 5 seats, a team of 6 buys 10).
- Per-seat prices are shown for the 10-seat option; the final price depends on billing country and excludes tax.
- Yearly plans are paid upfront for the full year.
- More than 40 users: request a quote from sales.
- Ultimate is the new name for the Enterprise tier; contact sales for a price.
- AI credits are included on Standard, Pro and Ultimate.
- Unlimited free viewers that do not count toward seats.
monday CRM Alternatives
In short Salesforce Sales Cloud, HubSpot CRM and HighLevel cover the same job as monday CRM.
From $25 per seat a month
Salesforce Sales Cloud
Salesforce Sales Cloud is Salesforce's sales CRM, sold per user from a free 2-user Free Suite and the small-business Starter and Pro Suites up to the Core, Advanced and Max editions for larger sales teams.
From $7 per seat a month billed yearly, or $10 billed monthly
HubSpot CRM
HubSpot's CRM is the shared customer database under its Marketing, Sales, Service, Content and Data Hubs, with free tools for startups and small businesses and paid Sales Hub editions for sales teams.
From $80.83 a month billed yearly, or $97 billed monthly
HighLevel
HighLevel is an all-in-one CRM and marketing platform for agencies and small businesses, with pipelines, funnels and websites, email and SMS marketing, calendars and workflow automation in one account.
FAQ
How much does monday CRM cost?
14-day free trial, no credit card. The lowest paid plan is Basic at $12 per seat a month billed yearly, or $18 billed monthly. Prices checked on Oct 17, 2026.
Does monday CRM have a free plan or trial?
Yes. 14-day free trial, no credit card.
Did you test monday CRM hands-on?
No. We have not tested monday CRM hands-on. This review is based on monday CRM's public documentation and pricing pages, checked on Oct 17, 2026. Opinions on this page are labeled as Ken's view.
Who should not use monday CRM?
Ken's view: monday CRM is a weak fit for solo sellers and LinkedIn-led outbound teams.
What are the best monday CRM alternatives?
The closest alternatives are Salesforce Sales Cloud, HubSpot CRM and HighLevel.
The new Ken opens to the waiting list in batches.
Related
Sources
Changelog
- Page published.