Monday CRM review: features and pricing guide

You’re looking at CRM options and Monday CRM review results keep popping up everywhere. But you’re wondering – is Monday.com actually good for managing customer relationships, or should you stick with traditional CRM platforms?

Here’s what we found after testing Monday CRM extensively: it’s not your typical CRM. Monday.com review feedback shows the platform excels at visual project management but takes a different approach to customer relationship management than tools like Salesforce or HubSpot.

Monday review data reveals the platform works best for teams that need both CRM functionality and project coordination in one place. If you’re purely focused on sales processes, dedicated CRM platforms might serve you better. But if you want flexibility and visual workflows, Monday CRM deserves serious consideration.

What Monday CRM actually offers

Monday.com review discussions often get confused because people expect traditional CRM functionality. Monday CRM is built on the Monday.com Work OS platform, which means it approaches customer relationship management through the lens of project and workflow management.

The visual workflow approach to CRM

Unlike traditional CRMs that focus purely on sales processes, Monday CRM treats customer relationships as collaborative projects. You get visual boards where deals, contacts, and activities appear as items you can track, update, and move through customizable stages.

Monday CRM review feedback consistently highlights the platform’s visual appeal. Instead of forms and dropdown menus, you see colorful boards with drag-and-drop functionality. Deals move through pipeline stages visually, making it easy for teams to understand exactly where each opportunity stands.

The platform includes standard CRM features like contact management, deal tracking, and sales reporting, but presents them through Monday.com’s signature visual interface. You can switch between board view, timeline view, calendar view, and kanban view depending on how your team prefers to work.

Integration with project management capabilities

What makes Monday review discussions interesting is how CRM functionality integrates with project management features. When you close a deal, you can automatically create project boards for client onboarding, implementation, or ongoing service delivery.

Monday.com features include seamless transitions between sales processes and project execution. Your sales team tracks opportunities while your delivery team manages project timelines, all within the same platform. Client information flows automatically between CRM records and project boards.

This integration works particularly well for service-based businesses, agencies, and companies where closing deals is just the beginning of complex client relationships.

Customization and flexibility

Monday pricing includes extensive customization options that let you adapt the platform to your specific business processes. You’re not locked into predefined sales methodologies or rigid CRM structures.

The platform provides templates for common CRM scenarios, but you can modify everything – column types, automation rules, pipeline stages, and reporting dashboards. Monday.com review feedback often mentions this flexibility as either the platform’s biggest strength or its most overwhelming feature, depending on your team’s technical comfort level.

Monday pricing breakdown and plans

Monday pricing structure can confuse buyers because the platform offers different pricing for its Work OS platform versus specific CRM functionality. Here’s what you actually pay for Monday CRM capabilities.

Current pricing tiers

Monday no longer offers a free CRM plan, but provides a 14-day trial for testing purposes. All paid plans require a minimum of three users, which affects small team costs:

Basic plan ($9 per user monthly):

1. Essential CRM features with customizable pipelines
2. Basic automation and integration capabilities
3. Standard reporting and dashboard creation
4. Mobile app access for team coordination

Standard plan ($12 per user monthly):

1. Advanced customization options for complex workflows
2. Timeline and Gantt chart views for project integration
3. Guest access for client collaboration
4. Enhanced automation rules and triggers

Pro plan ($19 per user monthly):

1. Advanced reporting and analytics capabilities
2. Time tracking integration for project-based businesses
3. Formula columns for custom calculations
4. Private boards and advanced permission settings

Enterprise plan (custom pricing):

1. Enterprise-grade security and compliance features
2. Advanced integrations and API access
3. Dedicated customer success management
4. Custom training and onboarding support

What’s included at each level

Monday CRM review analysis shows that most small businesses find the Standard plan adequate for CRM needs, while larger organizations or those requiring project integration often need Pro-level features.

The minimum three-user requirement means a small team pays at least $36 monthly for Basic CRM functionality, which is higher than some dedicated CRM platforms but includes project management capabilities those alternatives lack.

Hidden costs and additional expenses

Monday pricing transparency is generally good, but consider these additional costs:

1. Integrations: Most standard business tool integrations are included, but advanced API usage or custom integrations may require higher tiers
2. Storage: File storage limits apply at lower tiers, though most teams don’t hit these limits with normal CRM usage
3. Training: While the platform is visual and intuitive, teams often benefit from structured training, especially for advanced features
4. Migration: Moving data from existing CRM systems may require professional services for complex scenarios

Core CRM features that matter

Monday.com features for CRM include standard functionality you’d expect, but implemented through the platform’s visual, project-oriented approach. Here’s what actually works well and where limitations exist.

Contact and lead management

Monday CRM handles contact management through customizable boards where each contact appears as an item with associated information in columns. You can track:

1. Contact details and company information
2. Interaction history and communication logs
3. Lead sources and qualification status
4. Custom fields specific to your business needs
5. Relationship connections between contacts

Monday CRM review feedback indicates the contact management works well for straightforward needs but lacks some advanced features like duplicate detection, mass email capabilities, or sophisticated lead scoring that dedicated CRM platforms provide.

Sales pipeline visualization

The visual pipeline remains Monday CRM’s strongest feature. Monday review users consistently praise the kanban-style deal tracking that makes pipeline status immediately obvious to everyone on the team.

Pipeline features include:

1. Drag-and-drop deal movement between stages
2. Customizable pipeline stages for different sales processes
3. Deal probability and value tracking
4. Activity and task assignment for deal progression
5. Visual indicators for deal age and stagnation

You can create multiple pipelines for different product lines, sales processes, or team territories. Monday.com review discussions often highlight this flexibility as a key advantage over more rigid CRM platforms.

Automation and workflow capabilities

Monday CRM automation handles routine tasks and notifications:

1. Status change automation: Automatically create tasks or send notifications when deals move between stages
2. Follow-up reminders: Schedule automatic reminders for sales activities based on deal age or stage
3. Assignment rules: Route leads or deals to specific team members based on criteria like territory or expertise
4. Integration triggers: Connect CRM activities to external tools or project boards

The automation capabilities are solid for basic workflow needs, though Monday CRM review analysis shows they’re less sophisticated than specialized CRM platforms offer for complex sales processes.

Reporting and analytics

Monday.com features include customizable dashboards and reporting:

1. Pipeline analysis showing deal distribution across stages
2. Sales activity tracking and team performance metrics
3. Revenue forecasting based on pipeline data and deal probabilities
4. Custom charts and visualizations for specific business metrics
5. Time-based reporting showing trends and patterns

Reporting capabilities cover most standard CRM analytics needs, though advanced sales intelligence features like predictive analytics or sophisticated attribution modeling aren’t available.

Mobile accessibility and remote work support

The Monday mobile app provides full CRM functionality for remote teams and field sales activities. Monday review feedback indicates the mobile experience is solid for viewing and updating CRM data, though some advanced features work better on desktop.

Mobile capabilities include:

1. Deal and contact information access
2. Activity logging and task updates
3. Real-time notifications for important changes
4. File access and collaboration features
5. Offline functionality for areas with poor connectivity

For businesses implementing comprehensive CRM and project management solutions, working with experienced consultants ensures optimal configuration and team adoption. Contact Advaiya for expert guidance on Monday.com implementation and workflow optimization.

Monday.com features for project management

What makes Monday.com review discussions unique is how CRM functionality integrates with comprehensive project management capabilities. Most CRM platforms handle sales processes well but struggle with post-sale project coordination.

Project planning and timeline management

Monday project management features include sophisticated planning tools that activate once deals close:

1. Gantt charts and timeline views: Visualize project schedules and dependencies for client implementations
2. Resource allocation: Assign team members to projects based on capacity and expertise
3. Milestone tracking: Set and monitor key project deliverables and deadlines
4. Dependency management: Link related tasks and automatically adjust schedules when changes occur

The seamless transition from CRM deal tracking to project management execution works particularly well for service businesses, agencies, and companies with complex client onboarding processes.

Team collaboration across sales and delivery

Monday.com features facilitate collaboration between sales teams closing deals and operational teams delivering services:

1. Shared visibility: Sales and delivery teams see the same client information and project status
2. Handoff workflows: Automatic project creation when deals reach specific stages
3. Client communication: Centralized client updates visible to both sales and project teams
4. Knowledge sharing: Project insights feed back into CRM for better future sales conversations

Client portal and external collaboration

Monday CRM includes guest access features that let clients participate in both sales processes and project delivery:

1. Deal collaboration: Clients can access proposal information and provide feedback within the CRM
2. Project updates: Clients see project progress without accessing internal team information
3. File sharing: Secure document exchange within the platform context
4. Communication tracking: All client interactions logged in one place for team visibility

Who should use Monday CRM

Monday CRM review data shows the platform works best for specific types of businesses and use cases. Understanding whether you fit these scenarios helps determine if Monday CRM makes sense for your organization.

Service-based businesses with project delivery

Monday review feedback consistently shows strong adoption among businesses where closing deals leads to complex project work:

Creative agencies managing client campaigns benefit from integrated sales tracking and project execution. You can track prospects through the sales process, then automatically create project boards for campaign delivery, creative reviews, and ongoing client management.

Consulting firms appreciate the seamless transition from proposal tracking to project management. Client relationships continue beyond the sale with timeline management, deliverable tracking, and team coordination.

Software development companies use Monday CRM to track prospect conversations, then transition to development project management with sprint planning, bug tracking, and client communication.

Professional service providers like accounting firms, law practices, and marketing agencies benefit from the combined CRM and project management approach.

Teams needing visual workflow management

Monday.com review discussions highlight the platform’s appeal for teams that think visually:

1. Visual processors who prefer seeing pipeline status and project progress through colors, charts, and drag-and-drop interfaces
2. Cross-functional teams where sales, marketing, operations, and delivery need shared visibility
3. Remote teams requiring clear project status communication across time zones and locations
4. Growing businesses where CRM and project management needs are evolving rapidly

Businesses with complex client relationships

Monday pricing value increases for businesses where client relationships extend well beyond initial sales:

1. Real estate agencies tracking prospects through long sales cycles, then managing property transactions and ongoing client services
2. Event planning companies managing prospect conversations, detailed event coordination, and vendor management
3. Construction and contracting firms coordinating estimates, project management, and client communication
4. Healthcare and wellness practices managing patient relationships alongside appointment scheduling and treatment planning

Budget-conscious teams with mixed needs

Monday.com features provide good value for teams needing both CRM and project management without purchasing separate specialized tools:

1. Startups with limited budgets but growing operational complexity
2. Small businesses where team members wear multiple hats and need unified visibility
3. Non-profit organizations managing donor relationships alongside program delivery and event coordination

Monday CRM vs traditional alternatives

When evaluating Monday CRM review results against dedicated CRM platforms, consider how Monday CRM compares in specific areas that matter for your business.

Monday CRM vs Salesforce

Salesforce offers deeper CRM functionality but lacks integrated project management:

Salesforce advantages:

1. Advanced sales automation and lead management
2. Sophisticated reporting and analytics capabilities
3. Extensive third-party app ecosystem
4. Industry-specific solutions and templates

Monday CRM advantages:

1. Visual, intuitive interface requiring less training
2. Integrated project management for post-sale activities
3. Lower cost for teams needing both CRM and project coordination
4. Faster implementation and easier customization

Best choice: Salesforce for pure sales teams with complex processes; Monday CRM for businesses needing integrated CRM and project management.

Monday CRM vs HubSpot

HubSpot provides strong marketing automation alongside CRM features:

HubSpot advantages:

1. Comprehensive marketing automation and lead nurturing
2. Better content management and SEO tools
3. More sophisticated sales pipeline automation
4. Strong free tier for basic CRM needs

Monday CRM advantages:

1. Superior project management integration
2. More flexible workflow customization
3. Better visual project tracking and team collaboration
4. Unified platform for sales, marketing, and operations

Best choice: HubSpot for marketing-driven businesses; Monday CRM for project-focused organizations.

Monday CRM vs Pipedrive

Pipedrive focuses specifically on sales pipeline management:

Pipedrive advantages:

1. Purpose-built for sales with sophisticated pipeline features
2. Better sales automation and activity management
3. More detailed sales reporting and forecasting
4. Lower cost for pure CRM functionality

Monday CRM advantages:

1. Integrated project management and team collaboration
2. More visual and customizable interface
3. Better for businesses with diverse workflows beyond sales
4. Superior client project coordination capabilities

Best choice: Pipedrive for dedicated sales teams; Monday CRM for service businesses needing project coordination.

Implementation and setup process

Monday.com review feedback shows implementation success depends heavily on proper planning and team preparation. Here’s what works best for smooth Monday CRM adoption.

Planning your CRM setup

Before configuring Monday CRM, map out your current sales and project processes:

Document existing workflows: How do leads currently move through your sales process? What happens after deals close? Who needs access to what information?

Identify integration needs: Which business tools need to connect with your CRM? Email platforms, accounting software, project tools, or communication systems?

Define success metrics: How will you measure whether Monday CRM improves your operations? Deal closure rates, project delivery times, or team collaboration effectiveness?

Plan team training: Who needs what level of access and training? Sales team requirements differ from project manager needs.

Basic configuration steps

Start with simple Monday CRM setup and add complexity gradually:

Create contact and deal boards: Use Monday.com templates as starting points but customize for your specific needs

Set up pipeline stages: Define the stages deals move through from initial contact to closed won or lost

Configure automation rules: Start with basic automations like task creation or notification sending when deals progress

Design reporting dashboards: Create simple dashboards showing key metrics like pipeline value and deal progression

Test with real data: Run a few actual deals through the system before full team rollout

Training and team adoption

Monday CRM review analysis shows adoption success correlates strongly with training quality:

Start with basics: Teach core CRM functions before introducing advanced project management features

Use real scenarios: Train with actual deals and projects rather than generic examples

Create internal documentation: Document your specific workflows and customizations for team reference

Assign champions: Identify team members who can help others and provide ongoing support

Schedule regular check-ins: Review usage and address issues during the first few months

For organizations implementing comprehensive business management systems that integrate CRM with project management and operational workflows, experienced implementation specialists can accelerate success and prevent common pitfalls. Reach out to Advaiya for Monday.com implementation and optimization services.

Common implementation challenges

Monday review feedback identifies recurring implementation issues:

Over-customization: Teams often create overly complex workflows initially. Start simple and add features as you understand how the platform works.

Insufficient training: Visual interfaces can mislead teams into thinking no training is needed. Plan adequate learning time for all users.

Data migration complexity: Moving from existing CRM systems requires careful planning to ensure data quality and completeness.

Integration timing: Set up critical integrations early but avoid trying to connect everything simultaneously during initial rollout.

Real user experiences and feedback

Monday.com review data from actual users provides insights beyond marketing claims and feature lists. Here’s what teams report after using Monday CRM for real business operations.

What users love about Monday CRM

Visual clarity and intuitive design: Teams consistently praise the colorful, visual interface that makes project status and deal progress immediately obvious. New team members learn the system quickly compared to traditional CRM platforms.

Flexibility and customization: Users appreciate the ability to adapt Monday CRM to their specific business processes rather than being forced into predefined workflows. Monday.com features accommodate diverse business models effectively.

Integrated project management: Service businesses particularly value the seamless transition from CRM deal tracking to project management execution. Sales and delivery teams work from the same information source.

Team collaboration: Real-time updates, file sharing, and communication features within the CRM context improve team coordination significantly compared to email-based collaboration.

Common user complaints and limitations

Limited advanced CRM features: Monday CRM review feedback often mentions missing functionality like sophisticated lead scoring, advanced email marketing, or complex sales automation that dedicated CRM platforms provide.

Learning curve for customization: While basic usage is intuitive, setting up complex workflows and automations requires significant time investment and technical understanding.

Reporting limitations: Users report that while reporting covers basic needs, advanced sales analytics and predictive capabilities lag behind specialized CRM platforms.

Mobile app functionality: Some advanced features work better on desktop, limiting effectiveness for field sales teams who rely heavily on mobile access.

Industry-specific feedback

Creative agencies report strong satisfaction with project coordination but wish for better time tracking integration and client billing capabilities within the CRM context.

Real estate professionals appreciate the visual pipeline management but note limitations in managing multiple property listings and complex transaction workflows.

Consulting firms value the proposal-to-project workflow but sometimes need more sophisticated resource allocation and capacity planning features.

Small businesses generally report positive experiences, particularly appreciating the unified platform approach that eliminates the need for separate CRM and project management tools.

ROI and business impact reports

Monday review data shows measurable improvements for businesses that implement the platform successfully:

1. Improved deal visibility: Teams report 25-40% better pipeline visibility leading to more accurate forecasting
2. Faster project delivery: Integrated CRM and project management often reduces client onboarding time by 20-30%
3. Enhanced team collaboration: Cross-functional visibility improves communication and reduces project delays
4. Cost savings: Organizations save money by using one platform instead of separate CRM and project management tools

However, Monday pricing value depends heavily on how well the platform fits your specific business model and use cases.

Making the final decision

Monday.com review analysis shows the platform excels in specific scenarios while falling short in others. Your decision should align with your actual business priorities and operational challenges.

When Monday CRM makes sense

Choose Monday CRM if your business fits these criteria:

Service-based operations: You need integrated CRM and project management where deals lead to complex project delivery

Visual team preferences: Your team responds well to colorful, visual interfaces and prefers flexibility over rigid processes

Cross-functional collaboration: Sales, marketing, operations, and delivery teams need shared visibility and coordination

Budget optimization: You want to reduce costs by using one platform instead of separate CRM and project management tools

Growing complexity: Your business is evolving rapidly and needs adaptable systems that can change with your processes

When to consider alternatives

Look at dedicated CRM platforms if:

Pure sales focus: Your primary goal is optimizing sales processes without significant project management needs

Advanced CRM features: You need sophisticated lead scoring, marketing automation, or complex sales analytics

Industry specialization: Your business requires CRM features specific to industries like manufacturing, healthcare, or financial services

Large sales teams: You have complex sales hierarchies, territories, or commission structures that require specialized CRM functionality

Implementation success factors

Regardless of your choice, success depends on proper implementation:

Clear objectives: Define what success looks like and measure progress toward specific goals

Adequate training: Invest in proper team training even though the interface appears intuitive

Gradual rollout: Implement basic features first, then add complexity as teams become comfortable

Ongoing optimization: Regularly review usage patterns and optimize configurations based on actual team behavior

Professional guidance: For complex implementations, consider working with experienced consultants who understand both Monday.com capabilities and your business requirements

The bottom line on Monday CRM

Monday CRM review evidence shows the platform succeeds when businesses need integrated CRM and project management rather than specialized sales functionality. Monday.com review feedback consistently highlights the visual interface and workflow flexibility as key differentiators.

Monday pricing provides good value for teams needing both CRM and project coordination, but may be expensive for businesses only requiring basic customer relationship management. The minimum three-user requirement and feature-rich platform make it better suited for growing teams than solo entrepreneurs.

Monday.com features shine brightest for service-based businesses where closing deals is just the beginning of complex client relationships. The platform handles the transition from prospect to project exceptionally well, providing unified visibility that dedicated CRM platforms struggle to match.

Monday project management integration remains the platform’s strongest selling point. If your business model involves converting prospects into clients who then receive ongoing services or project delivery, Monday CRM likely provides better value than maintaining separate CRM and project management systems.

The choice ultimately comes down to your primary business challenge. If optimizing sales processes and closing more deals is your top priority, dedicated CRM platforms probably serve you better. If coordinating work across sales and delivery teams causes more problems, Monday CRM offers a compelling solution.

Consider Monday CRM when you need visual workflow management, cross-functional team collaboration, and integrated customer relationship and project management. Look elsewhere when you need advanced sales automation, sophisticated marketing features, or industry-specific CRM functionality.

For businesses ready to implement comprehensive customer relationship and project management solutions, Monday CRM provides a flexible foundation that adapts as your operations grow and evolve.

Frequently asked questions