monday CRM

monday CRM is an AI-first CRM platform built for sales teams that want to run their full revenue cycle without a long implementation. It covers lead and deal management, email and activity tracking, forecasting, quotes and invoices, and customizable dashboards, with no-code automations for repetitive work like lead routing and follow-up reminders. Its defining layer is a set of pre-built AI agents that live inside the CRM rather than alongside it: they source and enrich leads, run qualification calls, prepare meeting briefs, and monitor pipeline health using existing deal data. monday CRM is used by 35,000+ customers and runs on the wider monday.com platform, which serves more than 250,000 organizations and connects to 200+ tools.

Features

• Lead and Deal Management: Track leads, contacts, and deals across customizable pipelines.
• Customized agents - build your own: Lead Sourcing, Calling, Meeting Prep, and Pipeline Monitor agents, activated without setup.
• Get AI agents to do anything you need: after a call is finished, post a summary, draft an email follow-up, update fields based on the call summary, etc.
• AI Blocks in Columns: Autofill board columns with AI to detect sentiment, extract information, summarize, translate, or assign labels and owners.
• AI Email Composer and Timeline Summary: Draft emails and summarize a contact's full communication history inside Emails & Activities.
• Workflow Automation: No-code automations for round-robin lead assignment, stage changes, and email sequences.
• Dashboards and Forecasting: Custom dashboards, a forecasting view, and quotes and invoices built on live pipeline data.
• Built-in Sequences, Quotes, and Invoices: Email sequences and customizable quotes and invoices are native to monday CRM with no third-party tool required, and the complementary monday campaigns product adds on-brand campaign creation on top of the same CRM data.

Pricing

• Basic: $12/seat/month billed annually - Core CRM for individuals and small teams.
• Standard: $17/seat/month billed annually - Essential toolkit for growing teams.
• Pro: $28/seat/month billed annually - Advanced tools and higher limits.
• Ultimate: Contact sales - Enterprise security, governance, and unlimited scale.

Monthly billing is available at a higher rate. A 14-day free trial is offered with no credit card required. AI features require an admin to activate AI and are available on Standard, Pro, and Ultimate. AI Notetaker is a paid add-on on Pro and Ultimate. Agent usage consumes AI credits.

Pros

• AI-Native: Agents are built into the CRM, not bolted on as a separate layer.
• Fast to Launch: No implementation project; agents are pre-built and can run from the first login.
• Affordable Entry: Starts well below comparable enterprise CRM tiers.
• Easy to Customize: Boards, columns, and automations configured without developers, and agents built fast in plain language without complex setup.
• Strong Automation: Round-robin assignment, sequences, and auto-logged activity reduce manual entry.
• Human-in-the-Loop Controls: Agent permissions, approval steps, full activity logs, and a per-agent kill switch.
• Enterprise-Ready: SOC 2 Type II, ISO 27001, and GDPR, with HIPAA compliance on Ultimate.

Cons

• AI Credits Required: Agent activity draws on a credit balance that needs monitoring; running out halts calls.
• AI Not Included on Basic: AI features start at Standard and need admin activation; Notetaker costs extra.
• Newer Agents Still Rolling Out: Several agents are in beta or gradual release rather than general availability.
• Voice Coverage Limits: Outbound AI calling is US-only, outbound-only, and supports four languages.
• Plan-Gated Limits: Dashboard, column, and automation caps tighten significantly on lower tiers.
• Broad Platform: Teams wanting a single-purpose sales tool may find the wider platform more than they need.

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