monday CRM
monday CRM is the sales product from monday.com, built on the company's customizable board platform and sold to revenue teams that want one place for leads, contacts, accounts, deals and post sale work. Pipelines, forms, automations, quotes and invoices, email tracking and a unified activity timeline for each contact come with the record system, and teams can reshape boards and columns to fit their own sales process. More than 35,000 customers use it.
AI sits across the product. Sidekick answers questions and runs work in context, AI data fields fill and classify columns, and an AI meeting notetaker writes call summaries into the CRM. A set of agents handles specific sales jobs: a Lead Sourcing Agent finds, enriches and scores new leads each day against an ideal customer profile, a Calling Agent phones and qualifies leads from a playbook and logs summaries, and others watch the pipeline and prepare briefs before meetings. Agent Factory lets teams write their own agents in plain language.
Admins decide what each agent can see, edit or create, cap AI credit spending by team, review a live log of every agent action, and test agents in a simulation mode before they go live. The models come from Anthropic, OpenAI and Google, run through Vertex, Bedrock, Azure AI and self hosted AWS environments, and neither monday.com nor its model providers train on customer data.
Basic costs $18 per seat a month on monthly billing or $12 on annual billing, Standard $25 or $17, and Pro $41 or $28, while Ultimate, the renamed Enterprise tier, is quoted. A 14 day trial stands in for a free plan. AI credits come with every plan. Standard brings the agents and notetaker, Pro adds mass email, email sequences and the AI workflow builder, and contact, quote and automation limits rise by plan, from 1,000 active contacts and deals on Basic to 100,000 on Pro. Accounts are hosted in the United States, the European Union or Australia, and Enterprise accounts in the EU region keep data and subprocessor hosting inside the EU.
Capability Axes
Capability grades
17 of 17 axes rated · 10 graded A or B
Boards, pipelines, automations, forms, quotes and the contact timeline all run without models. The AI layer is broad: Sidekick, AI data fields, a meeting notetaker, agents that source leads, place calls, watch the pipeline and prepare briefs, and Agent Factory for custom agents. Billed as an AI first CRM, it still leaves a working sales system once the AI is set aside.
Agents act on their own: sourcing and scoring leads daily, placing qualification calls, monitoring the pipeline. Admins set what each agent can access, edit or create, cap AI credits by team, read a live log of every agent action with time and owner, and validate agents in a simulation mode first. An approval step before a call or a send, and a way to halt a running agent, are not described.
Models come from Anthropic's Claude series, OpenAI's GPT series, Google's Gemini and Sentence Transformers, deployed on Google Vertex, AWS Bedrock, Azure AI and self hosted AWS environments, and AI features are on by default in every account. How lead scores are calculated is not explained, and whether the Calling Agent tells a lead it is software goes unstated.
More than 35,000 customers use monday CRM. Results appear as headline figures, among them a 60 percent increase in outbound sales calls, with no customer, sample or period behind them. Nothing measures what the Lead Sourcing or Calling agents produce in meetings or pipeline.
The Calling Agent phones leads around the clock from a custom playbook, and Pro adds mass email and automated sequences. TCPA consent for AI voice calls, do not call scrubbing, calling hours and email opt out handling are not addressed for these features, so the burden sits with the customer.
monday.com acts as processor for customer data under a published DPA, with transfers covered by the EU US Data Privacy Framework and its UK and Swiss extensions, standard contractual clauses with UK and Swiss addenda, and Israel's adequacy decision. An EU representative handles requests. The lawful basis for people the Lead Sourcing Agent finds and enriches is not addressed.
The Lead Sourcing Agent finds new prospects and enriches them with company and contact details each day. Where those records come from, under what license, and whether they stay usable after cancellation are not stated. The rest of the data in the CRM is the customer's own.
Email tracking and sending run through connected Gmail and Outlook accounts, and the marketplace adds calling, meeting and data connectors. Terms make the customer responsible for any outside agents it lets into the account. The telephony route behind the Calling Agent is not named.
Customer data does not train monday.com's AI models, and the company does not allow others to train on it. Its model providers work under zero data retention commitments, and where models run on monday.com controlled servers on Bedrock, Azure AI or Vertex, the providers have no access to customer data. AI features follow the same security controls as the rest of the platform.
The Calling Agent speaks with leads directly, and nothing indicates that it introduces itself as an AI or names the company it calls for. Sequenced and mass emails carry no AI marking either. monday.com takes no position on Article 50 of the EU AI Act for its customer facing agents.
Gmail and Outlook sync feed the activity timeline, and the monday.com apps marketplace and API connect telephony, meeting and data tools. Automations link boards across monday.com's other products, so sales handoffs can reach delivery and service teams. Field level sync behavior for outside CRMs and marketing tools is not spelled out.
Accounts are hosted in one of three regions: the United States, the European Union in Germany, or Australia. Enterprise accounts in the EU region get strict residency, with customer data and subprocessor hosting kept inside the EU. In other regions some data components can sit outside the assigned region, as the DPA sets out.
The trust center lists SOC 1 Type II, SOC 2 Type II and SOC 3 reports, ISO 27001, 27017, 27018, 27032 and 27701, a HIPAA business associate agreement and an AI governance section. A vulnerability reporting route is open to researchers. Audit dates and the terms for reading the SOC 2 report are not shown.
Seats cost $18 a month on Basic, $25 on Standard and $41 on Pro with monthly billing, falling to $12, $17 and $28 when paid annually, and Ultimate is quoted. Each plan sets contact, quote and automation limits, and AI credits come with every plan. The number of credits per plan, the cost of extra credits and what an agent run consumes are not listed, and the agents depend on that budget.
Customers keep ownership of their data, and board data exports from the account. Annual subscriptions renew automatically unless cancelled at least 30 days before expiry, at the same price unless monday.com gives notice, and a yearly plan cancelled within 30 days of payment gets a prorated refund. Accrued credits lapse when a subscription ends. A deletion timeline after termination is not given.
Mass email and automated sequences on Pro send through the rep's connected mailbox. Sending limits, warmup, bounce handling and reputation monitoring for those campaigns are not described.
monday CRM is sold to revenue teams from small businesses to enterprises, with nonprofit discounts and pages for retail, media, construction and government. More than 35,000 customers and hosting on three continents show its reach. No breakdown by company size, industry or region accompanies the claim.
Alternatives to monday CRM
Vendors in the same categories as monday CRM whose graded profiles look most alike, with a line on what each product does.
Similar is not the same, so check that each one does the job you need. No vendor pays for placement.
Zoho CRM is the customer relationship management system at the center of Zoho's business software family, used by about 350,000 businesses over 21 years.
Modern customer relationship platform built around a shapeable data model rather than fixed objects.
Pipedrive is a pipeline first CRM for small and mid sized sales teams, built around a visual deal board.
folk is a lightweight CRM for teams that build relationships across email, LinkedIn and messaging rather than through a heavy sales process.
Freshsales is the sales system of record in the Freshworks product family, aimed at small and mid market sales teams.
Copper is a CRM built around Google Workspace and sold mainly to service businesses, agencies and consultancies.
Ordered by how closely the graded profiles match across the seventeen axes, inside the same categories. See how each axis is graded in the methodology.
Pricing
What this vendor charges, what it commits to in writing, and where the bill can move. Figures the vendor publishes itself are labeled Vendor Published. Figures labeled Estimated come from other sources and the vendor has not confirmed them.
- ›Billed monthly, Basic is $18 per seat, Standard $25 and Pro $41; paid annually upfront, the same plans cost $12, $17 and $28. Ultimate, the former Enterprise tier, is quoted. Basic covers 1,000 active contacts and deals, Standard 10,000 with the AI agents and notetaker, and Pro 100,000 with mass email, sequences and 25,000 automations a month. AI credits come with every plan.
How the price works
What you are charged for, and what makes the bill go up.
Per seat per month by plan, with AI credits included
What the contract says about your data
What the vendor commits to in writing once your data is in the product.
DPA published; HIPAA business associate agreement available.
Getting started
What it costs and what is included before the product is running.
Ultimate includes tailored onboarding; no separate fee listed.
What to watch for
Where this pricing can surprise a buyer who has not read it closely.
Credit allowances per plan, extra credit pricing and the credit cost of agent work are not listed. Annual plans cancelled within 30 days of payment receive a prorated refund; later downgrades are not refunded. A 14 day trial replaces a free plan.