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CRM research record

monday CRM

A configurable sales CRM built on monday.com's visual work platform, combining pipelines, contact management, email, automations, dashboards, quotes, and invoices.

Researched by StackFitIQ Editorial TeamOfficial-source analysis · Last checked 23 August 2026

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Test against your needs

Decision summary

Who monday CRM fits best

Teams that want a visual, configurable CRM and may benefit from connecting sales workflows with other monday.com work products.

Analysis scope

Official-source analysis record

This record uses dated official product evidence and transparent editorial fit factors. It is a research starting point, not a substitute for testing the product with your own data and workflow.

See how we analyze CRMs and how to run your own test →

Reasons to shortlist it

  • Highly visual and configurable workflows
  • Sales communication and automation across paid tiers
  • Broad work-management ecosystem

Trade-offs to test

  • Seat minimums can make the headline per-seat price misleading for very small teams
  • Contact, automation, dashboard, and workspace limits vary materially by tier
  • No permanent free monday CRM plan is listed
  • AI, automation, contact, quote, and dashboard allowances require plan-level verification

Fit profile

Editorial fit factors

These 1–5 ratings power the transparent finder. They are editorial decision weights, not customer review scores.

Ease of adoption4/5
Automation5/5
Reporting5/5
Outreach4/5
Marketing connection3/5
Customization5/5
Project delivery4/5
Calling2/5

Technical fit

monday CRM integrations, API, and webhooks

monday CRM uses the wider monday Marketplace and platform API, with apps, integration recipes, automations, GraphQL, and webhooks.

WebhooksOfficially documentedChecked 23 Aug 2026

Priority connections in our current snapshot

Google WorkspaceMicrosoft 365QuickBooksZapiermonday work management
  • Marketplace apps that require integrations cannot run on the Basic plan according to monday's current support guidance.
  • Verify board mappings, automation quotas, app pricing, permissions, and whether the app supports monday CRM specifically.

A listed integration does not prove two-way sync, inclusion in your plan, or zero additional cost. Verify the exact app, provider, objects, direction, limits, and pricing before committing. Compare integration access across all researched CRMs →

Price snapshot

Plans in the calculator

Basic

$12/user/month

Monthly equivalent, billed annually.

Standard

$17/user/month

Monthly equivalent, billed annually.

Pro

$28/user/month

Monthly equivalent, billed annually.

Taxes, usage charges, add-ons, implementation, onboarding, and negotiated discounts are excluded unless a plan note explicitly says otherwise. Check current official pricing ↗

Evidence

Official sources