monday.com CRM Review and Pricing

Why We Chose monday CRM as the Best CRM for SMBs

SMBs depend on their marketing and sales teams to generate leads and close deals, and monday CRM gives them the tools to do it more efficiently. The platform offers a strong mix of features that help teams stay organized, save time and work smarter. You can build customized workflows and automations to cut down on manual tasks, improve collaboration and streamline client communication across the entire sales cycle.

We were impressed by the clean, drag-and-drop interface, which makes it easy for teams to tailor the CRM to their needs. Sales managers can set up multiple pipelines and sales funnels for different products or campaigns, and create real-time dashboards with charts, graphs and key metrics to stay on top of deals and performance at a glance.

Marketing teams can also use monday CRM to plan and track campaigns and content. The strategic planning tools give everyone visibility into upcoming initiatives and responsibilities, and the built-in library of email marketing templates helps support lead generation and deal follow-through. For all these reasons and more, monday CRM is our pick for the best CRM software for SMBs.

The Basic plan has limited lead and deal management tools and does not include email functionality. The Standard plan adds more features but limits the number of monthly automations.

Ease of Use

SMBs don’t always have the time or IT resources to invest in employee training on complex software, so ease of use is essential when choosing a CRM. monday CRM delivers a clean, intuitive experience right out of the box, making it easy for teams to get up and running quickly.

Here are some of the features that make monday CRM simple to use:

• Customer data management: monday keeps customer information well-organized. Data is grouped into folders that represent different teams or stages of the sales process, and each space includes customizable dashboards for tracking leads, customers, projects, campaigns, budgets and timelines. This gives SMBs a clear, centralized view of their operations — something many smaller teams struggle to maintain.
• Customizable dashboards: You can build and personalize dashboards to fit your business goals and the metrics that matter most to your team.
• Templates for dashboards and pipelines: If you want to move faster, monday offers prebuilt templates for dashboards and sales pipelines. Options include project management, workflow tracking, customer onboarding, support tickets, invoicing and billing, and marketing campaigns. (If you’ve used Zendesk before, this is similar to smart list templates; see our Zendesk CRM review for comparison.)
• CRM-specific templates: We like monday’s CRM-focused templates for organizing contacts, managing leads and creating smooth workflows. There are also specialized templates for real estate, sales enablement and storing sales materials in one place.
• Easy app integrations: Integrations are simple to set up through the integration center, and most require just a few clicks, with no coding needed. Popular tools like Mailchimp, Slack and Zoom connect seamlessly, and you can extend functionality through Zapier, the app marketplace or monday’s API.
• Helpful training and resources: monday doesn’t require much training, but if you need help, there’s plenty available. Users can access online guides, a community forum and in-app support, plus video tutorials, interactive courses and webinars through monday Academy.

monday CRM Features

monday CRM includes a wide range of tools that help SMBs stay organized and improve sales, marketing and customer service performance. Here are some of the top CRM features we noted:

Workflow Automation

Automated workflows are essential for keeping tasks and customer follow-ups from slipping through the cracks. They also free your team from manual data entry so they can focus on more valuable work. monday CRM makes it easy to automate key actions like sending emails and notifications, advancing contacts and deals through the sales process, creating reminders and assigning tasks, and coordinating work across the team. For SMBs, these time-saving workflow automations can significantly cut down on administrative work and help teams spend more time building customer relationships and closing sales.

You can choose from a large library of ready-made automations or build your own using trigger-condition-action rules. Each dashboard comes with helpful defaults; for example, you can automatically send a personalized email when a lead becomes qualified or set rules for moving deals into the next stage of your pipeline.

Full-Cycle Lead Management

Many CRMs stop being helpful once a deal closes, which often forces SMBs to use extra tools to handle post-sale tasks. monday CRM stands out because it supports the full customer journey, from lead generation through invoicing, contracts and onboarding. You can easily track where every prospect or customer stands using the Status column, with stages like “qualified,” “negotiating,” “closed-won” or “renewal.”

We like that you can build custom dashboards that reflect how your business is structured and set up automations that move contacts through each stage without manual work. This flexibility makes monday a good fit for a wide range of industries, from real estate to SaaS.

monday also helps keep your data clean. Its lead management tools can automatically merge duplicate records when importing leads from multiple sources or when teams are working on shared boards. Since disjointed data is a common challenge for SMBs, this data integrity feature is especially valuable.

Data Visualization

CRM software is great for storing customer information, but its real value comes from turning that data into insights you can act on. monday CRM offers several ways to view and share data so teams can make smarter decisions and stay aligned.

Here are some of the most helpful data visualization options:

• Kanban view: Ideal for drag-and-drop deal management and keeping your sales pipeline organized.
• Files view: Stores documents and images in one place for easy access and sharing.
• Gantt view: Helps you see project timelines, milestones and task dependencies at a glance.
• Cards view: Gives you a clean, visual snapshot of key item details and status updates.

monday’s visualization tools also let you:

• Build custom charts to track KPIs and other important business metrics
• Monitor team workload to balance resources and avoid employee burnout
• Display data collected through custom forms
  
  
  

You can create as many views and dashboards as you need, making it easy to visualize the information that matters most to your business.

Team Collaboration

Teams often rely on shared information to keep work moving, so having everything in one place is essential. monday CRM offers strong workplace collaboration features that help teams stay aligned and productive. Ready-made templates and customizable dashboards act as shared communication hubs, making it easy for everyone to stay on track and even improve productivity.

We also like that SMBs can give guests access to specific boards and files. This is especially useful for teams that work with freelancers, contractors or clients who want to collaborate in real time. Team members can also set a work status, such as working from home, in a meeting, on a break or out sick, so everyone knows who’s available. That added visibility helps keep collaboration smooth and prevents bottlenecks.

Customizable Sales Workspace

monday’s customization options make it easy to build a CRM that matches your sales process and supports the way your team works. Here are a few standout features:

• Custom dashboards: Create dashboards for each team, product line or sales stage. Dashboards keep important data — like leads, accounts, opportunities and activities — organized and easy to review at a glance.
• Color-coded labels: Many CRMs offer custom labels, but we like that monday also lets you color-code them. This makes it simple to spot deal stages, priorities or status updates without digging into the details.
• Custom widgets: Add widgets to display calendars, timelines, upcoming tasks, team workload, KPIs, targets and other key business metrics. For sales managers, this real-time visibility helps highlight pipeline health, team performance and areas that may need attention.
• Lead scoring: monday’s customizable lead-scoring tool helps reps focus on the prospects most likely to convert, so they can prioritize high-value opportunities and improve close rates.

Integrations

monday CRM offers an impressive range of integrations, making it easy to connect the platform to the tools your team already uses. Here are a few ways integrations can support your workflows:

• Connect with Slack, Zoom or Microsoft Teams for real-time communication and team messaging.
• Sync and share files from OneDrive, Box or Dropbox right inside your workspace.
• Add Google Workspace apps to your dashboards for a more unified workflow.
• Use built-in integrations with HubSpot, Mailchimp and Hootsuite to support marketing and outreach.
• Try the Email & Activities app to track lead updates, recent conversations and activity-based triggers for smarter automations.

If you don’t see the app you need, monday also works with Zapier and Make, giving you access to thousands of additional integrations.

monday CRM Pricing

monday offers four CRM plans with pricing based on the number of “seats,” or paid users. Note that seats are sold in set bundles (3, 5, 10, 15, 20, 25, 30, 40, 50, 100 or 200+). You’ll have to pay for at least three seats. And if your team doesn’t fit an exact tier — for example, you have 11 users — you’ll need to upgrade to the next bundle.

Implementation and Onboarding

monday makes CRM implementation straightforward. Because it’s a cloud-based platform, there’s no hardware to install or server setup required; teams can simply log in and get started from anywhere. New users can create boards from scratch or use templates to quickly build workflows and begin adding tasks and contacts.

Data migration is also simple. You can import Excel or CSV files or use the import wizard to bring data in from platforms like Basecamp, Jira, Trello and Asana.

monday provides a video-driven Getting Started course accessible directly through the CRM, which is helpful for new users. Businesses that want extra support can access paid onboarding and training through monday’s partner network. Pricing varies based on the level of assistance, team size and services required. Companies can also purchase additional training for staff on topics such as core platform usage, API fundamentals, CRM best practices and admin certification.

Customer Support

monday CRM’s support options are as follows: 

• 24/7 chat support: monday CRM offers 24/7 customer support via chat for all users, which you can access directly through the platform’s built-in chat tool. This gives teams a quick way to get help when questions come up. 
• Online resources: You’ll also find a self-serve knowledge base with tutorials, guides and how-to articles, along with a community forum for tips and best-practice sharing.
• Webinars: Daily live webinars are available to help users learn the platform and make the most of its features. Sessions are offered in multiple languages, including English, Spanish, French, German, Portuguese and Hebrew.
• Enterprise tier support: Support becomes more personalized at the higher tiers. Enterprise customers get a dedicated customer success manager to help with onboarding, training and ongoing platform adoption, as well as a 99.9 percent uptime service-level agreement.
• Paid Premium support: If your team prefers more hands-on assistance, monday offers an optional Premium Support package with enhanced support channels such as email, phone, Slack and Zoom — ideal for businesses that want faster responses or more direct guidance.

Limitations

monday CRM is a great option for many SMBs, but there are a few limitations to keep in mind:

• Pricing structure can feel confusing: While monday is competitively priced, choosing a plan isn’t always straightforward. Pricing is based on seat “bands” rather than exact user counts, which means you choose in preset increments (for example, 3, 5, 10, 15 or 20 seats). This can make it tricky to find the right fit if your team falls between tiers.
• Customization may feel overwhelming: monday’s flexibility is a major advantage, but the sheer number of settings, views and automation options can lead to customization overload. Some teams may spend more time building boards than using them. If you’d prefer a more structured CRM focused solely on sales, check out our review of Pipedrive and our Pipedrive vs. monday CRM comparison.
• Some features require formula skills: Many of monday’s advanced automations and customizations rely on IF-THEN formulas. Although monday provides guidance and templates, users who aren’t familiar with functions or logic-based workflows may face a steeper learning curve. If you’d prefer a CRM with a visual drag-and-drop automation builder, see our review of HubSpot and our HubSpot vs. monday CRM comparison.
• Limited hands-on support at lower tiers: monday offers 24/7 chat-based support, but phone and email support are not standard on most plans. Businesses that want more direct, on-demand guidance may prefer a platform with stronger built-in support access. If live, round-the-clock phone support is a priority, Salesforce remains a leader. Read our review of Salesforce CRM and our Salesforce vs. monday CRM comparison.
• May not scale well for larger enterprises: monday is best suited for small to midsize teams. Organizations with 100 to 200-plus CRM users, complex data needs or enterprise-wide automation requirements may outgrow monday’s structure. For a more robust enterprise-grade option, check out our review of Oracle NetSuite CRM.

Methodology

When evaluating the top CRM solutions, we conducted extensive comparative research across dozens of platforms in the CRM category. Our review process included watching product demos, corresponding with customer support teams, testing key features firsthand, and reviewing on-demand webinars, tutorials and support materials. For SMBs specifically, we prioritized scalability and flexibility, with a focus on contact and deal management, sales enablement, workflow automation, team collaboration, data analytics and integrations. Our goal is to help you find CRM success with the right tool.

Bottom Line

We recommend monday CRM for …

• Small and midsize businesses that want an affordable, easy-to-use CRM to manage marketing and sales pipelines.
• Teams that want to manage the entire customer journey, from lead to onboarding, in one platform.
• Companies that want better visibility into sales performance, team activity and customer data.

We don’t recommend monday CRM for …

• Solopreneurs or very small teams that only need one or two seats, since monday requires purchasing seat bundles.
• Businesses that prefer a plug-and-play CRM without needing formulas or logic to build custom automations.
• Companies that want built-in phone or email support without upgrading to a higher-tier support package.