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SoftwareCRM

monday CRM

Flexible CRM built on monday.com for leads, contacts, deals, communication, automation, dashboards, quotes, and post-sale workflows.

Last reviewed: 2026-07-21

monday CRM website screenshot
Website screenshot captured 2026-07-21. Visit the vendor website to confirm current product details, pricing, and availability.

Overview

Flexible CRM built on monday.com for leads, contacts, deals, communication, automation, dashboards, quotes, and post-sale workflows.

Best for

Teams that want a configurable visual CRM and already value monday.com's work-management approach.

Not ideal for

Solo operators seeking a permanent free CRM or merchants that need a purpose-built ecommerce helpdesk out of the box.

Key features

Lead and deal boards
Communication timeline
Automations
Dashboards
Quotes and invoices

Integrations

Confirm current integration depth with the vendor before buying. Listed integrations are a starting point for research, not a complete implementation guarantee.

GmailOutlookSlackQuickBooksDocuSign

Pricing summary

monday CRM uses paid per-seat plans with minimum seat bundles and a 14-day trial. Automations, AI usage, contacts, and advanced features vary by tier.

Free trial

Yes

Free plan

No

Pros and cons

Pros

  • Highly configurable visual workflows
  • Familiar monday.com interface
  • Useful cross-team collaboration

Cons

  • No permanent CRM free plan
  • Minimum seat bundles affect small teams
  • Customization requires process discipline

Alternatives

GorgiasCustomer support and customer context platform built for ecommerce teams handling tickets, order questions, and support automation.HubSpot CRMCustomer relationship platform for managing contacts, deals, pipelines, tasks, tickets, shared conversations, and cross-team customer data.Salesforce Sales CloudEnterprise sales CRM for leads, accounts, opportunities, forecasting, automation, reporting, and connected customer workflows.Zoho CRMSales CRM for managing leads, contacts, deals, workflows, reporting, customer journeys, and connected Zoho business apps.PipedriveSales-focused CRM with visual pipelines, lead and activity management, email tools, automation, forecasting, and optional add-ons.FreshsalesSales CRM from Freshworks with contacts, accounts, pipelines, email, phone, chat, automation, scoring, and reporting.KustomerCustomer-service CRM that combines customer profiles, omnichannel conversations, routing, workflows, knowledge, reporting, and AI tools.Re:amazeEcommerce customer messaging platform with shared inboxes, live chat, social channels, automation, FAQs, bots, and order context.Zendesk SuiteCustomer-service platform for ticketing, messaging, live chat, voice, knowledge bases, routing, automation, analytics, and AI agents.