What is Monday.com CRM?
Monday CRM is a customer relationship management platform built on top of the monday.com Work OS. It centralizes lead management, deal tracking, and client communication into a single customizable workspace. The platform emphasizes visual workflows and automation to help sales teams manage their pipelines efficiently.
Built as a native product within the broader monday.com ecosystem, this CRM adapts to various sales processes through highly customizable boards and columns. Teams can capture leads from web forms or integrations, then route them through qualification steps using automated workflows. The visual interface allows users to view deals in kanban, timeline, or table formats depending on their preference. Automation recipes handle routine tasks such as status updates, email notifications, and assignment changes without requiring coding knowledge. The platform connects with common tools like Gmail, Outlook, and various marketing software to keep data synchronized across systems.
Ideal Customer Profile
Small to mid-sized sales teams seeking a highly customizable CRM that integrates with their existing project management workflows.
Key Features
- Customizable boards and columns for pipeline management
- Visual views including kanban, timeline, and chart formats
- Pre-built automation recipes for routine tasks
- Lead capture forms with direct CRM integration
- Contact and deal management in one workspace
- Email sync with Gmail and Outlook
- Customizable dashboards for sales analytics
- Integrations with marketing and productivity tools
- Permission controls for team collaboration
- Mobile app for managing deals on the go
How to use Monday.com CRM
Sales teams typically set up pipeline boards that mirror their specific sales stages, then configure automations to handle lead routing and follow-up reminders. Users can customize fields, create dashboards for performance tracking, and invite collaborators across departments to align on deal progress.
Pricing
Monday CRM offers multiple plans starting with a free tier for individuals, with paid plans available for larger teams.
