monday.com CRM Review

In today’s fast-paced business environment, effective customer relationship management (CRM) is essential for companies to thrive. With numerous CRM software options available, it can be overwhelming to choose the right one for your organization. This review focuses on monday.com CRM, a popular and highly regarded CRM solution. Known for its user-friendly interface, advanced features, and customizable capabilities, monday.com CRM has gained attention from businesses of all sizes. In this review, we will explore the key features, benefits, and potential drawbacks of monday.com CRM, helping you make an informed decision on whether it is the right CRM solution for your company.

Our research found that monday CRM is one of the best options available for customization, offering a simple, intuitive interface that allows for tailor-made designs to manage your business needs.

As a complete and fully functional Sales CRM, monday.com is easy to navigate, while still providing you with the excellent analytics and plenty of features to keep track of your business’s affairs. What’s more, the provider also has a number of discounts and deals for you to take advantage of.

In this monday CRM review, we cover everything from features and prices to customer support options and CRM alternatives, so you can make the right decision for your business. Plus, you can always compare providers with our handy CRM comparison guide.

Not sure about monday.com? Check out some of our recommendations for the best CRM software alternatives, below. Otherwise, keep scrolling for our full monday.com CRM review.

 

monday CRM Plans and Pricing

monday.com CRM offers three different pricing plans: Basic, Standard, and Pro. Each one gives users access to unlimited boards, over 20 column types, embedded forms, the mobile app for Android and iOS devices, and the Kanban visualization that monday.com is known for.

All of monday.com’s CRM plans are available with a 14-day free trial, but there is no longer a permanently-free option for businesses, after monday.com discontinued its Individual CRM plan in 2022. If you’re a student or a nonprofit, you may be able to access a free or discounted version, however, “after filling out the relevant forms”, according to monday.com’s FAQ section.

monday.com offers its business CRM plans based on the number of users, and its pricing page offers a handy tool for figuring out exactly how much the CRM will cost depending on how many users you have. As for the specific prices:

  • The Basic plan starts at $10 per user per month, billed annually
  • The Standard plan starts at $14 per user per month, billed annually
  • The Pro plan starts at $24 per user per month, billed annually

Here’s a table to give you a quick look at all the plans. But whatever you do, don’t forget that three-user minimum across all the paid plans. So, the respective plans realistically cost from $30 per month, $42 per month, and $72 per month, because you won’t be able to start with just one user.

monday CRM lead capture

Web form lead capturing with monday CRM
Image: Duanetoops testing

Basic plan — starting at $10 per user per month

  • Unlimited free viewers
  • Unlimited items
  • Prioritized customer support
  • File storage: 5 GB
  • Dashboard based on 1 board

Basic is best for small teams that need a simple task-management solution that they can all access. Try doing too much, and you’ll bump up against its limitations, like the 5 GB cap on files and the one-board dashboard. This plan also offers lead capturing functionality through web forms, which you can see from the screenshot above.

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Standard plan — starting at $14 per user per month

  • Everything in Basic
  • Timeline & Gantt views
  • Calendar view
  • Guest access
  • Automations:  250 actions/mo
  • Integrations: 250 actions/mo
  • File storage: 20 GB
  • Dashboard based on 5 boards

Standard offers more customizability, thanks to additional views, a 5-board dashboard, and support for automations and integrations. Guest access is another big perk, as it allows teams to collaborate externally. As your business grows, Standard is the easiest way to craft a workflow to fit your specific needs. Take a look at what else monday.com can offer your business.

Pro plan — starting at $24 per user per month

  • Everything in Standard
  • Private boards
  • Chart view
  • Time tracking
  • Formula column
  • Automations:  25,000 actions/mo
  • Integrations: 25,000 actions/mo
  • File storage: 100 GB
  • Dashboard based on 10 boards

Pro is for large operations that can’t afford to be as tight-knit as they once were: New tools like time tracking and private boards make sense for a sprawling team, as they’re designed to help managers keep an eye on team members who might otherwise slip through the cracks. Plus, storage, dashboards, automations, and integrations are all expanded far more than ever in order to support a heavier total workload.

Enterprise plan for 40+ users

  • Enterprise-grade security
  • Advanced reporting and analytics
  • Multi-level permissions
  • Tailored onboarding
  • Premium support
  • Enterprise-scale Automations & Integrations
  • File storage: 1,000 GB
  • Dashboard based on 50 boards

In addition to these three plans, monday.com offers an Enterprise plan, which includes a wide range of additional features that can be necessary for specific businesses. Add-ons like HIPAA compliance, audit logs, and tailored onboarding can be incredibly helpful, but only if you’re a larger company that can afford the presumably larger cost. To get specific pricing, you’ll have to contact monday.com directly.

Core monday.com CRM Features

monday.com is all about what you can add to your boards, and the software offers some incredibly helpful features that will make tracking your business easier than ever.

Workload

With the Workload board, monday.com will let users track and manage employee assignments in real time. The simple, color-coordinated dashboard displays each worker in a list, along with their projects in a row with them. You can see in a simple snapshot exactly who has finished what, who is currently working on a project, and which assignments are yet to begin.

The Workload board also features daily, weekly, monthly, and yearly calendars, so you can get a clear picture of what’s going on today or even next year. Plus, with the easy drag-and-drop functionality, you’ll be able to adjust deadlines and assignments with ease to avoid any miscommunications.

Timeline

If you’re looking for an even more detailed view of what projects are due in a given timeframe, the Timeline board is built for you. This allows you to specifically plan out exactly when deliverables should be met, and who should be delivering them. If Workload is the project-based board, Timeline is the chronology-based board, giving you specific timings for when everything will be developed.

Charts

Analytical reporting is key when it comes to taking full advantage of CRM software, and monday.com passes with flying colors… literally. The color-coordinated graphs can keep you posted on project progress, budget numbers, working tickets, and even time tracking for employees. And they look pretty good, too!

Integrations

All-in-one solutions just make life easier for everyone, particularly in the business world. monday.com is fully aware of this, which is why it offers a wide range of integrations with popular business software. Slack, Gmail, HubSpot, Mailchimp, and more than 50 other services can be easily integrated into the CRM, so you can truly control everything from one hub.

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Setup and Customer Support

When it comes to customer setup and support, monday.com is all about providing you with the tools you need to figure things out yourself. The provider’s help page is filled to the rafters with online documentation, webinar links, video tutorials, frequently asked question lists, and step-by-step guides for users to take customer support into their own hands.

Unfortunately, it doesn’t look like monday.com is too easy to reach over the phone, though. No live chat option appears to be readily available on the website, and every “Contact” button available leads to a variety of embedded forms. Still, these forms lead to eventual communication with support representatives, and the wealth of online resources definitely makes up for the lack of readily available live options.

Also, it’s worth noting that, while monday.com is based in Tel Aviv, the company does have a New York office, so you should be able to get in touch with someone if you have to.

monday CRM templates

CRM templates from monday CRM
Image: Duanetoops testing

Getting Started with monday CRM

You start off by choosing between a variety of templates, or “boards,” which are shown in the screenshot above. Each measures a different set of business metrics, from active leads to contact forms. You’ll be able to add code-less automation capabilities right into these boards, so your processes will already be saving you time.

Once you’re set up with your template, you can customize even more by dragging and dropping dashboards, lists, and other analytic and productivity tools into and around your template, helping you create the ultimate central hub for your business. You can even create and package custom apps along with monday.com, although that system is currently in beta, so there might be a few glitches early on.

monday CRM Alternatives

In our research, we found that monday.com is in the top three when it comes to CRM options for small businesses. However, there are some other quality alternatives out there that might fit your needs better, including Zoho CRM and Freshsales Suite. Here’s why:

monday.com vs Zoho CRM

Top to bottom, Zoho CRM is just the best CRM for small businesses. It isn’t too expensive, it’s easy to use, and it offers features covering sales, service, and marketing, which puts it far ahead of many options out there.

Compared to monday.com, Zoho CRM has a bit more standardized experience. It’s obviously not as customizable as monday.com, but it makes up for it with a lot of features for virtually any type of business. Plus, with more support options, you can get used to the platform a lot faster.

monday.com vs Freshsales Suite

If you can do without the customer service aspect of CRM software, Freshsales Suite is your best option as a small business. Great functionality in an easy-to-use package, which makes for a swift learning curve and improved productivity.

Again, compared to monday.com, it’s just easier to use and still more functional. While both are full-fledged sales CRM options, Freshsales makes it easier to get a full picture of your sales insights, even if it isn’t as customizable as monday.com. Plus, it has the better support options, so you can figure out any problems easily.

monday.com vs Other CRMs

We’ve done a lot of research on the best CRMs for small business, which is why we know that there are plenty of platforms out there if none of the other three pique your interest. Take a look at the table below to get a better idea of what your options are when it comes to CRM software.

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About Our Research

For the record, we didn’t just decide that monday CRM was an excellent choice for businesses that need a customizable sales CRM. In fact, all of our business software recommendations are backed up by hours of in-depth research performed by a team of dedicated professionals utilizing free trials and feature catalogs to learn as much as possible about the nitty gritty details of these platforms.

For CRM specifically, our research team looked at some important metrics, including price, features, customizability, scalability, and help and support. On top of that, our team provided all of the unique screenshots of the monday CRM platform found throughout this guide.

If you want to learn more about our process, feel free to take a look at our research guide for a peak behind the curtain of our in-depth analysis.

monday CRM FAQs

monday.com now offers both a project management platform and a dedicated sales CRM. The two products are both available at reasonable prices with the monday.com project management software starting at $8 per user, per month, while the monday.com sales CRM starts at $10 per user, per month.

Admittedly, Salesforce is the go-to CRM for a lot of businesses. However, it’s primarily geared toward larger teams at bigger companies, so it might not be exactly what you’re looking for as a small business. monday.com has some affordable options for teams with fewer users, and just makes more sense if you aren’t looking for a massively robust software.

Compared to other CRM providers, monday.com boasts substantial customizability as a software. The color-coordinated boards allow you to mix and match a wide range of metrics, so you can get what you want out of the software. In our research, we didn’t find any CRM as fundamentally customizable as monday.com – and that’s the main difference.

The monday.com project management platform does have a free forever plan that allows up to two users to access basic aspects of the software at no cost. However, the monday.com CRM no longer offers the free Individual plan that it did in 2022. Now, in 2023, monday.com CRM offers a 14-day free trial of its paid plans, so you can still test it out before you buy.

As is evident by its incredibly thorough security page, monday.com is certainly taking online privacy seriously. From protecting customer data via Amazon’s AWS infrastructure, to its robust network security and encryption systems, you can be sure that your company data will be safe with monday.com.

In our research, monday.com scored highly as a contact management software, boasting plenty of features that can help you keep track of contact information for your business.

That’s a wrap on “ monday.com CRM Review ” We hope you’ve found a trove of useful insights and fresh perspectives. Your opinions and ideas matter to us—join the conversation below and share your take! Hungry for more tech insights? Dive into our diverse collection of articles where innovation meets practicality. Discover More CRM Softwares.

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