Monday offers intuitive CRM tools such as pipeline management, personalized email marketing, reporting, and automation. You can customize boards and charts with drag-and-drop, collaborate with coworkers, and save time with 200+ integrations.
With no contact limits and affordable per-user pricing, Monday is a solid choice for small and medium-sized businesses streamlining their sales processes.
Monday stands out with its simple yet highly flexible design. You use customizable boards to manage contacts, update deals, visualize data, and more. Generously, it doesn’t cap contact numbers. Along with its affordable per-user pricing model, this makes Monday a competitive choice among CRM platforms.
In addition, Monday offers collaboration features and plenty of time-saving automations and integrations. Lastly, generative AI helps you write catchy sales and marketing emails so you can close more deals.
Monday suits small and medium-sized B2B firms that want contact and pipeline management, mass email, and custom automations from their CRM. It’s particularly useful if you have large prospect lists since it doesn’t have contact limits.
However, coordinating a larger salesforce of 100+ salespeople and marketers on Monday could get clunky. Its simple board-based layout, while collaborative, might be prone to errors and duplications with too many users.
Monday offers rich, user-friendly CRM functionality for sales and marketing teams, plus some handy features for support staff. Here are the highlights.
Monday comes pre-built with contacts, leads, accounts, and deals boards. These include essential table columns, like contact type, deal value, and priority level. You can customize board columns, such as contact data fields, to track your opportunities in more depth.
Plus, workflow automations help you save time. Useful ones include automatically moving qualified leads to contacts boards, and adding new activities (such as “lead call on April 23rd”) from email conversations. While there’s no task-tracking feature, you can manually create a team or individual task board.
Sales teams can also:
Monday doesn’t offer extensive customer support features like ticketing, live chat, or integrated phone support. However, you can use it to:
Monday integrates with many third-party marketing software programs, including email marketing, social media planning, and SEO marketing platforms. This could make Monday your centralized hub for cross-channel contact and campaign data. You can also upload marketing data manually using CSV files.
Higher-tier plans include customizable email templates, and you can also save your own. Sending mass emails only takes a couple of clicks, and you can filter contact lists based on values like job title and deal stage. You then track campaign engagement, including open and click rates, at both contact and campaign level.
However, you can only send 500 mass emails in one go, and only 2,000 per day—so Monday doesn’t suit high-volume email campaigns.
Monday is highly customizable. You can create unlimited boards to categorize contacts, accounts, and deals, plus customize your board data fields. For example, a B2B catering firm might add lead board columns like “event type” and “preferred menu.”
You can use a wide range of data labels to track your opportunities. Examples include status, completion percentage, probability, date, and currency.
Plus, you can customize workflow automations. For example, you can notify specific team members when board values change, auto-create activities, and trigger pre-built emails.
Monday integrates with 200+ applications, including chat and video conference software, document collaboration platforms, social media and email marketing tools, plus Ecommerce and accounting software.
Monday offers in-depth, customizable reporting for deals, leads, revenue, and more. First, you can add new board views that auto-update with board data, including Gantt charts, pipeline visualizations, and Kanban boards.
Chart views act like reporting dashboards. You can customize widgets such as bar charts and pie charts, and select source data using filters. For instance, you could spotlight pipeline revenue by customer vertical or lead salesperson. Plus, advanced filters help produce extra-precise calculations—for example, “owner is/is not/contains/starts with [text].”
Monday’s Android and iOS apps let you track and update board items for leads, contacts, accounts, and deals. However, functionality is slightly limited. For example, you can’t send mass emails or create advanced reports and dashboards.
While it’s handy for on-the-move salespeople (especially thanks to push notifications), you’ll get more out of Monday on a desktop.
Monday lets you enable 2-factor authentication (2FA) using email, SMS, or a third-party authenticator app. Plus, you can customize password strength settings for all users.
The platform encrypts data both at rest and in transit. It also makes user passwords more secure through hashing and salting (passwords are “salted” with random extra characters, then codified, or “hashed”).
Monday adheres to the following security standards:
Monday offers plenty of collaborative tools. You can use it to do the following:
Plus, you can integrate Monday with collaborative software like project management and work chat apps. This could enable you, for instance, to automate CRM notifications in your day-to-day team chat and check product teams’ task status without leaving the CRM.
Monday offers 4 paid plans: Basic, Standard, Pro, and Enterprise. Each plan charges per seat (or user account) and starts at 3 seats. You can pay monthly or save 18% with annual billing. There’s no free plan, but you can trial Pro for 14 days—no credit card required.
The Basic plan suits small businesses wanting a centralized place to track contacts and deals. Standard helps if you’re scaling and want to send 1-on-1 emails plus automate a few workflows. Pro unlocks mass emails, plus sales and email analytics—and way more automations. Enterprise suits larger businesses with complex sales workflows and advanced financial planning needs.
While Monday doesn’t have contact limits, it limits board items to 30,000. (An item is a table row, like a contact or a deal.) This differentiates Monday from CRM competitors that limit or charge extra for contact numbers.
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Basic |
Standard |
Pro |
Enterprise |
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Price per seat per month |
$12 |
$17 |
$28 |
Contact Monday |
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Monthly plans (billed annually) start at |
$36 |
$51 |
$84 |
Contact Monday |
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Features |
Unlimited contacts and boards, unlimited customizable pipelines, unlimited free viewers, templates, dashboard for 1 board |
Basic + Gmail and Outlook integration, AI email generator, activities, invoices, custom automations (<250 actions per month), dashboard combining 5 boards |
Standard + sales forecast, customizable email templates, mass emails, email tracking and automation, sales analytics, remove Monday branding, custom automations (<25,000 actions per month), dashboard combining 10 boards |
Pro + lead scoring, team goals, advanced analytics, account management, enterprise automations and integrations, HIPAA compliance, dashboard combining 50 boards |
Starting with Monday is super smooth. You first fill out some quick details, including your role and department, team size, and industry. In a couple of minutes, you start your free trial.
A corner-screen tutorial guides you through the first steps like adding contacts and accounts. Your screen is neatly split in half—features on the right and boards on the left. You can drag and drop many CRM elements from boards to columns and charts. It’s very intuitive even for total beginners.
Importing data from other CRMs or spreadsheets is straightforward, but you can get help from Monday’s support team for more complex data migration.
While you can start using Monday without formal training, its academy modules help you master specific tools, like automating workflows. There are also lots of step-by-step help articles and community forums that help solve specific user problems.
You can contact the Monday support team by email, phone, or live chat. While you can’t call the team directly, you can request a call back at a convenient time in your time zone.
The email support team works 24/7 and often replies within hours. Live chat connects quickly and is open Monday-Thursday, 24 hours a day, plus Friday from 12am to 7pm and Sunday from 3am to 11am (ET). Plus, your account chatbot answers general questions and suggests relevant help articles.
Monday is a robust CRM platform that lets you track lead and deal data, contact your customers, and analyze your pipeline. Workflow automations, integrations, and generative AI save you time while enabling team collaboration.
The platform is highly intuitive overall, but you can delve into more advanced features using its academy videos. While its functionality may not fully serve helpdesk teams and larger enterprises, Monday’s affordability and unlimited contact storage make a compelling offer for small and medium-sized firms.