monday CRM

Fresh

by monday.com

Pipeline boards with deal stages, contact management, activity logging, email sync, and AI-powered field auto-fillSales and revenue teams that want CRM functionality inside the same workspace as their project work rather than a siloed Salesforce instanceFree tier

AI-first CRM product built on the monday Work OS data model for managing contacts, deals, and customer journeys.

Features

Automationspaid onlyIntegrations (250+ apps)paid onlyAI Columnspaid onlyAI Workflow Builderpaid onlySidekick AI Assistantpaid onlyAI Meeting Notetakerpaid onlyDashboards and Reportingpaid onlyTime Trackingpaid onlyPrivate Boards and Docspaid onlyGuest Accesspaid onlyMulti-level Permissionsenterprise onlyPortfolio Managemententerprise onlyResource Managemententerprise onlyActivity Logging for Archived/Deleted Boardspaid onlyPasswordless Login (OTP)all plansVibe App Builderpaid onlySAML/SSOenterprise only

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