Monday Sales CRM (AI)
by monday.com Ltd.
Visual work management platform with AI for every team.
Score
Score
Our verdict
monday.com is one of the most versatile work management platforms, combining colorful visual boards with AI features for task automation, content generation, and smart formulas. It adapts to virtually any team workflow — from project management to CRM to marketing. The main caveat is pricing complexity with per-seat costs and minimum seat requirements, plus some features feel surface-level compared to specialized tools.
Overview
Screenshot
Score breakdown
Overall score
Scores are editorial assessments by the Compare Best AI team on a 0–10 scale.
Expert review
CBAI Editorial Team
Compare Best AI · Editorial Team
monday.com has positioned itself as the visual Work OS — a platform flexible enough to handle project management, CRM, marketing, development, and operations on the same colorful, intuitive board system. AI features powered by monday AI assist with content generation, formula creation, task summarization, and automated workflows.
How we tested
Days tested
14 days
Tasks evaluated
- ·Board setup for project management
- ·CRM pipeline configuration
- ·Automation workflow building
- ·Dashboard and reporting
- ·AI features evaluation
- ·Mobile app experience
Method
Side-by-side with Asana and ClickUp on identical team workflows
Reviewer
CBAI Editorial Team
Plans & pricing
Free
Individuals exploring work management (up to 2 seats)
- Up to 2 seats
- 3 boards
- 200+ templates
- Unlimited docs
- No automation
- No integrations
Basic
Small teams needing basic project tracking (min 3 seats)
- Unlimited boards
- Unlimited items
- 200+ templates
- iOS and Android apps
- 5GB storage
Standard
Teams needing automation and integrations
- Everything in Basic
- 250 automation actions/month
- 250 integration actions/month
- Timeline and Gantt views
- Calendar view
- Guest access
Pro
Teams wanting advanced features and AI
- Everything in Standard
- monday AI
- Time tracking
- Custom formulas
- Chart view
- 25K automation/month
- 25K integration actions/month
Enterprise
Large organizations with governance and security needs
- Everything in Pro
- Enterprise-scale automations
- Multi-level permissions
- HIPAA compliance
- SSO and SCIM
- Advanced reporting
- Dedicated support
Pricing may vary by region. Always verify on the vendor's website.
Feature comparison
| Feature | Monday Sales CRM (AI) | Asana | ClickUp |
|---|---|---|---|
| Management | |||
| Visual boards | |||
| CRM capabilities | |||
| AI | |||
| AI content generation | |||
| Extras | |||
| Built-in docs | |||
| Time tracking | |||
| Pricing | |||
| Free tier | |||
| Under $10/seat/month | |||
Is it right for you?
Good fit for
Cross-functional teams
One platform handles project management, CRM, marketing, and operations with customizable boards.
Marketing teams
Visual campaign planning, content calendars, and creative production tracking with automation.
Small businesses
Replaces multiple tools with one colorful, intuitive platform for managing all business workflows.
Sales teams
monday CRM provides visual pipeline management with email tracking, quotes, and forecasting.
Less suited for
Solo users
Minimum 3-seat requirement on paid plans means solo users pay for unused seats; Trello or Todoist are better.
Budget-sensitive teams
Per-seat pricing adds up quickly; a 10-person team on Standard costs $120/month vs ClickUp's $70/month.
Deep specialization needs
Jack-of-all-trades means each use case (CRM, dev, marketing) is less deep than dedicated tools like Pipedrive, Jira, or Asana.
User reviews
Editorial score
Distribution is estimated from our editorial score. Verified user reviews coming soon.
Use cases
Typical ways teams rely on this tool — from everyday tasks to specialized workflows.
- Project Management
- CRM
- Marketing Management
- Software Development
- HR Management
- Resource Planning
- Creative Production
Integrations
Reported connectors
Apps and services commonly connected out of the box or via official connectors.
- Slack
- Google Workspace
- Microsoft 365
- Zoom
- Salesforce
- HubSpot
- Jira
- GitHub
- Zapier
- Make
- Mailchimp
- Shopify
- Stripe
- Twilio
Privacy & compliance
Security & data practices
Highlights we track from the vendor's documentation. Always confirm current terms, subprocessors, and regional policies on their official site.
- SOC 2
- GDPR-ready
- SSO/SAML
Details
Category
Price
- Free (2 seats)
- Basic $9/seat/mo
- Standard $12/seat/mo
- Pro $19/seat/mo
- Enterprise custom
Free version
Best for
- Collaborative sales pipeline management
- cross-team CRM workflows
- automation-rich SMB sales ops
Frequently asked questions
Monday Sales CRM (AI)
Sales & CRM
Ready to get started?
Visit the Monday Sales CRM (AI) website to explore plans and start your free trial.
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