Monday.com CRM

AI revenue execution, live in minutes

monday CRM includes a suite of specialized AI agents — Lead Sourcing Agent, Calling Agent, Pipeline Monitor Agent, Meeting Prep Agent, and Custom Agents — that are built in and ready to activate from day one. These agents handle prospecting, call prep, meeting notes, and follow-up, so reps can focus on relationships and selling.

Reps wake up to qualified leads instead of the prospecting grind, and deals advance without the busywork.

Pipeline that fills itself

Prospects get sourced, enriched, and scored by AI automatically. You see fresh leads daily and know who's worth your time, so you start every day in focus. The platform supports the full revenue cycle from lead management to customer success.

A healthy pipeline with quality data, leading to a 15% increase in conversion rate for one customer.

CRM data you can trust

Every call, email, and meeting auto-populates to the right CRM data fields. No end of week cleanup, no outdated context. The platform centralizes communication, data, and workflows in one connected workspace.

Teams always have accurate, up-to-date context, reducing manual admin and improving data quality.

A forecast you can commit to

Every forecast is clear and backed by real pipeline coverage analysis, by-stage diagnosis, and velocity signals with the power of AI. This gives revenue teams full visibility into their pipeline and expected outcomes.

Leadership can commit to forecasts with confidence, backed by real-time insights and pipeline analysis.

Fully customizable to your unique workflow

monday CRM adapts to your workflow, not the other way around. It offers flexible boards, fields, views, automations, and dashboards that can match any sales or account management workflow — all without the need for a developer or IT specialist.

Teams can set up and customize the CRM in minutes, no code required, and scale from small teams to enterprise organizations.

Your data, your control

Enterprise-grade security: your data is never used to train AI models, and you retain ownership of content you provide and AI-generated content. Permissioning lets you define exactly what each agent and team member can access, edit, or create, with AI credit limits set by team. A real-time log tracks every agent action.

Organizations maintain full control and visibility over their data and AI usage, meeting enterprise standards.

• AI-powered lead sourcing and enrichmentmonday CRM includes AI agents like the Lead Sourcing Agent that finds, enriches, and scores new leads daily based on your ideal customer profile, so your pipeline stays full and relevant.
• Automated data entry and meeting prepEvery call, email, and meeting auto-populates to the right CRM data fields, and the Meeting Prep Agent delivers a ready-to-use brief before every call with company intel and talking points.
• Unified revenue platformmonday CRM centralizes marketing, sales, and delivery on one platform, giving your team full visibility and a forecast you can commit to, backed by pipeline coverage analysis and velocity signals.
• Enterprise-grade security and controlYour data is never used to train AI models, and you retain ownership of your content. You can define exactly what each agent and team member can access, with a real-time log of every agent action.

• Pricing details vary by planPricing starts at £10 per seat per month (billed yearly) for the Basic plan, but features like AI agents and advanced automations require the Standard plan at £14 per seat per month. Check the pricing page for full details.
• AI credits and usage limitsAI credits are included in the Standard plan, but usage may be limited. For example, the Basic plan includes 1 workspace and 1,000 active contacts & deals, while Standard includes 3 workspaces and 10,000 contacts & deals.
• Custom agents require configurationWhile you can build custom agents with plain-language prompts, they need to be set up and validated in simulation mode before going live. The exact capabilities depend on your workflow and permissions.
• No credit card required for trialYou can start free with no credit card, but the free trial may have limitations on features and usage. Full access to all AI agents and integrations may require a paid plan.

Lead Sourcing & Qualification

monday CRM's AI-powered Lead Sourcing Agent automatically finds, enriches, and scores prospects, so your team wakes up to qualified leads instead of spending time on prospecting. This helps you focus on high-value opportunities and build a healthier pipeline.

Meeting Prep & Follow-Up

The Meeting Prep Agent handles call prep, meeting notes, and follow-up tasks automatically. Reps can focus on building relationships and advancing deals without the administrative busywork, leading to faster closed-won outcomes.

Pipeline Monitoring & Forecasting

The Pipeline Monitor Agent provides real-time pipeline coverage analysis, by-stage diagnosis, and velocity signals. This gives you full visibility and a forecast you can commit to, backed by AI-driven insights.

Automated Data Management

Every call, email, and meeting auto-populates to the right CRM data fields, eliminating end-of-week cleanup and outdated context. This ensures your team always works with trusted, up-to-date data across the entire revenue cycle.

Define the exact AI Automation & Workflow Tools workflow Monday.com CRM should support.

Compare it with closely related AI tools in the same category before committing.

Set review rules for accuracy, privacy, brand voice, compliance, and final approval.

Connect useful outputs to the wider stack instead of leaving them inside the AI tool.