Monday.com CRM
VerifiedMonday.com CRM combines visual work management with Monday AI Agents — pre-built autonomous agents for sales, marketing, and customer success that track pipeline health, qualify leads, and forecast revenue within …
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About Monday.com CRM
Monday.com started as a project management platform and built a CRM on top of its work management infrastructure, creating something distinctive: a CRM where deals, contacts, and pipelines live in the same visual boards as projects, tasks, and team workflows. The Monday AI Agents, launched in 2025, add pre-built autonomous workers specifically for Sales (pipeline tracking, deal health), Marketing (campaign orchestration, performance), IT, HR, and PMO use cases — with a custom agent builder for organizations needing tailored automation.
Monday AI Agents
Monday Agents are pre-configured for common business workflows rather than requiring teams to build automations from scratch. The Sales Agent monitors pipeline health, surfaces deals that have gone quiet, forecasts revenue from historical close rates, and flags at-risk opportunities for manager review. The Marketing Agent orchestrates multi-channel campaigns, tracks performance metrics, and triggers lead nurture sequences based on engagement signals. Each agent connects to the relevant Monday boards automatically and uses Sidekick (Monday's conversational AI) as its interface for ad-hoc queries and commands.
- Monday AI Agents — pre-built autonomous agents for Sales, Marketing, IT, HR, and PMO use cases; custom agent builder available.
- Monday Sidekick — conversational AI assistant embedded in any board or workflow for instant questions and task execution.
- Monday Vibe — no-code AI app builder for creating custom internal tools from natural language descriptions.
- CRM pipeline management — visual kanban and table views for deals with AI revenue forecasting and health scoring.
- Multi-LLM support — agents can use Claude, ChatGPT, Copilot, or Gemini via open MCP framework integration.
Fortune 500 adoption
Monday.com's CRM is used by 60%+ of Fortune 500 companies — not as the primary enterprise CRM (Salesforce holds that position for most), but as the operations and project layer that sits alongside it. Teams use Monday for the work management aspects of sales (proposal projects, implementation tracking, account health monitoring) while Salesforce handles core CRM data. The AI Agents in Monday can pull data from connected systems, making it a useful orchestration layer for teams already invested in the Monday ecosystem.
Pricing
Basic at $12/seat/month includes 1,000 contacts and basic AI agents. Standard at $17/seat/month adds full AI agents and 10,000 contacts. Pro at $28/seat/month unlocks unlimited contacts and advanced agent features. AI credits are included per tier (1,000–3,000/month) with additional credits at $0.01 each. The per-seat model with tiered contacts is more predictable than contact-only pricing for growing sales teams.
Learn more at monday.com/crm.
Key Features
Monday AI Agents
Pre-built autonomous agents for Sales, Marketing, IT, HR, and PMO — custom agent builder for tailored business automation.
Monday Sidekick
Conversational AI assistant embedded in any board or workflow for instant questions and task execution.
Multi-LLM Support
Agents can use Claude, ChatGPT, Microsoft Copilot, or Gemini via open MCP framework — choose the best model per use case.
Visual CRM Pipeline
Kanban and table pipeline views with AI revenue forecasting, deal health scoring, and automated status tracking.
Monday Vibe
No-code AI app builder — describe a custom internal tool in plain language and Vibe builds it without engineering.
Use Cases
For Sales managers: Monday Sales Agent tracks pipeline health, flags silent deals, and forecasts quarterly revenue from historical patterns automatically.
For Marketing operations managers: Pre-built Marketing Agent orchestrates campaigns, tracks performance dashboards, and triggers nurture sequences.
For Enterprise operations teams: Use Monday as the work management + CRM layer that connects to Salesforce and other enterprise systems via AI agents.
For Customer success managers: Monday Agents monitor account health metrics, trigger renewal outreach, and track upsell opportunities proactively.
Pros & Cons
Pros
- Pre-built agents for major business functions reduce setup time — not blank automation canvases.
- Used by 60%+ of Fortune 500 companies — enterprise-trusted platform with proven scale.
- Multi-LLM support (Claude, ChatGPT, Copilot, Gemini) via MCP — choose the best AI model per agent use case.
- Free plan available for evaluation — no credit card required to explore the platform.
- 15,000+ G2 reviews reflect broad adoption across industries and company sizes.
Cons
- Per-seat plus AI credits pricing model makes total monthly cost less predictable for agent-heavy use.
- Mobile app lacks desktop feature depth — complex CRM management impractical on mobile.
- Connecting related boards and linking data across workspaces is more complex than competing work management platforms.
Monday.com CRM
AI Automation & Workflow Tools
Pricing Plans
Paid Subscription
Check website for details
Basic
$12/seat/moCRM with 1,000 contacts, basic agents, and 1,000 AI credits/month.
- 1,000 contacts
- Basic AI agents
- Email integration
- 1,000 AI credits/mo
Standard
$17/seat/moFull AI agents, 10,000 contacts, AI Notetaker, 2,000 AI credits/month.
- 10,000 contacts
- Full AI agents
- AI Notetaker
- 2,000 AI credits/mo
- 250 automations/mo
Pro
$28/seat/moUnlimited contacts, advanced agents, 3,000 AI credits/month.
- Unlimited contacts
- All agent features
- 3,000 AI credits/mo
- 25,000 automations/mo
- Advanced reporting
Enterprise
CustomUnlimited agents, white-label, dedicated success team.
- Unlimited everything
- Custom agents
- White-label options
- Dedicated CSM
- Custom SLA