monday Sales CRM offers a unique, highly visual approach to customer relationship management, making it a powerful option for fast-moving sales teams in 2025. Built on top of the flexible monday.com Work OS, it’s designed for companies that want to customize their entire sales process without needing a team of developers.
If you’re evaluating your CRM options, don’t miss our full guide to the best CRM software for businesses — where monday Sales CRM ranks alongside top players like Salesforce and HubSpot CRM.
Sales, marketing, and service capabilities
monday Sales CRM offers a sales-first suite of tools:
- Visual Deal Pipelines: Drag-and-drop boards for managing leads, deals, and accounts.
- Lead Capture & Management: Automatically import leads from web forms, emails, and third-party tools.
- Activity Tracking: Manage emails, calls, meetings, and tasks in one place.
- Email Integration: Native two-way sync with Gmail and Outlook.
- Automation Recipes: Custom workflows to assign leads, send follow-ups, and notify teams.
Unlike traditional CRMs, monday Sales CRM focuses more on sales process management than heavy-duty marketing automation.
Ease of use and user adoption
A standout feature of monday Sales CRM is how easy it is to get started:
- No-code Interface: Drag-and-drop everything — fields, stages, automations, dashboards.
- Prebuilt Templates: Ready-made CRM boards for lead management, sales pipelines, post-sale projects.
- Mobile App: Full functionality on iOS and Android.
With minimal training required, monday Sales CRM offers one of the shortest learning curves in the CRM market.
New to CRM platforms? See why ease of use is critical in our CRM evaluation criteria guide.
Customization and flexibility
Customization is monday CRM’s biggest strength:
- Custom Boards and Fields: Build your CRM from scratch to match your workflows.
- Automations and Integrations: Trigger actions based on deal movements, deadlines, or activities.
- Apps Marketplace: Extend functionality with 200+ integrations — Slack, DocuSign, PandaDoc, etc.
Unlike Salesforce, where customization can be technical and expensive, monday CRM allows non-technical users to fully tailor the platform themselves.
Data management and reporting
monday Sales CRM provides strong, visual reporting:
- Custom Dashboards: Pull KPIs, sales forecasts, activity timelines, and deal metrics into clean dashboards.
- Timeline, Calendar, and Kanban Views: Analyze pipelines visually beyond spreadsheets.
- Advanced Reporting Add-ons: For revenue reporting, deal conversion rates, and time-to-close analytics.
monday.com is less analytics-heavy than Salesforce or HubSpot but excels for teams that prefer visual, easy-to-use reporting.
Integration and ecosystem
monday CRM supports a robust ecosystem:
- Native Integrations: Gmail, Outlook, Slack, Zoom, HubSpot, Salesforce, and more.
- Automation Recipes: Simple no-code setups for connecting apps.
- Open API: For custom integrations if needed.
Its integrations may not be as deep as Salesforce’s AppExchange, but they cover most growing businesses’ needs perfectly.
Scalability and pricing model
monday Sales CRM pricing is straightforward and scales smoothly:
| Plan | Pricing (USD/user/month) | Key Features |
| Basic CRM | $10 | Lead management, templates |
| Standard CRM | $14 | Visual sales pipelines, automations |
| Pro CRM | $24 | Sales forecasting, advanced analytics |
| Enterprise | Custom pricing | Full enterprise features, governance |
Free Trial: 14 days for all plans.
No hidden fees for integrations or basic automations (unlike some traditional CRMs).
Great for SMBs and mid-market teams needing scalability without heavy upfront costs.
Security and support
monday CRM offers strong enterprise-grade security:
- SOC 2 Type II, ISO 27001, and GDPR Compliance
- Data Encryption: In transit and at rest.
- SSO and 2FA: Available on higher-tier plans.
Support includes 24/7 live chat, ticketing, and a vast knowledge base.
Final thoughts
If you want a CRM that adapts to your unique workflow instead of forcing you into rigid sales processes, monday Sales CRM is an outstanding option. It’s especially well-suited for fast-moving teams who want:
- Maximum customization without coding,
- Highly visual sales pipelines,
- A CRM that can scale without overwhelming complexity.
However, if your team requires deep marketing automation, enterprise analytics, or very large-scale operations management, Salesforce or HubSpot CRM may be a better fit.
Curious how monday Sales CRM compares against Salesforce, HubSpot, and Zoho CRM? Check out our full CRM comparison guide for business decision-makers.
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