Monday CRM

What’s that?

Sales-focused extension of Monday.com. It builds on the familiar drag-and-drop interface and is tailored for sales pipelines, contacts, tasks, and automations — all visualized in a modular, board-based view.

For whom?

Best for teams already using Monday.com or looking for an intuitive, low-friction entry into CRM. Particularly suitable for small to mid-sized teams that prioritize visual workflows and want CRM embedded into a broader project management ecosystem.

Strengths

• Seamless integration with Monday’s broader work management tools
• Highly customizable board views for deals, contacts, activities
• Automation builder is approachable even for non-tech users

What’s worth considering?

• Not ideal for enterprise-scale sales orgs needing complex reporting or multi-tiered permissions
• Some features (e.g., email syncing, advanced reporting) are locked behind higher-tier plans
• Heavy customization might lead to inconsistencies without internal structure or admin oversight

Conclusion

Monday CRM offers an approachable, user-friendly CRM that leverages the visual flexibility of Monday.com’s platform. It's not the most powerful CRM in the market, but it provides just enough structure and automation for fast-moving teams who value usability over complexity.