Monday CRM Review 2025: A Complete Guide for Businesses
Monday CRM, built on the popular Monday.com work management platform, offers a flexible and highly visual approach to customer relationship management. Designed to combine sales tracking with project management, it’s a great choice for teams who want a customizable and collaborative system that can adapt to their workflows.
Key Features of Monday CRM
Customizable Pipelines & Workflows: Create visual sales pipelines tailored to your sales process, with drag-and-drop deal stages.
Automation Tools: Reduce manual work with automated task assignments, follow-up reminders, and status updates.
Contact Management: Store and track customer details, communications, and deal history in one centralized location.
Project Management Integration: Manage both sales activities and post-sale projects in the same platform.
Collaboration Tools: Built-in comments, file sharing, and real-time updates keep teams aligned.
Integration Ecosystem: Works with Gmail, Outlook, Zoom, Slack, and hundreds of other business apps.
Why We Love Monday CRM
Intuitive, Visual Interface: Monday CRM’s color-coded boards and timelines make tracking deals easy and engaging.
Highly Customizable: Adapt the CRM to fit unique sales processes without needing a developer.
All-in-One Workflow Hub: Manage leads, projects, and team tasks in one place, reducing the need for multiple tools.
Strong Collaboration Features: Keeps marketing, sales, and operations in sync.
Pros and Cons
Pros:
Easy to set up and visually appealing
Flexible workflows and pipelines
Combines CRM and project management
Solid automation and integration options
Cons:
Reporting tools not as advanced as Salesforce or HubSpot
Fewer native marketing tools compared to all-in-one CRMs
Pricing Overview
Basic Plan: Starting at $10/user/month, includes basic CRM and project tracking features
Standard Plan: Starting at $14/user/month, adds automation, integrations, and timeline view
Pro Plan: Starting at $24/user/month, includes advanced automations, analytics, and time tracking
Enterprise Plan: Custom pricing with enterprise-grade features and security
Who Should Use Monday CRM?
Monday CRM is ideal for:
Small to medium-sized businesses that need both CRM and project management in one tool
Teams that value customization and visual workflows
Companies looking for an easy-to-use, collaborative CRM platform
Final Verdict
Monday CRM blends visual simplicity with robust customization, making it an excellent choice for businesses that want flexibility without sacrificing usability. While it may not offer the most advanced analytics, its combination of sales, project management, and collaboration tools makes it a standout option in 2025.