monday CRM
Details
monday CRM is a cloud customer relationship management product for revenue teams that need to organise leads, contacts, deals, communication and pipeline work. It is built on the monday.com platform and emphasises configurable boards, fields, views, automations and dashboards for teams that want to adapt a CRM workflow without a separate development project.
Key capabilities
Official product material describes lead and deal tracking, pipeline visibility, logged calls, emails and meetings, activity feeds, forecasting and custom dashboards. It also documents no-code automations, data imports, duplicate handling, open API access and integrations with selected sales, communication, finance and document tools. Current materials describe AI-supported functions, but availability and behaviour may vary by plan and product release.
The product can suit teams that need a flexible sales workflow and want customer and revenue work to sit alongside the wider monday.com environment. Organisations with complex sales operations should assess permission design, reporting requirements, automation limits and integration governance before deployment.
Deployment and scope
monday CRM is presented as a cloud service. The vendor offers multiple plans and a trial, but this card intentionally does not state prices or a fixed list of included connectors. Buyers should verify the subscription, security controls, regional requirements and integrations that apply to their implementation.
Source checked: 3 August 2026. Facts are based on official monday CRM product documentation.