Monday CRM Pricing. Which Plan is the Best Value for Money?
With sophisticated features, an intuitive interface, and a well-thought-out pricing strategy, Monday CRM has proved itself as one of the leading CRM software tools.
It has five pricing plans with different sets of features to help boost your sales and retain customers. It is suited for businesses of different types and sizes.
Read on to know which pricing plan is the best fit for you.
Overview of Monday CRM Pricing Plans and Features
$10 per seat per month
$14 per seat per month
$24 per seat per month
|Maximum number of seats||2||Unlimited||Unlimited||Unlimited||Unlimited|
|File storage||500 MB||5 GB||20 GB||100 GB||1000 GB|
|Templates for lead, contact, and deal management||X||✓||✓||✓||✓|
|Activity log||1 week||1 week||6 months||1 year||5 years|
|Integrations||X||X||250 actions per month||25,000 actions per month||250,000 actions per month|
|Automations||X||X||250 actions per month||25,000 actions per month||250,000 actions per month|
|Dashboards||1 board per dashboard||1 board per dashboard||Combine up to 5 boards||Combine up to 10 boards||Combine up to 50 boards|
|Web forms to capture leads||✓||✓||✓||✓||✓|
How Much Money Can I Save If I Pay Yearly for Monday CRM?
You can choose to pay either every month or upfront for a year. By paying yearly, you can save 18% on every premium plan. Find out the exact yearly savings below:
- Basic CRM – $30/seat
- Standard CRM – $36/seat
- Pro CRM – $72/seat
Imagine your team has 5 members, and you want to purchase the Pro plan. You can save a whopping $360 per year by paying upfront.
Which Monday CRM Pricing Plan is the Best Value for Money?
The Standard plan offers the most value for money. At just $14 per seat per month, this plan provides a great mix of features that include lead management, deal management, unlimited quotes and invoices, and workflow automation. Maybe that is why this plan is the most popular choice among Monday customers.
On the other hand, the Basic plan is too close to the Free plan in terms of features. If you need more than the free features, you may want to skip the Basic plan and upgrade straight to Standard.
Monday CRM Pricing: Which Plan Should I Pick?
1. Individual – Free Plan
Best Monday CRM Plan for Solo Workers
Monday CRM has a free plan for entry-level users who want to familiarize themselves with the tool before buying it.
If you want only the most basic features, such as web forms capture, customizable notifications, and a small contact database (up to 1000), you will find the free version pretty useful.
You need to provide an email address to start using the Individual plan. No credit card is required.
Below you can see how Monday CRM Individual plan compares to Pipedrive and Freshsales.
|Key Features||Monday Individual CRM||Pipedrive||Freshsales Free|
|Web forms to capture leads||✓|
No free plan
|Dashboards||1 board per dashboard||x|
2. Basic Plan Pricing
Best Monday Sales CRM Plan for Entry-Level Businesses
Basic is the first of Monday CRM’s four premium pricing plans, and it costs $10 per user/month (billed annually) or $12.5 per user/month (billed monthly).
We can conclude that the Basic CRM plan is not the best value for money. It lacks the following core CRM features:
- Lead management
- Deal management
- Account and contact management
- Sales analytics.
|Kea Features||Monday CRM Basic ($10)||Pipedrive Essential ($9.90)||Freshsales Growth ($15)|
|Analytics||x||15 reports per user||Basic dashboard only|
|Third-party integrations||x||300+ integrations||✓|
3. Standard Plan Pricing
For Sellers That Want to Start Using Automations
Standard is the most popular of the Monday CRM plans, and this tier is well-suited for growing businesses. You can purchase it for $14 per user/month (billed annually) or $17 (billed monthly).
You get unlimited open deals, built-in tools for quotes and invoices, and a sound number of automations at affordable pricing. For example, the close competitor Pipedrive, whose second paid plan is almost $20, lacks some of this functionality.
|Key Features||Monday CRM Standard ($14)||Pipedrive Advanced ($19.90)||Freshsales Pro ($39)|
|Workflow automation||Up to 250 actions per month||30 workflows per user||All messaging workflows + automate additional processes for $5 per 10 workflows|
|Open deal limits||Unlimited||10,000||1,000 per day|
|Quotes and invoices||✓||An add-on required||An add-on called CPQ required|
|Email open rate tracking||x||✓||✓|
4. Pro Plan Pricing
Best Monday Sales CRM Plan for Businesses with Complex Operations
The pro plan is the most expensive of the platform’s three predefined plans and is best suited for larger teams. Its price ranges between $24 per user/month if billed annually and $30 in the monthly subscription.
|Key Features||Monday CRM Pro ($24)||Pipedrive Professional ($39.90)||Freshsales Enterprise ($69)|
|E-signatures||Integration with DocuSign or another third-party app required||✓||Integration with MSB DOCS required|
|Dedicated account manager||x||✓||✓|
5. Enterprise Pricing
Best Monday CRM Plan for Enterprise-Level Users
Unlike the other paid plans, the Enterprise plan has no price tag, and you have to contact the sales team to get a quote. This plan is created to streamline your sales operations with strict administration & control, enterprise-grade reporting & analytics, and lead scoring. Choose it if your goal is to get maximum team productivity, insights, and leads.
What Features Do Different Monday CRM Plans Include?
Features of the Individual CRM Plan – Enough for Testing
This free plan comes with the most basic features for managing customer relationships. Here are the features at a glance:
- two seats
- Up to 1000 contacts
- Web forms
- 500 MB file storage space
- Up to 1000 items
- One-week activity log
- Customizable notifications
Insights & reporting:
- One board per dashboard
- Whiteboard collaboration
- Embedded documents
- Updates section
Views & reporting:
- Kanban view
- 24/7 customer support
- Self-serve knowledge base
- Daily live webinars
Security & Privacy:
- Two-factor authentication
- SOC 2 Type II Compliance
The plan will give you a pretty good idea of what Monday CRM can do for your business. Once you have used the free features for a while, you can figure out what plan you need to upgrade to.
Note: Monday CRM has one of the best mobile CRM apps, but unlike some other CRM tools, Monday does not allow users to use the app until they upgrade to a paid plan.
Your collaborator can view and access the mainboards, and there is no limit to how many you can create. You can build not more than 200 items in your account, but this limit can be easily lifted. For example, for every person you refer to the Monday.com CRM platform, you will earn 100 additional items.
Compared with the free plans offered by Keap, Freshsales, and Pipedrive, the free plan of Monday sales CRM comes with remarkably more features. With that said, up to two people can use this account. You need to upgrade to the Basic plan if you need more users.
Features of the Basic CRM Plan – May be Not Enough for Some Businesses
Businesses that no longer find the Individual plan sufficient can upgrade to the Basic plan—Monday’s first premium plan. Here are the features that characterize this plan:
- Unlimited users
- Unlimited items
- Templates for lead, deal management, and contacts
- Unlimited boards
- Unlimited customizable pipeline
- Over 20 column types
- Unlimited docs
- iOS and Android apps
- 200+ templates
- Unlimited free viewers
- 5 GB file storage
The Basic plan removes limitations on team sizes and the number of contacts and gives access to more storage and unlimited boards that give you a bird’s eye view of your operations. And that makes it easier to manage resources.
In addition, there are column types for people, status, text, number, date, timeline, and more.
However, this plan still lacks critical features for customer relationships, productivity, sales operations, and post-sales management.
Features of the Standard CRM Plan – the Best Value for Money
Standard is the most popular of Monday CRM’s four paid plans simply because most businesses can run their operations with the functionalities that come with this plan. It contains all the features available with the Basic plan, plus some more. Here are the additional ones:
- Lead management
- Deal management
- Account and contact management
- 20 GB file storage
- Six months activity log
- Activity management
- 1-way email integration
- Quotes and invoices
- Merge duplicate data
- 250 automation actions per month
- 250 integrations per month
- Aircall integration
- DocuSign integration
- PandaDoc integration
- Up to 5 boards per dashboard
- Zoom integration
- Guest access (4 guests)
- Timeline view
- Map view
- Calendar view
Users of this plan can collect and follow up with their leads conveniently. They can view their details and activities in one centralized place and store unlimited contacts.
A Smart Way to Manage Customer Relationships
One of the perks of the Standard plan is that it allows you to automate and streamline your operations, optimize your team processes, and thus save your valuable time.
With the two-way email integration, you can connect your Outlook and Gmail accounts and manage communications with your clients without leaving Monday.com CRM. You can create customizable invoices and quotes and share them (the image below).
The platform offers a simple way to identify overlaps in your data and eliminate them. It automatically merges lead or contact duplications. This plan allows guest access. You can invite up to four guests, share boards with them and give them limited editing rights.
Relationship-building tools, such as deal management, quotes, and workflow automation, make Monday CRM one of the best CRM tools for consultants.
Now you are no longer limited to the Kanban view. The Standard plan shows your records and activities in the Timeline, Map, and Calendar view. That means you can track time-sensitive projects and tasks and identify your contacts by geographical location.
Sign up for this cost-effective plan
Features of the Pro CRM Plan
The Pro plan is for larger businesses that heavily rely on automations for their large-scale and complex processes. In addition to the features that come with the Standard plan, here are the ones that characterize the Pro plan:
- 100 GB file storage space
- 1-year activity log
- Email templates with custom parameters
- Google Calendar sync
- Email tracking and automations
- Customizable email signatures
- Automation (25,000 actions per month)
- 25,000 integration actions per month
- Hubspot integration
- Mailchimp integration
- Time tracking
- Facebook Ad integration
- Formula Column
- Sales analytics
- Sales forecasting
- Combine up to 10 boards
- Workload view
- Chart view
- Google Authentication
- Private boards and docs
- Board administrators
If your business requires automations and advanced integrations regularly, you may want to choose this plan. 25,000 actions per month are sufficient for a middle to large-scale seller.
Apart from that, the platform integrates with Hubspot and Mailchimp, which simplifies communication with customers. Google authentication ensures more privacy and security. The time tracking feature allows you to monitor and track the time spent on tasks.
This plan also lets you create private boards if you do not want to share them with a team member.
Features of the Enterprise CRM Plan – get max productivity, insights, and leads
The above plans are often insufficient for businesses requiring high levels of customization for large projects. Here are the features that make this custom plan stand out from the previous four:
- 1000 GB file storage space
- 5 years activity log
- 250,000 automation actions per month
- 250,000 integrations per month
- Lead scoring
- Salesforce integration
- Duplicate warning
- Team goals
- Advanced reporting and analytics
- Combine up to 50 boards
- Client projects
- Account management
- Collection tracking
- Sales team tailored onboarding
- Headcount planning
- Sales collateral
- Legal and security requests
- 99.9% uptime SLA
- Dedicated customer success manager
- HIPAA compliance
- Single Sign On (One login, Okta, Custom SAML, Azure AD)
- IP restrictions
- Content Directory
- Audit log
- SCIM provisioning
- Panic mode
- Session management
- Advanced account permissions
- Private workspaces
- Dashboard email notifications
- Work performance insights
- Pivot analysis reports
This custom plan is suitable for cross-team collaboration. With 250,000 automations per month, growing companies with multiple workflows or departments can automate most of their processes.
You can combine 50 dashboards and view all your activities in one place. This helps you track your budget, estimate your workload, and understand the progress of your project.
Viewing all that data in one place is very convenient for sellers. While you can create unlimited widgets and dashboards for all your team members, each dashboard can display information from up to 50 boards—not more.
1000 GB storage allows users to save countless images, files, and important documents.
Advanced Security Features
If your login credentials are compromised, you can use the panic button to block your account.
With SAML (Security Assertion Markup Language), you can access Monday.com through another identity provider. This provider transfers your identity to Monday.com.
Administrators of the Enterprise plan can blacklist certain IPs. This feature can be handy if you want to prevent users from a specific geographical location from accessing your account.
With the audit log feature, admins can see when users logged in, and which devices were used. If there are suspicious activities, admins can block access for the suspicious users.
Request a quote for the Enterprise plan
Monday.com CRM has five plans, including a free one. The pricing per user is as follows:
– Basic – $10 or $12.5
– Standard – $14 or $17
– Pro – $24 or $30
You will pay the second price if you choose the monthly billing.
Monday.com CRM has a free forever version with the most basic features for managing customer relationships, and it does not require credit card details. Note: The plan allows only two seats and can hardly be used for a holistic CRM process.
The typical users of Monday sales CRM include small to midsize businesses, non-profit organizations, public administrations, and large enterprises.
Monday.com is an affordable customer relationship management tool with a user-friendly interface and a variety of sales features. Based on user reviews, we can conclude that it is a very good CRM.
– Capterra – 354 reviews, 4.7 rating out of 5.
– Trustradius – 105 reviews, 9.0 rating out of 10.
Yes, Monday.com CRM offers a 14-day free trial based on the Pro plan, which means that you will receive all the features of the Pro plan. Some of them include the following:
– Shareable and private boards
– Guest access
– Editing rights for guests
– 25000 automations and integrations per month
– 100 GB storage
– 1-year activity log
If you do not upgrade to a paid plan after 14 days, the platform will move your account to the free plan.
Next Step: Choose the Right Monday.com CRM Plan for You
Regardless of the scale of your sales operations, Monday.com CRM has something for you. Better yet, the platform offers a forever free version and a 14-day free trial, so you can try out the tool the way you want—without spending a single penny!