About monday CRM
monday CRM is the customer relationship product from monday.com, built on the same flexible work management platform. It brings marketing, sales and delivery teams onto one system and uses AI to cut admin, with the aim of keeping CRM data current and the pipeline moving.
The product page lists a core CRM with features, integrations and templates, AI agents and an AI notetaker, and a separate monday campaigns product for creating on-brand campaigns. Use cases include lead management, sales pipeline, account management and email tracking, and the vendor also tailors pages by industry, from agencies and real estate to healthcare and nonprofits.
monday CRM is proprietary and delivered as a hosted service, with an MCP integration for AI tools. The homepage offers full access without a credit card, and pricing for both the CRM and campaigns product is on dedicated pricing pages.
Key features
- Customizable sales pipeline boards
- Lead and contact management
- AI agents and AI notetaker
- Tracking of sent emails
- Templates and integrations
- Campaign creation with monday campaigns
Good fit for
- →Teams already using monday.com for work management
- →Agencies tracking leads and client accounts
- Tags
- crm
- sales
- ai
- pipeline
- work-management
- marketing
- saas
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