monday CRM vs monday work management: What’s the difference?

The universe of monday.com products is always expanding. We started with a work management platform, and we now have a CRM, dev tool, and service solution. While growth is exciting, we’ve received a lot of questions from customers about which product to choose.

It’s true that monday CRM is more focused on customer-facing teams, and monday work management is for projects and tasks, but does that mean monday CRM can’t handle task and project management as well? We’re going to clear things up right here.

In this guide, we’ll focus on two products: monday CRM vs work management. While the two may seem similar at first glance, they have some pretty big differences that can affect how you work, but they can also work together to give teams an even more integrated solution.

What is a work management tool?

A work management tool is a digital platform that pulls all aspects of a workflow together in one place, including project planning, task organization, resource tracking, goal setting, and more. These platforms allow teams to work collaboratively in real time so that all workflows are consolidated and data is easily trackable. Work management tools make it simpler for teams to assign task responsibilities and track project progress so that entire teams are working together towards larger organizational goals.

What is a sales CRM tool?

A customer relationship management tool, also known as a CRM, is a sales platform that teams use to manage communications and interactions with customers and prospects. CRM software helps teams keep all critical information about clients and prospects organized in one place, so that it’s easy to access data, purchase history, and multi-channel communications. CRMs help organizations better understand customer journeys and preferences, making them ideal for not only sales agents but also marketing and customer service teams.

What’s the difference between monday work management and monday CRM?

Both monday CRM and monday work management are built on the same building blocks: the monday.com Work OS. While the two share similarities, they’re not the same products. Visually, some aspects may look similar, like boards, automations, and dashboards, but each one is meant to be used for different needs. Before we dive into their differences, here’s a quick look at some core similarities between monday CRM and monday work management.

• Both platforms help teams work collaboratively towards their goals
• Both use AI to empower teams to work smarter while boosting efficiency and productivity
• Both offer advanced workflow automations that reduce manual operations
• Both can be scaled to meet the needs of individual teams, small businesses, enterprises, and everything in between

Now, let’s dive deeper into what makes both platforms unique. In the table below, we’ll look at both platforms side-by-side to see how they compare in different areas.

What features are unique to monday sales CRM?

What’s most important to understand is that monday CRM is a product built on top of monday.com’s core platform, which is monday work management. What this means in practice is that monday CRM users can still access monday work management features, but get additional features that make the platform a standalone CRM system. Aside from the features we mentioned in the table above, monday CRM has some of its own unique features that monday work management users don’t have access to, such as:

• Item creation forms
• CRM data enrichment
• Duplicate entry management
• Additional widgets for deal stages, funnel charts, leaderboard, and sales gauge
• Sales pipeline view
• Advanced CRM reporting
• Shared email inbox and templates
• Email campaigns, mass emails, and tracking
• Virtual events
• Quotes and invoices

These additional features, among others, are meant to boost revenue-focused operations in sales and marketing teams. Of course, that doesn’t mean that both monday CRM and monday work management can’t work symbiotically.

How can monday work management and monday CRM work together?

In some cases, certain teams may benefit from focusing on one product over the other, but it’s also common for teams to use both together to really make the most of all available features and streamline company-wide operations.

While they both function as completely standalone products, think of the two as siblings in the monday.com family and work together seamlessly. Sales-centered teams will probably get more out of monday CRM, while other departments can use monday work management to take care of other important business workflows. Using both systems at the same time also makes cross-collaboration between teams a lot smoother.

Users can switch between the two products in one click, and team members and departments can still tag each other and communicate with full visibility, no matter what product they’re using. For example, when a sales team closes a deal in monday CRM, they can automatically trigger a client onboarding project in monday work management. Then, the appropriate team can take over onboarding and have access to the customer’s interaction history with the sales teams so they can pick up exactly where they left off.

Which product should you choose: monday work management vs monday CRM

If you’re stuck between both products, you might feel confused about which product you should go with. Don’t worry, we’ll break it down for you below.

Go with monday work management if…

• You’re looking for a flexible project management platform
• You want to improve internal productivity through seamless collaboration
• You want to manage projects and automate project workflows across different departments

Go with monday CRM if…

• You’re a sales team focused on revenue generation
• You want to focus on managing customer relationships
• You want to optimize sales processes and track deals in your pipeline

Still unsure? What we recommend is starting with monday work management, which acts as the base upon which other monday.com products like monday CRM are built. You can still configure monday work management to function as a CRM if you need to, though you won’t get access to the unique monday CRM features we mentioned earlier. Then, if you see you’re relying heavily on monday work management as a CRM system, you can add monday CRM as an additional product to your system so that you can enjoy the best of both worlds.

New features and AI capabilities in monday CRM

In addition to the list of features we’ve looked at in monday CRM, the platform also comes equipped with some advanced, newer features that are worth examining. Thanks to the integration of artificial intelligence, monday CRM helps teams work more productively with access to robust tools that can lead to better lead conversions and more sales.

Since monday CRM is built on the monday.com Work OS, users who want to make the most of these advanced AI features may consider using monday CRM over monday work management. The platform gives users the best of both worlds, but thanks to the additional unique features along with CRM automations and strong AI capabilities, the platform could be a little more flexible for a variety of teams. Revenue-driven teams can still use monday CRM to manage tasks and projects while benefitting from AI technology to improve sales workflows.

Let’s take a closer look at some of monday CRM’s new features and AI capabilities that make it shine for both CRM and work management use cases.

Predictive analytics and AI forecasting

Sales teams can benefit from predictive analytics and AI-powered sales forecasting to gauge what’s going on in the pipeline. These features allow teams to assess which deals are likely to close so that effort can be focused on the right prospects. In work management, AI resource forecasting can also come in handy when it comes to keeping projects on time and within budget.

AI assistance with monday sidekick

With a built-in AI assistant, monday sidekick, any team member can use natural language to complete tasks, get suggested next steps, and gather data. With monday sidekick, both sales and operational teams can use the AI assistant for a variety of tasks like strategizing sales pitches, composing emails to prospects or vendors, or searching the web for data like lead enrichment or conference venues.

Generative AI for custom content

AI writing assistants make it easier for teams to create custom content on the spot. Sales teams can compose personalized emails in minutes, marketing teams can use CRM data to build smart marketing campaigns, product teams can generate project briefs and documentation, and HR teams can use it to draft job descriptions and training materials.

Smart prioritization with AI

With monday CRM, AI-powered prioritization pulls data such as sentiment analysis and engagement levels to prioritize incoming leads. The same feature can also be used to organize tasks according to status, due date, and priority level so that project and sales teams can collaborate in real-time on the deals and tasks that have the largest impact.

Understanding monday CRM plans and pricing

Pricing can be confusing, especially if you’re new to software pricing structures. While monday.com’s products might look similar at first glance, we’ve already established how they differ, and pricing is no exception. Users will notice that monday work management and monday CRM are priced differently, with monday CRM clocking in a little higher than work management plans. There’s a reason for this, though, namely the additional features monday CRM users get compared to work management plans.

Below, we’ll break down what you get with each monday CRM plan to help clear up any pricing confusion. The prices in the table are monthly rates based on a yearly plan, but it’s worth noting that monthly plans come in a few dollars more per seat.

To get a more comprehensive view of all monday CRM plans and prices, have a look at our pricing page to find the best plan for your needs.

The bottom line on choosing the right software

Overall, you can’t go wrong with either monday work management or monday CRM. Both platforms will help your team reach its goals, whether it’s launching a product or closing more deals. That said, teams who want to do it all without bouncing between different programs can benefit from monday CRM as both an all-in-one sales platform and project management solution. If you want a little bit of everything in one solution and advanced AI capabilities to work more effectively, monday CRM is a reliable choice that will scale as your team grows.