{"id":127337,"date":"2023-05-11T11:54:02","date_gmt":"2023-05-11T11:54:02","guid":{"rendered":"https:\/\/monday.com\/blog\/?p=127337"},"modified":"2025-11-09T01:46:18","modified_gmt":"2025-11-09T06:46:18","slug":"monday-sales-crm-vs-monday-work-management","status":"publish","type":"post","link":"https:\/\/monday.com\/blog\/crm-and-sales\/monday-sales-crm-vs-monday-work-management\/","title":{"rendered":"monday CRM vs monday work management: What\u2019s the difference?"},"content":{"rendered":"<div class=\"text-block\" id=\"text-block-1\">\n<p data-start=\"3478\" data-end=\"3794\">In the beginning, monday.com started as a work management platform. Now,\u00a0 offers specialized products for sales, service, and development teams. That growth has led to a common question: how do you know whether to choose monday.com or monday CRM?<\/p>\n<p data-start=\"3796\" data-end=\"4124\">In this guide, we\u2019ll break down the key differences between the two products, highlight where they overlap, and show how they can work together. Whether you\u2019re managing internal projects or driving customer relationships, understanding monday CRM vs work management will help you pick the right tool \u2014 or confidently use both.<\/p>\n<a class=\"cta-button blue-button\" aria-label=\"Try monday CRM\" href=\"https:\/\/auth.monday.com\/p\/crm\/users\/sign_up_new\" target=\"_blank\">Try monday CRM<\/a>\n\n<\/div>\n<div class=\"text-block\" id=\"text-block-2\">\n<h2 class=\"h2 text-block__title\">What is a work management tool?<\/h2>\n<img width=\"1024\" height=\"563\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/05\/Project_management-13-1024x563.jpg\" class=\"attachment-large size-large\" alt=\"Image of monday work management project management board.\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/05\/Project_management-13-1024x563.jpg 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/05\/Project_management-13-300x165.jpg 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/05\/Project_management-13-768x422.jpg 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/05\/Project_management-13-1536x844.jpg 1536w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/05\/Project_management-13.jpg 1820w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/>\n<p>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.<\/p>\n<p><a href=\"https:\/\/monday.com\/blog\/project-management\/what-is-work-management\/\">Work management tools<\/a> make it simpler for teams to assign task responsibilities and track project progress so that entire teams are working together towards larger organizational goals.<\/p>\n\n<\/div>\n<div class=\"text-block\" id=\"text-block-3\">\n<h2 class=\"h2 text-block__title\">What is a sales CRM tool?<\/h2>\n<img width=\"1024\" height=\"761\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/05\/deals-1-11-1024x761.jpg\" class=\"attachment-large size-large\" alt=\"monday crm deals board\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/05\/deals-1-11-1024x761.jpg 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/05\/deals-1-11-300x223.jpg 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/05\/deals-1-11-768x571.jpg 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/05\/deals-1-11.jpg 1450w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/>\n<p>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. <a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/crm-software\/\">CRM software<\/a> helps teams keep all critical information about clients and prospects organized in one place, so that it\u2019s easy to access data, purchase history, and multi-channel communications.<\/p>\n<p>CRMs help organizations better understand customer journeys and preferences, making them ideal for not only sales agents but also marketing and customer service teams.<\/p>\n\n<\/div>\n<div class=\"text-block\" id=\"text-block-4\">\n<h2 class=\"h2 text-block__title\">What\u2019s the difference between monday.com and monday CRM?<\/h2>\n<p>Both <a href=\"https:\/\/monday.com\/crm\">monday CRM<\/a> and <a href=\"https:\/\/monday.com\/w\/work-management\">monday.com<\/a> are built on the monday.com Work OS and, although they share similarities, they aren&#8217;t the same product.<\/p>\n<p>There is visual similarity with boards, automations, and dashboards, but monday CRM and monday.com serve different needs. But before we dive into their differences, let&#8217;s look at some core similarities.<\/p>\n<p>Both monday CRM and monday.com:<\/p>\n<ul>\n<li>Help teams work collaboratively towards their goals<\/li>\n<li>Use AI to empower teams to work smarter while boosting efficiency and productivity<\/li>\n<li>Offer advanced workflow automations that reduce manual operations<\/li>\n<li>Scale to meet the needs of individual teams, small businesses, enterprises, and everything in between<\/li>\n<\/ul>\n<p>Now, let\u2019s dive deeper into what makes both platforms unique. In the table below, we\u2019ll look at both platforms side-by-side to see how they compare.<\/p>\n\n<table id=\"tablepress-734\" class=\"tablepress tablepress-id-734\">\n<thead>\n<tr class=\"row-1\">\n\t<th class=\"column-1\">  <\/th><th class=\"column-2\"><strong>monday work management<\/strong><\/th><th class=\"column-3\"><strong>monday CRM<\/strong><\/th>\n<\/tr>\n<\/thead>\n<tbody class=\"row-striping row-hover\">\n<tr class=\"row-2\">\n\t<td class=\"column-1\"><b>Primary purpose<\/td><td class=\"column-2\">Project management, team collaboration, and workflow automation across business operations<\/td><td class=\"column-3\">Customer relationship management, sales pipeline management, and revenue optimization<\/td>\n<\/tr>\n<tr class=\"row-3\">\n\t<td class=\"column-1\"><b>Core focus<\/td><td class=\"column-2\">Internal team productivity and project execution<\/td><td class=\"column-3\">External customer interactions and sales workflows<\/td>\n<\/tr>\n<tr class=\"row-4\">\n\t<td class=\"column-1\"><b>Target teams<\/td><td class=\"column-2\">Project managers, marketing, HR departments, operations teams, product teams<\/td><td class=\"column-3\">Sales teams, business development, account managers, customer success teams, marketing teams<\/td>\n<\/tr>\n<tr class=\"row-5\">\n\t<td class=\"column-1\"><b>Key features<\/td><td class=\"column-2\">Customizable project boards<br \/>\nGantt charts and timeline views<br \/>\nTask management and dependencies<br \/>\nTeam workload management <br \/>\nTime tracking<br \/>\nResource planning<\/td><td class=\"column-3\">Lead and contact management<br \/>\nPipeline visualization<br \/>\nSales forecasting<br \/>\nEmail sequence integration<br \/>\nSales automation workflows<br \/>\nQuote and proposal management<br \/>\nRevenue analytics and reporting<\/td>\n<\/tr>\n<tr class=\"row-6\">\n\t<td class=\"column-1\"><b>Workflow types<\/td><td class=\"column-2\">Campaign launches<br \/>\nProduct development cycles<br \/>\nEvent planning<br \/>\nContent creation<br \/>\nHR onboarding<br \/>\nMarketing campaigns<\/td><td class=\"column-3\">Lead qualification<br \/>\nSales opportunity progression<br \/>\nCustomer onboarding<br \/>\nAccount management<br \/>\nFollow-up sequences<br \/>\nRenewal processes<\/td>\n<\/tr>\n<tr class=\"row-7\">\n\t<td class=\"column-1\"><b>Reporting &amp; analytics<\/td><td class=\"column-2\">Project performance, team productivity, resource utilization, budgeting, milestone tracking<\/td><td class=\"column-3\">Sales agent performance, conversion rates, revenue forecasting, churn rates<\/td>\n<\/tr>\n<tr class=\"row-8\">\n\t<td class=\"column-1\"><b>Core customizations<\/td><td class=\"column-2\">Flexible boards for any workflow, custom fields for project data, status labels for project phases<\/td><td class=\"column-3\">CRM-specific customization for sales processes, deal stages, lead scoring and routing, sales territory management<\/td>\n<\/tr>\n<tr class=\"row-9\">\n\t<td class=\"column-1\"><b>Example use cases<\/td><td class=\"column-2\">Managing a website design project<br \/>\nCoordinating a product launch<br \/>\nTracking marketing campaign deliverables<br \/>\nManaging employee onboarding<br \/>\nEvent planning<br \/>\nManaging a content calendar<\/td><td class=\"column-3\">Managing a B2B sales pipeline Tracking leads from different channels<br \/>\nNurturing prospects through sales cycle<br \/>\nManaging key account relationships<br \/>\nForecasting quarterly revenue<\/td>\n<\/tr>\n<tr class=\"row-10\">\n\t<td class=\"column-1\"><b>Automation examples<\/td><td class=\"column-2\">Auto-assign tasks based on project type<br \/>\nSend notifications when deadlines approach<br \/>\nMove items between status columns<br \/>\nGenerate recurring tasks<\/td><td class=\"column-3\">Automate follow-up tasks after meetings<br \/>\nSend email sequences to new leads<br \/>\nUpdate deal stages based on activities<br \/>\nNotify team of high-value opportunities<\/td>\n<\/tr>\n<tr class=\"row-11\">\n\t<td class=\"column-1\"><b>Success metrics to track<\/td><td class=\"column-2\">On-time project delivery, budget adherence, team performance, task completion rates<\/td><td class=\"column-3\">Revenue growth, conversion rates, sales cycle length, deal win rates<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<!-- #tablepress-734 from cache -->\n\n<\/div>\n<div class=\"text-block\" id=\"text-block-5\">\n<h2 class=\"h2 text-block__title\">What features are unique to monday sales CRM? <\/h2>\n<p>What\u2019s most important to understand is that monday CRM is a product built on top of <a href=\"http:\/\/monday.com\">monday.com<\/a>\u2019s core platform: monday.com. What this means in practice is that monday CRM users can still access monday.com features but get additional features that make the platform a standalone CRM system.<\/p>\n<p>Aside from the features we mentioned in the previous table, monday CRM has some of its own unique features that monday.com users don\u2019t have access to, including:<\/p>\n<ul>\n<li>Item creation forms<\/li>\n<li><a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/data-enrichment\/\">CRM data enrichment<\/a><\/li>\n<li>Duplicate entry management<\/li>\n<li>Widgets for deal stages, funnel charts, leaderboard, and sales gauge<\/li>\n<li>Sales pipeline view<\/li>\n<li><a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/crm-reporting\/\">Advanced CRM reporting<\/a><\/li>\n<li><a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/shared-inbox\/\">Shared email inbox<\/a> and templates<\/li>\n<li>Email campaigns, <a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/mass-email\/\">mass emails<\/a>, and tracking<\/li>\n<li>Quotes and invoices<\/li>\n<\/ul>\n<p>These additional features, among others, are meant to boost revenue-focused operations in sales and marketing teams. Of course, that doesn\u2019t mean that both monday CRM and monday.com can\u2019t work symbiotically.<\/p>\n<p>&nbsp;<\/p>\n\n<\/div>\n<div class=\"text-block\" id=\"text-block-6\">\n<h2 class=\"h2 text-block__title\">How can monday.com and monday CRM work together?<\/h2>\n<p>In some cases, certain teams may benefit from focusing on one product over the other, but it\u2019s also common for teams to use both together to really make the most of all available features and streamline company-wide operations.<\/p>\n<p>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.com to take care of other important business workflows. Using both systems at the same time also makes cross-collaboration between teams a lot smoother.<\/p>\n<p>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\u2019re using.<\/p>\n<p>For example, when a sales team closes a deal in monday CRM, they can automatically trigger a client onboarding project in monday.com. Then, the appropriate team can take over onboarding and have access to the customer\u2019s interaction history with the sales teams so they can pick up exactly where they left off.<\/p>\n\n<\/div>\n<div class=\"text-block\" id=\"text-block-7\">\n<h2 class=\"h2 text-block__title\">Which product should you choose: monday.com vs monday CRM<\/h2>\n<p>Not sure which product to choose? We&#8217;re here to help.<\/p>\n<p><b>Go with monday.com if you \u2026<\/b><\/p>\n<ul>\n<li>Want a flexible project management platform<\/li>\n<li>Want to improve internal productivity through seamless collaboration<\/li>\n<li>Want to manage projects and automate project workflows across different departments<\/li>\n<\/ul>\n<p><b>Go with monday CRM if you \u2026<\/b><\/p>\n<ul>\n<li>Are a sales team focused on revenue generation<\/li>\n<li>Want to focus on managing customer relationships<\/li>\n<li>Want to optimize sales processes and track deals in your pipeline<\/li>\n<\/ul>\n<p>Still unsure? We recommend starting with monday.com, which acts as the base upon which other monday.com products like monday CRM are built. You can still configure monday.com to function as a CRM if you need to, though you won\u2019t get access to the unique monday CRM features we mentioned earlier.<\/p>\n<p>Then, if you see you\u2019re relying heavily on monday.com 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.<\/p>\n<a class=\"cta-button blue-button\" aria-label=\"Try monday CRM\" href=\"https:\/\/auth.monday.com\/p\/crm\/users\/sign_up_new\" target=\"_blank\">Try monday CRM<\/a>\n\n<\/div>\n<div class=\"text-block\" id=\"text-block-8\">\n<h2 class=\"h2 text-block__title\">New features and AI capabilities in monday CRM<\/h2>\n<p>In addition to the list of features we\u2019ve 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.<\/p>\n<p>Because 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.com. The platform gives users the best of both worlds, but thanks to the additional unique features along with <a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/crm-automation\/\">CRM automation<\/a>s and strong AI capabilities, the platform could be a little more flexible for a variety of teams.<\/p>\n<p>Revenue-driven teams can still use monday CRM to manage tasks and projects while benefitting from <a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/ai-sales\/\">AI technology to improve sales workflows<\/a>.<\/p>\n<p>Let\u2019s take a closer look at some of monday CRM\u2019s new features and AI capabilities that make it shine for both CRM and work management use cases.<\/p>\n<h3>Predictive analytics and AI forecasting<\/h3>\n\n<img width=\"1024\" height=\"478\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/05\/Screen-Shot-2025-08-25-at-15.00.58-1024x478.png\" class=\"attachment-large size-large\" alt=\"sales forecasting monday crm\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/05\/Screen-Shot-2025-08-25-at-15.00.58-1024x478.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/05\/Screen-Shot-2025-08-25-at-15.00.58-300x140.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/05\/Screen-Shot-2025-08-25-at-15.00.58-768x359.png 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/05\/Screen-Shot-2025-08-25-at-15.00.58.png 1508w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/>\n<p>Sales teams can benefit from <a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/predictive-sales-ai\/\">predictive analytics and AI-powered sales forecasting<\/a> to gauge what\u2019s 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.<\/p>\n<h3>AI assistance with monday sidekick<\/h3>\n\n<img width=\"1024\" height=\"641\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/05\/monday-sidekick-1024x641.png\" class=\"attachment-large size-large\" alt=\"monday sidekick ai assistant\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/05\/monday-sidekick-1024x641.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/05\/monday-sidekick-300x188.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/05\/monday-sidekick-768x481.png 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/05\/monday-sidekick-1536x962.png 1536w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/05\/monday-sidekick.png 1722w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/>\n<p>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.<\/p>\n<h3>Generative AI for custom content<\/h3>\n\n<img width=\"1024\" height=\"852\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/05\/composer-template-12-1024x852.jpg\" class=\"attachment-large size-large\" alt=\"email composer generative ai\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/05\/composer-template-12-1024x852.jpg 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/05\/composer-template-12-300x250.jpg 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/05\/composer-template-12-768x639.jpg 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/05\/composer-template-12-1536x1278.jpg 1536w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/05\/composer-template-12.jpg 2041w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/>\n<p>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.<\/p>\n<h3>Smart prioritization with AI<\/h3>\n\n<img width=\"1024\" height=\"478\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/05\/Screen-Shot-2025-08-25-at-15.00.58-1024x478.png\" class=\"attachment-large size-large\" alt=\"sales forecasting monday crm\" loading=\"lazy\" decoding=\"async\" srcset=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/05\/Screen-Shot-2025-08-25-at-15.00.58-1024x478.png 1024w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/05\/Screen-Shot-2025-08-25-at-15.00.58-300x140.png 300w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/05\/Screen-Shot-2025-08-25-at-15.00.58-768x359.png 768w, https:\/\/monday.com\/blog\/wp-content\/uploads\/2023\/05\/Screen-Shot-2025-08-25-at-15.00.58.png 1508w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/>\n<p>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.<\/p>\n<a class=\"cta-button blue-button\" aria-label=\"Try monday CRM\" href=\"https:\/\/auth.monday.com\/p\/crm\/users\/sign_up_new\" target=\"_blank\">Try monday CRM<\/a>\n\n<\/div>\n<div class=\"text-block\" id=\"text-block-9\">\n<h2 class=\"h2 text-block__title\">Understanding monday CRM plans and pricing<\/h2>\n<p>Pricing can be confusing, especially if you\u2019re new to software pricing structures. While <a href=\"http:\/\/monday.com\">monday.com<\/a>\u2019s products might look similar at first glance, we\u2019ve already established how they differ, and pricing is no exception. Users will notice that monday.com and monday CRM are priced differently, with monday CRM clocking in a little higher than work management plans. There\u2019s a reason for this, though, namely the additional features monday CRM users get compared to work management plans.<\/p>\n<p>Below, we\u2019ll 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\u2019s worth noting that monthly plans come in a few dollars more per seat.<\/p>\n\n<table id=\"tablepress-735\" class=\"tablepress tablepress-id-735\">\n<thead>\n<tr class=\"row-1\">\n\t<th class=\"column-1\">  <\/th><th class=\"column-2\"><strong>Basic<\/strong><\/th><th class=\"column-3\"><strong>Standard<\/strong><\/th><th class=\"column-4\"><strong>Pro<\/strong><\/th><th class=\"column-5\"><strong>Enterprise<\/strong><\/th>\n<\/tr>\n<\/thead>\n<tbody class=\"row-striping row-hover\">\n<tr class=\"row-2\">\n\t<td class=\"column-1\"><strong>Price per seat<\/strong><\/td><td class=\"column-2\">$12<\/td><td class=\"column-3\">$17<\/td><td class=\"column-4\">$28<\/td><td class=\"column-5\">Custom<\/td>\n<\/tr>\n<tr class=\"row-3\">\n\t<td class=\"column-1\"><strong>Contacts<\/strong><\/td><td class=\"column-2\">Unlimited<\/td><td class=\"column-3\">Unlimited<\/td><td class=\"column-4\">Unlimited<\/td><td class=\"column-5\">Unlimited<\/td>\n<\/tr>\n<tr class=\"row-4\">\n\t<td class=\"column-1\"><strong>Boards<\/strong><\/td><td class=\"column-2\">Unlimited<\/td><td class=\"column-3\">Unlimited<\/td><td class=\"column-4\">Unlimited<\/td><td class=\"column-5\">Unlimited<\/td>\n<\/tr>\n<tr class=\"row-5\">\n\t<td class=\"column-1\"><strong>File storage<\/strong><\/td><td class=\"column-2\">5 GB<\/td><td class=\"column-3\">20 GB<\/td><td class=\"column-4\">100 GB<\/td><td class=\"column-5\">Unlimited<\/td>\n<\/tr>\n<tr class=\"row-6\">\n\t<td class=\"column-1\"><strong>Custom automations<\/strong><\/td><td class=\"column-2\">N\/A<\/td><td class=\"column-3\">250 actions\/month<\/td><td class=\"column-4\">25,000 actions\/month<\/td><td class=\"column-5\">Custom<\/td>\n<\/tr>\n<tr class=\"row-7\">\n\t<td class=\"column-1\"><strong>Custom integrations<\/strong><\/td><td class=\"column-2\">N\/A<\/td><td class=\"column-3\">250 actions\/month<\/td><td class=\"column-4\">25,000 actions\/month<\/td><td class=\"column-5\">Custom<\/td>\n<\/tr>\n<tr class=\"row-8\">\n\t<td class=\"column-1\"><strong>Features<\/strong><\/td><td class=\"column-2\">Customizable pipelines<br \/>\nTemplates for lead, contact, &amp; deal management<\/td><td class=\"column-3\">Everything in Basic plus:<br \/>\nEmail integration with Gmail and Outlook<br \/>\nActivity management<br \/>\nMerge duplicate data<\/td><td class=\"column-4\">Everything in Standard plus:<br \/>\nEmail templates<br \/>\nQuotes &amp; invoices<br \/>\nMass email<br \/>\nGoogle Calendar Sync<br \/>\nSales analytics<br \/>\nTime tracking<\/td><td class=\"column-5\">Everything in Pro plus:<br \/>\nTeam goals<br \/>\nAdvanced analytics<br \/>\nAccount management<br \/>\nEnterprise-grade security and permissions<\/td>\n<\/tr>\n<tr class=\"row-9\">\n\t<td class=\"column-1\"><strong>AI features<\/strong><\/td><td class=\"column-2\">N\/A<\/td><td class=\"column-3\">Trial AI credits<br \/>\nAI email generator<\/td><td class=\"column-4\">Everything in Standard plus:<br \/>\nSales forecasting<br \/>\nSales analytics<br \/>\nSequences<\/td><td class=\"column-5\">Everything in Pro plus:<br \/>\nLead scoring<\/td>\n<\/tr>\n<tr class=\"row-10\">\n\t<td class=\"column-1\"><strong>App integrations<\/strong><\/td><td class=\"column-2\">N\/A<\/td><td class=\"column-3\">MailChimp<br \/>\nHubSpot<br \/>\nPandaDoc<br \/>\nDocusign<br \/>\nAircall<\/td><td class=\"column-4\">Everything in Standard plus:<br \/>\nFacebook Ads<\/td><td class=\"column-5\">Same as Pro plus:<br \/>\nSalesforce<\/td>\n<\/tr>\n<tr class=\"row-11\">\n\t<td class=\"column-1\"><strong>Views and reporting<\/strong><\/td><td class=\"column-2\">Kanban<\/td><td class=\"column-3\">Everything in Basic plus:<br \/>\nTimeline<br \/>\nCalendar<br \/>\nMap<\/td><td class=\"column-4\">Everything in Standard plus:<br \/>\nChart<br \/>\nWorkload<\/td><td class=\"column-5\">Same as Pro<\/td>\n<\/tr>\n<tr class=\"row-12\">\n\t<td class=\"column-1\"><strong>Security and compliance<\/strong><\/td><td class=\"column-2\">SOC 2 Type II <br \/>\nTwo-factor authentication<\/td><td class=\"column-3\">Same as Basic<\/td><td class=\"column-4\">Everything in Standard plus:<br \/>\nPrivate boards and docs<br \/>\nGoogle authentication<\/td><td class=\"column-5\">Everything in Pro plus:<br \/>\nHIPAA compliance<br \/>\nIntegration permissions<br \/>\nIP restrictions<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<!-- #tablepress-735 from cache -->\n<p>To get a more comprehensive view of all monday CRM plans and prices, have a look at our <a href=\"https:\/\/monday.com\/crm\/pricing\" target=\"_blank\" rel=\"noopener\">pricing page<\/a> to find the best plan for your needs.<\/p>\n\n<\/div>\n<div class=\"text-block\" id=\"text-block-10\">\n<h2 class=\"h2 text-block__title\">The bottom line on choosing the right software<\/h2>\n<p>Overall, you can\u2019t go wrong with either monday.com or monday CRM. Both platforms will help your team reach its goals, whether it\u2019s 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.<\/p>\n<p>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.<\/p>\n<a class=\"cta-button blue-button\" aria-label=\"Try monday CRM\" href=\"https:\/\/auth.monday.com\/p\/crm\/users\/sign_up_new\" target=\"_blank\">Try monday CRM<\/a>\n<div class=\"accordion faq\" id=\"faq-1\">\n  <h2 class=\"accordion__heading section-title text-left\">FAQs<\/h2>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-1\" href=\"#q-1-1\" aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">What are the main benefits of using monday CRM?        \n          \n        \n      <\/h3>\n    <\/a>\n    <div id=\"q-1-1\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-1\">\n      <p>Teams that use monday CRM can benefit from quicker deal closures thanks to streamlined pipeline management and automated follow-ups that prevent leads from falling through the cracks. The platform also increases sales productivity by eliminating manual tasks, while AI-powered insights help teams focus efforts on high-converting prospects, leading to an increase in revenue and improved forecasting accuracy.<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-1\" href=\"#q-1-2\" aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">Can you use monday.com for sales and CRM tasks?        \n          \n        \n      <\/h3>\n    <\/a>\n    <div id=\"q-1-2\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-1\">\n      <p>While the platform can track sales projects and manage client relationships through customizable boards, it lacks specialized CRM features like lead scoring, pipeline forecasting, and sales automation. For basic sales task management, it works, but dedicated CRM functionality requires monday CRM.<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-1\" href=\"#q-1-3\" aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">How does the pricing for monday CRM differ from monday.com?        \n          \n        \n      <\/h3>\n    <\/a>\n    <div id=\"q-1-3\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-1\">\n      <p>Both platforms use per-seat, tiered pricing. monday CRM costs slightly more because it includes sales-focused features at each tier. The work management platform offers broader functionality that can fit different departments, while CRM pricing reflects specialized sales tools and capabilities.<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-1\" href=\"#q-1-4\" aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">Is monday CRM a good CRM for small businesses?        \n          \n        \n      <\/h3>\n    <\/a>\n    <div id=\"q-1-4\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-1\">\n      <p>Yes, monday CRM is great for small businesses due to its user-friendly interface, scalable pricing tiers, and comprehensive sales features that aren\u2019t technically challenging. The system grows alongside your business, offering affordable pricing points and enterprise-level AI capabilities that help small sales teams compete.<\/p>\n    <\/div>\n  <\/div>\n  {\n    \"@context\": \"https:\\\/\\\/schema.org\",\n    \"@type\": \"FAQPage\",\n    \"mainEntity\": [\n        {\n            \"@type\": \"Question\",\n            \"name\": \"What are the main benefits of using monday CRM?\",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>Teams that use monday CRM can benefit from quicker deal closures thanks to streamlined pipeline management and automated follow-ups that prevent leads from falling through the cracks. The platform also increases sales productivity by eliminating manual tasks, while AI-powered insights help teams focus efforts on high-converting prospects, leading to an increase in revenue and improved forecasting accuracy.\\n\"\n            }\n        },\n        {\n            \"@type\": \"Question\",\n            \"name\": \"Can you use monday.com for sales and CRM tasks?\",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>While the platform can track sales projects and manage client relationships through customizable boards, it lacks specialized CRM features like lead scoring, pipeline forecasting, and sales automation. For basic sales task management, it works, but dedicated CRM functionality requires monday CRM.\\n\"\n            }\n        },\n        {\n            \"@type\": \"Question\",\n            \"name\": \"How does the pricing for monday CRM differ from monday.com?\",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>Both platforms use per-seat, tiered pricing. monday CRM costs slightly more because it includes sales-focused features at each tier. The work management platform offers broader functionality that can fit different departments, while CRM pricing reflects specialized sales tools and capabilities.\\n\"\n            }\n        },\n        {\n            \"@type\": \"Question\",\n            \"name\": \"Is monday CRM a good CRM for small businesses?\",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>Yes, monday CRM is great for small businesses due to its user-friendly interface, scalable pricing tiers, and comprehensive sales features that aren\\u2019t technically challenging. The system grows alongside your business, offering affordable pricing points and enterprise-level AI capabilities that help small sales teams compete.\\n\"\n            }\n        }\n    ]\n}<\/div>\n\n\n<\/div>","protected":false},"excerpt":{"rendered":"","protected":false},"author":212,"featured_media":127710,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"pages\/cornerstone-primary.php","format":"standard","meta":{"_acf_changed":false,"monday_item_id":10069173573,"monday_board_id":0,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[13913],"tags":[],"class_list":["post-127337","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm-and-sales"],"acf":{"lobby_image":false,"post_thumbnail_title":"","hide_post_info":false,"hide_bottom_cta":false,"hide_from_blog":false,"landing_page_layout":false,"cluster":"","display_dates":"updated","featured_image_link":"","banner_url":"https:\/\/auth.monday.com\/p\/crm\/users\/sign_up_new","main_text_banner":"Try monday sales CRM today","sub_title_banner":"Get started with a 14-day free trial.","sub_title_banner_second":"","banner_button_text":"","below_banner_line":"","use_customized_cta":false,"display_subscribe_widget":false,"custom_schema_code":"","activate_cta_banner":false,"sidebar_color_banner":"","custom_tags":false,"faqs":[{"faq_title":"FAQs","faq_shortcode":"1","faq":[{"question":"What are the main benefits of using monday CRM?","answer":"<p>Teams that use monday CRM can benefit from quicker deal closures thanks to streamlined pipeline management and automated follow-ups that prevent leads from falling through the cracks. The platform also increases sales productivity by eliminating manual tasks, while AI-powered insights help teams focus efforts on high-converting prospects, leading to an increase in revenue and improved forecasting accuracy.<\/p>\n"},{"question":"Can you use monday.com for sales and CRM tasks?","answer":"<p>While the platform can track sales projects and manage client relationships through customizable boards, it lacks specialized CRM features like lead scoring, pipeline forecasting, and sales automation. For basic sales task management, it works, but dedicated CRM functionality requires monday CRM.<\/p>\n"},{"question":"How does the pricing for monday CRM differ from monday.com?","answer":"<p>Both platforms use per-seat, tiered pricing. monday CRM costs slightly more because it includes sales-focused features at each tier. The work management platform offers broader functionality that can fit different departments, while CRM pricing reflects specialized sales tools and capabilities.<\/p>\n"},{"question":"Is monday CRM a good CRM for small businesses?","answer":"<p>Yes, monday CRM is great for small businesses due to its user-friendly interface, scalable pricing tiers, and comprehensive sales features that aren\u2019t technically challenging. The system grows alongside your business, offering affordable pricing points and enterprise-level AI capabilities that help small sales teams compete.<\/p>\n"}]}],"disclaimer":"","hide_time_to_read":false,"cornerstone_hero_cta_override":{"label":"","url":""},"parse_from_google_doc":false,"show_contact_sales_button":"1","sections":[{"acf_fc_layout":"content_1","blocks":[{"main_heading":"","content_block":[{"acf_fc_layout":"text","content":"<p data-start=\"3478\" data-end=\"3794\">In the beginning, monday.com started as a work management platform. Now,\u00a0 offers specialized products for sales, service, and development teams. That growth has led to a common question: how do you know whether to choose monday.com or monday CRM?<\/p>\n<p data-start=\"3796\" data-end=\"4124\">In this guide, we\u2019ll break down the key differences between the two products, highlight where they overlap, and show how they can work together. Whether you\u2019re managing internal projects or driving customer relationships, understanding monday CRM vs work management will help you pick the right tool \u2014 or confidently use both.<\/p>\n<a class=\"cta-button blue-button\" aria-label=\"Try monday CRM\" href=\"https:\/\/auth.monday.com\/p\/crm\/users\/sign_up_new\" target=\"_blank\">Try monday CRM<\/a>\n"}]},{"main_heading":"What is a work management tool?","content_block":[{"acf_fc_layout":"image","image_type":"normal","image":242414,"image_link":""},{"acf_fc_layout":"text","content":"<p>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.<\/p>\n<p><a href=\"https:\/\/monday.com\/blog\/project-management\/what-is-work-management\/\">Work management tools<\/a> make it simpler for teams to assign task responsibilities and track project progress so that entire teams are working together towards larger organizational goals.<\/p>\n"}]},{"main_heading":"What is a sales CRM tool?","content_block":[{"acf_fc_layout":"image","image_type":"normal","image":242422,"image_link":""},{"acf_fc_layout":"text","content":"<p>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. <a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/crm-software\/\">CRM software<\/a> helps teams keep all critical information about clients and prospects organized in one place, so that it\u2019s easy to access data, purchase history, and multi-channel communications.<\/p>\n<p>CRMs help organizations better understand customer journeys and preferences, making them ideal for not only sales agents but also marketing and customer service teams.<\/p>\n"}]},{"main_heading":"What\u2019s the difference between monday.com and monday CRM?","content_block":[{"acf_fc_layout":"text","content":"<p>Both <a href=\"https:\/\/monday.com\/crm\">monday CRM<\/a> and <a href=\"https:\/\/monday.com\/w\/work-management\">monday.com<\/a> are built on the monday.com Work OS and, although they share similarities, they aren&#8217;t the same product.<\/p>\n<p>There is visual similarity with boards, automations, and dashboards, but monday CRM and monday.com serve different needs. But before we dive into their differences, let&#8217;s look at some core similarities.<\/p>\n<p>Both monday CRM and monday.com:<\/p>\n<ul>\n<li>Help teams work collaboratively towards their goals<\/li>\n<li>Use AI to empower teams to work smarter while boosting efficiency and productivity<\/li>\n<li>Offer advanced workflow automations that reduce manual operations<\/li>\n<li>Scale to meet the needs of individual teams, small businesses, enterprises, and everything in between<\/li>\n<\/ul>\n<p>Now, let\u2019s dive deeper into what makes both platforms unique. In the table below, we\u2019ll look at both platforms side-by-side to see how they compare.<\/p>\n\n<table id=\"tablepress-734\" class=\"tablepress tablepress-id-734\">\n<thead>\n<tr class=\"row-1\">\n\t<th class=\"column-1\">  <\/th><th class=\"column-2\"><strong>monday work management<\/strong><\/th><th class=\"column-3\"><strong>monday CRM<\/strong><\/th>\n<\/tr>\n<\/thead>\n<tbody class=\"row-striping row-hover\">\n<tr class=\"row-2\">\n\t<td class=\"column-1\"><b>Primary purpose<\/td><td class=\"column-2\">Project management, team collaboration, and workflow automation across business operations<\/td><td class=\"column-3\">Customer relationship management, sales pipeline management, and revenue optimization<\/td>\n<\/tr>\n<tr class=\"row-3\">\n\t<td class=\"column-1\"><b>Core focus<\/td><td class=\"column-2\">Internal team productivity and project execution<\/td><td class=\"column-3\">External customer interactions and sales workflows<\/td>\n<\/tr>\n<tr class=\"row-4\">\n\t<td class=\"column-1\"><b>Target teams<\/td><td class=\"column-2\">Project managers, marketing, HR departments, operations teams, product teams<\/td><td class=\"column-3\">Sales teams, business development, account managers, customer success teams, marketing teams<\/td>\n<\/tr>\n<tr class=\"row-5\">\n\t<td class=\"column-1\"><b>Key features<\/td><td class=\"column-2\">Customizable project boards<br \/>\nGantt charts and timeline views<br \/>\nTask management and dependencies<br \/>\nTeam workload management <br \/>\nTime tracking<br \/>\nResource planning<\/td><td class=\"column-3\">Lead and contact management<br \/>\nPipeline visualization<br \/>\nSales forecasting<br \/>\nEmail sequence integration<br \/>\nSales automation workflows<br \/>\nQuote and proposal management<br \/>\nRevenue analytics and reporting<\/td>\n<\/tr>\n<tr class=\"row-6\">\n\t<td class=\"column-1\"><b>Workflow types<\/td><td class=\"column-2\">Campaign launches<br \/>\nProduct development cycles<br \/>\nEvent planning<br \/>\nContent creation<br \/>\nHR onboarding<br \/>\nMarketing campaigns<\/td><td class=\"column-3\">Lead qualification<br \/>\nSales opportunity progression<br \/>\nCustomer onboarding<br \/>\nAccount management<br \/>\nFollow-up sequences<br \/>\nRenewal processes<\/td>\n<\/tr>\n<tr class=\"row-7\">\n\t<td class=\"column-1\"><b>Reporting &amp; analytics<\/td><td class=\"column-2\">Project performance, team productivity, resource utilization, budgeting, milestone tracking<\/td><td class=\"column-3\">Sales agent performance, conversion rates, revenue forecasting, churn rates<\/td>\n<\/tr>\n<tr class=\"row-8\">\n\t<td class=\"column-1\"><b>Core customizations<\/td><td class=\"column-2\">Flexible boards for any workflow, custom fields for project data, status labels for project phases<\/td><td class=\"column-3\">CRM-specific customization for sales processes, deal stages, lead scoring and routing, sales territory management<\/td>\n<\/tr>\n<tr class=\"row-9\">\n\t<td class=\"column-1\"><b>Example use cases<\/td><td class=\"column-2\">Managing a website design project<br \/>\nCoordinating a product launch<br \/>\nTracking marketing campaign deliverables<br \/>\nManaging employee onboarding<br \/>\nEvent planning<br \/>\nManaging a content calendar<\/td><td class=\"column-3\">Managing a B2B sales pipeline Tracking leads from different channels<br \/>\nNurturing prospects through sales cycle<br \/>\nManaging key account relationships<br \/>\nForecasting quarterly revenue<\/td>\n<\/tr>\n<tr class=\"row-10\">\n\t<td class=\"column-1\"><b>Automation examples<\/td><td class=\"column-2\">Auto-assign tasks based on project type<br \/>\nSend notifications when deadlines approach<br \/>\nMove items between status columns<br \/>\nGenerate recurring tasks<\/td><td class=\"column-3\">Automate follow-up tasks after meetings<br \/>\nSend email sequences to new leads<br \/>\nUpdate deal stages based on activities<br \/>\nNotify team of high-value opportunities<\/td>\n<\/tr>\n<tr class=\"row-11\">\n\t<td class=\"column-1\"><b>Success metrics to track<\/td><td class=\"column-2\">On-time project delivery, budget adherence, team performance, task completion rates<\/td><td class=\"column-3\">Revenue growth, conversion rates, sales cycle length, deal win rates<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<!-- #tablepress-734 from cache -->\n"}]},{"main_heading":"What features are unique to monday sales CRM? ","content_block":[{"acf_fc_layout":"text","content":"<p>What\u2019s most important to understand is that monday CRM is a product built on top of <a href=\"http:\/\/monday.com\">monday.com<\/a>\u2019s core platform: monday.com. What this means in practice is that monday CRM users can still access monday.com features but get additional features that make the platform a standalone CRM system.<\/p>\n<p>Aside from the features we mentioned in the previous table, monday CRM has some of its own unique features that monday.com users don\u2019t have access to, including:<\/p>\n<ul>\n<li>Item creation forms<\/li>\n<li><a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/data-enrichment\/\">CRM data enrichment<\/a><\/li>\n<li>Duplicate entry management<\/li>\n<li>Widgets for deal stages, funnel charts, leaderboard, and sales gauge<\/li>\n<li>Sales pipeline view<\/li>\n<li><a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/crm-reporting\/\">Advanced CRM reporting<\/a><\/li>\n<li><a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/shared-inbox\/\">Shared email inbox<\/a> and templates<\/li>\n<li>Email campaigns, <a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/mass-email\/\">mass emails<\/a>, and tracking<\/li>\n<li>Quotes and invoices<\/li>\n<\/ul>\n<p>These additional features, among others, are meant to boost revenue-focused operations in sales and marketing teams. Of course, that doesn\u2019t mean that both monday CRM and monday.com can\u2019t work symbiotically.<\/p>\n<p>&nbsp;<\/p>\n"},{"acf_fc_layout":"colored_notification","text":"<p data-start=\"213\" data-end=\"499\"><strong data-start=\"213\" data-end=\"222\">Note:<\/strong> You can gain access to virtual events on monday CRM through the monday mansion integration (available on Pro and Enterprise plans). This feature lets teams host webinars, demos, and networking sessions, with attendee tracking and lead data automatically synced into the CRM.<\/p>\n","quote":false,"author":"","position":"","avatar":false}]},{"main_heading":"How can monday.com and monday CRM work together?","content_block":[{"acf_fc_layout":"text","content":"<p>In some cases, certain teams may benefit from focusing on one product over the other, but it\u2019s also common for teams to use both together to really make the most of all available features and streamline company-wide operations.<\/p>\n<p>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.com to take care of other important business workflows. Using both systems at the same time also makes cross-collaboration between teams a lot smoother.<\/p>\n<p>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\u2019re using.<\/p>\n<p>For example, when a sales team closes a deal in monday CRM, they can automatically trigger a client onboarding project in monday.com. Then, the appropriate team can take over onboarding and have access to the customer\u2019s interaction history with the sales teams so they can pick up exactly where they left off.<\/p>\n"}]},{"main_heading":"Which product should you choose: monday.com vs monday CRM","content_block":[{"acf_fc_layout":"text","content":"<p>Not sure which product to choose? We&#8217;re here to help.<\/p>\n<p><b>Go with monday.com if you \u2026<\/b><\/p>\n<ul>\n<li>Want a flexible project management platform<\/li>\n<li>Want to improve internal productivity through seamless collaboration<\/li>\n<li>Want to manage projects and automate project workflows across different departments<\/li>\n<\/ul>\n<p><b>Go with monday CRM if you \u2026<\/b><\/p>\n<ul>\n<li>Are a sales team focused on revenue generation<\/li>\n<li>Want to focus on managing customer relationships<\/li>\n<li>Want to optimize sales processes and track deals in your pipeline<\/li>\n<\/ul>\n<p>Still unsure? We recommend starting with monday.com, which acts as the base upon which other monday.com products like monday CRM are built. You can still configure monday.com to function as a CRM if you need to, though you won\u2019t get access to the unique monday CRM features we mentioned earlier.<\/p>\n<p>Then, if you see you\u2019re relying heavily on monday.com 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.<\/p>\n<a class=\"cta-button blue-button\" aria-label=\"Try monday CRM\" href=\"https:\/\/auth.monday.com\/p\/crm\/users\/sign_up_new\" target=\"_blank\">Try monday CRM<\/a>\n"}]},{"main_heading":"New features and AI capabilities in monday CRM","content_block":[{"acf_fc_layout":"text","content":"<p>In addition to the list of features we\u2019ve 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.<\/p>\n<p>Because 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.com. The platform gives users the best of both worlds, but thanks to the additional unique features along with <a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/crm-automation\/\">CRM automation<\/a>s and strong AI capabilities, the platform could be a little more flexible for a variety of teams.<\/p>\n<p>Revenue-driven teams can still use monday CRM to manage tasks and projects while benefitting from <a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/ai-sales\/\">AI technology to improve sales workflows<\/a>.<\/p>\n<p>Let\u2019s take a closer look at some of monday CRM\u2019s new features and AI capabilities that make it shine for both CRM and work management use cases.<\/p>\n<h3>Predictive analytics and AI forecasting<\/h3>\n"},{"acf_fc_layout":"image","image_type":"normal","image":242438,"image_link":""},{"acf_fc_layout":"text","content":"<p>Sales teams can benefit from <a href=\"https:\/\/monday.com\/blog\/crm-and-sales\/predictive-sales-ai\/\">predictive analytics and AI-powered sales forecasting<\/a> to gauge what\u2019s 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.<\/p>\n<h3>AI assistance with monday sidekick<\/h3>\n"},{"acf_fc_layout":"image","image_type":"normal","image":242446,"image_link":""},{"acf_fc_layout":"text","content":"<p>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.<\/p>\n<h3>Generative AI for custom content<\/h3>\n"},{"acf_fc_layout":"image","image_type":"normal","image":242466,"image_link":""},{"acf_fc_layout":"text","content":"<p>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.<\/p>\n<h3>Smart prioritization with AI<\/h3>\n"},{"acf_fc_layout":"image","image_type":"normal","image":242438,"image_link":""},{"acf_fc_layout":"text","content":"<p>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.<\/p>\n<a class=\"cta-button blue-button\" aria-label=\"Try monday CRM\" href=\"https:\/\/auth.monday.com\/p\/crm\/users\/sign_up_new\" target=\"_blank\">Try monday CRM<\/a>\n"}]},{"main_heading":"Understanding monday CRM plans and pricing","content_block":[{"acf_fc_layout":"text","content":"<p>Pricing can be confusing, especially if you\u2019re new to software pricing structures. While <a href=\"http:\/\/monday.com\">monday.com<\/a>\u2019s products might look similar at first glance, we\u2019ve already established how they differ, and pricing is no exception. Users will notice that monday.com and monday CRM are priced differently, with monday CRM clocking in a little higher than work management plans. There\u2019s a reason for this, though, namely the additional features monday CRM users get compared to work management plans.<\/p>\n<p>Below, we\u2019ll 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\u2019s worth noting that monthly plans come in a few dollars more per seat.<\/p>\n\n<table id=\"tablepress-735\" class=\"tablepress tablepress-id-735\">\n<thead>\n<tr class=\"row-1\">\n\t<th class=\"column-1\">  <\/th><th class=\"column-2\"><strong>Basic<\/strong><\/th><th class=\"column-3\"><strong>Standard<\/strong><\/th><th class=\"column-4\"><strong>Pro<\/strong><\/th><th class=\"column-5\"><strong>Enterprise<\/strong><\/th>\n<\/tr>\n<\/thead>\n<tbody class=\"row-striping row-hover\">\n<tr class=\"row-2\">\n\t<td class=\"column-1\"><strong>Price per seat<\/strong><\/td><td class=\"column-2\">$12<\/td><td class=\"column-3\">$17<\/td><td class=\"column-4\">$28<\/td><td class=\"column-5\">Custom<\/td>\n<\/tr>\n<tr class=\"row-3\">\n\t<td class=\"column-1\"><strong>Contacts<\/strong><\/td><td class=\"column-2\">Unlimited<\/td><td class=\"column-3\">Unlimited<\/td><td class=\"column-4\">Unlimited<\/td><td class=\"column-5\">Unlimited<\/td>\n<\/tr>\n<tr class=\"row-4\">\n\t<td class=\"column-1\"><strong>Boards<\/strong><\/td><td class=\"column-2\">Unlimited<\/td><td class=\"column-3\">Unlimited<\/td><td class=\"column-4\">Unlimited<\/td><td class=\"column-5\">Unlimited<\/td>\n<\/tr>\n<tr class=\"row-5\">\n\t<td class=\"column-1\"><strong>File storage<\/strong><\/td><td class=\"column-2\">5 GB<\/td><td class=\"column-3\">20 GB<\/td><td class=\"column-4\">100 GB<\/td><td class=\"column-5\">Unlimited<\/td>\n<\/tr>\n<tr class=\"row-6\">\n\t<td class=\"column-1\"><strong>Custom automations<\/strong><\/td><td class=\"column-2\">N\/A<\/td><td class=\"column-3\">250 actions\/month<\/td><td class=\"column-4\">25,000 actions\/month<\/td><td class=\"column-5\">Custom<\/td>\n<\/tr>\n<tr class=\"row-7\">\n\t<td class=\"column-1\"><strong>Custom integrations<\/strong><\/td><td class=\"column-2\">N\/A<\/td><td class=\"column-3\">250 actions\/month<\/td><td class=\"column-4\">25,000 actions\/month<\/td><td class=\"column-5\">Custom<\/td>\n<\/tr>\n<tr class=\"row-8\">\n\t<td class=\"column-1\"><strong>Features<\/strong><\/td><td class=\"column-2\">Customizable pipelines<br \/>\nTemplates for lead, contact, &amp; deal management<\/td><td class=\"column-3\">Everything in Basic plus:<br \/>\nEmail integration with Gmail and Outlook<br \/>\nActivity management<br \/>\nMerge duplicate data<\/td><td class=\"column-4\">Everything in Standard plus:<br \/>\nEmail templates<br \/>\nQuotes &amp; invoices<br \/>\nMass email<br \/>\nGoogle Calendar Sync<br \/>\nSales analytics<br \/>\nTime tracking<\/td><td class=\"column-5\">Everything in Pro plus:<br \/>\nTeam goals<br \/>\nAdvanced analytics<br \/>\nAccount management<br \/>\nEnterprise-grade security and permissions<\/td>\n<\/tr>\n<tr class=\"row-9\">\n\t<td class=\"column-1\"><strong>AI features<\/strong><\/td><td class=\"column-2\">N\/A<\/td><td class=\"column-3\">Trial AI credits<br \/>\nAI email generator<\/td><td class=\"column-4\">Everything in Standard plus:<br \/>\nSales forecasting<br \/>\nSales analytics<br \/>\nSequences<\/td><td class=\"column-5\">Everything in Pro plus:<br \/>\nLead scoring<\/td>\n<\/tr>\n<tr class=\"row-10\">\n\t<td class=\"column-1\"><strong>App integrations<\/strong><\/td><td class=\"column-2\">N\/A<\/td><td class=\"column-3\">MailChimp<br \/>\nHubSpot<br \/>\nPandaDoc<br \/>\nDocusign<br \/>\nAircall<\/td><td class=\"column-4\">Everything in Standard plus:<br \/>\nFacebook Ads<\/td><td class=\"column-5\">Same as Pro plus:<br \/>\nSalesforce<\/td>\n<\/tr>\n<tr class=\"row-11\">\n\t<td class=\"column-1\"><strong>Views and reporting<\/strong><\/td><td class=\"column-2\">Kanban<\/td><td class=\"column-3\">Everything in Basic plus:<br \/>\nTimeline<br \/>\nCalendar<br \/>\nMap<\/td><td class=\"column-4\">Everything in Standard plus:<br \/>\nChart<br \/>\nWorkload<\/td><td class=\"column-5\">Same as Pro<\/td>\n<\/tr>\n<tr class=\"row-12\">\n\t<td class=\"column-1\"><strong>Security and compliance<\/strong><\/td><td class=\"column-2\">SOC 2 Type II <br \/>\nTwo-factor authentication<\/td><td class=\"column-3\">Same as Basic<\/td><td class=\"column-4\">Everything in Standard plus:<br \/>\nPrivate boards and docs<br \/>\nGoogle authentication<\/td><td class=\"column-5\">Everything in Pro plus:<br \/>\nHIPAA compliance<br \/>\nIntegration permissions<br \/>\nIP restrictions<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<!-- #tablepress-735 from cache -->\n<p>To get a more comprehensive view of all monday CRM plans and prices, have a look at our <a href=\"https:\/\/monday.com\/crm\/pricing\" target=\"_blank\" rel=\"noopener\">pricing page<\/a> to find the best plan for your needs.<\/p>\n"}]},{"main_heading":"The bottom line on choosing the right software","content_block":[{"acf_fc_layout":"text","content":"<p>Overall, you can\u2019t go wrong with either monday.com or monday CRM. Both platforms will help your team reach its goals, whether it\u2019s 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.<\/p>\n<p>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.<\/p>\n<a class=\"cta-button blue-button\" aria-label=\"Try monday CRM\" href=\"https:\/\/auth.monday.com\/p\/crm\/users\/sign_up_new\" target=\"_blank\">Try monday CRM<\/a>\n<div class=\"accordion faq\" id=\"faq-1\">\n  <h2 class=\"accordion__heading section-title text-left\">FAQs<\/h2>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-1\" href=\"#q-1-1\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">What are the main benefits of using monday CRM?        <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q-1-1\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-1\">\n      <p>Teams that use monday CRM can benefit from quicker deal closures thanks to streamlined pipeline management and automated follow-ups that prevent leads from falling through the cracks. The platform also increases sales productivity by eliminating manual tasks, while AI-powered insights help teams focus efforts on high-converting prospects, leading to an increase in revenue and improved forecasting accuracy.<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-1\" href=\"#q-1-2\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">Can you use monday.com for sales and CRM tasks?        <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q-1-2\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-1\">\n      <p>While the platform can track sales projects and manage client relationships through customizable boards, it lacks specialized CRM features like lead scoring, pipeline forecasting, and sales automation. For basic sales task management, it works, but dedicated CRM functionality requires monday CRM.<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-1\" href=\"#q-1-3\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">How does the pricing for monday CRM differ from monday.com?        <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q-1-3\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-1\">\n      <p>Both platforms use per-seat, tiered pricing. monday CRM costs slightly more because it includes sales-focused features at each tier. The work management platform offers broader functionality that can fit different departments, while CRM pricing reflects specialized sales tools and capabilities.<\/p>\n    <\/div>\n  <\/div>\n    <div class=\"accordion__item\">\n    <a class=\"accordion__button d-block\" data-toggle=\"collapse\" data-parent=\"#faq-1\" href=\"#q-1-4\"\n      aria-expanded=\"false\">\n      <h3 class=\"accordion__question\">Is monday CRM a good CRM for small businesses?        <svg class=\"angle-arrow angle-arrow--down\" width=\"32\" height=\"32\" viewBox=\"0 0 32 32\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\">\n          <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M16.5303 20.8839C16.2374 21.1768 15.7626 21.1768 15.4697 20.8839L7.82318 13.2374C7.53029 12.9445 7.53029 12.4697 7.82318 12.1768L8.17674 11.8232C8.46963 11.5303 8.9445 11.5303 9.2374 11.8232L16 18.5858L22.7626 11.8232C23.0555 11.5303 23.5303 11.5303 23.8232 11.8232L24.1768 12.1768C24.4697 12.4697 24.4697 12.9445 24.1768 13.2374L16.5303 20.8839Z\" fill=\"black\"\/>\n        <\/svg>\n      <\/h3>\n    <\/a>\n    <div id=\"q-1-4\" class=\"accordion__answer collapse collapse--md\" data-parent=\"#faq-1\">\n      <p>Yes, monday CRM is great for small businesses due to its user-friendly interface, scalable pricing tiers, and comprehensive sales features that aren\u2019t technically challenging. The system grows alongside your business, offering affordable pricing points and enterprise-level AI capabilities that help small sales teams compete.<\/p>\n    <\/div>\n  <\/div>\n  <script type='application\/ld+json'>{\n    \"@context\": \"https:\\\/\\\/schema.org\",\n    \"@type\": \"FAQPage\",\n    \"mainEntity\": [\n        {\n            \"@type\": \"Question\",\n            \"name\": \"What are the main benefits of using monday CRM?\",\n            \"acceptedAnswer\": {\n                \"@type\": \"Answer\",\n                \"text\": \"<p>Teams that use monday CRM can benefit from quicker deal closures thanks to streamlined pipeline management and automated follow-ups that prevent leads from falling through the cracks. 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The system grows alongside your business, offering affordable pricing points and enterprise-level AI capabilities that help small sales teams compete.<\\\/p>\\n\"\n            }\n        }\n    ]\n}<\/script><\/div>\n\n"}]}]}],"post_date":"20250825","show_sidebar_sticky_banner":false,"custom_header_banner":false},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.6 (Yoast SEO v28.0) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>monday CRM vs work management: Comparing The Differences<\/title>\n<meta name=\"description\" content=\"monday CRM vs work management: What\u2019s the difference between the platforms, and how can they work together? 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