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Monday.com CRM

A highly customizable CRM to manage your entire sales pipeline with clarity.

By Martha Kendall - Marketing expert

Last Updated: Sep 22, 2025

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HubSpot CRM

AI-powered CRM with automation and integration capabilities, ideal for scaling real estate teams.
HubSpot CRM is a free and scalable CRM platform that unifies customer data in one system. It helps real estate businesses of all sizes streamline their sales process, automate lead nurturing, and gain valuable insights using AI-powered tools.
Whether you are tracking leads, managing client communication, or optimizing marketing campaigns, HubSpot provides a comprehensive set of features that allow real estate agents and brokers to manage their customer relationships effectively.

Monday.com CRM is a flexible customer relationship management platform built on Monday Work OS. It enables sales teams to streamline operations, automate repetitive tasks, and visually track every element of the sales pipeline. With extensive integration capabilities and real-time collaboration features, monday.com CRM is built to scale with both SMBs and enterprises alike.

Our Verdict Is HubSpot CRM Worth It?

The HubSpot CRM is a free version of the company’s premium Marketing, Sales, and Service Hubs. The best
features are limited, but it offers more advanced sales, marketing, and customer service tools for free
than some other CRMs charge a fee for.

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Monday.com CRM At a Glance

9.12

Editorial Score

Intuitive CRM for Teams Who Value Visual Workflow
9
The interface is colorful, modern, and easy to navigate, making task and deal tracking straightforward even for non-sales roles.
Customizable Sales Automation
8.8
Monday.com excels with its automation recipes, which reduce administrative work; however, it may require some setup time to optimize fully.
Seamless Cross-Department Collaboration
9.3
Sales, marketing, and support teams can collaborate in a single visual workspace, enhancing handoffs and minimizing dropped leads.
Best-in-Class Integrations
9.5
Connects easily with tools like Slack, Gmail, Outlook, and HubSpot, enabling multichannel engagement and centralized data sync.
Effective Dashboards & Reporting
9
Dashboard widgets provide real-time insights into sales pipeline health and representative performance, although deeper analytics may require higher-tier subscriptions.

Monday.com CRM Pros & Cons

HubSpot Pros & Cons

Pros

  • Highly customizable workflows that adapt to any sales process
  • Rich automation and notification features
  • Strong third-party integrations support
  • Collaborative tools are ideal for team-wide transparency
  • Beautiful and easy-to-understand UI

Cons

  • Initial setup takes time for full customization
  • Advanced CRM features are gated behind higher-tier plans
  • Mobile experience can feel limited compared to desktop
  • Lacks native calling or telephony features
  • Email campaign tools are less advanced than dedicated platforms

Key Points

Key Points of Monday.com CRM

Built on Monday Work OS, combining CRM and project management

Pipeline visibility with drag-and-drop boards & real-time tracking

Automations streamline follow-ups, assignments, and task status updates

Pre-built templates make ramping up faster

Supports cross-functional workflows across sales, marketing, and support

Pricing Plans

Basic

$12 Per Month

Standard

$17 Per Month

Get Started

Overview

Monday CRM enables businesses to manage contacts, track pipeline stages, and automate sales workflows through a flexible interface.

Unlike conventional CRM systems, monday.com emphasizes visual collaboration and self-service customization, making it an appealing option for sales teams seeking less rigid solutions. It offers a suite of features, including activity logs, lead scoring, email integration, and deal forecasting.

Furthermore, users can set goals, assign owners, and update deal statuses while aligning better with marketing and support leads via shared boards. Its modular interface ensures scalability, whether you’re a startup or an enterprise.

While it lacks native calling functionality and email automation compared to CRMs like HubSpot, monday.com compensates with extensibility, user experience, and ease of setup.

Available via desktop and mobile, monday CRM is suitable for hybrid teams needing synchronized operations and visual-based planning.

Frequently Asked Questions

Frequently Asked Questions

What is monday.com CRM?
Monday.com CRM is a flexible customer relationship management system built on Monday Work OS, developed to help teams track, manage, and automate their entire sales process.
Is monday.com CRM suitable for small businesses?
Yes, monday.com CRM is well-suited for small and medium-sized businesses. Its customizable templates and scalable features make it accessible even for teams with limited technical experience.
Can I automate sales tasks in monday.com CRM?
Yes, monday.com allows for the automation of many sales tasks, such as follow-up emails, task creation, status updates, and notifications, helping to reduce manual work.
Does Monday.com CRM offer integrations with other tools?
Absolutely. It integrates with tools like Gmail, Outlook, Slack, Zoom, and many more, enabling a unified communication and data experience.
What’s the pricing model for monday.com CRM?
Monday.com CRM starts at $10 per seat per month. Prices increase based on features, storage, and automations. Enterprise pricing is available for large teams.

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