Considering Monday.com as a CRM in 2025 – What You Should Know
Editorial Note:
In line with our value of transparency, this article contains affiliate links. We may earn a commission if you use them. However, our reviews and opinions remain completely unbiased.
Quick Summary:
In this article, we explore how Monday.com performs as a CRM solution in 2025, its ease of use, key features, pricing considerations, and whether it is a good fit for small businesses, agencies, and growing teams.
What Is Monday.com CRM?
Monday.com CRM is a customizable customer relationship management tool that helps businesses track leads, manage pipelines, automate tasks, and support their sales workflow. Unlike traditional CRMs, Monday is visually appealing, easy to learn, and flexible enough for beginners and teams that are not “tech-heavy.”
Why People Choose Monday CRM
1. Easy to Set Up
No coding, no complicated onboarding. You can set up your CRM workflow in minutes using templates.
2. Beautiful Interface
You get a clean, modern layout that makes it easy to track leads, deals, and tasks at a glance.
3. Flexible and Customizable
You can add fields, create boards, adjust stages, and even build automations based on your workflow.
4. Perfect for Small Businesses
Unlike heavy CRMs such as Salesfrce or HubSpot, Monday CRM is simple, fast, and beginner-friendly.
Key Features of Monday CRM
1. Lead & Deal Tracking
Track potential customers from first contact to closing the deal.
2. Email Integration
Connect Gmail or Outlook to send, receive, and automate email campaigns.
3. Automations
Automatically assign leads, send follow-ups, update statuses, and move deals across stages.
4. Sales Dashboards
Visual reports show revenue, team performance, pipeline health, and more.
5. Activity Logs
See every call, email, and task related to a customer.
6. Templates
Choose from ready-made sales pipelines, CRM dashboards, project boards, and more.
Pros and Cons of Monday CRM
Pros
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Very easy to use
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Suitable for beginners
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Beautiful UI
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Fast setup
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Affordable for SMBs
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Strong automation tools
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Integrates with major apps
Cons
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Might feel too simple for large enterprise sales teams
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Some features require higher plans
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Mobile app can be limiting for complex workflows
Pricing (2025 Updated)
Monday CRM pricing varies by the number of seats you need. The plans typically include:
1. Basic CRM
Good for small teams starting out.
Includes lead management and basic pipelines.
2. Standard CRM
Most popular plan.
Includes automations, integrations, and timelines.
3. Pro CRM
For growing teams needing advanced automations and analytics.
4. Enterprise CRM
For large organizations requiring security, permissions, and scalability.
Who Is Monday CRM Best For?
Monday CRM is ideal if you are:
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A small business or startup
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A freelancer or consultant
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A digital agency
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A sales team looking for a simple tool
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A non-tech founder
If you want something powerful but not overwhelming, Monday CRM is a great choice.
Conclusion
Monday.com CRM remains one of the best and easiest CRMs for small businesses in 2025. It combines simplicity, strong automation, flexible customization, and a beautiful user interface. Whether you are a beginner or a growing team, Monday CRM is a reliable tool that helps you stay organized and close more deals.
