Guide to Monday CRM System

Guide to Monday CRM System

Website: Monday.com

Pricing (as of February 2023): 

  • Individual (up to 2 users): Free
  • Basic: $10/month per user
  • Standard: $14/month per user
  • Pro: $24/month per user
  • Enterprise: Request quote

User experiences and comments on Monday

Name: Kristen Mittal

Comments: It’s like an Excel spreadsheet, and can customize for whatever metrics you are tracking. I  include client call details to go back and have as reference later. Works well on the phone app.


Name: Tyler Seeger

Comments: The use of monday.com, a highly adaptable job management system, may serve as an alternative to more conventional customer relationship management (CRM) systems for freelancers. Access to the product does not cost anything, and it is run via a system of boards and things that function the same way as modules and records in a CRM would. Due to its nature, monday.com boards may be used by sole proprietors to track any aspect of their company, from sales and marketing to invoicing and client projects.

Because all data, including CRM records and client tasks, can be uploaded to and changed on a simple board formatted like a spreadsheet, monday.com’s operation is very user-friendly and straightforward. Then, freelancers may use a variety of board choices, including timelines, Gantt, Kanban, charts, and dashboard views, to keep tabs on their data and see how things are coming along. Because Monday.com uses low-code workflow-creating tools, it is very simple for users to implement automation within the system.


Name: Perry Zheng

Comments: It offers unlimited boards and has an easy-to-use automation system. I customize my CRM system by integrating other tools like form builder to collect leads. When I collect leads, I put them into an email marketing tool. I use Monday.com to identify and categorize leads for my business. It helps me identify leads as per their category and build an opportunity to close deals. Having a clear picture and information about leads and prospects helps my business get more focused on the right one.


View other CRM systems: