Monday Sales CRM is Monday.com’s dedicated CRM product, built on the company’s Work OS platform to give sales, revenue operations, and account management teams a highly visual, AI-powered system for managing the entire customer lifecycle. Launched in 2022, it extends monday.com’s popular work management capabilities to cover lead capture, deal tracking, email engagement, forecasting, and post‑sales collaboration in a single, no-code environment.
The product focuses on flexibility and ease of use. Teams build CRM workflows using customizable boards, columns, and dashboards rather than rigid objects, then layer in automations to assign leads, update stages, and trigger follow-ups without code. Native email sync with Gmail and Outlook, mass email and sequences, and a centralized activity timeline help keep all sales communication visible and searchable. Integrated AI features assist with email drafting, data enrichment, summarization, and workflow automation.
Because Monday Sales CRM runs on the same underlying Work OS as monday.com’s project, marketing, service, and dev products, companies can connect pre‑sales, implementation, and ongoing account work in one platform. That makes it attractive to growing organizations that want to replace ad hoc spreadsheets or disconnected tools with a unified system that still remains approachable for non-technical users.
In the CRM market, Monday Sales CRM is positioned primarily for small and mid-sized businesses and mid‑market teams that value a modern UI, fast time to value, and strong cross‑team collaboration more than extremely deep, out‑of‑the‑box enterprise CRM specialization. It competes most often with HubSpot, Pipedrive, Zoho CRM, and entry-to-mid tiers of Salesforce, differentiating on usability, customization, and tight integration with monday.com’s broader work management suite.
