SoftwareGlimpse
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monday sales CRM Review

CRM SOFTWARE

monday sales CRM scores reflect first-party research — not hands-on product testing.

Last updated 2026-08-19Independent editorial review
  • Starting price

    €12.00/user/month

  • Free plan

    No

  • Free trial

    Yes

  • Best for

    Teams already on monday.com

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SoftwareGlimpse review

7.3/10

Good

  • Ease of use8
  • Pipeline management8
  • Sales automation8
  • Email capabilities7
  • Reporting7
  • Customization8
How we score →

All features

14 features

Official demos appear only beside high-value features where verified ResearchMedia is linked — not as a generic video gallery.

  • Contact management

    Basic

    SoftwareGlimpse assessment: Strong

    What it supports

    • Listed as available in product packaging
    • Entry point: Basic

    Included in

    • Basic
    • Standard
    • Pro
    • Ultimate

    This video is hosted on YouTube

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    Official vendor tutorial

    Getting started with basic CRM template

    What this shows

    • monday.com basic CRM template setup
    • getting-started CRM orientation as presented by monday.com
    • monday.com basic CRM template setup
    • getting-started CRM orientation as presented by monday.com
  • Lead management

    Basic

    SoftwareGlimpse assessment: Strong

    What it supports

    • Listed as available in product packaging
    • Entry point: Basic

    Included in

    • Basic
    • Standard
    • Pro
    • Ultimate
    monday sales CRM pipelines teaching diagram
    SoftwareGlimpse teaching diagram: how monday sales CRM pipelines move deals through stages.
    Screenshot source ↗
  • Pipeline management

    Basic

    SoftwareGlimpse assessment: Strong

    What it supports

    • Listed as available in product packaging
    • Entry point: Basic

    Included in

    • Basic
    • Standard
    • Pro
    • Ultimate
    monday CRM pipeline view
    monday CRM pipeline/group UI from official monday marketing.
    Screenshot source ↗
  • Deal management

    Basic

    SoftwareGlimpse assessment: Strong

    What it supports

    • Listed as available in product packaging
    • Entry point: Basic

    Included in

    • Basic
    • Standard
    • Pro
    • Ultimate
    monday sales CRM pipelines teaching diagram
    SoftwareGlimpse teaching diagram: how monday sales CRM pipelines move deals through stages.
    Screenshot source ↗
  • Email sync

    Basic

    SoftwareGlimpse assessment: Strong

    What it supports

    • Listed as available in product packaging
    • Entry point: Basic

    Included in

    • Basic
    • Standard
    • Pro
    • Ultimate
  • Workflow automation

    Basic

    SoftwareGlimpse assessment: Strong

    What it supports

    • Listed as available in product packaging
    • Entry point: Basic

    Included in

    • Basic
    • Standard
    • Pro
    • Ultimate
    monday CRM nurture workflow
    monday CRM nurture workflow from official monday.com/crm.
    Screenshot source ↗
  • Sales automation

    Basic

    SoftwareGlimpse assessment: Strong

    What it supports

    • Listed as available in product packaging
    • Entry point: Basic

    Included in

    • Basic
    • Standard
    • Pro
    • Ultimate
    monday CRM board
    monday sales CRM board UI from official monday.com/crm.
    Screenshot source ↗
  • Reporting

    Basic

    SoftwareGlimpse assessment: Strong

    What it supports

    • Listed as available in product packaging
    • Entry point: Basic

    Included in

    • Basic
    • Standard
    • Pro
    • Ultimate
  • Forecasting

    Pro

    SoftwareGlimpse assessment: Plan-dependent

    What it supports

    • Entry point: Pro

    Limitations

    • May require a higher plan than the entry tier

    Included in

    • Basic
    • Standard
    • Pro
    • Ultimate
  • Custom fields

    Basic

    SoftwareGlimpse assessment: Strong

    What it supports

    • Listed as available in product packaging
    • Entry point: Basic

    Included in

    • Basic
    • Standard
    • Pro
    • Ultimate
  • Custom pipelines

    Basic

    SoftwareGlimpse assessment: Strong

    What it supports

    • Listed as available in product packaging
    • Entry point: Basic

    Included in

    • Basic
    • Standard
    • Pro
    • Ultimate
    monday sales CRM pipelines teaching diagram
    SoftwareGlimpse teaching diagram: how monday sales CRM pipelines move deals through stages.
    Screenshot source ↗
  • Mobile app

    Basic

    SoftwareGlimpse assessment: Strong

    What it supports

    • Listed as available in product packaging
    • Entry point: Basic

    Included in

    • Basic
    • Standard
    • Pro
    • Ultimate
  • AI assistance

    Pro

    SoftwareGlimpse assessment: Limited

    What it supports

    • Available with noted limits in current research
    • Entry point: Pro

    Included in

    • Basic
    • Standard
    • Pro
    • Ultimate
  • Integrations

    Basic

    SoftwareGlimpse assessment: Strong

    What it supports

    • Listed as available in product packaging
    • Entry point: Basic

    Included in

    • Basic
    • Standard
    • Pro
    • Ultimate