CRM.io vs monday CRM

EngageBay CRM

Salesforce Sales Cloud

AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

monday CRM

Built on top of monday.com Work OS, monday CRM is a no-code, customizable solution that empowers managers and sales teams to take control of the entire sales cycle, from lead capturing and sales pipeline management to post-sales management such as client projects and client onboarding, all on one centralized platform. monday CRM is an ideal solution for small to medium-sized businesses, it is also a perfect match for small business owners, sales managers and teams.

CRM.io is an AI-powered CRM that streamlines sales and customer management with AI Agent, AI Cadence, Email Bot, Telephony App, WhatsApp Automation, RPA, and a B2B database. It enables multi-channel follow-ups, automated responses, live transcription, and smart recommendations.

Activity Dashboard

Activity Tracking

Alerts/Notifications

Calendar Management

Calendar/Reminder System

Calendar Sync

Campaign Management

Contact Database

Contact Management

Customer Database

Customizable Fields

Customizable Reports

Customizable Templates

Dashboard

Data Import/Export

Document Storage

Drag & Drop

Email Management

Email Marketing

Email Templates

Forecasting

For Real Estate

Interaction Tracking

Internal Chat Integration

Lead Capture

Lead Generation

Lead Management

Lead Qualification

Lead Scoring

Lead Segmentation

Marketing Automation

Mobile Access

Opportunity Management

Performance Metrics

Pipeline Management

Quotes/Estimates

Referral Tracking

Reminders

Reporting/Analytics

Reporting & Statistics

Sales Activity Management

Sales Forecasting

Sales Pipeline Management

Sales Reports

Sales Trend Analysis

Search/Filter

Segmentation

Social Media Integration

Task Management

Territory Management

Third-Party Integrations

Workflow Management

Proprietary

CRM.io

Web-based

Windows

Linux

Chromebook

Premium (Monthly)

Basic (Monthly)

Enterprise (Monthly)

Basic (Yearly)

Premium (Yearly)

Enterprise (Yearly)

Lead- Medical Coding

Our sales team can now track sales opportunities and view funnel reports, while our marketing team can email and tag contacts to specific audiences based on their demographics.

Technology lead

I like the fact that there are many solutions included into one platform (sales, marketing, revenue, etc....), which makes our lives so much easier because pretty much everyone at the company can use the same CRM at the same time.

Senior Data Analyst

The pricing model of this software is the most appealing, very cost-effective for starting up in business.

Application Developer 

The visual dashboard is exceptional and effortless to navigate.

Finance Analyst

Simply, it is the software what achieves what do you expect of it. Besides the feedback about support, it will contribute to your company and its return will be worth the investment.

CRM Consultant

Smooth customization ability and workflow creation.

Software Engineer

We have integrated in admission forms, recruiting staff.

Co-founder

The external connections are not quite as good as other more expensive CRMs.   Although for the price I thinks its perfect

Pricing

User Interface

Integrations

Small Business

Mid-size Business

Large Enterprises

Freelancers

500apps

HubSpot CRM

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Zoho CRM

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

Founder

The customer support is terrific and the user interface works really well.

Managing Director

The customer support is amazing, the folks are quick to respond and help you out running with particular requirements.

Use monday CRM for all your construction processes. Manage resources, communicate and collaborate with subcontractors and staff in the field, and save time with automations. Integrate existing tools, and track progress, timeframes, and budgets through visual dashboards and real-time reports.


AI Copilot

Appointment Management

Client Tracking

Collaboration Tools

Communication Management

Content Management

Customer Engagement

Customer History

Data Security

Deal Management

Document Management

Donor Management

Email Tracking

For AEC Industry

For Financial Institutions

For Healthcare

For Mac Devices

For Nonprofits

For Sales Teams/Organizations

For Small Businesses

Generative AI

Lead Assignment

Meeting Management

Mobile App

Multi-Channel Communication

Onboarding

Performance Management

Prioritization

Project Management

Project Tracking

Sales Onboarding & Training

Task Scheduling

Template Management

Templates

Usage Tracking/Analytics

Reviews for monday CRM come from a wide variety of industries, including marketing and advertising (14% of reviewers), information technology and services (8%), and real estate (7%). The most frequent use case for monday CRM cited by reviewers is CRM (63% of reviewers).

Users and use cases

Some users say monday CRM offers a good cost-benefit ratio and they appreciate free trials and start-up discounts. However, some reviewers find pricing high, especially for small businesses, and report the freemium plan is limited.

Value for money

The monday CRM integration most frequently cited by reviewers is Mailchimp, an email marketing product rated 4.6 out of 5 for its integration with monday CRM.

monday CRM is a CRM program offering key features such as sales pipeline management, lead management, and contact management, among others.

Android

iPhone

iPad

Pipedrive

Copper

Maximizer CRM

Nutshell

Pipeline CRM

Givebutter

SalesRabbit

Salesforce Starter

Basic

Standard

 Enterprise

Cost concerns for small teams

The pricing strategy is annoying, we have to limit which 5 people have access or risk nearly doubling our cost (that's why I've given 4 stars)

Staff Software Engineer

The pricing is a bit high, especially if you need access to advanced tools, which can be challenging for small teams.

39% of reviewers feel negative about Monday.com's pricing. Users think the cost can be prohibitive, especially for small businesses or teams needing access to advanced features. Some reviewers say the basic plan is too limited, often requiring upgrades that quickly increase expenses as more users are added. They report that the lack of a robust free version and the need to pay for premium features or additional seats can make the platform less accessible for organizations with tight budgets.

Comprehensive project tracking

Manager

It keeps our team organized, improves workflow, and makes it easy to track progress across projects.

97% of reviewers feel positive about Monday.com's project tracking capabilities. Users report that the software helps them manage timelines, assign tasks, and monitor progress across multiple projects in one place. Reviewers indicate that having centralized visibility into project stages and daily activities keeps teams organized and reduces delays. Some users say the platform’s collaborative features and automation options streamline workflows, making it easier to track both individual and group projects, and ensuring nothing falls through the cracks.

Extensive customization options

Owner

I have been able to customize it nearly exactly how I want it.

96% of reviewers feel positive about Monday.com's customization. Users think the platform offers a wide variety of templates and highly flexible tools, allowing them to tailor workflows and dashboards to fit their specific business needs. Reviewers appreciate how easy it is to personalize layouts, create custom dashboards, and adapt the system for different industries or team sizes. Some users say the intuitive interface and customizable features help them organize information effectively and ensure that their processes align closely with their unique requirements.

Senior Client Success Manager

The dashboards and reporting side of it vs work management also takes an upgrade by adding in gauge widgets and funnels to showcase conversion, which definitely helps to highlight your deals more clearly to anyone who needs to know.

Combine that with sequences, and you've got yourself full comms communication with your contacts and accounts without needing to open outlook or gmail separately, and you can still view all the emails in overview widget (emails & activities which feels like it takes a huge upgrade in crm), and track meetings etc in the activities board so team leads and managers can keep an eye on workload and team capacity in a way that's meaningful to sales/customer success teams.

You can customize boards, workflows, and automations to fit almost any process, which makes it really adaptable for different teams.

Mass email - You can select all the contacts you need and send a single email that pulls in personalized data directly from the board.

There's plenty to highlight in more detail including the quotes/invoices template too which saves us on a daily basis and is much easier to track than how we used to in work management!

Its linking directly with monday work management, which lets us move deals into delivery without switching tools, so sales and ops are a lot more in sync than we used to have.

Customer Experience Manager

Fast project track and management, simple automations and versatile reminders, effective board and account wide search everything.

If you have one contact tied to multiple deals, the email history surfaces across all related deals.

Manager, Finance and HR

Monday CRM isn't a real CRM, it's good for smaller teams, and being able to start in a CRM, but it doesn't really track ALL emails.

Integrations and automation capabilities help reduce manual work and keep things moving efficiently.

Event Specialist

Time saving, really helpful for process management and adding the special steps and follow ups into a process that make a big difference.

Monday.com has automations and AI that cut down on the bureaucracy within project management.

Founder, Marketing and Operations Specialist

The core monday user interface and clean workspace set ups are always key to why I like the platform so much.

It makes it harder to keep conversations cleanly scoped to the deal they actually belong to.

Director of Sales and Marketing

I work in sales and the mass email option for our contact list has been a game changer for building relationships.

Director Project Finance

Initially, we considered more specialized CRM options, but since we already use Monday across our organization, we gave Monday CRM a try, and it has fully met our needs!

Virtual assistant

Some of the features that seem the most useful are only available if you pay for the higher plans, which can get expensive if you’re just starting out or have a small team

Office Manager

All our teams members have the same view and can make teh approxiate changes and updates

Director of Impact

I'm excited about the automation that the platform offers and the ability to integrate with our existing Google Drive file structure.

CRM.io vs monday CRM Comparison (2026)

CRM.io

monday CRM

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives