Winmo vs monday CRM

Zoho CRM

ClickUp

HubSpot CRM

Logi Symphony

MediaRadar

Longview Tax

Compare Winmo and monday CRM based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

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.

EngageBay CRM

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

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.

Winmo is a cloud-based sales prospecting tool which assists marketing teams and media agencies with lead management and contact search. The platform offers features including collaboration, file sharing, predictive analytics, pipeline management, territory mapping, data filtering and search.

Campaign Management

Collaboration Tools

Contact Database

Contact Management

Content Management

Data Import/Export

File Management

File Sharing

Lead Capture

Lead Management

Lead Qualification

Pipeline Management

Pipeline Reports

Predictive Analytics

Sales Reports

Sales Trend Analysis

Search/Filter

Winmo

Web-based

Basic

Sales Associate 

Winmo helps me find contacts for clients, which agency companies are with and their services, and new opportunities and new marketing insights.  

Account Manager

Some information can be outdated (which is to be expected with how often people switch jobs)

Director of Sales

The predictive insights are really helpful and the daily digests and customizable  alerts allow me to stay really up to date with the industry, what’s happening, and be proactive before things are very widely known.

Digital Marketing Director

I loved it initially but it soon made a dent in our budget in terms of ROI if you are not using it much.

I use it everyday and I could not imagine doing my job without Winmo, It would be 10x harder.

It’s often inaccurate (outdated) and really really heavily focused on the most massive companies - which I actually find are the easiest to uncover contact information for on my own anyways. If you plan to build large lists and export for any reason, this is absolutely not the most cost effective platform for you.

You can find anything from contacts to spend to new opportunities.

The contract runs annually so can become costly.

From finding new business to learning everything there is to know about them before pitching.

It's a good tool to have in your marketing arsenal for prospecting.

The database itself is insanely expensive for what it is.

Pricing

Insights

Contact Information

Ease of Use

Time Saving

Outdated Information

Lead Generation

Prospecting

Freelancers

Small Business

Large Enterprises

Mid-size Business

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.

Salesforce Sales Cloud

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 enables revenue teams to improve efficiency at every stage of the customer 
journey. 

The intuitive interface combined with automations and AI, allows revenue leaders to adapt the CRM to their own sales process while cutting costs and saving time. 

Activity Dashboard

Activity Tracking

AI Copilot

Alerts/Notifications

Appointment Management

Calendar Management

Calendar/Reminder System

Calendar Sync

Client Tracking

Communication Management

Customer Database

Customer Engagement

Customer History

Customizable Fields

Customizable Reports

Customizable Templates

Dashboard

Data Security

Deal Management

Document Management

Document Storage

Donor Management

Drag & Drop

Email Management

Email Marketing

Email Templates

Email Tracking

For AEC Industry

Forecasting

For Financial Institutions

For Healthcare

For Mac Devices

For Nonprofits

For Real Estate

For Sales Teams/Organizations

For Small Businesses

Generative AI

Interaction Tracking

Internal Chat Integration

Lead Assignment

Lead Scoring

Lead Segmentation

Marketing Automation

Meeting Management

Mobile Access

Mobile App

Multi-Channel Communication

Onboarding

Opportunity Management

Performance Management

Performance Metrics

Prioritization

Project Management

Project Tracking

Quotes/Estimates

Reminders

Reporting/Analytics

Reporting & Statistics

Sales Activity Management

Sales Forecasting

Sales Onboarding & Training

Sales Pipeline Management

Segmentation

Social Media Integration

Task Management

Task Scheduling

Template Management

Templates

Territory Management

Third-Party Integrations

Usage Tracking/Analytics

Workflow Management

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.

Integrations

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

Windows

Linux

Android

iPhone

iPad

Standard

 Enterprise

Managing Director

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.

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.

I thought Monday CRM was very good crm platform and offered a lot of usable features that would be good for businesses to communicate with each other and their clients

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

It seemed like it was designed for larger teams and my business doesn't have a big team.

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)

Customer Care Specialist

For me it was such a departure from what I was used to tho that it took me half a day to comprehend the added capabilities of this product..not that I guess that is bad overall, but I felt kind of bewildered for a little bit..

Founder

There were alot of integrations as well that allowed us to create better workflows, for example slack.

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.

Venue Manager

there should be more prompts to complete information in certain cells and better more appealing reports would be great for management meetings

Assistant

Allows me to send mass emails, which in turn saves me a lot of time.

Client Success Manager

We are able to click into anything with ease, we are able to tag the corresponding parties.

We use the CRM for communication with clientele and have had zero issues or complaints about the product that we were sold on.

Manager

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

It also took a bit of time to fully understand how to set up and optimize the workflows—there’s a learning curve if you’re new to project or CRM tools

Customer Management

We get a lot of use out of it in the company; it allows us to have control and care for each of our clients in the best way

I had an automation connected to MailChimp and the customer support team was very helpful when the automation was not flowing properly.

Owner

It’s very helpful with allowing my partner and I to update each other on our clients without having to meet as often.

Our teams are able to track with ease and collaborate through just our portals.

The platform does lag at times and sometimes automations fail without clear cause.

Administrative Assitant

I appreciate the flexibility in customizing various workflows.

Sales

I like that I can sort the leads and call them in the order that I want to.

Fully customizable stages to fit our workflow

It is also costly to add additional users, which is a burden for a small business like mine.

Our team used Monday.com to build our client relationships with other busineses.

We were able to manage our leads and create reports very quickly.  

It is definitely a learning curve with all the features and what you have to do to begin your workflow with your team.

Estimator

CRM pulls your Vendors into the job and shares info quickly

Winmo vs monday CRM Comparison (2026)

Winmo

monday CRM

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives