Trialing monday service and not sure which plan is right for your team? We got you covered! Keep reading to understand the main differences between all plans on monday service.
The Standard Plan
Pricing for monday service starts with the Standard plan. The Standard Plan is great for automating service processes and streamlining communication. It includes the following features:
Unlimited tickets
Easily track and manage an unlimited number of tickets, ensuring seamless support and efficient resolution of customer and employee requests.
AI-powered smart assignment and ticket triage
Using the AI automation blocks, automatically route tickets to the right agent based on skills, workload, and priority. And more—use the AI-driven rules to categorize and prioritize tickets. On the Standard plan, you can automate ticket categorization and prioritization for one board only.
AI assistant
The AI assistant helps streamline ticket handling by analyzing past cases to provide a summary, resolution steps, and a ready-made reply—all tailored to your team’s existing workflows. Each suggestion includes a confidence level and links to related tickets for quick context and faster responses. To learn how to use this feature, read this article.
Forms for ticket intake
A WorkForm can be set up as a view on your Tickets board and will serve as a channel for receiving new incoming tickets. The form can be sent to customers both internally and external to your organization and is a very structured way to generate a ticket that includes all of the necessary details.
Channels and a custom monday inbox
Tickets are input into your ticket management board via channels. You can choose from a few different available channels, including connecting an existing email inbox, using a WorkForm, or even creating a custom monday Inbox!
Customer Portal
The Customer Portal is a centralized location for all internal knowledge and help. It acts as a hub containing everything an employee needs to get their questions answered. From links for request forms to self-service articles, the Customer Portal will streamline your customer's needs. On the Standard plan, you can have up to 10 users access a Customer Portal.
My tickets
The "My Tickets" section in the Customer Portal provides a centralized personal view of open support requests for each requestor. Once a ticket is submitted, requestors can easily navigate to this section to track its progress and communicate with the assigned team member.
Advanced filter search
With Search Everything, you can search for anything across all of your account (files, updates, items). You can also use the board filter to filter any information within a board.
Unlimited viewers
You can invite as many viewers as you want to your account. This will not count towards your billing plan.
Limited guests
On the Standard Plan, you can have up to three guests for free on the account level. The fourth guest will be considered a paid member. To learn more about guests, check out this article.
Communication
You can communicate with your team members in context using the "@" mention. You can also create teams and manage all your files through the updates section of each item.
Limited Column Center
Most of the columns in the column center are available on the Standard Plan, except the Formula Column and the Time Tracking Column. To learn more about our column choices, check out this article.
Unlimited main and shareable boards
Main boards are accessible and visible by all your team members. Shareable Boards are boards that enable you to work with outside users (guests). They offer you the ability to share projects with your outside users without giving them access to your full account.
The Calendar View
The calendar view allows you to visualize all your tasks that have a date and/or timeline column in a calendar. You can customize your calendar view per day, week, or month. You can also decide which column you want to appear on your calendar.
The Map View
The map view allows you to see your Location Column and/or Country Column in one single map. Check out this article to learn how it works.
250 Automations/ Integrations
Do you want to remove manual steps and automate your processes? Looking to integrate monday.com with other platforms? Integrate with Excel, Google Drive, Dropbox, and your calendar on an unlimited basis on the Standard plan. On the Standard plan, you are allotted 250 actions for Automations and 250 actions for Integrations each month. Click here for more information on actions and the pricing structure for automations and integrations.
The Timeline view
The Standard Plan offers you access to the timeline view, which is a visual organization of your items arranged by date logged in the Timeline Column. Check out this article to see how it works.
Kanban View
You can visualize the content of your board using the popular project management methodology known as Kanban! :) To see how to use this feature, read this article.
Gantt chart and widget
A Gantt chart is one of the most classic and useful ways of showing activities displayed against time! It is a horizontal bar chart that shows a project’s planned schedule and its tasks or events between a start and finish date. While Gantt chart and widget is avaivlble on the Standard plan and up, the milestone and critical path features in the Gantt Chart view and widget are only available to Pro and Enterprise account holders.
Files View
The Files view allows you to see all the files uploaded within your board in one place. You can view them as a list or as thumbnails. From there, you can download the files, preview them, or open them in the connected update section.
5 boards per dashboard
Dashboards are a great way to display what's important in just one place. Gain actionable insights with in-depth analytics on request trends, response times, resolution efficiency, and workload distribution to optimize service performance. On the Standard plan, you can create as many dashboards and widgets as you like. But, each dashboard can contain information from 5 boards.
Merge duplicate data
Maintain clean and accurate records by automatically identifying and merging duplicate tickets, contacts, or assets to prevent redundancy and improve data integrity.
20 GB Storage More storage means more room to save files, images, and important documents.
The Pro Plan
The Pro Plan is the plan used for your trial. It is the most sophisticated plan that we offer, and it's great for gaining insights into your entire service operations. It includes everything in the Standard plan plus the following features:
Forms for ticket intake
A WorkForm can be set up as a view on your Tickets board and will serve as a channel for receiving new incoming tickets. The form can be sent to customers both internally and external to your organization and is a very structured way to generate a ticket that includes all of the necessary details. With the Pro plan, you have the option to hide the branding on the form and access additional features.
Incident Management
With tickets constantly flowing through our Tickets board, we can't afford to get bogged down by some trickier-to-solve issues. When we come across a larger issue, we can label it an "incident" and move it over to be taken care of it in our dedicated "Incidents" board. Read this aricle to dive into this flow.
AI-powered smart assignment and ticket triage
Using the AI automation blocks, automatically route tickets to the right agent based on skills, workload, and priority. And more—use the AI-driven rules to categorize and prioritize tickets. On the Pro plan, you can automate ticket categorization and prioritization for three boards.
Email tracking and automation
Monitor email interactions, automate follow-ups, and trigger workflows with the Email Automation, created specifically for monday service.
Customer Portal
The Customer Portal is a centralized location for all internal knowledge and help. It acts as a hub containing everything an employee needs to get their questions answered. From links for request forms to self-service articles, the Customer Portal will streamline your customers' needs. On the Pro plan, you can have up to 100 users access a Customer Portal.
SLA management with the Time Tracking Column
The time tracking column can be used to define, track, and enforce Service Level Agreements (SLAs). This article explains how the time tracking column works.
Customizable email templates and signatures
Configure pre-set templates and email-specific signatures in the ticket's Timeline settings.
20 boards per dashboard
Dashboards are a great way to display what's important in just one place. Gain actionable insights with in-depth analytics on request trends, response times, resolution efficiency, and workload distribution to optimize service performance. On the Pro plan, you can create as many dashboards and widgets as you like. But, each dashboard can contain information from 20 boards.
The Workload View
Add the workload view to your board and get a clear overview of how your team's work is divided! You can see at a glance who is over capacity and assign upcoming tasks accordingly. If needed, you can always reassign or change due dates to make sure everyone stays on target with the number of tasks they can complete within the given timeframe.
The Chart View
You can enjoy full access to our views center. This includes all the views available on the Basic and Standard plans as well as the amazing chart view. To learn more about the chart view, check out this article.
Dependencies
Do you have items on your board with due dates that are dependent on one another? Can one item not start until the other is complete? That's where dependencies come into play! Dependencies can help create vital connections between items that are dependent on one another to help better manage projects and tickets in a more efficient way.
Private boards
A private board can only be seen by the member who created it and anyone they invite to it. This board type is great for creating a project, to-do list, or plan before executing it with your team.
Full access to the column center
This plan offers you full access to the column center. This includes the Time Tracking Column, the Formula Column, and more!
The Tags Column
Using the Tags column will allow you to group items from different groups or different boards throughout your account using a consistent keyword! Learn more about tags here.
The Formula Column
This column allows you to make calculations with other columns. It allows for simple mathematical equations and more complex functions and formulas. Learn more about it right here.
Higher Automations/ Integrations limit
On the Pro plan, you are allotted 25,000 actions for Automations and 25,000 actions for Integrations each month. Click here for more information on the pricing structure for automations and integrations.
Advance permission and restriction settings
You are able to control who can see and edit content with permissions and restrictions to both the board and individual columns.
Google Authentication
Google Authentication allows you to login to your monday.com account through your Google account for extra security and less passwords to remember.
100 GB Storage More storage means more room to save files, images, and important documents.
The Enterprise Plan
The Enterprise Plan is our most advanced plan that can help you manage your entire service delivery. It includes all the features of the Pro Plan plus the following:
Workflow builder
The monday workflows builder uses blocks on a blank canvas to visually build out an automated process to support your entire workflow. monday workflows encompasses automations and integrations, but they are not limited to one board. Rather, they're built on the level of the workspace, spanning multiple boards. In this way, the workflows you build using monday workflows will seamlessly pull together every element of your work inside and outside of the monday.com platform to make your team more efficient.
Customer Portal
The Customer Portal is a centralized location for all internal knowledge and help. It acts as a hub containing everything an employee needs to get their questions answered. From links for request forms to self-service articles, the Customer Portal will streamline your customers' needs. On the Enterprise plan, you can have an unlimited number of users access a Customer Portal.
Mandatory fields for resolution
Require key information before a ticket can be closed with conditional status changes. The conditional status change feature allows you to enforce required fields when changing a status label. This means that certain conditions, set by a board owner, must be met in order for a member of your team to change a Status Column to a specific label.
Asset Management
Plan, assess, and implement IT changes while minimizing risks with the Asset Management template created specifically for monday service. Use this template to sync key data of your employees' devices to incoming tickets.
IT Management solution—Enterprise
Centralize your IT service management with the ITSM Enterprise Solution Template. Manage tickets, incidents, assets, and employee information with dedicated boards, connect to a Customer Portal for self-service support, and set up SLA Management with omni-channel capabilities. Gain insights with Analytics & Reporting dashboards and optimize workflows with the AI Assistant.
AI-powered smart assignment and ticket triage
Using the AI automation blocks, automatically route tickets to the right agent based on skills, workload, and priority. And more—use the AI-driven rules to categorize and prioritize tickets. On the Enterprise plan, you can automate ticket categorization and prioritization for an unlimited number of boards.
Pivot table
The Pivot Board will allow you to better analyze the different verticals of data within your board by slicing and dicing the information in any way that you wish. Being fully flexible and customizable, the pivot board will enable a deeper level of reporting and data analysis from many different perspectives.
250,000 Automations/ Integrations
Do you want to remove manual steps and automate your processes? Looking to integrate monday.com with other platforms? On the Enterprise plan, you are allotted 250,000 actions for Automations and 250,000 actions for Integrations each month. Click here for more information on the pricing structure for automations/ integrations.
50 boards per dashboard
Dashboards are a great way to display what's important in just one place. Gain actionable insights with in-depth analytics on request trends, response times, resolution efficiency, and workload distribution to optimize service performance. On the Enterprise plan, you can create as many dashboards and widgets as you like. But, each dashboard can contain information from 50 boards.
Content Directory
Content Directory allows you to view and manage the contents of an account at a high level, which is crucial to ensuring that things remain organized and secure at all times.
Managed templates
Our managed template feature enables workflow builders to better manage standardized workflows at scale. Create a template out of a workspace or a board that will act as a "master template". All new workflows created from this template (known as "template instances") will receive updates made to the managed template to keep all related workflows aligned.
Advanced permissions
Account permissions allow Enterprise account admins to control and manage who can use certain account features. Admins can set up permissions for different user types, customize admin-level permissions, and create custom roles for employees.
Granular board permissions allow for the precise assignment of roles and permissions for board owners. This feature enables board owners to assign roles down to specific actions such as creating automations, adjusting forms, or adding groups.
Closed workspaces are private and accessible only to the person who created them. Team members can join by invite or by requesting to join.
Advanced security features
With this plan, you have access to the panic button. The panic button allows you to momentarily block your account in case your team's login credentials have been compromised. You will also get access to control the session timeout which allows you to control your team's sessions and no activity time-out.
Single Sign-On
No need to store more passwords in your head! You can now login with your SAML account (Okta, One login, or custom SAML). Check out this article to learn more about it.
HIPAA compliance program
We want to make it as easy as possible for you to learn how to keep your account secure and meet your legal requirements. We have put together a few tips that you should consider when configuring your account. For more information, check out this article.
IP restrictions
Admins of an Enterprise Plan have the ability to pre-define specific IP addresses which will be able to join the account. This can be extremely useful if you are looking to restrict account access to users joining from a specific location (i.e. from the office), those using a certain VPN, or more. To learn more about how IP restrictions work, check out this article.
Audit log
The audit log allows Admins to see when team members have last logged into the account, what device they used, and what their IP address for the session was. It allows the Admins to spot any suspicious activities and activate the panic button if needed.
SCIM provisioning
System for Cross-domain Identity Management (also known as SCIM) is a protocol for user management across multiple applications. It allows an IT or Operations team to easily provision (add), de-provision (deactivate), and update user data across multiple applications at once.
1000 GB Storage More storage means more room to save files, images, and important documents.
Tailored onboarding and implementation
Fuel long-term success with guidance from our expert team. Accelerate adoption with a tailored onboarding and dedicated implementation service. Maximize value with dedicated account management and customer success. Ensure ongoing success with continued adoption and satisfaction monitoring.
We hope this gives you a solid understanding of the differences between plans on monday service!
Check out the following articles to learn about available features and plan types on other monday.com products:
Available plan types on monday CRM
Available plan types on monday dev
Available plan types on monday Work Management
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.