Trialing monday CRM and not sure which plan is right for your team? Look no further! This article will help you to understand the main differences between all plans in monday CRM.
The Basic Plan
The Basic Plan offers you all the very basic features of the platform. It is great if you are using monday.com to organize your projects in a simple way and to communicate and collaborate internally. The Basic Plan includes the following features:
Unlimited contacts
With no item limit, you can create and keep track of any number of contacts, leads, deals, and more.
Unlimited main boards
Main boards are accessible and visible to all your team members. You can create an unlimited number of main boards for your team and yourself. You also get access to our board templates if you need any inspiration.
Templates for lead, contact, and deal management
The basic organization system of monday CRM is the entity boards. These boards have unique features that allow you to organize and manage your leads, contacts, and deals with expert timing and precision.
Unlimited customizable pipelines
You have the ability to create unlimited customizable pipelines on the Basic plan.
Unlimited free viewers
You can invite as many viewers as you want to your account. This will not count towards your billing plan.
1 board per dashboard
Dashboards are a great way to display what's important in just one place. With 15 available widgets, members can now understand project progress, track budget, estimate your teammates' workload, and much more! In the Basic plan, you can create as many dashboards and widgets as you like. But, each dashboard can contain information from 1 board. Your ability to analyze data across boards using dashboards is, therefore, limited on this plan.
500 AI credits
Every account will receive 500 AI Credits per account each month, across all products and users. These credits allow users to access various AI powered actions on the account such as AI Automations, AI Templates, AI Blocks, and AI Assistant Apps. To learn more about AI credits and how it works, check out this article.
Communication
You can communicate with your team members in context using @ mention. You can also create teams and manage all your files through the updates section of each item.
Simple search function
You can use the board filter located on each of your boards to filter the tasks you are assigned to or to filter any specific information within your board. You can learn more about it here. If you would like to search for anything across your monday.com account, you may need Search Everything which is available on our standard plan. More on that below. 👇
Limited Column Center
Most of the columns in the column center are available on the Basic Plan except the Formula Column and the Time Tracking Column. To learn more about our column choices, check out this article.
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.
Forms View
Convert your boards into forms in just one click. Send them to your contacts and watch each submission roll in as a new item.
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.
5 GB Storage
More storage means more room to save files, images, and important documents.
iOS and Android apps
The Standard Plan
The Standard Plan is the most popular plan. It offers all the features included in the Basic Plan plus the following:
Advanced account, contact, & deal management
With the included product features and organization systems, you have advanced capabilities for managing your accounts, contacts, and deals.
Activity management
Emails & Activities is an incredibly powerful tool for managing your relationships. Since client relationships are more than just emails, we’ve given you the power to keep track of all client activities with Email & Activities. From meetings to calls and more, log each interaction to see a complete timeline of events in one concise view.
To learn more about managing activities, take a look at the Emails & Activities: manage your activities article.
Custom CRM automation and integrations
With monday CRM, you have access to unique integration functionality with Gmail, Outlook, Zoom, etc. You have access to the two-way email integration with Gmail and Outlook.
250 Automations/ Integrations
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.
5 boards per dashboards
Dashboards are a great way to display what's important in just one place. With 15 available widgets, members can now understand project progress, track budget, estimate their teammates' workload, and much more! In the Standard plan, you can create as many dashboards and widgets as you like. But, each dashboard can contain information from 5 boards.
500 AI credits
Every account will receive 500 AI Credits per month across all products and users. These credits allow users to access various AI-powered actions on the account, such as AI Automations, AI Templates, AI Blocks, and AI Assistant Apps. To learn more about AI credits and how they work, check out this article.
AI email generator
You can use the power of AI to compose emails in Emails & Activities. To learn more about monday CRM's AI-powered features, take a look at the Using AI with monday CRM article.
Merge duplicate data
Duplicate values on your board can be disruptive to tracking and progress. With monday CRM's Manage duplicates feature, managing duplicate items is easier than ever. Take a look at the Manage duplicates article to learn more.
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.
Shareable boards
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 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.
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 the Gantt chart and widget are available 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.
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.
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.
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. It includes everything in the Basic and Standard plans, plus the following features:
Mass emails
You can send mass emails with the Emails & Activities app. This enables you to send out messages to multiple recipients simultaneously. To learn more about mass emailing, take a look at the Email campaigns and mass emailing article.
Email tracking & automation
You can track your mass emails within monday CRM. This gives you the tools to understand how successful your campaigns have been by tracking engagement. To learn more about email tracking, take a look at the Mass email tracking article.
Sequences
Sequences is a powerful tool that gives your team a centralized way to manage multi-step engagement. From email campaigns to reminders and task notifications, Sequences will allow you to track customer interactions from start to finish. Take a look at the Sequences article to learn more.
Quotes & Invoices
Generate custom financial documents to manage client transactions more efficiently! With Quotes & Invoices, you can create, manage, and track quotes and invoices. Quotes & Invoices integrates with your existing CRM boards to pull in information about your contacts, products, and services. For more information, see The new Quotes & Invoices article.
Email templates
With the Pro plan, you can create email templates for your team. To learn more about this feature, see the Emails & Activities: create templates article.
Advanced custom integrations
With the Pro plan, you have access to the Google Calendar sync integration.
25,000 Automations/ Integrations
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.
500 AI credits
Every account will receive 500 AI Credits per account each month, across all products and users. These credits allow users to access various AI powered actions on the account such as AI Automations, AI Templates, AI Blocks, and AI Assistant Apps. To learn more about AI credits and how it works, check out this article.
Sales forecasting & sales analytics
To learn more about sales forecasting, take a look at the Sales pipeline management with monday CRM article.
20 boards per dashboard
Dashboards are a great way to display what's important in just one place. With so many available widgets, members can now understand project progress, track budget, estimate their teammates' workload, and much more! In the Pro plan, you can create as many dashboards and widgets as you like. But, each dashboard can contain information from 20 boards.
Private boards
A private board will only be seen by the member who created the board and anyone that they invite to the board. This board type is great for when you would like to create a project, to-do list, or plan before executing it with your team.
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.
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 in one 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.
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.
The Time Tracking Column
Wondering how much time you spend on each task? You now have the ability to track it with the time tracking column! ⏰ Check out how it works in 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 in a more efficient way.
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. It includes all the features of the Pro Plan plus the following:
Lead scoring
Automatically score your leads using custom criteria. Take a look at the monday CRM for Enterprise article to learn more about qualifying your leads.
Mandatory fields
With conditional status changes, you can set conditions for updates, ensuring that important details are never left out. Read the Conditional status changes article to learn more.
Team goals
Manage your team's quotas and attainment over time with the Sales Teams and Attainment board. You can learn more about this process in the monday CRM for Enterprise article.
Account management
The Sales Teams and Attainment board was built with your sales team in mind to help you track opportunities, reach targets, and understand your team's progress and success. The Sales Teams and Attainment board is only available on monday CRM Enterprise. To learn more about these Enterprise features, take a look at the Manage your sales operations with monday CRM Enterprise article.
Documents for sales
Create a library of all the docs you need to close deals, including security, and more.
Multi-level permissions
Control who can access data at every level of your organization.
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.
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.
500 AI credits
Every account will receive 500 AI Credits per account each month, across all products and users. These credits allow users to access various AI powered actions on the account such as AI Automations, AI Templates, AI Blocks, and AI Assistant Apps. To learn more about AI credits and how it works, check out this article.
50 boards per dashboard
With the Enterprise plan, you get advanced analytics. Dashboards are a great way to display what's important in just one place. With 15 available widgets, members can now understand project progress, track budget, estimate their teammates' workload, and much more! In the Enterprise plan, you can create as many dashboards and widgets as you like. But, each dashboard can contain information from 50 boards.
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.
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.
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.
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.
Enterprise-grade permissions & governance
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.
Enterprise-grade security
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.
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 CRM!
Check out the following articles to learn about available features and plan types on other monday.com products:
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.