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Available on monday CRM

Trialing monday CRM and not sure which plan is right for your team? Look no further! This article will help you 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 simply and to communicate and collaborate internally. The Basic Plan includes the following features:

1,000 contacts. You can create and keep track of up to 1,000 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.
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.
1 custom 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 1 custom dashboard. Your ability to analyze data across boards using dashboards is, therefore, limited on this plan.
5 columns per board. On the Basic Plan, you're allowed up to 5 columns per board.
20 quotes & invoices per month. You can create up to 20 quotes or invoices each month. To learn more, check out the Quotes & Invoices article.
1 workspace. Your team will only be allowed 1 workspace. To learn more, check out the workspaces article.
AI credits trial. Every account receives a one-time trial of 6,000 AI credits. You can use these credits at any time for AI-powered actions across your account. Once the trial credits are used, you can purchase an AI credits add-on to continue using AI-powered actions. To learn more about AI credits and how they work, check out this article.
Unlimited customizable pipelines. You can 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.
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:

10,000 contacts. You can create and keep track of up to 10,000 contacts, leads, deals, and more.
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.
5 custom 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 up to 5 custom dashboards.
15 columns per board. On the Standard Plan, you're allowed up to 15 columns per board.
50 quotes & invoices per month. You can create up to 50 quotes or invoices each month. To learn more, check out the Quotes & Invoices article.
3 workspaces. Your team will only be allowed 3 workspaces. To learn more, check out the workspaces article.
5 messages per day with monday sidekick. You can send up to 5 messages per day with monday.com's AI assistant, monday sidekick.
AI credits trial. Every account receives a one-time trial of 6,000 AI credits. You can use these credits at any time for AI-powered actions across your account. Once the trial credits are used, you can purchase an AI credits add-on to continue using AI-powered actions. To learn more about AI credits and how they work, check out this article.
250 custom automations per month. 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. 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.
AI email generator. Boost your communication with the 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 Ultimate 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 a 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:

Unlimited contacts. You can create and keep track of an unlimited number of contacts, leads, deals, and more.
50 custom 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 Pro plan, you can create up to 50 custom dashboards.

75 columns per board. On the Pro Plan, you can have up to 75 columns per board.
250 quotes & invoices per month. With the Pro plan, you can create, manage, and track up to 250 quotes and invoices per month. For more information, see The Quotes & Invoices article.
15 workspaces. Your team will only be allowed 15 workspaces. To learn more, check out the workspaces article.
5 messages per day with monday sidekick. You can send up to 5 messages per day with monday.com's AI assistant, monday sidekick.
AI credits trial. Every account receives a one-time trial of 6,000 AI credits. You can use these credits at any time for AI-powered actions across your account. Once the trial credits are used, you can purchase an AI credits add-on to continue using AI-powered actions. To learn more about AI credits and how they work, check out this article.
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.
Email templates. With the Pro plan, you can create email templates for your team. You can accelerate content creation with AI-generated email templates. To learn more about this feature, see the Emails & Activities: create templates 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.
Advanced custom integrations. With the Pro plan, you have access to the Google Calendar sync integration.
25,000 Automations/ Integrations. On the Pro 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.
AI credits trial. Every account receives a one-time trial of 6,000 AI credits. You can use these credits at any time for AI-powered actions across your account. Once the trial credits are used, you can purchase an AI credits add-on to continue using AI-powered actions. To learn more about AI credits and how they work, 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.
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 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.

Chart

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 all AI-powered columns!
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.

Note: The Nonprofit Program is a version of the Pro Plan, designed for eligible nonprofit organizations, and includes all the same features, at a discounted or free rate. If you're part of a nonprofit you can apply to join the Program here.

The Ultimate Plan

The Ultimate Plan is our most advanced plan. It includes all the features of the Pro Plan plus the following:

Lead scoring. AI-powered lead scoring automatically qualifies your leads based on custom criteria. Take a look at the monday CRM for Ultimate 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 Ultimate 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 Ultimate. To learn more about these Ultimate features, take a look at the Manage your sales operations with monday CRM Ultimate 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.
Unlimited Automations/ Integrations. Do you want to remove manual steps and automate your processes? Looking to integrate monday.com with other platforms? On the Ultimate plan, you are allotted unlimited actions for Automations and unlimited actions for Integrations each month. Click here for more information on the pricing structure for automations/ integrations.
Unlimited custom 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 Pro plan, you can create unlimited custom dashboards.
Unlimited columns per board. On the Ultimate Plan, you can have unlimited columns per board.
Unlimited quotes & invoices per month. With the Ultimate plan, you can create, manage, and track unlimited quotes and invoices per month. For more information, see The Quotes & Invoices article.
Unlimited workspaces. Your team will only be allowed unlimited workspaces. To learn more, check out the workspaces article.
100 messages per day with monday sidekick. You can send 100 messages per day with monday.com's AI assistant, monday sidekick.
AI credits trial. Exponential productivity is within reach with an AI credits trial. Every account receives a one-time trial of 12,000 AI credits. You can use these credits at any time for AI-powered actions across your account. Once the trial credits are used, you can purchase an AI credits add-on to continue using AI-powered actions. To learn more about AI credits and how they work, check out this article.
Managed templates. Our managed template feature enables workflow creators 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.
The workflow builder. monday magic powers workflow builder, instantly generating automated processes to support your entire workflow using blocks on a blank canvas. The workflow builder includes automations and integrations, but they are not limited to a single board. Rather, they're built at the workspace level, spanning multiple boards. In this way, the workflows you build with the workflow builder will seamlessly pull together every element of your work, inside and outside the monday.com platform, to make your team more efficient.
Content Directory. Content Directory lets you view and manage an account's content at a high level, which is crucial to keeping things organized and secure at all times.

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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.
Ultimate-grade permissions & governance. Account permissions allow Ultimate 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.
Ultimate-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 Ultimate 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.