We're very excited to introduce you to the brand new monday products: complete end-to-end products built on top of the monday Work OS that address every need of a specific use case. 🎉
In this article, we'll review the steps for purchasing a monday product. Let's dive in!
How does it work?
Let's start off with a basic rundown of how monday products work.
The primary monday product is monday work management. By default, when you sign up for a trial on monday.com, you will be testing out this product. All of our other products build off of monday work management. You can learn more about how this works in Step 5.
If you're specifically interested in monday sales CRM, monday marketer, monday dev, or monday projects, you can add all of these on top of monday work management. To learn more about these specific products, check out this article.
Step 1: Sign up
If you do not have a monday.com already, you can sign up for a new account through our homepage.
After you sign up using your email address and enter details about your account, you'll be directed to the first board created on your account. On the lower left-hand side of your screen, click on the nine-dot icon and then on "Explore more products" to enter the Product store.
Step 2: Explore our products
In the Product store, you can explore all of the monday.com products available to add on top of monday work management. There will likely be a product recommended for you in the store based on the answers you provided when signing up.
If you're unsure or just want to check things out, you can click the "Explore product" button to learn more about it. You can test out the Pro version of any product by clicking the "Try for free" button on the product page.
Once a product is added to your account, click "See templates" for quick and easy ways to implement it. Or, if you're ready to purchase, check out the next step in this article.
Step 3: Check out
To get to the purchase page from within your account, click on your profile picture in the bottom left corner of your account and then select "Upgrade" from the menu.
Once you're on the purchase page, you'll see that the options you are testing on your trial are already selected and included for you.
Step 4: Select a product (or multiple!)
When you begin the purchase flow, monday work management will always be selected by default to start. You can not opt-out of monday work management. This is because all monday.com products are built off of monday work management and this product has all of the basic building blocks to get you started. While you can choose to only work from monday work management, products are a great way to supercharge your workflows.
To choose a product to add to your account, click on the dropdown menu on the top left of the screen, and select the product of choice. You can also choose "Multiple Work OS Products" if you'd like to select and purchase multiple products at once!
Once on this page, you will need to select a plan-- Free (formerly called "Individual"), Basic, Standard, Pro, or Enterprise. The plan you select will also apply to the products that you purchase. You can not choose different plans for each product. For example, if you select the Pro plan for monday work management and then choose to add monday sales CRM, your CRM will also be on the Pro plan.
Step 5: Select your plan
When it comes to the duration of your plan, you have the option to subscribe to a yearly or monthly plan. The plans are named for the frequency of your payments. If you choose a yearly plan, you will save 18% as compared to paying for a year through a monthly subscription.
Next, it's time to select the plan tier! You have the option to choose from Basic, Standard, Pro, and Enterprise, according to the features that you are your team need for your account.
Step 6: Allocate seats
Nows, select the number of seats you would like to purchase for each product. Unlike choosing a plan, you can have a different number of seats for monday work management and for any product you choose. As long as you have monday work management seats equal to or greater than the other product seats, you're good to go!
Step 7: Confirmation
You will receive confirmation via email of your choice and the amount you were charged.
Each of our products is individually priced based on the features and functionality available. If you'd like to learn more about pricing, please take a look at our monday products pricing and features article.
You can also check out the pricing page to see a comparative list of features and get an idea of what you need.
If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.