⚡ Quick Verdict:
- Pricing: Monday CRM starts at $9/user/month. Folk starts at $17.5/member/month.
- Best for: Monday CRM suits teams that also need project management. Folk suits solo operators and smaller teams doing contact management.
- Key difference: Monday CRM adds a kanban board, Gantt charts and work management. Folk stays focused on contacts, email and real relationships.
- Our pick: Monday CRM for most buyers, because one platform covers deals and project progress.
Folk and Monday CRM both call themselves customer relationship management software.
They are not built for the same person.
Folk is a light CRM for people who want to build genuine connections.
Monday CRM sits inside a much larger work management platform.
That single fact shapes almost every other difference below.
Overview
This Folk vs Monday CRM comparison covers pricing, crm features, ease of use and support.
Our writer spent hands-on time with Folk directly.
Notes on Monday CRM come from its documentation, pricing pages and G2 reviews.
We also flag which tool fits an agency, a sales team or a research team.
By the end you will know which app to purchase.
What is Monday CRM?
Monday CRM is the sales side of the monday.com work management platform.
It handles contacts, deals and project management in one place.
The parent app serves over 152,000 customers in more than 200 countries.
You start by creating boards, then pick a kanban board, Gantt or calendar layout.
Teams use it for managing projects, event planning, human resources and software development.
Watch the walkthrough below to see how boards behave.
🏆 Winner: Monday CRM
One tool for deals and delivery. Track a sales pipeline, then manage the work that follows.
Monday CRM Pricing
Here is what Monday CRM costs per user. Prices below come straight from our data sheet.
| Plan | Price | Best For |
|---|---|---|
| Basic | $9/user/month | Small business teams starting contact management |
| Standard | $12/user/month | Teams that need automation features and integrations |
| Pro | $19/user/month | Time tracking, custom dashboards and advanced reporting |
Pricing verified August 2026.
Free trial: Yes. Monday offers a 14-day trial of paid plans with no card required up front.
Money-back guarantee: Monday advertises a 30-day refund window on annual purchases.
📌 Note: Seats are sold in blocks, so the pricing structure jumps when you pass a tier. Storage space also scales with the plan, from 5GB on the basic plan up to 1TB on the enterprise plan, which uses custom pricing.
⚠️ Pricing note: Public sources list a free plan on monday.com work management that is capped at two seats and three boards. Our data sheet records no free version for the CRM product, so the table above starts at $9. Check the current page before you buy, and note that monthly billing costs more than annual.
Key Benefits of Monday CRM
Here is what makes Monday CRM worth a look:
- Multiple views: Switch between kanban board, Gantt chart view, timeline and calendar. Project timelines and task dependencies stay visible.
- Custom dashboards: Pull deal value, project progress and workload into one screen. Widgets update as boards change.
- Automation builder: Build workflow automation rules in just a few clicks. No code is needed.
- Integrations: Over 50 third party integrations, including Slack, Microsoft Teams, Gmail, Google Sheets and Google Calendar.
- Collaboration tools: A conversation panel on every item lets teams discuss work and stay on the same page. An activity log records every edit.
- Support: 24/7 live chat, a knowledge base with hundreds of video tutorials, a community forum and premium support on higher tiers.
- Templates and access: Customizable templates speed up creating boards, while guest access brings clients in without paying for full team members.
What Our Team Noticed
Here is the honest position on our hands-on coverage of this platform.
Note: We have not logged extended hands-on time inside Monday CRM yet. Everything above is drawn from published documentation, the pricing page and G2 reviews. Our team plans to revisit this section after a longer trial.
Monday CRM Pros & Cons
✅ Pros
- Kanban board, Gantt chart and calendar views sit in one platform
- Custom dashboards show deal value and project progress on one screen
- Over 50 third party integrations, including Slack and Google Calendar
- 24/7 live chat customer support plus a knowledge base of video tutorials
❌ Cons
- The pricing structure is confusing because seats are sold in blocks
- Time tracking and advanced reporting are locked to higher paid plans
- Heavy customization creates a steep learning curve for new users
What is Folk?
Folk CRM is a lightweight customer relationship management tool for small teams.
The interface looks and behaves like a collaborative spreadsheet.
You organize contacts into groups, then add contacts from Gmail, Outlook or LinkedIn.
A chrome extension pulls people and companies straight off a profile page.
Folk is built for multiple use cases, not only sales.
Teams run fundraising, event follow-up and partnerships from the same base.
Here is a short review of how the app handles daily work.
Folk
A CRM that feels like a shared sheet. Best when the goal is real relationships, not forecast maths.
Folk Pricing
Folk charges per member. Here are the plans on our data sheet.
| Plan | Price | Best For |
|---|---|---|
| Standard | $17.5/member/month | Solo founders doing basic contact management |
| Premium | $35/member/month | Small teams needing advanced features and bulk email |
| Custom | $70/member/month | Agency and partnership teams needing more seats |
Pricing verified August 2026.
Free trial: Yes. Folk offers a 14-day free trial so you can test the functionality first.
Money-back guarantee: Folk does not publish a refund window. The trial is the safety net.
📌 Note: Folk uses a self-serve model. You can explore the app and set reminders without booking a call with a sales rep.
⚠️ Pricing note: Some public write-ups quote Folk at $20 and $40 per seat each month. Our data sheet records $17.5, $35 and $70, so those are the figures used across this page. Confirm on the checkout screen before you commit.
Key Benefits of Folk
Here is where Folk earns its place:
- Magic Fields: A custom field type that uses AI to clean and enrich contact details. It saves manual typing.
- Mailbox sync: Connect Gmail or Outlook to import contacts and email history. Past threads land against the right record.
- Mail merge: Send personalised bulk email through collaborative mail merge. Each message still reads one to one.
- Visual pipeline: A kanban-style sales pipeline shows which deals are close to winning deals stage.
- Groups: Organize contacts into groups so outreach never drowns in all the data at once.
- Ease of use: Folk is incredibly easy to pick up. Anyone who has used a spreadsheet can start on day one.
What Our Team Noticed
Our writer signed up for Folk and spent several days moving a real contact list across. Here is what stood out from that time:
The clip below covers the same session from the writer’s screen.
This is how the workspace looks once contacts and companies are loaded.
Folk Pros & Cons
✅ Pros
- Faster to learn than Monday CRM, HubSpot or Pipedrive
- Magic Fields clean and enrich contact data automatically
- Chrome extension captures people and companies from LinkedIn
- Works for fundraising, events and partnerships, not only sales
❌ Cons
- No advanced reporting views for a growing sales team
- No automatic tracking of meetings or phone calls, so logging is manual
- Importing email and tidying records can get fiddly
Feature Comparison
Time to compare Folk vs Monday CRM feature by feature. We look at eleven key features, then close on price. The summary table gives you the short version first.
| Feature | Monday CRM | Folk |
|---|---|---|
| Starting Price | $9/user/month | $17.5/member/month |
| Free Version | ❌ (CRM plans start paid) | ❌ (14-day trial only) |
| Contact Management | ✅ | ✅ |
| Kanban Board | ✅ | ✅ |
| Gantt Chart View | ✅ | ❌ |
| Time Tracking | ✅ (Pro) | ❌ |
| Chrome Extension | ❌ | ✅ |
| Advanced Reporting | ✅ | ❌ |
| Third Party Integrations | ✅ 50+ | ✅ Limited |
| Best For | Teams mixing deals and projects | Solo and smaller teams |
1. Contact Management
Monday CRM: Contacts live on boards with custom fields you define per column. You can search across companies, filter by owner and link a record to any project. Every change lands in the activity log.
Folk: Contacts sit in groups that feel like tabs in a sheet. Company records roll up the people attached to them. Merging duplicates of the same person takes seconds.
2. Sales Pipeline
Monday CRM: Deals move through stages you set yourself, with weighted values and rotting alerts. The same board can feed a forecast widget. It scales past a handful of reps.
Folk: The sales pipeline is a clean kanban view. You drag a card forward as a conversation warms up. It is enough to close winning deals at a small volume, not to run a quota team.
3. Lead Tracking
Monday CRM: Leads arrive from forms and integrations, then route to an owner automatically. A kanban board keeps status obvious at a glance.
Folk: You track leads as contacts with a status field and a reminder. There is no automatic capture of meetings, so someone has to log the detail by hand.
4. Email Outreach
Monday CRM: Email sync and templates ship in the box, and sequences trigger from board rules. Notifications keep the whole team on the same page.
Folk: Email funnels run on collaborative mail merge with reusable templates. Outreach is email-first, so other channels get little support here.
5. Workflow Automation
Monday CRM: The automation builder uses plain-English recipes. Assign an owner, move a stage, ping Slack. Automation features are one of its standout features.
Folk: Client management leans on reminders and saved views rather than deep rules. It keeps the app light, but complex handoffs need other tools.
6. Work and Project Management
Monday CRM: This is where it separates from most crm software. Task management, task dependencies and delivery boards sit beside the deal record, so a signed contract becomes a project in one click.
Folk: The partnership manager tracks who owes whom a reply. Managing tasks beyond that is not the job, so you will pair it with a project management tool.
⚠️ Warning: If you already pay for a separate project management platform, Monday CRM may duplicate what you own. Check the overlap before you add another subscription.
7. Dashboards and Reporting
Monday CRM: Custom dashboards pull from several boards at once. Generating a pipeline or workload report takes a few widget picks.
Folk: Social selling views show recent touches per group. Reporting stops at simple counts, which is the clearest gap in the platform’s feature set.
8. Gantt Charts and Project Timelines
Monday CRM: Gantt charts map project timelines against owners and due dates. Dependencies shift downstream items when a date slips.
Folk: No Gantt chart exists. For a research team plotting a long study, that is a real limit.
9. Integrations and Extensions
Monday CRM: The integrations centre connects over 50 apps. You can integrate Slack, Microsoft Teams and Google Calendar, plus file sharing through Drive.
Folk: The LinkedIn and chrome extension pairing is the highlight. One click saves a profile, and mailbox sync handles the rest.
10. Resource Management
Monday CRM: Workload views show who is over capacity before a launch. Software teams and agencies use this to balance a sprint.
Folk: Pipeline management covers deal ownership only. There is no capacity planning, which is fair for a tool aimed at smaller teams.
11. AI Features
Monday CRM: Monday MCP opens boards to AI assistants so they can read and update items. It is aimed at teams already building with models.
Folk: Magic Fields is the headline AI feature. For example, it can infer a job title or industry from thin data and fill the column for you.
12. Pricing & Cost
Here are both sets of plans side by side.
| Tier | Monday CRM | Folk |
|---|---|---|
| Entry | Basic — $9/user/month | Standard — $17.5/member/month |
| Mid | Standard — $12/user/month | Premium — $35/member/month |
| Top | Pro — $19/user/month | Custom — $70/member/month |
Monday CRM: Every tier undercuts Folk per user. The catch is that all the features you may want, like time tracking, sit on Pro at $19.
Folk: Standard at $17.5 costs nearly double Monday CRM’s basic plan. You pay for simplicity and speed rather than depth.
Different Scenarios
| If You Need… | Choose | Why |
|---|---|---|
| Lowest cost per user | Monday CRM | $9 versus $17.5 entry price |
| Fastest setup | Folk | Spreadsheet feel, no training |
| Deals plus delivery | Monday CRM | Work management in the same app |
| LinkedIn sourcing | Folk | Chrome extension captures profiles |
| Advanced reporting | Monday CRM | Custom dashboards across boards |
| Fundraising or events | Folk | Built for multiple use cases |
💰 Your Budget
Monday CRM wins on entry price at $9 per user. Folk asks $17.5 before you touch email automation at volume.
🔌 Your Tech Stack
Already running Slack, Gmail and Google Sheets? Monday CRM plugs into all three, while Folk mainly needs your mailbox to sync.
📝 Your Working Style
If you think in rows and notes, Folk feels incredibly intuitive. If you think in stages and dashboards, Monday CRM is the better fit.
🎓 Your Experience Level
Folk suits people who have never used a CRM before. Monday CRM rewards a team member willing to learn its board logic.
🆓 Free Trials and Demos
Both give you 14 days. Load twenty real contacts into each and see which one you actually open on a Monday.
🛟 Support Options
Monday runs 24/7 live chat plus a deep help centre. Folk leans on email and docs, which is thinner if you get stuck at midnight.
Switching Guide
Already on one of them? Here is what changes when you move.
🔄 Switching from Monday CRM to Folk?
✅ What you’ll gain:
- A far shorter setup, measured in hours not weeks
- Magic Fields that enrich thin records automatically
- A browser extension that adds contacts from LinkedIn
❌ What you’ll lose:
- Gantt charts, task dependencies and time tracking
- Custom dashboards and advanced reporting
- Guest access and the wider integrations centre
📋 How to switch:
- Export each board to CSV from the board menu
- Create a Folk workspace and connect Gmail or Outlook
- Import the CSV, map columns, then group contacts by use case
🔄 Switching from Folk to Monday CRM?
✅ What you’ll gain:
- Project management software bolted onto the same records
- Workflow automation, custom fields and a full activity log
- 24/7 customer support and a large community forum
❌ What you’ll lose:
- The spreadsheet-simple interface your team already knows
- Magic Fields and one-click LinkedIn capture
- A setup that needs no admin owner
📋 How to switch:
- Export contacts and companies from Folk as CSV files
- Pick a Monday CRM template and start creating boards
- Import the files, then rebuild your pipeline stages
What Our Review Didn’t Cover
This comparison focused on solo operators, small businesses and teams under fifty people. We did not test enterprise rollouts, custom pricing negotiations or single sign-on. Neither did we measure long-term data migration at scale. If you manage hundreds of seats, your priorities will differ from what we covered here.
Final Verdict
| Category | Winner |
|---|---|
| 💰 Pricing | Monday CRM |
| 🚀 Core CRM Features | Monday CRM |
| 👶 Ease of Use | Folk |
| 🎯 Contact Enrichment | Folk |
| 📊 Reporting | Monday CRM |
| 🔌 Integrations | Monday CRM |
| 🛟 Customer Support | Monday CRM |
| 🏆 Overall Winner | Monday CRM |
🏆 WINNER: MONDAY CRM
Monday CRM wins 5 out of 7 categories.
Best for: growing sales teams, agencies delivering client work, and any business that wants one platform for deals and projects.
Folk and Monday CRM are aimed at different buyers. Folk is a relationship tool. Monday CRM is a work platform with a CRM inside it.
Folk is a great tool if your job is to build genuine connections and keep track of who to nudge next. Fundraisers, community leads and partnership managers get the most from it.
Monday CRM costs less per seat and does more. That is why it takes the win here, even though it asks more of you on day one.
More of Monday CRM Compared
Here is how Monday CRM lands against other project management platforms and CRMs:
Monday CRM wins on: lower entry price, board views that double as work management tools, and cheaper seats as headcount grows
HubSpot wins on: a genuinely usable free version, deeper marketing automation, and native call logging that Monday leaves to add-ons
Monday CRM wins on: project delivery after the sale, custom dashboards across boards, and a wider template library
Pipedrive wins on: a tighter sales-only workflow, faster deal entry, and less setup before a rep can sell
Monday CRM vs ClickUp
Monday CRM wins on: a calmer interface, faster onboarding for new users, and cleaner CRM-specific boards
ClickUp wins on: a cheaper first paid plan, more task management depth, and docs built into the workspace
Monday CRM vs Salesforce
Monday CRM wins on: price, setup time measured in days, and collaboration features that non-sales staff will use
Salesforce wins on: forecasting depth, territory rules, and an app marketplace no rival matches
Asana, Trello, Teamwork and Airtable also come up in these searches. Trello’s free tier is more generous, ClickUp’s first paid plan is cheaper, and Teamwork puts time tracking on every plan.
More of Folk Compared
And here is how Folk sits against other management tools in the same bracket:
Folk wins on: non-sales use cases, LinkedIn capture, and an interface anyone can read on day one
Pipedrive wins on: deal forecasting, call and meeting logging, and reporting a manager can act on
Folk wins on: speed to first value, contact enrichment through Magic Fields, and no upsell pressure from reps
HubSpot wins on: a free starting tier, marketing email at scale, and reporting depth Folk does not attempt
Folk vs Capsule CRM
Folk wins on: a more modern interface, better bulk email, and stronger handling of partnerships and events
Capsule CRM wins on: a cheaper entry seat, built-in task lists, and longer-standing accounting integrations
Folk wins on: setup speed, a lighter daily workflow, and contact data that stays tidy without admin work
Insightly wins on: project records attached to deals, custom reporting, and permission control for larger teams
Frequently Asked Questions
What is folk CRM?
Folk CRM is a lightweight contact and relationship app. It looks like a shared spreadsheet, connects to your mailbox, and suits fundraising, events and partnerships as well as sales.
Is monday a CRM tool?
Yes. Monday CRM is a dedicated product built on the monday.com platform. It handles contacts, deals and pipelines, and it also carries the project management tools from the parent app.
Is folk a good CRM?
It is a strong fit for individuals and smaller teams who value simplicity. It is a poor fit for larger sales teams, because advanced reporting and automatic call logging are missing.
Is Monday.com free to use?
The work management app lists a free plan capped at two seats and three boards. Our pricing data for the CRM product starts at $9 per user each month.
Is Monday com better than Excel?
For shared work, yes. Excel has no automations, no permissions per row and no notifications. Monday adds those, plus dashboards that update as your team edits records.
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