⚡ Quick Verdict:
- Pricing: Monday CRM starts at $9 per user/month. Salesmate starts at $23 per user/month.
- Best for: Monday CRM suits teams that mix sales with managing projects. Salesmate suits sales reps who live in the pipeline.
- Key difference: Monday adds Kanban board and Gantt chart views. Salesmate adds built-in calling and a meeting scheduler.
- Our pick: Monday CRM (4.2 vs 2.5) for most small businesses, because one tool covers both sales and work management.
Most teams shopping for crm software already run a second tool for managing tasks.
That second tool is usually one of the project management platforms everyone knows.
Monday CRM and Salesmate answer that problem in opposite ways.
Monday folds customer relationship management into a wider work management platform.
Salesmate stays narrow and puts everything behind the sales pipeline.
Overview
This Monday CRM vs Salesmate comparison covers pricing, key features, ease of use, and support.
Our writer spent hands-on time inside Salesmate’s platform directly.
Notes on Monday come from published specs, documentation, and G2 reviews.
Pricing figures come straight from each vendor’s plan page.
By the end you will know which crm fits your sales team.
What is Monday CRM?
Monday CRM is the sales product built on top of Monday work management.
The parent platform serves over 152,000 customers in more than 200 countries.
It looks like a set of colorful, highly customized spreadsheets.
You build boards for deals, contacts, and accounts using customizable templates.
The same boards also handle project management, human resources, and event planning.
That range is why so many project management tools get compared to it.
Here is a walkthrough of how the platform works in daily use.
🏆 Winner: Monday CRM
One board handles deals and project progress at the same time. Start on the free version and upgrade when your team grows.
Monday CRM Pricing
Monday charges per user, per month. Here is what each tier costs.
| Plan | Price | Best For |
|---|---|---|
| Basic | $9/user/month | Smaller teams tracking contacts and deals |
| Standard | $12/user/month | Teams that need automation features and guest access |
| Pro | $19/user/month | Time tracking, advanced reporting, custom dashboards |
Pricing verified August 2026.
Free trial: Yes. A 14-day trial of the paid tiers, no card needed.
Money-back guarantee: A 30-day refund window applies to annual purchases.
📌 Note: A free plan sits below the table with two seats and three boards. File storage climbs with each tier, from 5GB on Basic to 100GB on Pro. An Enterprise plan with custom pricing adds 1TB of storage space. Students and educators can apply for a free account with selected Pro features.
⚠️ Warning: Our pricing figures are per-seat rates from the vendor. Some review sites quote three-seat bundles instead, such as $36 or $72 per month, which look higher at a glance. Seats are also sold in fixed blocks, so a fourth team member can push you into the next tier. Prices have climbed over the last few years, and the pricing structure confuses plenty of new users.
Key Benefits of Monday CRM
Here is what makes Monday worth a look:
- Many project views: Switch between Kanban, Gantt, timeline, and calendar in just a few clicks. The Gantt chart view maps project timelines and task dependencies.
- Board customization: Define columns, pick custom fields, and reuse the setup as a template. Each board can track a different part of the business.
- Automation builder: A plain-English builder handles repetitive tasks without code. Workflow automation runs on Standard and above.
- Wide integrations: Over 50 apps connect, including Slack, Google Calendar, and Microsoft Teams. Google Sheets data can flow in as well.
- Real-time collaboration: A conversation panel sits on every item so teammates discuss work in context. An activity log keeps everyone on the same page.
- Learning material: The knowledge base holds hundreds of video tutorials. A community forum and 24/7 live chat back it up.
What Our Team Noticed
Note: We have not had extended hands-on time with Monday CRM yet. The notes above come from published documentation, the vendor’s plan pages, and G2 reviews. G2 reviewers most often highlight the clean interface and the speed of creating boards. The same reviews flag a steep learning curve once custom fields and automations pile up.
Monday CRM Pros & Cons
✅ Pros
- Basic plan starts at $9 per user, well under most crm software
- Kanban board, Gantt charts, timeline, and calendar views in one place
- Free plan lets two team members test all the basics
- Hundreds of video tutorials plus 24/7 live chat customer support
❌ Cons
- Seat blocks and tier gates make the pricing structure hard to read
- Time tracking and advanced reporting are locked to Monday’s Pro plan
- No built-in phone dialer or call recording for sales reps
What is Salesmate?
Salesmate CRM is an all-in-one cloud platform for sales, marketing, and support.
It is built mainly for small to medium-sized businesses.
The pitch is simple: generate more leads and close more deals.
Contact and deal intelligence pulls emails, calls, and notes into one record.
Sandy AI then drafts emails and summarizes calls for you.
Startups through Fortune 500 companies use it across SaaS, healthcare, and real estate.
This overview shows the pipeline and reporting screens in action.
🥈 Runner Up: Salesmate
Built-in calling, email tracking, and a meeting scheduler in one CRM. Test it free for 15 days without a card.
Salesmate Pricing
Salesmate also bills per user, per month. Three published tiers cover most buyers.
| Plan | Price | Best For |
|---|---|---|
| Basic | $23/user/month | Small sales teams starting pipeline management |
| Pro | $39/user/month | Automation journeys, email tracking, and campaigns |
| Business | $63/user/month | Sales forecasting, deeper analytics, and custom roles |
Pricing verified August 2026.
Free trial: Yes. A 15-day free trial with no credit card required.
Money-back guarantee: No published refund window. Cancel before renewal instead.
📌 Note: The published tiers run from Basic up to an Enterprise plan with custom pricing. A Black Friday promotion has offered 10% off annual plans, so annual billing can save money if your headcount is stable.
⚠️ Warning: Some reviewers report that leads can be deleted when a payment is missed. Export all the data on a schedule before you rely on the platform for security-sensitive records.
Key Benefits of Salesmate
Here is what Salesmate does well:
- Visual sales pipeline: Drag deals between stages to track deals and next steps. Sales activities sit beside every card.
- Built-in phone system: Call recording and voicemail drops ship with the product. Sales reps never leave the record to dial.
- AI-powered automation: Sandy AI handles routine admin work and lead qualification. Automation journeys run multi-channel drip campaigns and follow ups.
- Huge integration list: Over 700 apps connect, including Google Apps, Microsoft apps, and Slack. Zapier integrations and Gmail cover the rest.
- Less data entry: Contacts are enriched and every message is logged automatically. That saves time on admin.
- Booking and forms: A meeting scheduler lets prospects book meetings themselves. Web forms embed on your site or share as links.
What Our Team Noticed
Our writer signed up for Salesmate and worked through pipeline setup, calling, and reporting. Here is what stood out from that hands-on time:
Salesmate Pros & Cons
✅ Pros
- Built-in calling, email tracking, and a meeting scheduler in one place
- Over 700 third party integrations, including Google Apps and Microsoft apps
- The support team is praised on review sites as quick and helpful
- Fully customizable stages let you shape the sales process around your business
❌ Cons
- Entry price is more than double Monday’s Basic plan per user
- Reviewers report bugs in the email template editor and automation journeys
- Marketing automation lags behind tools built for that job
Feature Comparison
Both products cover the basics of a crm. The gaps show up once you look at what sits around the pipeline.
We compared eleven areas that decide most purchases, starting with a summary of the key features.
| Feature | Monday CRM | Salesmate |
|---|---|---|
| Starting Price | $9/user/month | $23/user/month |
| Free Plan | ✅ | ❌ (15-day trial) |
| Kanban Board | ✅ | ✅ |
| Gantt Chart View | ✅ | ❌ |
| Built-in Calling | ❌ | ✅ |
| Meeting Scheduler | ❌ | ✅ |
| Time Tracking | ✅ (Pro) | ❌ |
| Integrations | 50+ | 700+ |
| Project Management | ✅ | ❌ |
| Best For | Sales plus managing projects | Pure sales pipeline work |
1. Contact Management
Monday CRM: Contacts live on a board, so you add custom fields the same way you would on any other board. That flexibility is a strength for a small business with odd data needs. It also means you build the structure yourself.
Salesmate: Records arrive already shaped for sales, with people linked to companies and deals. Contact and deal intelligence pulls emails, calls, and notes onto one screen. Enrichment fills gaps so reps skip manual data entry.
2. Sales Pipeline and Deal Tracking
Monday CRM: Deals move through stages you name yourself, and the board doubles as a Kanban board. Sales performance rolls up into widgets you place on custom dashboards. Sales forecasting needs a formula column rather than a dedicated screen.
Salesmate: Pipeline management is the centre of the product, not a board type. Reps track deals, log calls, and see rotting deals without setup. Forecasting is built in rather than assembled.
3. Workflow Automation
Monday CRM: The automation builder reads like a sentence, so new users create rules quickly. It handles repetitive tasks such as stage changes, reminders, and assignment. Automation features start on the Standard tier.
Salesmate: Automation journeys run multi-channel drip campaigns with branching follow ups. Email templates and tracking sit inside the same flow. Some reviewers report bugs in the template editor that interrupt work.
4. Work Management and Project Views
Monday CRM: This is the clearest split between the two products. Monday doubles as project management software, so onboarding, event planning, and human resources boards sit beside your deals. Software teams even run software development sprints on the same account.
Salesmate: There is no project management tool here. Team collaboration means tagging teammates, sharing notes, and keeping communication history on a record. For managing projects you will pair it with other apps.
⚠️ Warning: If you already pay for work management tools, Monday’s second job may be duplicate spend rather than savings.
5. Reporting, Analytics, and Dashboards
Monday CRM: Dashboards pull widgets from several boards at once, which suits a team watching project progress and revenue together. Advanced reporting sits on higher tiers. Building the first dashboard takes real effort.
Salesmate: Reports ship ready for sales questions, so insights on activity and conversion appear on day one. Analytics cover rep productivity and pipeline health. Cross-department reporting is thinner.
6. Scheduling and Team Capacity
Monday CRM: Workload views show who is overloaded before you assign the next task. Time tracking on the Pro tier logs hours against items. There is no prospect-facing booking page.
Salesmate: The meeting scheduler lets prospects book meetings from a link, which removes the email ping-pong. It syncs with Google Calendar and works from a mobile device. Capacity planning is not part of the product.
7. Kanban Board and Gantt Chart View
Monday CRM: The same records display as a Kanban board, a table, a calendar, or a Gantt chart. Gantt charts map project timelines and task dependencies across a quarter. Switching view takes a click.
The Gantt chart view is where the two products stop overlapping.
Salesmate: Deal boards give you a Kanban board for pipeline stages and nothing more. No Gantt chart, no timeline, no dependency links. Task management stays at the checklist level.
8. Integrations and Third Party Apps
Monday CRM: The integrations centre connects over 50 apps, including Slack, Microsoft Teams, and Google Calendar. Google Sheets imports cover reporting gaps. The apps marketplace adds more.
Salesmate: Over 700 third party integrations connect Google Apps, Microsoft apps, and Slack. Zapier integrations reach the long tail, and a sidebar works inside Gmail. Open APIs cover custom systems.
9. AI and Smart Workflow Automation
Monday CRM: AI blocks summarize items, draft replies, and categorize records inside a board. The MCP connector lets outside AI assistants read and update your data. Both are newer parts of the platform’s feature set.
The connector below opens the same boards to external assistants.
Salesmate: Sandy AI drafts emails, summarizes calls, and scores lead quality. Chatbots answer site visitors and pass qualified leads into the pipeline. The AI is aimed squarely at the sales cycle.
10. Web Forms and Lead Capture
Monday CRM: Forms feed new rows straight onto a board, which is enough for basic intake. They are general-purpose rather than sales-specific. Routing rules need an automation on top.
Salesmate: Personalized web forms embed on your site or share as a link. Submissions create contacts and trigger campaigns with no manual step. Lead capture is tied to the sales process by default.
11. Pricing & Cost
Here are the paid plans side by side.
| Tier | Monday CRM | Salesmate |
|---|---|---|
| Free | Free plan (2 seats, 3 boards) | ❌ 15-day free trial |
| Entry | Basic: $9/user/month | Basic: $23/user/month |
| Middle | Standard: $12/user/month | Pro: $39/user/month |
| Top published | Pro: $19/user/month | Business: $63/user/month |
| Enterprise | Custom pricing | Custom pricing |
Monday CRM: Every tier undercuts the matching Salesmate tier by a wide margin. A five-person team on Basic pays $45 a month against $115. The catch is that time tracking and advanced reporting only unlock higher up.
Salesmate: The price buys calling, email tracking, and booking that Monday does not include at any tier. If you would otherwise buy a dialer and a scheduler separately, the gap narrows. For teams that only need a pipeline, it is expensive.
💡 Pro Tip: Count the tools each product replaces before comparing per user rates. A dialer and a booking link often cost more than the $14 monthly difference.
Different Scenarios
| If You Need… | Choose | Why |
|---|---|---|
| Tight budget | Monday CRM | $14 cheaper per seat at entry |
| Built-in dialer | Salesmate | Calling and recording included |
| Sales plus managing tasks | Monday CRM | One platform covers both |
| Self-service booking | Salesmate | Meeting scheduler included |
| Gantt charts and timelines | Monday CRM | Salesmate has no timeline view |
| Widest app support | Salesmate | 700+ apps versus 50+ |
💰 Your Budget
A six-seat team pays $54 monthly on Monday Basic and $138 on Salesmate Basic. That gap funds a separate dialer with money left over.
🔌 Your Tech Stack
Salesmate connects to more than 700 apps and sits inside Gmail, so it slots into an existing stack easily. Monday covers the common systems and leans on its marketplace for the rest.
📝 Your Sales Process
High-volume callers get more from Salesmate, where the phone and email tracking are native. Consultative teams that also run delivery work will prefer Monday’s boards.
🎓 Your Experience Level
Salesmate arrives configured for sales, so you train users in an afternoon. Monday asks you to design the structure first, which is where the learning curve appears.
🆓 Free Trials and Demos
Monday’s free version never expires for two seats, so you can test at your own pace. Salesmate gives 15 days with no card, which is enough to load real deals.
🛟 Support Options
Monday runs 24/7 live chat, a knowledge base, and a community forum, with premium support on higher plans. Salesmate’s support team earns strong marks on review sites for fast replies.
Switching Guide
Already on one of them? Here is what changes if you move.
🔄 Switching from Monday CRM to Salesmate?
✅ What you’ll gain:
- A built-in phone with recording and voicemail drops
- A booking page so prospects book meetings without email threads
- Roughly 700 third party integrations instead of 50
❌ What you’ll lose:
- Gantt charts, timelines, and task dependencies
- Cross-team boards for human resources or event planning
- The free plan and the lower per-seat price
📋 How to switch:
- Export each board to CSV, including custom fields
- Start the 15-day trial and map columns to Salesmate fields
- Import contacts first, then deals, then rebuild automations
🔄 Switching from Salesmate to Monday CRM?
✅ What you’ll gain:
- Lower cost per seat and a permanent free tier
- Project views, file sharing, and collaboration tools in the same account
- Custom dashboards that mix sales and delivery data
❌ What you’ll lose:
- Native calling, voicemail drops, and call recording
- The meeting scheduler and Sandy AI call summaries
- Sales-ready reports that work without setup
📋 How to switch:
- Export contacts, companies, and deals from Salesmate
- Open a free account and pick a CRM template
- Import each file to its own board, then automate stage changes
What Our Review Didn’t Cover
This comparison focused on small businesses and mid-sized sales teams. We did not test enterprise rollouts, custom API builds, or migrations holding millions of records. A research team or a large real estate company with regional pipelines may weigh things differently. Our notes reflect the August 2026 versions, and both vendors ship changes often.
Final Verdict
| Category | Winner |
|---|---|
| 💰 Pricing | Monday CRM |
| 🚀 Pipeline Management | Salesmate |
| 📊 Reporting and Analytics | Tie |
| 🗂️ Work Management | Monday CRM |
| 📞 Calling and Scheduling | Salesmate |
| 👶 Ease of Use | Salesmate |
| 🔌 Integrations | Salesmate |
| 🎨 Customization | Monday CRM |
| 🎁 Free Access | Monday CRM |
| 🏆 Overall Winner | Monday CRM |
🏆 WINNER: MONDAY CRM
Monday CRM takes 4 of 9 categories and holds the 4.2 rating against 2.5.
Best for: Small businesses, teams mixing sales with delivery, and anyone who wants project management and crm on one bill.
These two products are aimed at different buyers, and the scorecard shows it. Salesmate wins more individual categories, yet it wins them inside a narrow lane.
Monday CRM is a work management platform that also handles deals. Its standout features are the view switching, the board customization, and the price.
Salesmate is a sales tool that helps reps automate outreach and build lasting customer relationships. If your reps spend the day on the phone, that focus is worth paying for.
For most buyers, though, the lower price and the wider job make Monday the safer pick.
More of Monday CRM Compared
Here is how Monday holds up against other management tools:
Monday wins on: Entry price per seat, board-level customization, and doubling as a project tool
HubSpot wins on: Marketing automation depth, a larger free CRM tier, and content tooling
Monday CRM vs Pipedrive
Monday wins on: Non-sales boards, custom dashboards across departments, and the free tier
Pipedrive wins on: Faster pipeline setup, sales-first defaults, and lighter admin for smaller teams
Monday CRM vs ClickUp
Monday wins on: Cleaner first-run experience, simpler automation wording, and stronger onboarding material
ClickUp wins on: Cheaper first paid tier, deeper managing tasks features, and native docs
Monday wins on: Visual boards, cross-department reporting, and collaboration features on every plan
Zoho wins on: Built-in telephony, a broader suite of business apps, and advanced features at low tiers
More of Salesmate Compared
Salesmate also faces plenty of alternative options:
Salesmate wins on: Native calling, lower cost at mid tiers, and faster pipeline customization
HubSpot wins on: Campaign tooling, reporting breadth, and a free entry point for new accounts
Salesmate wins on: Automation journeys, form building, and the volume of app connections
Freshsales wins on: A free starter tier, tighter helpdesk links, and simpler billing rules
Salesmate vs Keap
Salesmate wins on: Cleaner pipeline views, cheaper seats, and a lighter setup process
Keap wins on: Invoicing and payments, deeper email sequences, and done-for-you onboarding
Salesmate wins on: Built-in phone, AI call summaries, and a stronger mobile app
Insightly wins on: Project delivery tracking, milestone views, and record linking across accounts
Frequently Asked Questions
Is Monday a CRM?
Yes. Monday CRM is a dedicated sales product built on the wider work management platform, with boards for contacts, deals, and accounts.
What is Salesmate used for?
It runs the full sales cycle for small and mid-sized businesses. Reps capture leads, call from the record, automate outreach, and forecast revenue.
Is Monday.com free to use?
There is a permanent free tier for two seats and three boards. Paid plans start at $9 per user monthly and add all the features teams need.
How does a CRM increase sales?
It keeps every record up to date, flags stalled deals, and triggers follow ups automatically. Reps spend more hours selling and fewer on admin.
Which is better for a small business?
Monday CRM, in most cases. It costs less per seat, offers various options for views, and handles project work that Salesmate leaves to other apps.
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