When it comes to finding the pricing plan for your CRM, it’s easy to leave money on the table.
You’ll want to ensure you’re getting the best value for money (while meeting your business needs).
I’m AJ—here to lend a hand. I’ve spent the better part of a decade building my business (to a successful multiple seven-figure exit).
In the process, I used (just about) every tool on the market. So, let’s talk about one that’s helped me a ton over the years—Monday.com.
My team and I created this comprehensive pricing guide (over six months) to help you get the most out of the project management powerhouse.
Stick around to the end, where we showcase some fantastic alternative options!
Monday.com is more than just a great project management solution.
Monday.com offers several platforms designed to handle sales, marketing, team management, and projects all in one place.
These include the following:
Monday MarketerMonday Sales CRMMonday Work ManagementMonday ProjectsMonday Dev
So, how much does Monday.com cost?
Well, let’s break down each platform’s pricing plans for you.
Monday Marketer Pricing
Individual – Free Basic – $12.60/MonthStandard – $16.00/MonthPro – $27.60/MonthEnterprise – Custom Pricing
Monday Sales CRM Pricing
Individual – Free Basic – $12.50/MonthStandard – $17.00/MonthPro – $30.00/MonthEnterprise – Custom Pricing
Monday Work Management Pricing
Individual – Free Basic – $10.00/MonthStandard – $12.00/MonthPro – $20.00/MonthEnterprise – Custom Pricing
Monday Projects Pricing
Individual – Free Basic – $12.00/MonthStandard – $14.50/MonthPro – $25.00/MonthEnterprise – Custom Pricing
Monday Dev Pricing
Individual – Free Basic – $12.00/MonthStandard – $14.50/MonthPro – $25.00/MonthEnterprise – Custom Pricing
Next, we’ll go in-depth into each (to help you get the most out of Monday.com).
Monday Marketer is an all-in-one, cloud-based marketing solution designed to help small businesses automate their marketing efforts and maximize their ROI.
Monday Marketer offers the following features:
Marketing automation Lead capture and tracking Social media management Campaign managementLanding pages and forms Content marketing tools
Monday Marketer offers an easy-to-use interface, affordable paid plans, and essential features to empower your teams to succeed.
Take your marketing game to the next level with Monday Marketer (you can thank me later).
Monday Marketer offers a content calendar to help you schedule and manage your marketing campaigns (without missing a beat).
My team and I tested this feature (over six months) by adding in a few of our social media campaigns.
We were able to easily add our campaign data by simply clicking the dashboard directly.
This meant no confusing menus to navigate (which was awesome).
The interface was fantastic from start to finish, offering the following helpful features to help us manage our campaigns:
Color-coded dashboardMultiple viewsFilter settings (to help us organize our campaigns)Drag and drop capabilities Campaign description and notes (in real time)
Here’s a sneak peek into our SBB content calendar (to give you a better idea).
The bottom line: Monday Marketer provides an easy-to-use (yet comprehensive) marketing solution to meet all your business needs.
The best part is that it won’t break the bank!
Great marketing automation can be the key to unlocking massive ROI (return on investment).
Monday Marketer makes it easy to automate your marketing efforts with its powerful automation tool.
We tested this feature out by creating the following types of automation:
Automated lead nurturingAutomatic email follow-ups and reminders Personalized content delivery Scheduled social media posting Automated campaign launchAssigning tasks to team members
We especially loved the kick-ass automation templates offered by Monday.com (shown below).
These powerful templates make it a breeze to create advanced automations (no coding knowledge needed).
We were also able to create custom automation using Monday.com’s unique automation creation process.
Here’s how it looked from our perspective (while creating a simple social media automation).
The streamlined “If/Then” process saved us time and ensured our automation was executed flawlessly.
Our takeaway: Monday.com’s marketing automation capabilities let you work smarter, not harder, while you scale your SMB.
Monday.com offers a ton of fantastic integrations (to help you take your marketing game to the next level).
Some of our favorites include the following:
These integrations can be added to any project board with just a click, allowing beginners to leverage advanced marketing tools easily.
Here’s an example of our view (midway through adding an integration to our content calendar).
We were able to accomplish the following with Monday Marketer’s integrations:
Consolidate our marketing efforts onto one platformCustomize our dashboardsMonitor campaigns in real-timeView automated data and analytics (to track ROI)
Our final verdict: Monday Marketer offers an extensive list of marketing integrations, making it easy to connect your favorite tools directly to your dashboards.
We recommend going with Monday Marketer’s Pro plan. It’s got all the features you need and none of the fluff (plus, it’s incredibly affordable).
Monday Sales CRM is designed to help you scale your sales and empower your sales teams to do two things about all else—nurture customer relationships and close more deals.
Monday Sales CRM offers the following features:
Lead tracking and management Contact managementDeal pipeline visualization Customizable dashboardsReporting & analytics (sales dashboard)
This easy-to-use solution is an excellent fit for any SMB looking to organize its sales processes effectively.
At the heart of any successful sales team is a well-organized pipeline.
Monday Sales CRM offers an intuitive visual pipeline tool to help your teams monitor and manage deals in a single, customizable view.
We added in our affiliate marketing deals to really put Monday.com through its paces.
Here’s how our Kanban view looked once our deals were put in.
Here are a few things we really liked about Monday’s pipeline management:
Simple drag-and-drop interfaceCustomizable milestones (to fit your specific business needs)Automated task creationDeal tracking & progress visualizationEfficient communication with team members
We could switch our view at the drop of a hat, giving our team a comprehensive overview of our sales processes (from start to finish).
Check out how different our table (classic) view looked with Monday.com.
Overall, Monday Sales CRM provides a clear and user-friendly way to manage your sales pipeline (while keeping everyone on the same page).
The cherry on top is that this feature is 100% free to take advantage of!
Making data-driven decisions is crucial to scaling your business to new heights.
Thankfully, Monday.com offers powerful analytics to help you track your sales performance and make informed decisions.
What’s even better is that the CRM powerhouse provides a convenient dashboard (which is fully customizable) to get a top-down view of your sales.
For example, with our sales dashboard, we were able to track the following metrics:
Sales funnelSales pipelineGoalsForecasted revenue Deals won/lost
Here’s how it looked (to give you a little context).
We really loved the drag-and-drop interface! It made it super easy for us to add and remove widgets effortlessly.
The need to know: With Monday Sales CRM’s sales dashboard, you get all the data you need to make informed decisions and track your team’s performance. No extra hassle or cost involved!
If you’re having trouble managing your leads effectively (or just need a simpler process), Monday Sales CRM has got you covered.
It offers some fantastic lead management capabilities for SMBs to use.
We tested this feature (over six months) by adding and tracking some leads (shown below).
We found these specific capabilities to be super beneficial:
Customizable lead stagesLead scoringWeb forms for lead conversionReal-time notificationsContact import/export options
We were able to import our existing leads from another CRM we were using with ease and customize the stages to fit our sales process.
Plus, Monday.com allowed us to create powerful web forms (that we could embed on our site) to capture leads and convert them into deals.
At the end of the day, Monday.com is perfect for SMBs looking to streamline their sales processes and take control of their lead management (without breaking the bank).
In our opinion, the Enterprise plan is the way to go.
With this plan, you get access to the following:
Lead scoringPowerful analyticsAdvanced automations/integrationsAdvanced security measures
Introducing Monday Work Management, the project management software that’s got it all!
Whether you’re a small business or a large enterprise, this tool will seamlessly help you manage your projects and workflows.
Here’s what makes it so great:
Customizable templates to fit your unique needsBuilt-in collaborative toolsProject timelines for better planning and executionTime tracking to ensure your productivity is on point
This feature-packed solution is not only powerful but also affordable.
So, let’s dive into the specifics and see how Monday Work Management can transform your project management game!
Monday Work Management allows you to track your customer journey from start to finish by providing a comprehensive overview of each of your contacts.
We tested this feature out (over six months) by importing our clients to Monday.com.
We were able to track just about every interaction we had ever had (with each client).
Here’s an example of a contact card that shows every interaction we’ve had with our client.
With Monday Work Management, we were able to track the following aspects of our customer journey:
Email & activities Lead stagesUpdatesActivity logAssociated filesContact infoCompany
This feature is perfect for companies with many contacts to manage and interact with.
It allowed us to get a bird’s eye view of each client’s journey and stay on top of our communication and tasks related to them.
The nuts and bolts: If you want to keep track of your customer journey (while staying within your budget), our money is on Monday Work Management.
As your business scales, managing your day-to-day tasks can become a juggling act.
That’s where Monday Work Management comes in to save the day!
Monday provides task management that’s as powerful as it is easy to use.
We got started with this feature by importing our data from Excel (shown below).
Monday.com made it easy to move all of our data with just a few clicks (eliminating any opportunity cost).
Here are a few things we loved about this feature (based on six months of testing):
Real-time collaboration (on tasks)Easy task assignment & trackingAutomated task remindersColor-coded status updatesCustomizable task views (e.g., Kanban, Gantt chart)Ability to add notes & files to tasks
Here’s a quick look at our tasks dashboard (where we could view a ton of info on each task at just a glance).
With Monday Work Management, we had a top-down view of the following for each task:
Task nameAssigned team membersStatus updatesDeadlinesNotes & files associated with the task
The bottom line: Monday.com offers some of the best task management in the game. If you’re stuck with clunky spreadsheets or expensive project management software, it’s time to make the switch.
When it comes to high-performing teams, efficient collaboration is the key.
And you know what? Monday.com totally gets it!
They offer some amazing collaboration features that keep your team connected, no matter where they are.
Let me tell you about a few of the standout collaboration capabilities we found during our review:
Time-tracking: With Monday.com, you can easily keep track of how much time each team member spends on tasks. This feature not only helps with better task management but also boosts productivity and accountability.Sharable notes and descriptions: Monday.com provides a shared space for notes and descriptions, making it easy for team members to communicate important details about tasks and projects. This feature promotes transparency and coordination among team members.Real-time data sync: With Monday.com, all team members can access the latest information in real time. So, whether you’re adding a new task, updating a project’s status, or making a comment, everyone involved can see the changes immediately.Activity logs: Need to keep track of who did what and when? Monday.com has got you covered! The activity logs feature helps you stay accountable by giving managers a clear overview of team progress and individual contributions.Messaging: Say goodbye to juggling multiple communication tools! Monday.com has a built-in messaging system that lets you discuss tasks, share updates, and resolve issues within the platform. It’s quick, effective, and saves you from the hassle of using external communication tools.
With Monday.com’s Team Collaboration features, your team can work together seamlessly, resulting in increased productivity and better project outcomes.
The Pro plan has our vote for the best value for money.
With the Pro plan, you gain access to the following:
Time tracking25,000 automations and integrations (per month)Resource allocation and management
Monday Projects is project management software designed to help teams tackle projects with ease (while scaling).
Some features of Monday Projects include the following:
Project management Resource planning & managementTask managementGantt Charts Time tracking Project reports
Monday Projects gives SMBs all the tools they need to manage projects effectively, collaborate with their team, and stay on track to meet deadlines.
Monday.com offers Gantt charts, a popular project management tool that helps teams visualize project timelines and deadlines.
With Monday Projects’ Gantt chart feature, you can easily accomplish the following:
Set dependencies: Use Gantt charts to set task dependencies and determine which tasks must be completed before moving on to the next ones.Manage resources: With the help of Gantt charts, project managers can monitor their team’s workload and delegate tasks efficiently. This ensures that everyone is working on manageable workloads without burning out.Identify potential delays: Gantt charts also make it easier to identify any potential delays in projects, allowing you to take proactive measures to stay on track.Visualize project progress: As tasks are checked off on the Gantt chart, teams can easily visualize their progress and see how far they’ve come.
We put Monday Projects to the test by tracking our newsletter rollout.
Here’s how it looked (during our sixth-month testing period)
This feature (available on the Standard plan and higher) is especially helpful for teams working on complex projects with interconnected tasks.
Overall, Monday Projects provides fantastic Gantt views to give SMBs an overview of each project’s progress, making it easier to spot potential issues before they become major problems.
Monday Projects provides the ability to manage projects seamlessly (with unlimited boards).
We put the project management software through its paces by adding a few projects (and their associated tasks).
Here’s how it looked (for reference).
We especially loved the following project management capabilities of Monday Projects:
Private boards (to keep sensitive projects secure)Customizable views (choose from multiple project views to suit your team’s needs)Deadline tracking (never miss a deadline again!)Automated reminders (no more manually reminding team members of upcoming tasks and deadlines) Color-coded status updates (to easily identify the progress of each project and task)
With Monday Projects, you can manage all your projects in one central location, eliminating the need for multiple tools and reducing confusion.
We were able to easily view the following information (in real time) for each project:
Assigned team membersProgress tracking (via color-coded updates)Task lists and statusDeadlines and reminders
Plus, with features like customizable views and automated reminders, staying on top of projects becomes a breeze.
Managing resources is a critical aspect of project management.
Thankfully, Monday.com offers robust resource management capabilities to help you stay organized and on top of your projects.
Here are some key resource management capabilities you’ll find with Monday.com:
Allocation: You can easily assign tasks and resources to team members based on their skills, expertise, and availability. This ensures that the right people work on the right tasks, boosting efficiency and productivity.Availability: With Monday.com, you can quickly view each team member’s availability at any given time, making it easier to assign tasks effectively. No more overbooking or under-utilizing team members—you’ll have a balanced workload across the team.Time Tracking: Team members can easily record their time on each task. This feature provides a more accurate view of task durations, helping with better planning and forecasting for future projects.Scheduling: Monday.com offers comprehensive scheduling tools to plan and schedule tasks efficiently, considering the availability and workload of each team member. This keeps projects on track and ensures deadlines are met.
The nitty gritty: With Monday.com, resource management becomes a breeze!
So which paid plan is best?
Well, we recommend the Enterprise plan for the following benefits:
Project & portfolio risk management Advanced permission managementAdvanced project management integrations
Monday Dev is a platform designed explicitly for developers, offering a unified workspace to manage code, tasks, and team collaboration.
Some features of Monday Dev include the following:
Sprints & epics managementBugs queue managementCode reviews Automated workflows Team communication tools
Monday Dev streamlines developer processes and allows teams to work more efficiently and collaboratively.
Monday Dev simplifies Sprint & Epics management, catering specifically to the dynamic needs of development teams.
This feature allows teams to organize their work into manageable chunks, called “sprints,” and larger bodies of work, known as “epics.”
It provides a comprehensive view of all ongoing sprints and epics, making it easier to accomplish the following:
Track progressIdentify bottlenecksEnsure timely delivery
Here’s what we loved about Monday Dev’s sprint & epics management capabilities:
Sprint planning: The tool offers effective sprint planning capabilities, which helps teams determine what they can commit to in the next sprint and set realistic expectations.Progress tracking: The feature allows teams to track the progress of each sprint and epic, giving a clear view of how close they are to achieving their goals.Backlog management: With Monday Dev, teams can effectively manage their product backlog, ensuring important tasks are not overlooked and are included in upcoming sprints.Integrations: The feature integrates seamlessly with other tools used by development teams, providing a unified platform for all their needs.
Here’s a snapshot of our epics dashboard (during our six months of testing).
This feature is essential for development teams who want to stay organized, productive, and on track with their projects.
By segregating tasks into sprints and epics it provides teams a clear roadmap, promoting better organization, prioritization, and productivity.
Moreover, the ability to track progress in real-time and manage backlogs effectively ensures smoother workflows and timely delivery of projects.
In the realm of software development, bug tracking is vital.
Monday Dev allows teams to identify, track, and resolve bugs promptly, keeping the development process smooth and unobstructed.
Here’s why this feature is so crucial:
Accountability: Monday assigns responsibility for each bug to a team member, ensuring that all issues are addressed.Prioritization: This tool helps teams prioritize bugs based on their severity, ensuring that critical issues are resolved first.History: Monday Dev maintains a record of all bugs, providing valuable insights for future problem-solving.Collaboration: It encourages collaboration by allowing team members to discuss bugs and possible fixes in one location.
When testing the Bugs Queue Management feature, my team at Small Business Bonfire and I added some bugs we encountered in our projects.
We were able to track these bugs efficiently (screenshot below), and we loved the transparency it brought to our workflow.
Everyone knew what bugs were present, who was working on them, and when they were fixed.
This feature definitely proved to be a major asset in our software development process.
Our two cents: If you’re struggling with bug tracking and want a centralized platform to manage the process, Monday Dev is the way to go.
Monday Dev provides a vast library of project templates designed specifically for developers.
These templates cover various use cases and scenarios, making it easier to kickstart development projects (without having to start from scratch every time).
Monday.com makes it easy to find and install each template with its template center (shown below).
With just a few clicks, we were able to import a project template and customize it to our team’s needs—saving a ton of time and effort.
Some of our favorite Monday Dev templates include the following:
Scrum teamKanban teamClient feedbackBugs queueCompetitor analysis
These templates are perfect for beginners (and experts alike) who want to streamline their development workflows and make the most out of Monday Dev’s features.
We especially loved the Scrum team template for its excellent sprint and epics management capabilities (making it ideal for agile development teams).
Side note: If you upgrade to the Enterprise plan, Monday Dev also provides agile reporting capabilities, giving teams a complete overview of their development process and progress.
We recommend upgrading to the Enterprise plan as soon as you can to access the following:
Agile reportingProduct planningQuarterly goalsIncident reports
Let’s look at the pros and cons of Monday.com
Scalable pricing plans (billed annually or monthly)Free forever plan (for up to two people)Powerful project management toolsIntuitive user interfaceGreat lead & contact managementTons of integrationsAwesome mobile app
The free plan is limitedAdvanced features (such as lead scoring) are only available at higher-tier plans
Monday.com has an excellent free version (for up to two members) that offers basic features to help small teams get started.
The free version of Monday.com is perfect for freelancers or startups who want to try out Monday Dev before committing to a paid plan.
However, if you need more advanced features, you’ll need to upgrade to a paid plan.
Monday’s free forever plan offers the following features right out of the gate:
Up to 1,000 contacts: Monday Dev’s free plan allows up to 1,000 contacts in its CRM, making it perfect for small businesses and startups.Web forms for lead capture: You can create and embed web forms on your website to capture leads directly into Monday Dev.Unlimited docs: Monday Dev’s free plan lets you store unlimited documents for your team to access and collaborate on.iOS & Android apps: The iOS and Android apps are fully functional, allowing you to manage your contacts and projects on the go.200+ templates: With over 200 templates, you can find the perfect one for your team and project needs.Up to 3 boards: Monday Dev’s free plan allows you to create and manage up to three boards, making it ideal for startups and freelancers.
Monday.com’s free plan is fantastic for small teams or freelancers looking to manage projects effectively with no strings attached.
Monday.com offers a fantastic mobile app for iOS and Android devices, allowing users to manage tasks on the go.
The app has all the features of the desktop version, making it easy to stay connected and productive while away from your desk.
We downloaded it on iOS to really test it out.
Some of our favorite features include the following:
Real-time updates on project progress and changesEasy task assignment and managementPush notifications for important updates and deadlinesAbility to add comments and attach files directly from your device
Here’s how it looked from our perspective.
Overall, the Monday.com mobile app is a great companion to the desktop version, allowing users to stay connected and productive no matter where they are.
Monday.com features a ton of native integrations to streamline your workflow and enhance collaboration.
Here are a few of our favorites:
Slack: Enables seamless communication within the platform.Google Drive: Allows for easy sharing and editing of documents, spreadsheets, and presentations.Zoom: Offers easy video conferencing setup for meetings and discussions.Trello: Facilitates smooth migration of tasks and data from Trello to Monday.com.Outlook: Manages and schedules tasks directly from your email.Jira: Helps with tracking issues and bugs within projects.GitLab: For seamless software development management and version control.Dropbox: Provides a straightforward way to share files and collaborate.Salesforce: Allows you to manage your sales pipeline effectively.
We especially liked how easy it was to navigate Monday.com’s app marketplace (pictured below) with the helpful search bar and clearly defined categories.
Essentially, Monday.com is compatible with almost any tool you may need, which makes it a highly versatile and comprehensive project management platform.
Monday.com is a fantastic platform, but it’s not the only one. Here are a few of our favorite alternatives.
So there you have it, our Monday.com pricing guide in all its glory.
Ultimately, the perfect plan for your SMB will be based on your specific needs, team size, and overall budget.
So what are you waiting for? All of Monday.com’s platforms offer a free plan (and a free trial) to check out, no strings attached!
The post Monday.com Pricing Guide 2023: Best Suite for SMBs? appeared first on Small Business Bonfire.
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