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Which monday CRM Pricing Plan is Right for Your SMB? A Basic vs. Standard Comparison
- Ishani Dhar Chowdhury
- 4 days ago
- 6 min read
Would you like to transform how your small business manages customer relationships and closes deals? In that case, you must choose the right monday CRM pricing plan.
According to CRM.org, businesses using CRM tools can reduce their per-lead cost by almost 23%. Similarly, you can achieve revenue growth of up to 245% with a CRM platform like monday Sales CRM, making it ideal for boosting profits and driving sales.
When comparing monday.com Basic vs Standard plans for CRM, entry-level users often struggle to understand which tier delivers the best value. If you're looking to scale, read this blog post to get a breakdown of monday.com CRM pricing for small business owners.
Read on to know about the standard features in monday.com CRM to justify whether upgrading makes financial sense.
Understanding the monday CRM Pricing Plan Structure: Basic and Standard
Would you like your SMB to be on a growth trajectory with customisable workflows? Then, you'll need clarity on core features like Gantt views, Calendar functionality, automation limits, etc.
Pricing Model
Ideally, the monday CRM pricing plan follows a 'per-set model.' It also comes with annual billing options that provide the best value for small businesses. However, monthly billing costs about 18% more than yearly commitments.
The monday CRM Basic plan starts at USD 12/user/month. Compared to that, the Standard plan costs USD 17/seat/month. There's a minimum purchase requirement of three seats.
Example: Let's say your SMB has 3 users. Then, it'll cost USD 30 per month or USD 360 per year for the Basic plan. Similarly, the Standard plan will cost USD 42 per month or USD 510 annually.
Features Offered
Both monday.com pricing tiers for small businesses include unlimited contacts, customisable dashboards, mobile apps, etc. Beyond that, the monday CRM pricing plan for Basic includes:
Templates to manage leads, deals, contacts, and more.
1,000 active contacts + deals to create a comprehensive database.
iOS and Android mobile access.
No automations or integration actions.
5 GB file storage for documents.
Dashboards combining data from one board.
The Standard plan features in monday.com include:
Guest access for 4 external collaborators.
Basic features + Advanced visualisation tools.
250 monday automations + 250 integration actions every month.
20 GB storage capacity.
Calendar view to display boards by customisable timeframes.
Timeline (Gantt) view for dividing work by capacity.
Dashboards created with 5 boards for cross-pipeline insights.
The monday.com Basic vs Standard features ensure foundational CRM functionality.
monday.com Basic vs Standard Plans: Limitations, Core Features, and More
Regardless of budget constraints, your team must have access to all standard features monday.com has to offer. Let's learn more about the monday CRM pricing plans.
Basic Plan in monday.com
The Basic monday CRM pricing plan delivers essential customer relationship management at just USD 12 per seat per month when billed annually. It includes unlimited customisable pipelines, basic dashboards (single-board data), and contact databases.
Who's it for? This tier is suited for solopreneurs and small teams. What's the goal? Testing out CRM adoption without a significant financial commitment.
Did you know that without Timeline or Calendar views, you cannot track complex sales cycles? This monday CRM pricing plan only offers Kanban view, making it hard to manage across multiple sales stages for growing operations.
Verdict: When it comes to monday.com pricing for small business evaluation, Basic works temporarily. However, it lacks the Standard features that monday.com power users might need for operational scalability.
Standard monday CRM Pricing Plan
The Standard monday CRM pricing plan can unlock critical productivity features at USD 17 per seat per month with annual billing. Did you know that it's the most popular choice for monday Sales CRM?
The Standard plan balances affordability with functionality that justifies the upgrade. It's perfect for small businesses. Here's why:
Timeline view provides a Gantt chart visualisation. This enables teams to divide workloads by identifying capacity across team members.
Calendar view displays boards based on customisable timeframes, like weeks, months, and days. It's essential for deadline-driven sales processes.
The 250 automation and 250 integration actions transform your team's business processes. It eliminates manual repetitive tasks and streamlines workflows.
Verdict: If your small business involves multiple scenarios, the Standard monday CRM pricing plan enables seamless collaboration without sales process friction.
The monday.com Basic vs Standard comparison reveals that the limitations become apparent when teams need advanced project visualisation and automations.
monday CRM Pricing Plans: When to Upgrade from Basic?
Deciding between monday.com Basic vs Standard hinges on specific operational pain points, and not on feature count alone.
Let's assume: Your SMB is on the monday CRM Basic pricing plan for a few months. As your business starts growing, you'll need scalability.
In that case, your team can struggle with cross-functional collaboration, deadline management, and repetitive manual tasks. You'll immediately benefit from the Standard plan's visualisation and automation capabilities.
As monday.com CRM consultants, the team at Fruition believes that the USD 5 per seat monthly difference pays for itself. That's especially true when it comes to automations, as Standard plans can help save two to three hours per team member every month.
Similarly, if you want to involve external stakeholders, SMBs can benefit from the guest access function in the Standard tier. Choose the monday.com pricing for a small business based on operational needs and future goals.
We feel teams should upgrade from Basic to Standard when:
You don't want to waste time on manual status updates and email replies that monday automations can handle.
Your team manages projects with interdependencies requiring Gantt charts and Timeline views for visualisation.
The SMB needs more than 5 GB of storage for sales documents, contracts, proposals, and related materials.
You want to coordinate work across multiple departments that need shared Calendar views.
The departments want to collaborate regularly with external partners that need board-level access.
The monday CRM pricing plan investment in the Standard tier makes financial sense for growing SMBs. With this, you can address workflow bottlenecks directly. You should also calculate the time saved vs the cost increase to determine ROI.
monday CRM Implementation: Partnering with an Expert
Selecting the right monday CRM pricing plan is the first step towards successful CRM adoption for small businesses. Fruition specialises in helping organisations navigate the monday.com Basic vs Standard plan decision.
We offer personalised consultation and implementation support to ensure your monday CRM product is perfectly configured. Our multiple years of expertise will help you maximise the standard features monday.com offers within the chosen tier.
It's better to partner with a monday.com consultant than to learn through trial and error. With 500+ completed projects and 27+ implementation consultants, Fruition can help create automation rules, design custom workflows, and maximise visualisation.
Our team of 27+ experts can accelerate time-to-value and prevent common configuration mistakes that limit CRM effectiveness. We can provide:
Training programs that ensure a better team adoption rate and proper feature utilisation.
Customised plan recommendations based on workflow analysis and not generic advice.
Ongoing optimisation support as your business grows and the requirements evolve.
Implementation guidance that maps the sales process and platform capabilities.
Fruition improved implementation success rates by 63%, ensuring maximum ROI. Your CRM investment should be backed by expert guidance to ensure strategic advantage.
Reach out to Fruition to find out which monday CRM pricing plan best suits your business needs. Our certified consultants can analyse workflows and provide ROI-focused recommendations to help you choose between Basic and Standard plans.
FAQs
Can I switch from Basic to Standard mid-plan if needs change?
Yes, monday.com allows you to upgrade your CRM plan at any time during your billing cycle. All you have to do is pay the price difference for the remaining contract period. Your monday CRM pricing plan can also be downgraded, but that typically takes effect at renewal to avoid credit complications. This monday.com pricing for small businesses' flexibility makes starting from the Basic plan a low-risk option.
Do automation and integration limits reset monthly on the Standard plan?
Automation and integration actions reset on your billing renewal date, not calendar month. For example, you'll get 250 actions per month during every billing period. Unused actions won't roll over to subsequent periods. If you consistently hit these limits, you should upgrade your monday CRM pricing plan to Pro (25,000 automation actions).
Are there hidden costs beyond the monday CRM pricing plans?
The monday.com pricing for small businesses doesn't have any hidden costs. The Basic plan covers core functionality without mandatory add-ons. For Standard plans, there is an increased cost for AI feature usage (500 monthly credits) and other support packages. You can also pay extra to get additional storage beyond the plan limits. Integration costs will also depend on the third-party services you connect. You should always factor in total ownership costs, training time, and potential consulting needs when budgeting.
