# monday CRM vs EngageBay for crm software

monday CRM and EngageBay are closely matched for core workflows. Both support free plan, API access, contact management, company management, and sales pipelines. monday CRM has confirmed free trial and gdpr compliance. EngageBay has confirmed zapier. Price for five users is 40 for monday CRM and 63.7 for EngageBay.

## Key decision points

- monday CRM has confirmed free trial; free trial is not yet confirmed for EngageBay.
- Price for five users is 40 for monday CRM and 63.7 for EngageBay.
- EngageBay has confirmed zapier; zapier is not yet confirmed for monday CRM.
- monday CRM has confirmed gdpr compliance; gdpr compliance is not yet confirmed for EngageBay.

## Choose monday CRM if…

- Choose monday CRM if confirmed free trial matters to you; this detail is not yet confirmed for EngageBay.
- Choose monday CRM if the lower price for five users is the deciding factor.
- Choose monday CRM if confirmed gdpr compliance matters to you; this detail is not yet confirmed for EngageBay.

## Choose EngageBay if…

- Choose EngageBay if confirmed zapier matters to you; this detail is not yet confirmed for monday CRM.

## Features

| Feature | monday CRM | EngageBay |
| --- | --- | --- |
| Contact management | Yes (verified 5 September 2026; [source](https://monday.com/crm)) | Yes (verified 5 September 2026; [source](https://www.engagebay.com/)) |
| Company management | Yes (verified 5 September 2026; [source](https://monday.com/crm)) | Yes (verified 5 September 2026; [source](https://www.engagebay.com/)) |
| Sales pipelines | Yes (verified 5 September 2026; [source](https://monday.com/crm)) | Yes (verified 5 September 2026; [source](https://www.engagebay.com/)) |
| Multiple pipelines | Yes (verified 5 September 2026; [source](https://monday.com/crm)) | Yes (verified 5 September 2026; [source](https://www.engagebay.com/)) |
| Email sync | Yes (verified 5 September 2026; [source](https://monday.com/crm/features)) | Yes (verified 5 September 2026; [source](https://www.engagebay.com/crm/crm-email-integration)) |
| Email tracking | Yes (verified 5 September 2026; [source](https://monday.com/crm/features)) | Yes (verified 5 September 2026; [source](https://www.engagebay.com/crm/crm-email-integration)) |
| Email sequences | Yes (verified 5 September 2026; [source](https://monday.com/crm/features)) | Yes (verified 5 September 2026; [source](https://www.engagebay.com/)) |
| Calling | Yes (verified 5 September 2026; [source](https://monday.com/crm/features)) | Yes (verified 5 September 2026; [source](https://www.engagebay.com/)) |
| SMS | Not confirmed | Yes (verified 5 September 2026; [source](https://www.engagebay.com/)) |
| Lead scoring | Yes (verified 5 September 2026; [source](https://monday.com/crm)) | Yes (verified 5 September 2026; [source](https://www.engagebay.com/)) |
| Workflow automation | Yes (verified 5 September 2026; [source](https://monday.com/crm/features)) | Yes (verified 5 September 2026; [source](https://www.engagebay.com/)) |
| Forms | Yes (verified 5 September 2026; [source](https://monday.com/crm/features)) | Yes (verified 5 September 2026; [source](https://www.engagebay.com/)) |
| Meeting scheduling | Yes (verified 5 September 2026; [source](https://monday.com/crm/features)) | Yes (verified 5 September 2026; [source](https://www.engagebay.com/)) |
| Quotes | Yes (verified 5 September 2026; [source](https://monday.com/crm/features)) | Yes (verified 5 September 2026; [source](https://www.engagebay.com/)) |
| Sales forecasting | Yes (verified 5 September 2026; [source](https://monday.com/crm)) | Yes (verified 5 September 2026; [source](https://www.engagebay.com/)) |
| Custom fields | Yes (verified 5 September 2026; [source](https://monday.com/crm)) | Yes (verified 5 September 2026; [source](https://www.engagebay.com/pricing/all-in-one)) |
| Custom objects | Yes (verified 5 September 2026; [source](https://monday.com/crm)) | Not confirmed |
| Team permissions | Yes (verified 5 September 2026; [source](https://monday.com/crm)) | Yes (verified 5 September 2026; [source](https://www.engagebay.com/)) |
| Marketing automation | Yes (verified 5 September 2026; [source](https://monday.com/crm/features)) | Yes (verified 5 September 2026; [source](https://www.engagebay.com/)) |

## Capacity

| Feature | monday CRM | EngageBay |
| --- | --- | --- |
| Products | Yes (verified 5 September 2026; [source](https://monday.com/crm/features)) | Yes (verified 5 September 2026; [source](https://www.engagebay.com/)) |

## Platforms

| Feature | monday CRM | EngageBay |
| --- | --- | --- |
| Mobile apps | Yes (verified 5 September 2026; [source](https://monday.com/crm/features)) | Not confirmed |

## Technical

| Feature | monday CRM | EngageBay |
| --- | --- | --- |
| API | Yes (verified 5 September 2026; [source](https://monday.com/crm/overview/integrations)) | Yes (verified 5 September 2026; [source](https://www.engagebay.com/pricing/all-in-one)) |
| Webhooks | Not confirmed | Yes (verified 5 September 2026; [source](https://www.engagebay.com/pricing/all-in-one)) |
| Zapier | Not confirmed | Yes (verified 5 September 2026; [source](https://www.engagebay.com/integrations/)) |

## Security and compliance

| Feature | monday CRM | EngageBay |
| --- | --- | --- |
| GDPR compliance | Yes (verified 5 September 2026; [source](https://monday.com/l/privacy/monday-com-is-gdpr-ready/)) | Not confirmed |

## Pricing

| Feature | monday CRM | EngageBay |
| --- | --- | --- |
| Free plan | Yes (verified 5 September 2026; [source](https://monday.com/pricing)) | Yes (verified 5 September 2026; [source](https://www.engagebay.com/)) |
| Free trial | Yes (verified 5 September 2026; [source](https://monday.com/pricing)) | Not confirmed |
| Price for five users | £40 (verified 5 September 2026; [source](https://monday.com/pricing)) | $63.7 (verified 5 September 2026; [source](https://www.engagebay.com/pricing/all-in-one)) |

## Evidence

- **monday CRM — Contact management:** Yes. Last verified 5 September 2026. Source: https://monday.com/crm. Evidence: “Manage contacts”
- **EngageBay — Contact management:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/. Evidence: “Contact Management”
- **monday CRM — Company management:** Yes. Last verified 5 September 2026. Source: https://monday.com/crm. Evidence: “Account management”
- **EngageBay — Company management:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/. Evidence: “Company Management”
- **monday CRM — Sales pipelines:** Yes. Last verified 5 September 2026. Source: https://monday.com/crm. Evidence: “Manage sales pipelines and customer relationships from pre- to post-sale.”
- **EngageBay — Sales pipelines:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/. Evidence: “Sales Pipelines”
- **monday CRM — Multiple pipelines:** Yes. Last verified 5 September 2026. Source: https://monday.com/crm. Evidence: “Manage sales pipelines and customer relationships from pre- to post-sale.”
- **EngageBay — Multiple pipelines:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/. Evidence: “Sales Pipelines”
- **monday CRM — Email sync:** Yes. Last verified 5 September 2026. Source: https://monday.com/crm/features. Evidence: “Emails, calls, meetings, messages — every interaction with a contact or account auto-logs to their record”
- **EngageBay — Email sync:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/crm/crm-email-integration. Evidence: “Enjoy seamless 2-way sync with Gmail and Outlook365.”
- **monday CRM — Email tracking:** Yes. Last verified 5 September 2026. Source: https://monday.com/crm/features. Evidence: “Emails, calls, meetings, messages — every interaction with a contact or account auto-logs to their record”
- **EngageBay — Email tracking:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/crm/crm-email-integration. Evidence: “Access real-time data on open rates, click-through rates, downloads, unsubscribes, and more from a single dashboard.”
- **monday CRM — Email sequences:** Yes. Last verified 5 September 2026. Source: https://monday.com/crm/features. Evidence: “Set up automated outreach and activity sequences so you never miss the right moment to reach out.”
- **EngageBay — Email sequences:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/. Evidence: “Email Sequences”
- **monday CRM — Calling:** Yes. Last verified 5 September 2026. Source: https://monday.com/crm/features. Evidence: “Make or receive customer calls directly from monday CRM on your phone.”
- **EngageBay — Calling:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/. Evidence: “Calling”
- **EngageBay — SMS:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/. Evidence: “SMS Broadcast”
- **monday CRM — Lead scoring:** Yes. Last verified 5 September 2026. Source: https://monday.com/crm. Evidence: “Prospects get sourced, enriched, and scored by AI.”
- **EngageBay — Lead scoring:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/. Evidence: “Lead Scoring”
- **monday CRM — Workflow automation:** Yes. Last verified 5 September 2026. Source: https://monday.com/crm/features. Evidence: “Set the logic once and let it run. Build the workflow once. When a lead opens an email or a deal changes stage, monday CRM takes the next step automatically.”
- **EngageBay — Workflow automation:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/. Evidence: “Workflows”
- **monday CRM — Forms:** Yes. Last verified 5 September 2026. Source: https://monday.com/crm/features. Evidence: “Capture leads from web forms, events, imports, or any tool you already use.”
- **EngageBay — Forms:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/. Evidence: “Forms”
- **monday CRM — Meeting scheduling:** Yes. Last verified 5 September 2026. Source: https://monday.com/crm/features. Evidence: “The Calling Agent calls new leads, asks the right questions, and books meetings straight onto your reps' calendars”
- **EngageBay — Meeting scheduling:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/. Evidence: “Appointment Scheduling Software”
- **monday CRM — Quotes:** Yes. Last verified 5 September 2026. Source: https://monday.com/crm/features. Evidence: “Generate quotes, send invoices, and collect signatures, all from the same record as the deal itself.”
- **EngageBay — Quotes:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/. Evidence: “Proposal”
- **monday CRM — Products:** Yes. Last verified 5 September 2026. Source: https://monday.com/crm/features. Evidence: “Generate quotes, send invoices, and collect signatures, all from the same record as the deal itself.”
- **EngageBay — Products:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/. Evidence: “Products”
- **monday CRM — Sales forecasting:** Yes. Last verified 5 September 2026. Source: https://monday.com/crm. Evidence: “Every forecast is clear and backed by real pipeline coverage analysis, by-stage diagnosis, and velocity signals with the power of AI.”
- **EngageBay — Sales forecasting:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/. Evidence: “Sales Forecasting”
- **monday CRM — Custom fields:** Yes. Last verified 5 September 2026. Source: https://monday.com/crm. Evidence: “flexible boards, fields, views, automations, and dashboards”
- **EngageBay — Custom fields:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/pricing/all-in-one. Evidence: “Custom Fields”
- **monday CRM — Custom objects:** Yes. Last verified 5 September 2026. Source: https://monday.com/crm. Evidence: “flexible boards, fields, views, automations, and dashboards”
- **monday CRM — Team permissions:** Yes. Last verified 5 September 2026. Source: https://monday.com/crm. Evidence: “Define exactly what each agent and team member can access, edit, or create — with AI credit limits set by team.”
- **EngageBay — Team permissions:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/. Evidence: “Team Management”
- **monday CRM — Mobile apps:** Yes. Last verified 5 September 2026. Source: https://monday.com/crm/features. Evidence: “Make or receive customer calls directly from monday CRM on your phone.”
- **monday CRM — API:** Yes. Last verified 5 September 2026. Source: https://monday.com/crm/overview/integrations. Evidence: “monday CRM’s open API lets you connect your existing tools, customize workflows, and shape your CRM to fit the way you sell.”
- **EngageBay — API:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/pricing/all-in-one. Evidence: “API”
- **EngageBay — Webhooks:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/pricing/all-in-one. Evidence: “Webhooks”
- **EngageBay — Zapier:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/integrations/. Evidence: “Zapier Pick zaps from Zapier directory & build automated workflows across apps.”
- **monday CRM — Marketing automation:** Yes. Last verified 5 September 2026. Source: https://monday.com/crm/features. Evidence: “Marketing automation needs triggered, multi-channel sequences (email, call, task) and a way to hand qualified leads to sales without a manual handoff. monday CRM's sequences feature runs outreach across all three channels automatically”
- **EngageBay — Marketing automation:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/. Evidence: “Marketing Automation”
- **monday CRM — GDPR compliance:** Yes. Last verified 5 September 2026. Source: https://monday.com/l/privacy/monday-com-is-gdpr-ready/. Evidence: “monday.com has developed a robust privacy program designed to support compliance with the requirements of European data protection laws, including the General Data Protection Regulation (GDPR).”
- **monday CRM — Free plan:** Yes. Last verified 5 September 2026. Source: https://monday.com/pricing. Evidence: “Free £ 0 free forever Up to 2 seats”
- **EngageBay — Free plan:** Yes. Last verified 5 September 2026. Source: https://www.engagebay.com/. Evidence: “EngageBay offers a genuinely free plan — not a trial — that includes CRM, email marketing, live chat, and helpdesk features for up to 15 users.”
- **monday CRM — Free trial:** Yes. Last verified 5 September 2026. Source: https://monday.com/pricing. Evidence: “Try for free”
- **monday CRM — Price for five users:** £40. Last verified 5 September 2026. Source: https://monday.com/pricing. Evidence: “Basic £ 8 seat / month”
- **EngageBay — Price for five users:** $63.7. Last verified 5 September 2026. Source: https://www.engagebay.com/pricing/all-in-one. Evidence: “All-in-One Starts at $12.74 USD”