# monday CRM vs Salesmate for crm software

monday CRM and Salesmate are closely matched for core workflows. Both offer a trial; both support API access, gdpr compliance, contact management, and company management. monday CRM has confirmed free plan and price for five users of 40. Salesmate has confirmed zapier and sms.

## Key decision points

- monday CRM has confirmed free plan; free plan is not yet confirmed for Salesmate.
- monday CRM has confirmed price for five users of 40; price for five users is not yet confirmed for Salesmate.
- Salesmate has confirmed zapier; zapier is not yet confirmed for monday CRM.
- Salesmate has confirmed sms; sms is not yet confirmed for monday CRM.

## Choose monday CRM if…

- Choose monday CRM if confirmed free plan matters to you; this detail is not yet confirmed for Salesmate.
- Choose monday CRM if confirmed price for five users of 40 matters to you; this detail is not yet confirmed for Salesmate.

## Choose Salesmate if…

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

## Features

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

## Capacity

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

## Platforms

| Feature | monday CRM | Salesmate |
| --- | --- | --- |
| Mobile apps | Yes (verified 5 September 2026; [source](https://monday.com/crm/features)) | Yes (verified 5 September 2026; [source](https://www.salesmate.io/pricing/)) |

## Technical

| Feature | monday CRM | Salesmate |
| --- | --- | --- |
| API | Yes (verified 5 September 2026; [source](https://monday.com/crm/overview/integrations)) | Yes (verified 5 September 2026; [source](https://www.salesmate.io/pricing/)) |
| Zapier | Not confirmed | Yes (verified 5 September 2026; [source](https://www.salesmate.io/integrations/)) |

## Security and compliance

| Feature | monday CRM | Salesmate |
| --- | --- | --- |
| GDPR compliance | Yes (verified 5 September 2026; [source](https://monday.com/l/privacy/monday-com-is-gdpr-ready/)) | Yes (verified 5 September 2026; [source](https://www.salesmate.io/)) |

## Pricing

| Feature | monday CRM | Salesmate |
| --- | --- | --- |
| Free plan | Yes (verified 5 September 2026; [source](https://monday.com/pricing)) | Not confirmed |
| Free trial | Yes (verified 5 September 2026; [source](https://monday.com/pricing)) | Yes (verified 5 September 2026; [source](https://www.salesmate.io/pricing/)) |
| Price for five users | £40 (verified 5 September 2026; [source](https://monday.com/pricing)) | Not confirmed |

## Evidence

- **monday CRM — Contact management:** Yes. Last verified 5 September 2026. Source: https://monday.com/crm. Evidence: “Manage contacts”
- **Salesmate — Contact management:** Yes. Last verified 5 September 2026. Source: https://www.salesmate.io/pricing/. Evidence: “Contact, company management”
- **monday CRM — Company management:** Yes. Last verified 5 September 2026. Source: https://monday.com/crm. Evidence: “Account management”
- **Salesmate — Company management:** Yes. Last verified 5 September 2026. Source: https://www.salesmate.io/pricing/. Evidence: “Contact, 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.”
- **Salesmate — Sales pipelines:** Yes. Last verified 5 September 2026. Source: https://www.salesmate.io/. 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.”
- **Salesmate — Multiple pipelines:** Yes. Last verified 5 September 2026. Source: https://www.salesmate.io/pricing/. Evidence: “Deal pipeline management”
- **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”
- **Salesmate — Email sync:** Yes. Last verified 5 September 2026. Source: https://www.salesmate.io/pricing/. Evidence: “Full email sync”
- **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”
- **Salesmate — Email tracking:** Yes. Last verified 5 September 2026. Source: https://www.salesmate.io/. Evidence: “Email Tracking”
- **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.”
- **Salesmate — Email sequences:** Yes. Last verified 5 September 2026. Source: https://www.salesmate.io/. Evidence: “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.”
- **Salesmate — Calling:** Yes. Last verified 5 September 2026. Source: https://www.salesmate.io/. Evidence: “Calling”
- **Salesmate — SMS:** Yes. Last verified 5 September 2026. Source: https://www.salesmate.io/. Evidence: “Text Messaging”
- **monday CRM — Lead scoring:** Yes. Last verified 5 September 2026. Source: https://monday.com/crm. Evidence: “Prospects get sourced, enriched, and scored by AI.”
- **Salesmate — Lead scoring:** Yes. Last verified 5 September 2026. Source: https://www.salesmate.io/. 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.”
- **Salesmate — Workflow automation:** Yes. Last verified 5 September 2026. Source: https://www.salesmate.io/. Evidence: “Sales Automation”
- **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.”
- **Salesmate — Forms:** Yes. Last verified 5 September 2026. Source: https://www.salesmate.io/. Evidence: “Web 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”
- **Salesmate — Meeting scheduling:** Yes. Last verified 5 September 2026. Source: https://www.salesmate.io/. Evidence: “Meeting Scheduler”
- **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.”
- **Salesmate — Quotes:** Yes. Last verified 5 September 2026. Source: https://www.salesmate.io/. Evidence: “Quotes”
- **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.”
- **Salesmate — Products:** Yes. Last verified 5 September 2026. Source: https://www.salesmate.io/. Evidence: “Product Management”
- **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.”
- **monday CRM — Custom fields:** Yes. Last verified 5 September 2026. Source: https://monday.com/crm. Evidence: “flexible boards, fields, views, automations, and dashboards”
- **Salesmate — Custom fields:** Yes. Last verified 5 September 2026. Source: https://www.salesmate.io/pricing/. 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”
- **Salesmate — Custom objects:** Yes. Last verified 5 September 2026. Source: https://www.salesmate.io/pricing/. Evidence: “Custom modules (Objects)”
- **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.”
- **Salesmate — Team permissions:** Yes. Last verified 5 September 2026. Source: https://www.salesmate.io/pricing/. Evidence: “Field-based permissions”
- **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.”
- **Salesmate — Mobile apps:** Yes. Last verified 5 September 2026. Source: https://www.salesmate.io/pricing/. Evidence: “iPhone, iPad, and Android mobile apps”
- **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.”
- **Salesmate — API:** Yes. Last verified 5 September 2026. Source: https://www.salesmate.io/pricing/. Evidence: “Access to publicly available RESTful APIs”
- **Salesmate — Zapier:** Yes. Last verified 5 September 2026. Source: https://www.salesmate.io/integrations/. Evidence: “Zapier”
- **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”
- **Salesmate — Marketing automation:** Yes. Last verified 5 September 2026. Source: https://www.salesmate.io/pricing/. Evidence: “Sales and marketing automation (Smart flows)”
- **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).”
- **Salesmate — GDPR compliance:** Yes. Last verified 5 September 2026. Source: https://www.salesmate.io/. Evidence: “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”
- **monday CRM — Free trial:** Yes. Last verified 5 September 2026. Source: https://monday.com/pricing. Evidence: “Try for free”
- **Salesmate — Free trial:** Yes. Last verified 5 September 2026. Source: https://www.salesmate.io/pricing/. Evidence: “15-day free trial”
- **monday CRM — Price for five users:** £40. Last verified 5 September 2026. Source: https://monday.com/pricing. Evidence: “Basic £ 8 seat / month”