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monday CRM vs PromptLab

It's the friendliest way to build a CRM from boards and columns, with quotes and invoices from its $12 Basic plan. For a team selling products, sales orders, samples and price lists aren't there, and the AI notetaker, automations and email sync all start on Standard at $17.

Where it hands you boards, we hand you a sales CRM built around the deal. Quotes, sales orders, samples and price lists sit on every account, and the $11.99 plan records meetings and drafts the follow-ups. WhatsApp and Telegram come into the same Inbox as email.

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Email synced from the first plan

Gmail and Outlook threads land on the right contact, on every plan.

Messages on monday CRM
monday CRM's Emails & Activities tab on an item, with one email in the timeline
  • No: Email sync: from $17/month
Email logged on an item, one at a time (source)
Email in the Inbox on PromptLab
The shared Inbox open on an email thread with a head of procurement confirming a 24-tonne order
  • Yes: Gmail and Outlook synced on every plan
Email threads filed on the contact

From quote to sales order

Won quotes become sales orders on the account, with products and quantities.

A pipeline on monday CRM
monday CRM's Deals kanban: Lead, Negotiation, Contract Sent, Proposal and Won columns
  • No: No sales orders
Deals in a board's kanban view (source)
Sales orders on PromptLab
A sales orders list with account, product and quantity for each order
  • Yes: Sales orders on the account
Orders with account, product and quantity

Automation from the first plan

Start from a template, or ask the assistant what is worth automating, on every plan.

Automations on monday CRM
monday CRM's automation builder: a status branch routing qualified leads to round-robin assignment
  • No: Workflow automation: from $17/month
Automations, from the Standard plan (source)
Workflows on PromptLab
Workflow templates such as account updates, inbound webhook routing and new-lead AI classification
  • Yes: Workflow automation on every plan
Workflow templates, ready to switch on

Price and features at a glance

Instead of boards to shape into a sales process, start with the deal: pipelines, quotes, price lists and sales orders ready, and meetings recorded and summarised from $11.99.

Feature
monday CRM
PromptLab
Pricing and setup
Free trial
Number of pricing plans
4
3
Paid plansPer seat per month
$12 – $28
$11.99 – $99
Import from CSV and Excel
Sales management
Deal pipelines
Quotes
Sales orders
Sample tracking
Price lists
Meetings and calls
Meeting recording and transcripts
From$17/month
AI meeting summaries
From$17/month
AI follow-up email drafts
From$17/month
Meeting scheduler and call dialer
From$17/month
From$23.99/month
AI and automation
CRM fields filled in from calls
From$17/month
Connect Claude or ChatGPT (MCP)
Workflow automation
From$17/month
API and webhooks
From$17/month
From$23.99/month
Conversations
Gmail and Outlook email sync
From$17/month
WhatsApp conversations
Telegram conversations
Save LinkedIn profiles
Privacy and security
Single sign-on (SSO)
Enterprise plan
From$99/month

monday CRM prices (billed annually; ultimate is custom-priced) and features checked on 30 September 2026 at Pricing, CRM overview, monday.com for Enterprise. Ours are billed monthly; Enterprise is $79 a month billed yearly. See our pricing page.

Built around deals, not boards

monday CRM starts from boards, columns and statuses that you shape into a pipeline. The flexibility is real, but someone has to design the sales process and then maintain it.

We're a sales CRM from the first screen. Deals move through pipelines linked to the account, its contacts and its quotes, with tasks and workflow automation on every plan.

A deal moving across a pipeline into won

Summaries and follow-ups on the first plan

The AI notetaker, follow-up drafts and CRM autofill all start on Standard, at $17 a seat a month billed annually. On Basic, reps still write up every meeting themselves.

For $11.99, our Basic plan records and transcribes each meeting, writes the summary and drafts the follow-up email. It fills in CRM fields from the call too, so the deal stays current.

An AI meeting summary turning into a drafted follow-up email

WhatsApp and Telegram conversations on the account

Email syncs into it from Standard up, but WhatsApp and Telegram aren't supported. Buyers who message a rep directly leave no trace on the board.

We bring WhatsApp and Telegram into the same shared Inbox as Gmail and Outlook, on your own WhatsApp Business number and your company's bot. Every conversation lands on the right contact.

A chat bot passing a conversation to a CRM card

Orders, samples and price lists beside quotes

Its first plan already handles quotes. Sales orders, sample tracking and customer price lists don't come with it, so teams rebuild them as extra boards or keep them in spreadsheets.

Quotes, sales orders, samples and price lists sit together on the account and the deal with us, on every plan. A rep sees what was sampled, quoted and ordered in one place.

Puzzle pieces fitting into one app

How to switch from monday CRM

Four steps to move your team and your data over.

Spreadsheet columns mapped to CRM fields
1. Export each board

Open a board, select the ⋯ menu and choose Export to Excel. Repeat for your leads, contacts and deals boards.

2. Select Import in PromptLab

Open the Accounts, Contacts or Deals list, select Import and upload the Excel file, or pick it from Google Drive.

3. Map columns to fields

Match each monday column to one of ours, such as status to deal stage. Quotes, tasks and notes import the same way, from their own lists.

4. Work real deals first

Run your imported pipeline with us during the 14-day free trial. Our Enterprise plan adds data migration support for the rest of your history.

How do we stack up against other CRMs?

The other CRMs sales teams weigh us against, one side-by-side page each.

Works with the tools you already use

Email, calendar, meetings, chat and AI assistants, connected in a few clicks.

  • Gmail
  • Outlook
  • Google Meet
  • Zoom
  • Microsoft Teams
  • Slack
  • Salesforce
  • HubSpot
  • WhatsApp
  • Telegram
  • Claude
  • ChatGPT
See all integrations

Frequently asked questions

Is monday CRM a CRM?

Yes. It's monday.com's sales product, built on the same board platform as its project and service tools, with quotes from the Basic plan.

Which is better, monday CRM or PromptLab?

Choose it if your company already runs on monday.com and wants sales on the same boards; its flexibility and ease of use are real strengths. Choose us if you sell products and want orders, samples and meeting recording ready on the first plan.

Is PromptLab cheaper than monday CRM?

At entry level, the price is about the same: $12 a seat a month billed annually for its Basic plan, $11.99 billed monthly for ours. The difference is inside: its AI notetaker and automations start at $17, and our first plan includes both.

Can I move my data over?

Yes. Export each board to Excel from its ⋯ menu, then select Import on our Accounts, Contacts or Deals list and map the columns.

Who is PromptLab best for?

Companies that sell products, from manufacturers to wholesalers, and want a sales CRM ready to use rather than boards to configure. If sales, projects and service must share one workspace, monday.com covers more.

Sell more. Spend less time on admin.

Every plan starts with a 14-day free trial.

Try PromptLab free