monday CRM vs PromptLab

monday CRM gives you boards to shape into a sales process. PromptLab starts with the deal: pipelines, quotes, price lists and sales orders ready, and meetings recorded and summarised from $11.99.

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monday CRM

monday CRM is 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.

PromptLab

Where monday CRM hands you boards, PromptLab hands 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.

monday CRM vs PromptLab at a glance

Compare monday CRM and PromptLab on price and features.

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 monday CRM pricing, monday CRM overview, monday.com for Enterprise. PromptLab prices are billed monthly; Enterprise is $79 a month billed yearly. See the 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.

PromptLab is 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, PromptLab's 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 monday CRM from Standard up, but WhatsApp and Telegram aren't supported. Buyers who message a rep directly leave no trace on the board.

PromptLab brings 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

On its first plan, monday CRM 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 in PromptLab, on every plan. A rep sees what was sampled, quoted and ordered in one place.

Puzzle pieces fitting into one app

How to switch to PromptLab 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 in monday CRM, 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 a PromptLab field, 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 in PromptLab during the 14-day free trial. PromptLab's Enterprise plan adds data migration support for the rest of your history.

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

monday CRM vs PromptLab FAQs

Is monday CRM a CRM?

Yes. monday CRM is 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?

monday CRM, if your company already runs on monday.com and wants sales on the same boards; its flexibility and ease of use are real strengths. PromptLab, 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 monday's Basic, $11.99 billed monthly for PromptLab's. The difference is inside: monday's AI notetaker and automations start at $17, and PromptLab's first plan includes both.

Can I move from monday CRM to PromptLab?

Yes. Export each board to Excel from its ⋯ menu, then select Import on PromptLab's 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.

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