Help me understand Monday Work Management vs Sales CRM/Work OS Pricing

Platform discussions
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Hi all, I am an experienced Work Management user but have never used any of the core Work OS tools (Sales CRM, Dev, Projects, Marketer) apart from a wee peek here and there.

I am hoping some of you can clarify pricing and what features I have access to if i sign up for say Sales CRM Pro and automatically get Work Management too.

From testing and research previously it seemed that in order to use say Sales CRM you also needed Work Management (as is clearly still the case) and you got billed for both, which made it super expensive for only a few additional features in Sales CRM (as compared to just building what you needed in Work Management).

However, I just signed up for a Sales CRM trial as an experiment and, as expected, I got Work Management bundled in there by default (makes sense, it is the platform Sales CRM is built on). However, when I clicked on Upgrade, I was only shown pricing for Sales CRM.

Does this mean that I can sign up for a trial of Sales CRM, upgrade to say Pro level and get all the features of Sales CRM AND Monday Work Management for the price of just one of them?

Conversely, I have a Work Management Pro plan, does this mean I can add Sales CRM or any of the 3 other Work OS tools for no additional charge?

If so great and it makes a lot of sense, but this seems quite a big change from the original pricing structure when they first started releasing Sales CRM.

If somebody can enlighten me I will be eternally grateful! Patrick

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Hey Patrick! :wave: I’d be happy to answer these questions! :blush:

So the work management product is the “core” monday product and is what you get when you open a monday.com account - trial or paid plan. You then add on the products as you wish.

This might not be the best analogy but I think of it as a charm bracelet. :joy: The work management product is the bracelet part and the products are individual charms you add to the bracelet. You can’t use the charms without first having a bracelet to add them to.

A monday account and a work management account are basically synonymous - you can’t have one without the other. :blush:

So you only saw the pricing upgrade for CRM because your regular CRM trial already includes the work management product and if you want to keep using the CRM after your trial period is over, you would pay to specifically add that to your account.

Since you already have a monday account that does not have products on it (it is just the work management plan), I would add the CRM product to that account so you can keep everything in one place. That way, you are not paying for two differently priced monday.com accounts. You would just pay for the one account and its CRM product added to it.

Does this help clarify? Let me know what you think! We are happy to help with any further questions you have!

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Thanks for the fast reply Charlotte but I’m not sure I follow.

I will talk actual prices if that’s ok to be clear.

I’m on Work Management Pro with the minimum of 3 seats/paid users which is U$60 billed monthly (I’ll stick to monthly not annual billing for the sake of simplicity).

The last time I saw pricing for Monday Sales CRM it was $90 monthly, but I may have been in incognito mode or signed out when I viewed that pricing.

Do you mean to say that the US$90 per month for the Sales CRM Pro plan I saw (minimum 3 users) included both Work Management and Sales CRM at Pro Plan level? Because I saw nothing on that pricing page that indicated in any way that Work Management was included as well as Sales CRM.

Does that also mean that if I wished to add Sales CRM to my Work management account the additional cost would be less than US$90 monthly for Pro plan with 3 seats?
If so, can you point me to the pricing page that will actually show me the cost to add Work OS Products to my account?

Again, I am not interested in Sales CRM for myself, just trying to untangle what seems like a very complicated and not very clear pricing structure. (The multiple pricing pages that turn up when Googling monday.com pricing don’t help in this regard).

Hopefully you can enlighten me so I don’t misspeak about Monday pricing.
Cheers,
Patrick

PS Is there a simple pricing page somewhere that allows users to select multiple Work OS products + Work Management and see overall pricing? There was a link in a post here in the community but it just led me to regular Work Management pricing as far as I could see.

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Thank you, Charlotte, for the additional information.

Please confirm my understanding that Monday Sales CRM is an package that can be added to an existing Work Management (WM) subscription. For example, I have 5 WM Pro licenses at $20 per user per month and want to add CRM Pro. On The sales CRM that’s fully customizable | monday.com, the Pro level is $30 per user per month. Is this pricing in addition to the $20 per user per month or is the CRM Pro license an add-on at the difference, $10 per user per month?

If CRM Pro is an upgrade and can be added to an existing account, please guide me to “add the CRM product” to my company’s account.

I appreciate you clarifying the pricing and differences and look forward to your reply.

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Do we have to pay for BOTH CRM and work management separately or is work management included in the price of CRM/dev?

Because nowhere in the CRM/dev product pricing page does it say that work management is included - so we must assume it is a separate pre-requisite purchase meaning that the actual cost of CRM/dev is nearly double the listed price since we need to purchase work management first.

This is how all of the listings make it appear.

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As a subscriber to Monday Sales CRM @$90/mo and as someone who is focusing consulting toward CRM (as Monday.com has realised, the growth rate of this market is far higher than productivity tools right now), I can see the distinct advantage that Monday CRM has and I personally love it.
Most of my clients are SME’s and are deciding between the likes of Hubspot, Pipedrive, Zoho and Monday CRM.

My general feeling from the feedback and questions I see is that Monday hasn’t done a fantastic job at strategically placing Sales CRM and it means the true value of the solution is getting lost.

The Monday Sales CRM pricing on the website shows it as a complete price and doesn’t mention Work management, this is simple and right, but…if a client signs up for Monday Sales CRM trial and then looks to subscribe at the end of the trial, they are routed to the “confusion” page…

Screenshot 2023-12-03 13.40.09
Screenshot 2023-12-03 13.40.091366Ă—886 70.2 KB

The first question I get from this is, "I want a CRM, I don’t want work management. Why am I paying for this?!

There must be a better way to structure this to not irritate or confuse people, especially those who are also looking at competitors with a simpler structure (for balance, Hubspot have a pretty confusing model too and that has turned some of my clients away from it also)

As a sidenote, the decision to separate these products leaves a fair bit of fragmentation which from my experience serves as a disadvantage more than an advantage. For now I have no specific use case for Monday Work Management and have set up my entire business up in Sales CRM. This is only viable so long as there are no unique features in Work Management that are not available in Sales CRM.

People want a solution in a single and simple tool and when you are talking about small and medium businesses many people have to cover multiple business functions, including bridging from Sales and Operations as an example. If they have to keep switching products throughout the day, it is inefficient and they lose the ability of having a go-to place for their single source of truth.

I would suggest a simple workaround for this. For those who have or want to build their entire solution in Monday Work Management, give them the option to have the fully functioning Sales CRM solution as an option enable within Monday Work Management. If things like Emails and Activities are going to be chargeable within Work Management in the future, having the full Sales CRM functionality as a chargeable option within Work Management is surely possible.

Bottom line, the current strategy is causing confusion all round!

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I totally get where you’re coming from with Monday’s Work OS and Sales CRM tools. It’s a bit of a maze sometimes, isn’t it? I had a similar situation at my workplace where we were juggling between different tools and trying to figure out the best cost-effective solution.

So, here’s the deal from what I experienced: When we opted for the Sales CRM Pro, it did come with the Work Management features. It’s like they bundle them together, so you’re not just paying for the CRM tool alone but also getting the foundational Work Management system. It felt like a two-for-one kind of deal, which was pretty neat.

And hey, speaking of making things efficient, I’ve found that integrating productivity tracking tools alongside these platforms really amps up the team’s efficiency.

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I TOTALLY AGREE with this. I’m fairly new to Monday and have been irritated by this to the point of likely departure to a rival platform.

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Hi @SHK If there is enough about Monday that you like to stick with it, my suggestion is to ignore the fragmentation and whatever Monday tool that you particularly want, for example Sales CRM and build out your entire workspace in there. Think of it that you’re paying for that and ignore the mess they made. It is an approach that is working for me :slight_smile:

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From my experience, when you upgrade to Sales CRM Pro, you usually get both Sales CRM and Monday Work Management features without an additional charge

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I did the same and got a lot more bang for my buck. If you already have Work Management Pro, adding Sales CRM should be seamless. But if it doesn’t work, use DataHive360 to streamline the process. Good luck!

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My question is simpler. How to I integrate the two (Monday Workplace Mgmt and Sales CRM), taking a Closed Won deal to Monday Workplace Mgmt item?

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There is no barrier between the two products, the boards from each are visible in the other. So if you want to move an item or create an item in workspace mgmt, you just use the standard automations selecting the board in the main workspace. The one limit may be with mirror columns, since I am not sure if a user that doesn’t have a CRM license can view CRM content or not.