PlatformPilot
vs monday CRM
monday CRM is monday.com's CRM, built on its Work OS. PlatformPilot is a CRM that learns from your email and chat. Here is how they compare, from monday's own pages: what each does, what each costs and how to move.
At a glance
PlatformPilot and monday CRM side by side, as read from monday's own documentation on Oct 22, 2026. PlatformPilot's column follows the product on the same day, and each monday cell links the page it was read from.
| Capability | PlatformPilot | monday CRM |
|---|---|---|
| Learns from your email and chat. No retyping what you already wrote. | PlatformPilotBuilt in. Picks up facts from your email, chat and notes. | monday CRMPartly. AI fills fields from emails once you write prompts. Source |
| Earns your trust like a new hire. Asks first, then does more as you approve. | PlatformPilotBuilt in. Can work alone after 5 approvals in a row. | monday CRMPartly. Review steps; you set how far it's trusted. Source |
| Shows where each fact came from. So you know what to trust. | PlatformPilotBuilt in. Click any fact to see where it came from. | monday CRMPartly. Marks what its AI filled in; a log keeps edits. Source |
| Catches conflicting info. You pick which version is right. | PlatformPilotBuilt in. Checks your mail and tools against your records. | monday CRMPartly. Some AI asks; some fills in without asking. Source |
| You hold the encryption key. In your own Google Cloud, not ours. | PlatformPilotBuilt in. Included on every plan. | monday CRMCosts extra. Guardian add-on, on the Enterprise plan only. Source |
| Works with ChatGPT and Claude. Ask the AI you already use. | PlatformPilotBuilt in. ChatGPT or Claude can read and update it. | monday CRMBuilt in. Works with AI assistants on every plan. Source |
| Maps who's connected to whom. Rewind it to any date. | PlatformPilotBuilt in. Ask who the contact was last March. | monday CRMNot found. Linked boards and an activity log. Source |
| Scores leads and deals your way. No black-box scores. | PlatformPilotBuilt in. Rules out bad fits, ranks the rest, says why. | monday CRMPartly. Its AI follows the prompt you write. Source |
Built in: part of the product. Partly: some of it, or only once you set it up. Costs extra: an add-on or a higher plan. Not found: not in monday's public documentation.
monday CRM pricing and seats
monday CRM is sold by the seat, and seats come in groups. In monday's words, "Our pricing plans start at a minimum of 3 seats, and then ascend in multiples of 5": a team of four buys 5 seats, and a team of six buys 10 (monday support).
| monday CRM plan | A seat, billed yearly | A seat, billed monthly | Limits |
|---|---|---|---|
| Basic | A seat, billed yearly$12 a month | A seat, billed monthly$18 a month | Limits1,000 active contacts and deals, 5 columns on a board |
| Standard | A seat, billed yearly$17 a month | A seat, billed monthly$25 a month | Limits10,000 active contacts and deals, 15 columns on a board |
| Pro | A seat, billed yearly$28 a month | A seat, billed monthly$41 a month | Limits100,000 active contacts and deals, 75 columns on a board |
| Ultimate | A seat, billed yearlyCustom price | A seat, billed monthlyCustom price | LimitsNo limit on contacts, deals or columns |
Prices are in US dollars before tax, as monday's pricing page listed them on Oct 24, 2026; monday sets the final price by billing country.
For one person, the 3-seat minimum comes to $36, $51 and $84 a month on Basic, Standard and Pro, billed yearly.
PlatformPilot: Solopreneur is $250 a month for one person, billed monthly. Team and Organization are priced for your team: book a demo. Usage limits apply, and every plan is on the pricing page.
Which one fits
monday CRM may suit you better if
- Your team already runs its projects on monday boards and wants its sales there too.
- You want the lowest price for a small team: 3 Basic seats cost $36 a month, billed yearly.
- You send mass email and email sequences from your CRM: both come with monday CRM Pro (pricing).
PlatformPilot may suit you better if
- Your deals happen in email and chat, and you want the CRM to learn from them instead of waiting to be typed into.
- You want to open any fact and see where it came from.
- You want values that disagree across your records, mail and tools shown side by side, for you to decide.
- You want to hold the encryption key, in your own Google Cloud, on every plan. On monday it is the Guardian add-on, on the Enterprise plan only (source).
- You work alone: Solopreneur is a plan for one person.
- You keep monday for project work: items from your monday.com boards sync into PlatformPilot's Tickets.
Moving from monday CRM
- Export each board from monday CRM to Excel (monday's guide).
- Import the files into PlatformPilot, which reads CSV and Excel files.
- Connect Gmail or Outlook and Slack or Teams, so the Brain learns from the work itself.
Questions about moving? Book a demo.
Questions people ask
Is monday a CRM?
Yes. monday.com sells monday CRM as a product of its own: built on monday Work OS like its work management, but priced apart, so a work management plan does not include it (monday's plans and pricing).
How much does monday CRM cost?
$12, $17 or $28 a seat a month on Basic, Standard or Pro, billed yearly, or $18, $25 or $41 billed monthly. Ultimate has a custom price. Every plan starts at 3 seats (monday CRM pricing).
Does monday.com have a minimum number of seats?
Yes. Plans start at 3 seats, then go up in multiples of 5, so a team of four buys 5 seats and a team of six buys 10 (monday support).
Can one person use monday CRM?
Yes, but one person still buys 3 seats: $36 a month on Basic, billed yearly. PlatformPilot's Solopreneur plan is for one person, at $250 a month.
Is there a free version of monday CRM?
monday CRM has no Free plan. It offers a 14-day trial, and monday's Free plan covers only its work management product (monday's plans and pricing).
How do I export my data from monday CRM?
Open a board's menu, then More actions and Export board to Excel. Groups and selected items export too, and an account admin can download all of the account's data, every board and file, as one zip file (monday's guide).
Does monday CRM work with ChatGPT and Claude?
Yes. AI assistants connect to monday through its MCP server, on every plan (monday support). PlatformPilot works with them too: ChatGPT or Claude can read and update it.
Sources
The capabilities were read on Oct 22, 2026; prices, seats and the export steps on Oct 24, 2026.
- AI actions that use Emails & Activities
- monday CRM AI agents
- AI-powered columns
- The activity log
- AI Lead Agent
- Data Over Time widget
- AI feature catalog
- Pipeline Health Agent
- Agent tools and simulation
- monday.com MCP
- MCP on all plans
- Guardian add-on
- monday CRM pricing
- Plans and pricing for monday.com
- Export from monday to Excel