monday CRM
21 fields evidenced · 34 with no public information. Every value below links to the document it came from and the date we checked it.
21 of them are quoted but not yet interpreted: we hold the source sentence and the date we read it, but nobody has written the answer to the question yet. Those rows show the quote and say so rather than repeating it back as an answer. Why these exist
Trust gap
How this is scoredThese scores are automated. A 1 or 2 counts how many fields this entry answers with a citation — not what those answers say. A 0 means every field for that dimension is recorded as undisclosed and none of the pages we captured mentions it. No one has scored this entry against the rubric yet.
Are scope, spend, and authority enforced while the agent runs?
Scored from 2 evidenced field(s): runtime_governance, permission_scopes. Automated score; capped at 2 pending review.
Counts Runtime governance and Permission scopes, each cited below.
Is there a tamper-evident record of what it actually did?
Scored from 1 evidenced field(s): audit_trail. Automated score; capped at 2 pending review.
Counts Audit trail, each cited below.
Are compliance obligations attached per engagement?
Scored from 1 evidenced field(s): compliance_certs. Automated score; capped at 2 pending review.
Counts Compliance certifications, each cited below.
Does payment depend on a verified result?
Can the deployment be insured, and is the customer indemnified?
Assurance
- Insurance available
- no public informationmonday.com · checked Aug 1, 2026 · source did not state this
- Insurance carriers
- no public informationmonday.com · checked Aug 1, 2026 · source did not state this
- Coverage limits
- no public informationmonday.com · checked Aug 1, 2026 · source did not state this
- Indemnification
- no public informationmonday.com · checked Aug 1, 2026 · source did not state this
- Liability cap
- no public informationmonday.com · checked Aug 1, 2026 · source did not state this
- Audit trail
“Control & visibility A real-time log of every agent action — what, when, and by whom.”
monday.com · checked Aug 1, 2026- Tamper-evident log
- no public informationmonday.com · checked Aug 1, 2026 · source did not state this
- Explainability
“A real-time log of every agent action — what, when, and by whom.”
monday.com · checked Aug 1, 2026- Runtime governance
“Permissioning & management Define exactly what each agent and team member can access, edit, or create — with AI credit limits set by team.”
monday.com · checked Aug 1, 2026- Permission scopes
“Permissioning & management Define exactly what each agent and team member can access, edit, or create — with AI credit limits set by team.”
monday.com · checked Aug 1, 2026- Compliance certifications
“Certified to enterprise standards.”
monday.com · checked Aug 1, 2026- Regulatory alignment
- no public informationmonday.com · checked Aug 1, 2026 · source did not state this
- Outcome-based pricing
- no public informationmonday.com · checked Aug 1, 2026 · source did not state this
- Settlement mechanism
- no public informationmonday.com · checked Aug 1, 2026 · source did not state this
- Dispute process
- no public informationmonday.com · checked Aug 1, 2026 · source did not state this
- SLA terms
- no public informationmonday.com · checked Aug 1, 2026 · source did not state this
- Evaluation coverage
- no public informationmonday.com · checked Aug 1, 2026 · source did not state this
Agency
- Autonomy level
- no public informationmonday.com · checked Aug 1, 2026 · source did not state this
- Human oversight
“Validate agents in simulation mode before anything goes live.”
monday.com · checked Aug 1, 2026- Goal complexity
- no public informationmonday.com · checked Aug 1, 2026 · source did not state this
- Action space
“Lea, Lead agent Identifies relevant new leads and Enriches lead data directly into CRM.”
monday.com · checked Aug 1, 2026- Operating environment
“Built in monday CRM and ready to activate from day one.”
monday.com · checked Aug 1, 2026- Initiative
“AI Sales Agents that will source, qualify, and book meetings so you can focus on closing, not chasing.”
monday.com · checked Aug 1, 2026
Safety
- Safety evaluations
- no public informationmonday.com · checked Aug 1, 2026 · source did not state this
- Red teaming
- no public informationmonday.com · checked Aug 1, 2026 · source did not state this
- Safety policy
“Your data is never used to train AI models. You retain ownership of the content you provide, and the content generated by AI.”
monday.com · checked Aug 1, 2026- Usage restrictions
- no public informationmonday.com · checked Aug 1, 2026 · source did not state this
- Model or system card
- no public informationmonday.com · checked Aug 1, 2026 · source did not state this
- Incident reporting
- no public informationmonday.com · checked Aug 1, 2026 · source did not state this
- Third-party evaluations
- no public informationmonday.com · checked Aug 1, 2026 · source did not state this
- Data handling
“Your data is never used to train AI models. You retain ownership of the content you provide, and the content generated by AI.”
monday.com · checked Aug 1, 2026
Practicality
- Pricing model
“Each plan includes core CRM tools, and all new users can start with a free trial to explore the platform before choosing a plan. Any plan purchased also includes a package of AI credits to use within the CRM suite.”
monday.com · checked Aug 1, 2026- Price point
“How much does monday CRM cost? monday CRM offers multiple plans with different features for small teams, growing companies, and large organizations.”
monday.com · checked Aug 1, 2026- Availability
- no public informationmonday.com · checked Aug 1, 2026 · source did not state this
- Deployment options
- no public informationmonday.com · checked Aug 1, 2026 · source did not state this
- Integrations
“monday CRM integrates with tools like Outlook, Gmail, Slack, Zoom, Quickbooks, Google Workspace, Docusign, and hundreds more.”
monday.com · checked Aug 1, 2026- Supported regions
- no public informationmonday.com · checked Aug 1, 2026 · source did not state this
- Support model
“24/7 support”
monday.com · checked Aug 1, 2026
Foundation models
- Base models
- no public informationmonday.com · checked Aug 1, 2026 · source did not state this
- Model provider
- no public informationmonday.com · checked Aug 1, 2026 · source did not state this
- Model swappable
- no public informationmonday.com · checked Aug 1, 2026 · source did not state this
- Open weights
- no public informationmonday.com · checked Aug 1, 2026 · source did not state this
- Fine-tuning
- no public informationmonday.com · checked Aug 1, 2026 · source did not state this
- Context window
- no public informationmonday.com · checked Aug 1, 2026 · source did not state this
Ecosystem
- Protocols supported
- no public informationmonday.com · checked Aug 1, 2026 · source did not state this
- Tool use
“Lea, Lead agent Identifies relevant new leads and Enriches lead data directly into CRM.”
monday.com · checked Aug 1, 2026- Multi-agent
“Meet the agents, your team’s AI workforce Built in monday CRM and ready to activate from day one. Specialized to complete specific jobs.”
monday.com · checked Aug 1, 2026- API access
- no public informationmonday.com · checked Aug 1, 2026 · source did not state this
- Open source
- no public informationmonday.com · checked Aug 1, 2026 · source did not state this
- Marketplace presence
“App marketplace”
monday.com · checked Aug 1, 2026
Impact
- User base
“Trusted by 35,000+ customers”
monday.com · checked Aug 1, 2026- Deployment scale
“Built in monday CRM and ready to activate from day one.”
monday.com · checked Aug 1, 2026- Target sectors
“Professional services 60% improvement in sales tracking Professional services 15% increase in conversion rate Retail and CPG 20% increase in outbound sales calls Retail and CPG 26x ROI”
monday.com · checked Aug 1, 2026- High-risk domains
- no public informationmonday.com · checked Aug 1, 2026 · source did not state this
- Documented incidents
- no public informationmonday.com · checked Aug 1, 2026 · source did not state this