agent · ai-sales-agents

monday CRM

monday.comupdated Aug 1, 2026view as JSON all ai-sales-agents entries 40 alternatives

Indexed12 or more fields evidenced; not yet scored by a human against the rubric

21 fields evidenced · 34 with no public information. Every value below links to the document it came from and the date we checked it.

Trust gap

How this is scored

These scores are automated. They measure how many fields this entry answers with a citation — not what those answers say. No one has scored this entry against the rubric yet.

Runtime governance

2/3 auto

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.

Audit trail

2/3 auto

Is there a tamper-evident record of what it actually did?

Scored from 2 evidenced field(s): audit_trail, explainability. Automated score; capped at 2 pending review.

Compliance

1/3 auto

Are compliance obligations attached per engagement?

Scored from 1 evidenced field(s): compliance_certs. Automated score; capped at 2 pending review.

Outcome settlement

unscored

Does payment depend on a verified result?

Insurance & indemnity

unscored

Can the deployment be insured, and is the customer indemnified?

Assurance

Insurance available: no public information
monday.com · checked Aug 1, 2026 · source did not state this
Insurance carriers: no public information
monday.com · checked Aug 1, 2026 · source did not state this
Coverage limits: no public information
monday.com · checked Aug 1, 2026 · source did not state this
Indemnification: no public information
monday.com · checked Aug 1, 2026 · source did not state this
Liability cap: no public information
monday.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.
“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 information
monday.com · checked Aug 1, 2026 · source did not state this
Explainability: A real-time log of every agent action — what, when, and by whom.
“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.
“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.
“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.
“Certified to enterprise standards.”
monday.com · checked Aug 1, 2026
Regulatory alignment: no public information
monday.com · checked Aug 1, 2026 · source did not state this
Outcome-based pricing: no public information
monday.com · checked Aug 1, 2026 · source did not state this
Settlement mechanism: no public information
monday.com · checked Aug 1, 2026 · source did not state this
Dispute process: no public information
monday.com · checked Aug 1, 2026 · source did not state this
SLA terms: no public information
monday.com · checked Aug 1, 2026 · source did not state this
Evaluation coverage: no public information
monday.com · checked Aug 1, 2026 · source did not state this

Agency

Autonomy level: no public information
monday.com · checked Aug 1, 2026 · source did not state this
Human oversight: Validate agents in simulation mode before anything goes live.
“Validate agents in simulation mode before anything goes live.”
monday.com · checked Aug 1, 2026
Goal complexity: no public information
monday.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.
“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.
“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.
“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 information
monday.com · checked Aug 1, 2026 · source did not state this
Red teaming: no public information
monday.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.
“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 information
monday.com · checked Aug 1, 2026 · source did not state this
Model or system card: no public information
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Incident reporting: no public information
monday.com · checked Aug 1, 2026 · source did not state this
Third-party evaluations: no public information
monday.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.
“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.
“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.
“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 information
monday.com · checked Aug 1, 2026 · source did not state this
Deployment options: no public information
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Integrations: monday CRM integrates with tools like Outlook, Gmail, Slack, Zoom, Quickbooks, Google Workspace, Docusign, and hundreds more.
“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 information
monday.com · checked Aug 1, 2026 · source did not state this
Support model: 24/7 support
“24/7 support”
monday.com · checked Aug 1, 2026

Foundation models

Base models: no public information
monday.com · checked Aug 1, 2026 · source did not state this
Model provider: no public information
monday.com · checked Aug 1, 2026 · source did not state this
Model swappable: no public information
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Open weights: no public information
monday.com · checked Aug 1, 2026 · source did not state this
Fine-tuning: no public information
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Context window: no public information
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Ecosystem

Protocols supported: no public information
monday.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.
“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.
“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 information
monday.com · checked Aug 1, 2026 · source did not state this
Open source: no public information
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Marketplace presence: App marketplace
“App marketplace”
monday.com · checked Aug 1, 2026

Impact

User base: Trusted by 35,000+ customers
“Trusted by 35,000+ customers”
monday.com · checked Aug 1, 2026
Deployment scale: Built in monday CRM and ready to activate from day one.
“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
“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 information
monday.com · checked Aug 1, 2026 · source did not state this
Documented incidents: no public information
monday.com · checked Aug 1, 2026 · source did not state this