Comparison
The Agency CRM vs Monday.com
Monday.com is a strong project management tool. But when you need real CRM functionality — leads, pipeline, quotes, invoices, email marketing — you are running your agency on a work-OS that was never built for that.
14 days free · no credit card · migration included
Feature by feature
What you get — and what you miss
We compare honestly. Monday.com does some things well. But for agencies converting leads into paying clients, it is missing the core.
| The Agency CRM | Monday.com | |
|---|---|---|
| Visual sales pipeline (CRM) | Limited (project boards) | |
| Automatic lead capture & enrichment | ||
| Quotes & signed contracts | ||
| Invoicing & VAT (local standard) | ||
| Email marketing & sequences | Add-on (third party) | |
| AI assistant built in | Limited | |
| Projects & time tracking | ||
| Monthly price | €49 (flat) | €49+ /user |
Why teams switch
Three things Monday.com cannot do
No real invoicing
Monday.com is built as a work-OS, not a finance tool. You can track tasks, but you cannot send quotes, create invoices or fire automatic payment reminders. Agencies bolt on Xero, QuickBooks or spreadsheets — and that breaks the flow.
Pipeline without CRM DNA
The "CRM view" in Monday.com is a board with renamed columns. There is no real deal score, no win probability, no forecast and no automatic follow-up tasks per stage. For agencies actively managing deals, that is not enough grip.
Email marketing via workarounds
Want to warm up leads with email sequences or fire a campaign after a won deal? In Monday.com you need to integrate Mailchimp, ActiveCampaign or HubSpot — separate subscriptions, separate databases, separate reports. The Agency CRM does this out of the box.
Migration
We migrate your data — free of charge
Switching feels like a big step, but it is not. Our migration team pulls your boards, contacts and projects from Monday.com and sets them up in The Agency CRM. On average it takes two business days. You do not have to do a thing.
- Contacts & companies transferred
- Deals and pipeline data included
- Projects and tasks imported
- Free on every paid plan
Customer story
Teams that never look back
"We used Monday.com for years for project management, but needed three extra tools for sales and invoicing. The Agency CRM replaces them all. Now I finally have one dashboard I actually run my business from."
Frequently asked questions about switching
Yes. Our team exports your boards and contacts and maps them into The Agency CRM — including deals, companies and tasks. Migration is included with every paid plan.
Ready for a CRM built for agencies?
Try The Agency CRM free for 14 days and experience the difference from a work-OS.
Prefer a guided tour? Contact sales