The CRM that keeps your whole revenue team in sync

Monet CRM brings pipeline, email marketing, social publishing, service and reporting into one fast workspace, so every customer conversation lands in the right place.

Start your free 14-day trial · See pricing

One platform for sales, marketing and service

  • Sales pipeline & forecasting

    Drag-and-drop deal boards, weighted forecasts, quotes and products, with every stage tracked automatically.

  • Email marketing & automations

    Design campaigns, build drip sequences and trigger follow-ups from any field, list or deal change.

  • Social publishing

    Plan and schedule posts to LinkedIn, X, Facebook and Instagram next to your email calendar.

  • Call notes with AI summaries

    Zoom, Microsoft Teams and Google Meet calls become notes, action items and next steps on the record.

  • Duplicate management

    Find and merge duplicate leads, contacts and accounts with field-level control over what survives.

  • Reports & dashboards

    Build reports on any object, pin them to dashboards and export to CSV in a couple of clicks.

  • Multiple workspaces

    Separate brands, regions or business units into isolated workspaces, each with its own data and login URL.

  • SSO & security

    Single sign-on with Google, Microsoft or any OIDC provider, role-based access and per-workspace isolation.

Sales, marketing and service, finally on the same page

Sales team reviewing their pipeline together on a laptop

Close more deals with a pipeline everyone trusts

Every lead, call and email lands on one timeline, so reps know exactly what to do next and managers can forecast with confidence.

Marketing analytics dashboard on a computer screen

Campaigns that show their revenue

Send email campaigns, schedule social posts and see which ones create pipeline, all from the same CRM your sales team uses.

Woman speaking with a customer on a video call

Every call becomes a next step

Connect Zoom, Microsoft Teams and Google Meet. Transcripts turn into summaries, decisions and follow-up tasks on the right lead automatically.

Up and running in an afternoon

  1. Create your workspace

    Sign up with your work email, pick a workspace URL and invite your team. Your data lives in its own isolated workspace.

  2. Import and connect

    Bring in leads and contacts from CSV, connect email, calendars, video calls and social accounts with guided setup.

  3. Automate and grow

    Turn on workflows, launch campaigns and watch dashboards update in real time as your team closes deals.

Simple plans that scale with you

  • Free

    For solo founders getting started

    Free

    • Leads, contacts, accounts & deals
    • Tasks, notes and timeline
    • 1 pipeline
    • Web forms
    • Email templates
    • Basic reports

  • Starter

    For small teams that need to move fast

    $19 per user per month, or $15.83 per user per month billed yearly

    • Everything in Free
    • Email marketing (10k emails/mo)
    • Drip automations
    • Quotes & products
    • Cases & SLAs
    • Custom properties
    • Google Meet / Zoom / Teams call notes

  • Professional

    For growing sales & marketing teams

    $49 per user per month, or $40.83 per user per month billed yearly

    • Everything in Starter
    • Social publishing (LinkedIn, X, Facebook, Instagram)
    • Workflow & assignment rules
    • Forecasting & dashboards
    • AI call summaries & setup assist
    • Single sign-on (Google, Microsoft, OIDC)
    • Duplicate management
    • Priority support

  • Enterprise

    For organisations with advanced needs

    Custom pricing – talk to sales

    • Everything in Professional
    • Unlimited users & contacts
    • Multiple workspaces
    • Custom SSO / identity provider
    • Dedicated success manager
    • Custom contracts & invoicing
    • Data residency options

Frequently asked questions

How does the free trial work?

Every paid plan starts with a 14-day free trial with full access to that plan's features. No credit card is required to start. At the end of the trial you can choose a plan or continue on the Free plan.

Can I cancel anytime?

Yes. Plans are billed monthly or yearly and you can cancel or downgrade at any time from Settings › Billing. Your data stays available on the Free plan.

How is my data secured?

Each workspace is stored in its own isolated database. Traffic is encrypted in transit, passwords are hashed, and access is controlled with roles and optional single sign-on.

Do you support single sign-on (SSO)?

Yes. Professional and Enterprise plans can sign in with Google Workspace, Microsoft Entra ID or any OpenID Connect identity provider, configured per workspace.

Can you help us migrate from another CRM?

Most teams import their leads, contacts, accounts and deals from CSV exports in minutes. For larger migrations our team can help – reach us at support@monetanalytics.com.

Is Monet CRM suitable for large organisations?

Enterprise plans add unlimited users, multiple workspaces, custom identity providers, data residency options and a dedicated success manager. Talk to sales for details.