Clearbooks vs Monday.com CRM
A head-to-head comparison to help you pick the right tool
Last updated: April 30, 2026
Monday.com CRM is our recommended pick for most teams — teams that want crm and project management combined in one visual platform.
Try Monday.com CRM →Read our full Monday.com CRM review →Clearbooks
Clearbooks is a UK-focused cloud accounting software designed for small businesses and sole traders. It covers invoicing, expenses, payroll, and VAT returns in a simple and affordable package.
Monday.com CRM
Monday.com CRM is a flexible customer relationship management tool built on the Monday.com work operating system. It combines CRM functionality with project management so sales teams can manage deals and collaborate on work in one place. Monday CRM is ideal for teams that want a highly visual and customizable CRM experience.
Pros
- ✓Built specifically for UK accounting and VAT
- ✓Simple and easy to use
- ✓Affordable pricing
- ✓Good invoicing features
- ✓Solid MTD (Making Tax Digital) compliance
Cons
- ✗Limited outside UK market
- ✗Fewer integrations than QuickBooks or Xero
- ✗Less suitable for larger businesses
- ✗Support can be slow
Pros
- ✓Highly visual and intuitive interface that teams love
- ✓Flexible and customizable to fit any sales process
- ✓Strong collaboration tools for cross-functional teams
- ✓Good automation capabilities
Cons
- ✗Not a traditional CRM — lacks some advanced sales features
- ✗Can get expensive with larger teams
- ✗Reporting is less advanced than dedicated CRM tools
Clearbooks vs Monday.com CRM: Side by Side
| Factor | Clearbooks | Monday.com CRM |
|---|---|---|
| User Rating | N/A | 4.4/5 ★ |
| Category | Accounting Software | CRM Software |
| Pricing Model | Paid | Paid |
| Starting Price | Contact for pricing | $12/user/mo |
| Best For | UK small businesses and sole traders wanting simple affordable accounting with strong VAT and MTD compliance | Teams that want CRM and project management combined in one visual platform |
| Our Pick | — | 🏆 Recommended |
Clearbooks Features
- ✓Invoicing
- ✓bank reconciliation
- ✓expense tracking
- ✓VAT returns
- ✓payroll
- ✓financial reporting
Monday.com CRM Features
- ✓Contact and lead management
- ✓deal tracking
- ✓email integration
- ✓automation
- ✓dashboards
- ✓project management
- ✓collaboration tools
- ✓integrations
Pricing Comparison
Monday.com CRM
PaidStarts at $12/user/mo
Basic: $12/user/mo · Standard: $14/user/mo · Pro: $24/user/mo · Enterprise: custom
See full pricing →Best Use Cases
Monday.com CRM
- →Sales teams wanting a visual and flexible CRM
- →Companies already using Monday.com for project management
- →Teams wanting to customize their CRM without coding
Who Should NOT Use These Tools
Monday.com CRM is NOT ideal for:
- ✗Teams needing a dedicated sales-focused CRM with advanced features
- ✗Companies requiring complex deal scoring
- ✗Businesses needing built-in calling and email sequences
Integrations
Monday.com CRM
Gmail, Outlook, Slack, Zoom, Salesforce, HubSpot, Zapier, Stripe, LinkedIn
Our Take
Choose Clearbooks if uk small businesses and sole traders wanting simple affordable accounting with strong vat and mtd compliance. Choose Monday.com CRM if teams that want crm and project management combined in one visual platform.
Best For
UK small businesses and sole traders wanting simple affordable accounting with strong VAT and MTD compliance
Best For
Teams that want CRM and project management combined in one visual platform
Also Consider
If neither Clearbooks nor Monday.com CRM is the right fit, Dext is worth evaluating.
Dext
Bookkeepers, accountants, and businesses with high receipt volumes wanting to eliminate manual data entry
From $15/mo
Frequently Asked Questions
What is the difference between Clearbooks and Monday.com CRM?
Clearbooks is best for uk small businesses and sole traders wanting simple affordable accounting with strong vat and mtd compliance. Monday.com CRM is best for teams that want crm and project management combined in one visual platform.
Which is better, Clearbooks or Monday.com CRM?
Choose Clearbooks if uk small businesses and sole traders wanting simple affordable accounting with strong vat and mtd compliance. Choose Monday.com CRM if teams that want crm and project management combined in one visual platform.
How much does Clearbooks cost?
Visit Clearbooks website for current pricing.
How much does Monday.com CRM cost?
Monday.com CRM starts at $12/user/mo. Pricing model: Paid.
Who should use Clearbooks?
UK small businesses and sole traders wanting simple affordable accounting with strong VAT and MTD compliance
Who should use Monday.com CRM?
Teams that want CRM and project management combined in one visual platform