Monday.com CRM vs Clearbooks
A head-to-head comparison to help you pick the right tool
Last updated: September 14, 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 →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.
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.
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
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
Monday.com CRM vs Clearbooks: Side by Side
| Factor | Monday.com CRM | Clearbooks |
|---|---|---|
| User Rating | 4.4/5 ★ | N/A |
| Category | CRM Software | Accounting Software |
| Pricing Model | Paid | Paid |
| Starting Price | $12/user/mo | Contact for pricing |
| Best For | Teams that want CRM and project management combined in one visual platform | UK small businesses and sole traders wanting simple affordable accounting with strong VAT and MTD compliance |
| Our Pick | 🏆 Recommended | — |
Monday.com CRM Features
- ✓Contact and lead management
- ✓deal tracking
- ✓email integration
- ✓automation
- ✓dashboards
- ✓project management
- ✓collaboration tools
- ✓integrations
Clearbooks Features
- ✓Invoicing
- ✓bank reconciliation
- ✓expense tracking
- ✓VAT returns
- ✓payroll
- ✓financial reporting
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 Monday.com CRM if teams that want crm and project management combined in one visual platform. Choose Clearbooks if 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
Best For
UK small businesses and sole traders wanting simple affordable accounting with strong VAT and MTD compliance
Also Consider
If neither Monday.com CRM nor Clearbooks is the right fit, Klaviyo is worth evaluating.
Klaviyo
B2C brands wanting an AI-powered CRM that combines marketing automation, analytics, and customer service in one platform.
From $20/mo
Frequently Asked Questions
What is the difference between Monday.com CRM and Clearbooks?
Monday.com CRM is best for teams that want crm and project management combined in one visual platform. Clearbooks is best for uk small businesses and sole traders wanting simple affordable accounting with strong vat and mtd compliance.
Which is better, Monday.com CRM or Clearbooks?
Choose Monday.com CRM if teams that want crm and project management combined in one visual platform. Choose Clearbooks if uk small businesses and sole traders wanting simple affordable accounting with strong vat and mtd compliance.
How much does Monday.com CRM cost?
Monday.com CRM starts at $12/user/mo. Pricing model: Paid.
How much does Clearbooks cost?
Visit Clearbooks website for current pricing.
Who should use Monday.com CRM?
Teams that want CRM and project management combined in one visual platform
Who should use Clearbooks?
UK small businesses and sole traders wanting simple affordable accounting with strong VAT and MTD compliance