Monday.com CRM vs FreshBooks
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.
FreshBooks
FreshBooks is an accounting and invoicing platform designed specifically for freelancers, self-employed professionals, and small service-based businesses. It is known for its exceptional ease of use and beautiful invoicing tools. FreshBooks focuses on making accounting simple for non-accountants who just need to track income, expenses, and get paid quickly.
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
- ✓Easiest accounting software to learn and use — ideal for non-accountants
- ✓Beautiful, professional invoice templates
- ✓Built-in time tracking and project management
- ✓Excellent mobile app for tracking expenses on the go
Cons
- ✗Not suitable for product-based businesses needing inventory management
- ✗Limited features for complex accounting needs
- ✗More expensive than competitors for what you get on lower tiers
- ✗Payroll requires third-party integration
Monday.com CRM vs FreshBooks: Side by Side
| Factor | Monday.com CRM | FreshBooks |
|---|---|---|
| User Rating | 4.4/5 ★ | N/A |
| Category | CRM Software | Accounting Software |
| Pricing Model | Paid | Paid |
| Starting Price | $12/user/mo | $19/mo |
| Best For | Teams that want CRM and project management combined in one visual platform | Freelancers and small service businesses wanting simple, beautiful invoicing and accounting |
| Our Pick | 🏆 Recommended | — |
Monday.com CRM Features
- ✓Contact and lead management
- ✓deal tracking
- ✓email integration
- ✓automation
- ✓dashboards
- ✓project management
- ✓collaboration tools
- ✓integrations
FreshBooks Features
- ✓Invoicing
- ✓expense tracking
- ✓time tracking
- ✓project management
- ✓payments
- ✓financial reporting
- ✓bank reconciliation
- ✓mobile app
- ✓client portal
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 FreshBooks if freelancers and small service businesses wanting simple, beautiful invoicing and accounting.
Best For
Teams that want CRM and project management combined in one visual platform
Best For
Freelancers and small service businesses wanting simple, beautiful invoicing and accounting
Also Consider
If neither Monday.com CRM nor FreshBooks 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 FreshBooks?
Monday.com CRM is best for teams that want crm and project management combined in one visual platform. FreshBooks is best for freelancers and small service businesses wanting simple, beautiful invoicing and accounting.
Which is better, Monday.com CRM or FreshBooks?
Choose Monday.com CRM if teams that want crm and project management combined in one visual platform. Choose FreshBooks if freelancers and small service businesses wanting simple, beautiful invoicing and accounting.
How much does Monday.com CRM cost?
Monday.com CRM starts at $12/user/mo. Pricing model: Paid.
How much does FreshBooks cost?
FreshBooks starts at $19/mo. Pricing model: Paid.
Who should use Monday.com CRM?
Teams that want CRM and project management combined in one visual platform
Who should use FreshBooks?
Freelancers and small service businesses wanting simple, beautiful invoicing and accounting