Move your client work from monday.com to Workspace369.
monday CRM is a flexible, board-based CRM: $18 a seat a month on Basic, $25 on Standard and $41 on Pro with monthly billing, sold in seat bundles that start at 3 seats ($12, $17 and $28 billed yearly). Basic, Standard and Pro include quotes and invoices, capped at 20, 50 and 250 a month. It is strong at custom boards, automations and AI agents. If your business runs on client work, with proposals, projects, tracked time, invoices and a client portal, and you are building that out of boards, Workspace369 gives it to you ready-made, with seats included in the plan. monday.com documents an Excel export for every board, and an account admin can download all boards and files at once. There is no monday-specific importer in Workspace369. What it has is AI Import, which maps your spreadsheet columns and shows what it will cost before it writes anything. monday prices were checked on its own pricing page on October 23, 2026.
14-day free trial. Card required. After the trial: $74/month for Voyager. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Last updated October 23, 2026
The honest part first
What moves, what doesn't
There is no one-click import from monday.com, and Workspace369 does not claim one. You export each board to Excel and AI Import does the column mapping.Moves with you
- Contacts and accounts, as clients. Open your Contacts or Accounts board (and Leads, if you use it), click the three dots, then More actions, then Export board to Excel. AI Import reads XLSX, maps the columns to client records, and you review the mapping first.
- Products, quotes and invoices, if they live on boards. Export those boards the same way. AI Import reads files of products, invoices and proposals, so monday quotes can come across as proposals.
- The cost, before you commit. The import shows its AI usage estimate before it starts, so nothing runs on a surprise bill.
You re-create these
- Deals and pipelines. Workspace369 has client stages (by default Lead, Onboarding, Active, Paused and Past, and you can rename them), not deal boards. Open deals come across as clients at the Lead stage, or as proposals, and the Home Pipeline widget shows open proposals by stage, with won totals not yet invoiced.
- Project and task boards. AI Import doesn’t create projects or tasks. Set up your active projects again; Workspace369 has list, Kanban and calendar views on every plan, and Gantt views and task dependencies from Voyager.
- Automations, forms and dashboards. Rebuild your key automations as workflows, your forms as intake forms or funnels, and your dashboards from Workspace369’s widgets. Email automations run on every plan, and SMS steps start on Voyager.
- Updates and activity. A board export can include updates on a separate tab, but AI Import doesn’t read them. Keep the file for your records.
No lock-in either way: the workspace owner can request a full export of the workspace data. In monday.com, an account admin can download every board and file as one zip, including private boards, which is worth keeping before you cancel.
The seat math
Seat bundles against included seats
monday CRM sells seats in bundles of 3, 5, 10, 15 and 20, at $25 a seat on Standard and $41 on Pro with monthly billing, so a team of 4 pays for 5. Workspace369 plans include a set number of seats, with extra seats at $10 from Voyager.Prices checked October 23, 2026 on the vendors’ own pages, all on monthly billing. monday totals are its per-seat price times the bundle you would buy.
| Team size | monday CRM Standard | monday CRM Pro | Workspace369 |
|---|---|---|---|
| 1 person | $75 (3-seat bundle) | $123 (3-seat bundle) | $29 (Cadet, 1 seat) |
| 2 people | $75 (3-seat bundle) | $123 (3-seat bundle) | $74 (Voyager, 2 seats) |
| 3 people | $75 | $123 | $84 (Voyager $74 + 1 extra seat at $10) |
| 4 people | $125 (5-seat bundle) | $205 (5-seat bundle) | $94 (Voyager $74 + 2 extra seats at $10) |
| 5 people | $125 | $205 | $104 (Voyager $74 + 3 extra seats at $10) |
| 10 people | $250 | $410 | $149 (Specialist, 10 seats) |
| 20 people | $500 | $820 | $249 (Specialist $149 + 10 extra seats at $10) |
Workspace369 costs less than monday CRM Pro at every team size in the table, and less than Standard at every size except 3 people ($84 against $75). monday CRM Basic, at $18 a seat, costs less from 2 to 5 people ($90 against $104 for 5), and Workspace369 costs less for one person and from 6 people. Source: monday CRM pricing, checked October 23, 2026.
Step by step
The switching checklist
Seven steps, in order.Export your boards from monday.com
Export your Contacts, Accounts and any product, quote or invoice boards to Excel (three dots, More actions, Export board to Excel). An account admin can also download every board and file as one zip.
Start the trial and set up your services and prices
The 14-day trial gives you time to move. Add your services, packages and rates first so proposals and invoices take minutes afterwards.
Run AI Import for your clients
Upload the Excel files. AI Import maps your columns, you review the mapping, and the AI usage estimate is shown before you start.
Set your client stages and bring open deals across
Rename the default client stages to match how you sell, then mark open deals as leads or send them a proposal.
Set up active projects and rebuild key automations
Recreate the projects you are delivering now, and rebuild the automations and forms you rely on as workflows, intake forms or funnels.
Add your team and set permissions
Seats are included in the plan, with extra seats at $10 a month from Voyager. You can limit a contractor to the clients assigned to them.
Cancel monday.com once you’ve moved
Keep monday until your exports are saved and your team works in Workspace369, then cancel or reduce your seats.
Fair is fair
Stay on monday.com if…
- You design your own system on boards. monday lets you build boards, columns, views and automations for any process, across sales, projects and other departments. Workspace369 is built around client work, with customizable boards and workflows inside that structure.
- Sales outreach at volume is the job. monday CRM lists AI agents such as an outreach caller and lead sourcer from Standard, and mass emails and email sequences on Pro. Workspace369 has scheduled email sequences on every plan (SMS steps from Voyager), SMS broadcasts from Voyager, and email and SMS campaigns from Specialist, but no AI outreach agents or lead scoring.
- Your team is 2 to 5 people and only needs a CRM. monday CRM Basic costs less at that size, as the table shows.
- Other teams in your company already run on monday. Keeping sales, delivery and other departments on one platform has value of its own.
Pick your plan
Five plans, priced by seats
Cadet through Commander start with a 14-day free trial. Pay annually and each plan drops by about 20%. Extra seats are $10 a month each from Voyager.| Plan | Monthly | Seats | Pick it if… | Trial |
|---|---|---|---|---|
| Cadet | $29 | 1 | You're solo with up to 5 active projects. CRM, proposals, invoices, timesheets and the client portal included. | Try Cadet |
| Voyager | $74 | 2 | You want no project cap, Gantt views and task dependencies, lead sources, SMS broadcasts, plus texting and calling. | Try Voyager |
| Specialist Recommended | $149 | 10 | You want email and SMS campaigns, online booking, payment plans, profitability reports, and up to 25 active workflows. | Try Specialist |
| Commander | $299 | 20 | You want a team workload view, unlimited workflows with AI drafting, plus full accounting. | Try Commander |
| Enterprise | $699 | 50 | You run several teams and need 50 seats in one plan. | Talk to sales |
Prices in USD. Full feature matrix on the pricing page.
FAQ
Switching questions, answered straight
Is there a monday.com importer?
No. Workspace369 has no monday-specific importer and no one-click import. What it has is AI Import: you upload a CSV or XLSX of clients, products, expenses, invoices or proposals, it maps the columns, and you review the result.
How do I export my data from monday.com?
On each board, click the three dots, then More actions, then Export board to Excel. You can include updates and subitems, and a board export holds up to 100,000 items. Only table views export. An account admin can also download the whole account, every board and file including private boards, as one zip.
Is monday CRM cheaper than Workspace369?
Usually not. monday CRM sells seats in bundles from 3, at $25 a seat on Standard and $41 on Pro with monthly billing. Workspace369 costs less than Pro at every team size and less than Standard at every size except 3 people. monday CRM Basic, at $18 a seat, costs less from 2 to 5 people. Workspace369’s price also covers projects, time tracking and the client portal.
Does monday CRM do quotes and invoices?
Yes. monday CRM lists quotes and invoices on Basic, Standard and Pro, capped at 20, 50 and 250 a month. In Workspace369, proposals and invoices sit on the same client record as the project, tracked time and the client portal.
What does AI Import cost?
It counts toward your workspace’s AI usage, and the AI usage estimate is shown before you start the import, so you can decide before anything runs. AI usage is separate from email credits.
Am I locked in to Workspace369?
No. The workspace owner can request a full export of the workspace data and can delete the workspace, with a 24-hour grace period to cancel the deletion.
Keep exploring
Before you decide
Workspace369 vs monday.com
The feature-by-feature head-to-head, from boards to billing.
Read →Switch from Pipedrive
Comparing sales CRMs? The guide for moving off Pipedrive.
Read →Client portal
What clients see: approvals, files, invoices and messages.
Read →Pricing
All five plans, the full feature matrix, and annual billing discounts.
Read →AI Import
How the CSV import maps columns and shows the cost first.
Read →Ready to make the move?
Start the trial, run the checklist above, and cancel monday.com once your exports are saved and your team is working in Workspace369.
14-day free trial. Card required. After the trial: $74/month for Voyager. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.