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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Fin

    Score8.8 out of 10
    N/AFin is an AI Agent for customer service. It automates complex queries, improves resolution times, and delivers consistently high-quality support at scale.

    $0.99

    one-time fee per outcome

    monday CRM

    Score8.2 out of 10
    N/Amonday CRM provides control over the entire sales funnel and helps users close deals faster by automating manual work and streamlining sales activities from A-Z.

    $45

    per month 3 seats (minimum)

    Pricing
    Finmonday CRM
    Editions & Modules
    Fin with your current helpdesk
    $0.99
    one-time fee per outcome
    Fin with the Intercom helpdesk
    from $19 + $0.99 per Fin outcome
    per month per seat
    Pro add-on
    from $99
    per month
    Basic
    $15
    per month per seat
    Standard
    $20
    per month per seat
    Pro
    $33
    per month per seat
    Ultimate
    Contact Sales
    Offerings
    Pricing Offerings
    Finmonday CRM
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeOptional
    Additional Details90-Day Money-Back Guarantee Fin includes a 90-day money-back guarantee. Customers must use Fin in at least 250 conversations during the first 90 days of their subscription following the trial period. Customers who are not satisfied may request a refund within 90 days of starting their subscription. Eligibility: Available to high-volume customers handling more than 250,000 conversations per month in North America and Europe.Plans start with 3 seats. Yearly save 33%
    More Pricing Information
    Features
    Finmonday CRM
    Sales Force Automation
    Comparison of Sales Force Automation features of Fin and monday CRM
    Feature
    Fin
    -
    Ratings
    monday CRM
    7.9
    89 Ratings
    1% above category average
    Customer data management / contact management00 Ratings7.979 Ratings
    Workflow management00 Ratings8.886 Ratings
    Territory management00 Ratings6.648 Ratings
    Opportunity management00 Ratings8.176 Ratings
    Integration with email client (e.g., Outlook or Gmail)00 Ratings7.670 Ratings
    Contract management00 Ratings8.358 Ratings
    Interaction tracking00 Ratings8.165 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Fin and monday CRM
    Feature
    Fin
    -
    Ratings
    monday CRM
    8.1
    66 Ratings
    5% above category average
    Lead management00 Ratings8.166 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Fin and monday CRM
    Feature
    Fin
    -
    Ratings
    monday CRM
    8.5
    83 Ratings
    10% above category average
    Task management00 Ratings9.181 Ratings
    Billing and invoicing management00 Ratings8.354 Ratings
    Reporting00 Ratings8.270 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Fin and monday CRM
    Feature
    Fin
    -
    Ratings
    monday CRM
    7.7
    80 Ratings
    1% above category average
    Forecasting00 Ratings7.265 Ratings
    Pipeline visualization00 Ratings8.675 Ratings
    Customizable reports00 Ratings7.470 Ratings
    Customization
    Comparison of Customization features of Fin and monday CRM
    Feature
    Fin
    -
    Ratings
    monday CRM
    7.2
    80 Ratings
    6% below category average
    Custom fields00 Ratings7.980 Ratings
    Custom objects00 Ratings7.671 Ratings
    Scripting environment00 Ratings7.249 Ratings
    API for custom integration00 Ratings6.051 Ratings
    Security
    Comparison of Security features of Fin and monday CRM
    Feature
    Fin
    -
    Ratings
    monday CRM
    8.6
    74 Ratings
    2% above category average
    Single sign-on capability00 Ratings8.566 Ratings
    Role-based user permissions00 Ratings8.674 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Fin and monday CRM
    Feature
    Fin
    -
    Ratings
    monday CRM
    8.6
    49 Ratings
    13% above category average
    Marketing automation00 Ratings8.649 Ratings
    Platform
    Comparison of Platform features of Fin and monday CRM
    Feature
    Fin
    -
    Ratings
    monday CRM
    6.9
    74 Ratings
    10% below category average
    Mobile access00 Ratings6.974 Ratings
    Best Alternatives
    Finmonday CRM
    Small Businesses
    No answers on this topic
    Salesflare
    Score10 out of 10
    Medium-sized Companies
    No answers on this topic
    Kintone
    Score9.7 out of 10
    Enterprises
    Sprinklr Service
    Score7.9 out of 10
    Oracle Sales
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Finmonday CRM
    Likelihood to Recommend
    8.9
    (490 ratings)
    8.2
    (99 ratings)
    Likelihood to Renew
    10.0
    (21 ratings)
    9.9
    (5 ratings)
    Usability
    8.3
    (398 ratings)
    8.6
    (96 ratings)
    Availability
    9.1
    (1 ratings)
    -
    (0 ratings)
    Performance
    9.1
    (1 ratings)
    -
    (0 ratings)
    Support Rating
    6.4
    (11 ratings)
    3.1
    (58 ratings)
    Online Training
    7.4
    (2 ratings)
    -
    (0 ratings)
    Implementation Rating
    6.6
    (5 ratings)
    8.2
    (1 ratings)
    Product Scalability
    9.1
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    Finmonday CRM
    Likelihood to Recommend
    Fin
    I can't think of anything off the top of my head regarding less appropriate. However, this product is very customizable. I think with some improvement in reporting it could be better, however, I would recommend due to these types of things. I love the knowledge base and creating those help centers. I would say that it is fairly easy to set up, but once you set it up, not really knowing all the things, it's hard to go back and change, so it would be nice to have an overall idea of guidance prior to the original setup that can just be improved over time.
    Incentivized
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    monday.com
    Our Integrated/brand marketing and Lifecycle marketing teams find monday CRM to be particularly useful for project management. Integrated marketing uses monday to build out our yearly promotional calendar, which keeps the entire company informed on all the launch and sale details for the year, across both retail and digital channels. The Lifecycle marketing team uses monday CRM to track individual campaign projects, mainly consisting of email asset creation. There are times when monday is not the preferred CRM platform, such as data and analytics tracking, project performance tracking, or scenarios when immediate feedback is required.
    Incentivized
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    Pros
    Fin
    • The AI agent can answer our users' questions accurately based on the information available in our Help Center.
    • Ability to set up workflows and procedures helps our team automate repetitive tasks.
    • The inbox layout is clean and easy to navigate, and we can set views to suit our preferences.
    Incentivized
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    monday.com
    • It is very easy to use and logical. Teams and departments can collaborate together to work as one team.
    • It is very useful in automating the processes of relevant departments.
    • The field names, types, and data you enter can be customized as per your organization's requirements.
    Incentivized
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    Cons
    Fin
    • I wish I could pull reports on the conversations that have been closed.
    • I wish I could tag fin categories in addition to our live help desk conversations so I can get a good read on the types of questions users are asking.
    Incentivized
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    monday.com
    • It takes a while to get used to the UX if you are used to Hubspot or another CRM
    • We are still testing mass email functionality, it's a little less intuitive vs Hubspot
    • The quote/invoice forms are not pre-built into the CRM the way they are in Hubspot, so you have to manually set those up. Some might see that as a positive thing because it's more flexible with your respective tech stack, but it required more research on our end to make sure we set it up to flow efficiently.
    Incentivized
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    Likelihood to Renew
    Fin
    We have been and will be continuing our journey with Intercom and nothing too concerning has happened that I have experienced or heard of that has us on the edge yet. If it ever happens it will be something along the lines of "Outgrowing" the use of need of the platform.
    Incentivized
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    monday.com
    It is the best tool we have found as a small business to be able to track our bookings, tasks and income.
    Incentivized
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    Usability
    Fin
    Intuitive is a very accurate descriptor. Features do not seem to be hidden by poor UI. Things are usually where you would expect them to be, and the UI has been designed to make it pleasant to work within the platform. The platform also scales really well. Both small and large organizations can achieve a great return on investment by using it.
    Read full review
    monday.com
    It's a really easy to use and improve tool, that helps you to quickly master its functions and then helps you to improve the features usage as quickly as you learned the basis. Any doubts you have are easily solved by the contents and tutorials it provides, and if it doesn't solve it, the team is always quick to reply and help you.
    Incentivized
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    Reliability and Availability
    Fin
    always there
    Incentivized
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    monday.com
    No answers on this topic
    Performance
    Fin
    Fin is super quick and top notch.
    Incentivized
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    monday.com
    No answers on this topic
    Support Rating
    Fin
    I can get help by asking Fin questions about itself. It answers accurately, citing its own Help Center resources with visuals. It can reason and dialogue well. But when it comes to getting human support for Fin, it is not as quick. It can sometimes take a few days. They are polite and well-meaning. Some things aren't their fault (product limitations), but there was one occasion where something took a long time to resolve with lots of back and forth but it was I who found out the error in the end that they missed, so they didn't really help resolve it.
    Incentivized
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    monday.com
    When I have requested customer service from monday.com account the person who I spoke with was really helpful but the set up to get a hold of someone in customer service was a little complicated and time-consuming. I had to get a ticket in an email and then wait for a specific person to call me back at a certain time, that's why I gave a six.
    Read full review
    Online Training
    Fin
    It was great. We were able to walk through step by step and get our questions answered along the way.
    Incentivized
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    monday.com
    No answers on this topic
    Implementation Rating
    Fin
    The implementation was surprisingly easy but we are having to adapt from our old process to work well with Intercom.
    Incentivized
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    monday.com
    It was very easy to start using. It is also safe to use lots of trial and error whilst setting up.
    Incentivized
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    Alternatives Considered
    Fin
    Fin far surpasses these other options in platform features and capabilities. Fin allows for side-by-side use by both the Marketing and Support teams, while none of the other similar products did that well. Most platforms are designed for one or the other, not both.
    Read full review
    monday.com
    Monday is significantly better. Not only is it more aesthetically pleasing it is just better overall. I feel as if Monday has a better system in regard to keeping track of all the files we have. Moreover, I also feel like the fact that it allows me to tag my other coworkers enables me to have better communication in the office.
    Incentivized
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    Scalability
    Fin
    The product is very scalable and has helped us scale our user base and onboard 10x the users in just one month. We couldn't have done it without Fin
    Incentivized
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    monday.com
    No answers on this topic
    Return on Investment
    Fin
    • New role opportunities — Using the “Fin-first” approach has reduced the workload for our Tier 1 team, giving them more time to focus on their own career growth. It’s also opened the door to a dedicated, AI-focused role, where a team member regularly reviews Fin’s answers and makes updates to help it perform even better.
    • Enabling Fin has also reduced our response time and allowed us to meet SLA's.
    Incentivized
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    monday.com
    • The visibility of connected boards means that fewer people can manage them
    • AI is helping to automate operations through AI agents, and this allows me to reallocate personnel to other functions
    • Automation, whether through workflow or AI, helps in up to 72% of operations and the relocation of personnel to other areas
    • A visibilidade dos quadros conectados fazendo com que menos pessoas posam efetuar a gestão
    • A IA ajudando a automomatizar as operaçoes atraves dos IA Agentes e com isso posso descolocar pessoal para outra função
    • As automatizaçoes tanto por workFlow como por IA ajudam em ate 72% na operação e deslocamento de pessoal para outra area
    Incentivized
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    ScreenShots

    Fin Screenshots

    Screenshot of Fin handling a complex query. Fin can securely retrieve data and take action in external systems like Shopify, Stripe, and Salesforce.Screenshot of Fin works across phone, email, chat, Slack, and more so every customer receives accurate, personalized responses, wherever they reach out.Screenshot of Procedures to train Fin to handle queries with multiple steps, business logic and third-party systems from start to finish. Natural language instructions can be combined with deterministic controls to create powerful Procedures that follow exact rules when needed.Screenshot of AI powered Insights and QA products, proactively showing you dominant and emergent trends and topics in your customer experience, as well as one-click recommendations to set live and immediately improve Fin's performance.Screenshot of Fin Operator. It spots problems, finds opportunities to improve, and acts on them, for example tuning Fin, keeping knowledge current, and scaling automation as business needs changes.Screenshot of the interface to customize Fin's tone of voice, teach it support knowledge and policies, and configure how it handles complex tasks in over 45 languages.

    monday CRM Screenshots

    Screenshot of Sales Pipeline - Ensuring leads do not slip through the cracks.Screenshot of Sales Analytics - Used to build dashboards in real time with no development help, to gain insights into where deals stand, expected revenue, team performance, etc.Screenshot of Automations - Automates sales processes including automatic assignment of leads to reps, reminders for upcoming activities,  and notifications when a lead opens an email.Screenshot of Email Capabilities - Automatically logs sent emails, keeps track of interactions, and enables mass emails with personalized email templates.Screenshot of Activities Logging & Tracking - Displays all past and upcoming sales activities in one organized timeline.Screenshot of Post-sales Management - To help users build lasting customer relationships once the deal is done or stay on top of client projects, with collection tracking.