Example company audit / CRM software / August 2026
AI Availability Audit: monday CRM.
What ChatGPT, Gemini and Claude tell CRM buyers about monday CRM, what they get wrong, which sources feed their answers, and whether an AI agent could do business with it. Built from 1,007 recorded answers and live checks of public pages. This is the shape and depth of every audit we deliver; some lists are shortened in the public sample.
Independent sample audit.
In this report
Executive summary
- The machines know monday CRM and have filed it as a niche pick: named often, almost never first, and mostly for one kind of buyer, the team escaping spreadsheets.
- Its presence nearly doubles when assistants search the web, from 3.0% to 5.8% of brand mentions, because monday.com’s own pages feed the answers, sometimes word for word.
- One false pricing claim, “unlimited users”, recurs in recorded answers. monday CRM prices per seat, with a three-seat minimum. Every repetition costs trust with a buyer who checks.
- The machine-facing surface passes 9 of 10 checks, the best we have measured so far, with two fixes worth hours of work. One of them is the structured data that serves yesterday’s prices to every agent that asks.
Where you stand
August 2026. Situation-weighted share of brand mentions among the ten tracked brands, shares sum to 100% within each setting. monday CRM highlighted. Not the percentage of answers naming a brand.
Read the two bars together and you have the strategic picture: monday CRM is renting its AI visibility through content, not earning it in the machines’ memory. When assistants answer from what they already know, you hold 3.0% of brand mentions in the category, eighth of ten brands. When they search first, your own pages lift you to 5.8% and fifth place. Search-fed presence responds to content operations and can be maintained. Memory is the compounding asset, and it shifts slowly. Today the machines’ memory says: monday is a work management tool that also does CRM.
Which buying situations you are in
Percentage of recorded answers that include monday CRM in each situation, both settings, with the category leader as the benchmark. Every value is shown, including zero.
| Brand | First CRM | Off spreadsheets | Best overall | Budget | Startup | Enterprise | CRM + marketing | B2B pipeline |
|---|---|---|---|---|---|---|---|---|
| You, from memory | 11 | 28 | 39 | 3 | 0 | 0 | 1 | 1 |
| You, with search | 37 | 47 | 44 | 22 | 11 | 0 | 8 | 8 |
| Leader (HubSpot), from memory | 100 | 99 | 100 | 100 | 100 | 92 | 100 | 100 |
Situations: First CRM = a first CRM for a small business, Off spreadsheets = moving off spreadsheets, Best overall = the best CRM overall, Budget = a tight budget, Startup = a fast growing startup, Enterprise = enterprise, CRM + marketing = CRM plus marketing in one, B2B pipeline = B2B pipeline management. From memory 90 answers per situation; with search 35 to 36.
From memory you exist in 3 of 8 buying situations: the team outgrowing spreadsheets, the best-overall question, and a first CRM for a small business. With search, 7 of 8. The gap between the two rows is the finding. Enterprise is closed to you in both modes, and the leader’s row shows what full coverage looks like: HubSpot is present in every situation the category has.
What the machines say about you
Across 139 answers that mention monday CRM, the story is remarkably consistent.
| Theme | How it shows up |
|---|---|
| “A spreadsheet on steroids” | Your single most repeated characterisation, and your strongest situation: when buyers describe outgrowing Excel, you appear in a third of all answers, often ahead of Pipedrive. The machines have learned you are the gentlest bridge off spreadsheets. |
| Sales plus delivery in one | Named for agencies and service firms where a closed deal becomes a project. A real differentiator the machines articulate well. |
| Visual, customisable, no-code | Near-universal praise vocabulary across all three assistants, with the same three adjectives recurring in most long answers. |
|---|---|
| Caveat: analytics | “Lacks the deep native sales analytics of Salesforce or HubSpot” recurs in most long comparisons, almost always in the best-overall question. |
| Caveat: never the first pick | In ranked lists you sit 4th to 8th; the “if I had to pick one” slot goes to HubSpot or Salesforce in effectively every answer. |
One more pattern worth knowing: in search mode, some answers reproduce your marketing nearly word for word, sourced from monday.com blog posts the assistant retrieved. Your content operation is not just ranking; it is being read back to buyers as the answer. That is working as intended, and it is also why the memory gap matters: remove the search crutch and the story thins to one niche.
What the machines get wrong about you
Every factual claim extracted from the recorded answers, checked against monday.com’s own live pages in August 2026. In the full deliverable each claim links to the archived answers.
| Claim in AI answers | Reality, checked on your own pages | Seen in | Status |
|---|---|---|---|
| “Monday CRM: unlimited users from $12 to 15 per user per month” | monday CRM prices per seat, with a three-seat minimum (“Plans start from 3 users”, monday.com/crm/pricing). No plan offers unlimited users. | 4 answers, one assistant, search mode, identical wording each time: a recurring error, not a one-off | False, verified |
| “Starts at $18 per user per month” | True but incomplete: $18 is the monthly-billing rate; annual billing is $12. Answers rarely say which cycle they quote, which makes you look 50% pricier in some answers than in others. | 3 answers, search mode | Incomplete |
| Core pricing facts ($12/$17/$28 annual, 3-seat minimum, 40+ seats custom, 14-day trial) | Accurate. The machines mostly have your commercial basics right. | the large majority of pricing mentions | Accurate |
Where the answers come from
| Domain | Citations |
|---|---|
| hubspot.com | 93 |
| pipedrive.com | 64 |
| salesforce.com | 61 |
| zoho.com | 60 |
| monday.com | 35 |
| lessannoyingcrm.com | 19 |
|---|---|
| techradar.com | 18 |
| g2.com | 18 |
| sybill.ai | 17 |
| pipelinecrm.com | 17 |
| forbes.com | 14 |
| crm.org | 14 |
monday.com is cited 35 times, which is what carries you from three situations to seven. The third-party sources further down the list are where the remaining situations are won. Citation occurrences, not unique answers.
190 of 287 search-mode answers cited at least one source. Four vendor domains dominate, and monday.com is cited 35 times, which is what carries you from three situations to seven. The audit names the third-party sources, ranks them by how often each assistant reads them, and marks the ones you are absent from.
Can a machine do business with you? 9 of 10
The best machine-facing surface we have measured so far: dedicated robots.txt groups per AI bot, a clean Wikidata entity bound to your domain in both directions, product structured data with ratings, pricing readable without JavaScript. Two findings, both checked live in August 2026.
FindingYour structured data tells machines yesterday’s prices. The JSON-LD offers on the pricing page carry lower figures than the prices rendered on the same page, and no field says when they were last valid. Any assistant reading the data layer instead of the page quotes you wrong; this is the most likely origin of the wrong price claims above.
FixOne source of truth with the rendered page, validity dates added.
FindingYour main “Get Started” button is invisible to agents. It is a JavaScript-only control with no real link target. A plain-link path to signup exists elsewhere on the page, so the check passes, but the flagship call to action does nothing for a machine that reads HTML.
FixGive the primary call to action a real link target so agents can follow it.
What to do about it
Five actions in the full audit, ranked by expected effect, each with an owner on your side, an effort estimate and an evidence grade. One of them here, the rest in the deliverable.
ActionDecide which buying situations to win. The machines cast you as the spreadsheet-escape tool, a niche that is winnable and valuable. Enterprise is closed to you in both modes, and buyers on a tight budget or at a fast-growing startup rarely see you named. Either that is a deliberate choice, or it is demand left to competitors. The citation map names the sources that feed each of those situations.
ActionCorrect the source feeding the “unlimited users” claim and keep pricing facts loud and crawlable everywhere the assistants read. A model’s memory cannot be edited directly; consistent machine-readable facts plus re-measurement is what makes the error decay.
ActionFix the pricing structured data. Current figures, one source of truth with the rendered page, validity dates added. Removes the most likely origin of the wrong price claims.
ActionReconcile your own discount copy. The pricing page shows “SAVE 33%” and “an 18% discount” for the same choice. Your inconsistencies become the machines’ inconsistencies.
ActionGive the primary call to action a real link target so agents can follow it, and keep a plain-HTML path to signup on every commercial page.
How to read the numbers
Built from our pre-registered CRM category measurement: 1,007 recorded answers, three assistants, memory and search modes, split-half reliability r = 0.93 from memory and 0.91 with search. Differences under 15 points between situations are treated as noise. Public-surface checks were fetched live in August 2026. Every number is reproducible from the archived responses. Read the methodology, or the CRM industry report this audit is built on.
monday.com is a trademark of its owner. Kesterley is not affiliated with monday.com.
Same depth, your numbers
Everything above for your brand and your competitors: where the machines put you, what they get wrong with the evidence attached, which sources feed the answers in your category, whether agents can do business with you, and a fix list your team can start the same week.
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