We’ve just been asking ourselves the same things! After some testing and playing around we think we’ve got our heads around it.

A Monday staff member might be able to give more details, but here’s what we (think) we’ve worked out:

A company instance can have multiple ‘editions’ (or Products).

• They essentially just act as licenses within your overall account, and the licenses can be assigned as you wish.
• For example, Person A can have CRM and WM, Person B can be just WM, and Person C can have just CRM.
• The only limitation is that Person B won’t be able to work on CRM boards - they’ll only be able to view them.

CRM includes everything in WM, but the CRM-specific functions are only available with CRM.

• WM is the core set of tools. WM can’t do everything that CRM does. CRM is essentially WM + more!
• For example, a Pro account of CRM and WM both include 25,000 automations. But only CRM has Mass Emails and Customisable Email Signatures.
• This means that a team could have licenses to only CRM if they want to.
• I assume this is the same with Dev - but we aren’t using / haven’t tested Dev.

For a while we had WM licenses for all our team + CRM licenses for half our team, not realising that CRM does everything WM can! So now we just have everyone on CRM, which overall saves us money and keeps everyone working in one space. We’ve transferred all our WM boards to CRM and it all works seamlessly.

I hope I haven’t got anything wrong here - but this all seems to work for us. Definitely something that could do with more clarification on the Pricing / Product page!