About monday sales CRM

Built on top of monday.com Work OS, monday sales CRM is a no-code, customizable solution that empowers managers and sales teams to take control of their entire sales cycle - from lead capturing and sales pipeline management to post-sales management like client projects and client onboarding - all on one centralized platform. monday sales CRM is an ideal solution for small- to medium-sized businesses, it is also a perfect match for small business owners, sales managers and teams.

monday sales CRM enables sales teams to create no-code automations to significantly reduce repetitive manual work that takes time away from focusing on customers. They can capture leads from any source and centralize them in one place. As expected from any reliable CRM, they can manage their contacts’ information, track every deal's status, grow lasting customer relationships, and more. Managers get a full overview of their entire sales team's capacity and progress with no-code dashboards that they can easily build themselves. The interface is visually pleasing and incredibly intuitive to use, which makes it easier for teams and managers to adopt it. If other teams like legal, finance, IT, and marketing use monday.com Work OS, sending documents for approval and doing other important processes can be run unhindered within the platform which means more efficient work processes and cross-department collaboration.

The two-way email integration with Gmail and Outlook allows you to send and receive emails directly from monday sales CRM. In addition, you get all the relevant customer information along with every interaction you’ve had with them, all in a single view. On a customizable level, you can create email templates that autofill with your customers’ information existing in your CRM, personalize an email signature, get reminders to send emails, and automate sending response emails at the right time. And when it comes to tracking, monday sales CRM sends you a live notification when a customer opens a sent email ensuring you always keep communication flowing.

Beyond the run of the mill sales operations, monday sales CRM gives sales teams the capability to manage post-sales operations. This includes onboarding new clients, managing client projects, tracking client collection, and gaining insight into what clients need and exactly when they need it. As for managers, sales operations can be handled much more efficiently. This includes managing the sales team hiring process, speeding up the sales team onboarding process, and of course, tracking and managing sales team's goals and ensuring everyone reaches their quotas. For sales teams it includes building up sales collateral with the most up-to-date sales materials, as well as creating a library of the documents needed to close deals.

For anyone concerned about giving up the tools they already use, monday sales CRM seamlessly integrates with the tools and apps sales teams already use every day.

Finally, when it comes to setup, it is one of the fastest in the market. In fact, there is no need for an IT expert or a developer to run the setup, it can all be done yourself. Plus there are ready-made templates available which means you can quickly get started. This doesn't just include setting up the solution but actually importing all your existing data and information in a smooth and hassle-free manner that doesn't take months. So if you're concerned about the common headache of slow and laborious implementation, you can take a breath because it doesn't get any easier than this.

Pricing starting from:

US$10.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of monday sales CRM

Quick setup and fast adoption: with monday sales CRM's intuitive interface, getting started takes little effort and doesn't require any dedicated onboarding developers.

Customizable to fit any business need: easily customize any sales pipeline, workflow, and process you need to work more efficiently.

Automate manual work: win back time by putting repetitive manual work on autopilot so your team can spend more time on sales and customers.

Manage your entire sales cycle: an end-to-end CRM that lets you manage every aspect of the sales process from leads and contact management to sales pipeline, post-sale processes, and sales enablement.

Keep everything in one place: a centralized platform that gives managers and sales reps real-time insights with no-code visual dashboards and reports.

Make data-driven decisions: gain immediate insights into your sales pipeline status, track sales forecasting, team performance, and more with real-time tracking and reporting.

Boost cross-team collaboration: seamlessly collaborate with different stakeholders from other departments, manage requests and communicate on the same platform.

Focus on the information that matters: no more working with endless tabs, rows, and columns. Save time by defining, collecting, and organizing the exact sales data you need in one place.

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Markets

United Arab Emirates, Argentina, Austria, Australia, Belgium , Brazil, Canada, Switzerland, Chile, China, Colombia, Germany, Denmark, Ecuador, Spain, France, United Kingdom, Greece, Hong Kong SAR China, Ireland, Israel, India, Italy, Japan, South Korea, Luxembourg, Mexico, Netherlands, Norway, New Zealand, Peru, Philippines, Portugal, Russia, Sweden, Singapore, United States, South Africa

Supported Languages

Brazilian Portuguese, Dutch, English, European Portuguese, French , German, Italian, Japanese, Korean, Portuguese, Russian, Spanish, Swedish, Turkish

Pricing starting from:

US$10.00/month

  • Free Version
  • Free Trial
  • Subscription

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Features

Total features of monday sales CRM: 63

  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • Customer Database
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Dashboard
  • Data Import/Export
  • Deal Management
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • For Financial Institutions
  • For Mac Devices
  • For Sales Teams/Organizations
  • For Small Businesses
  • Forecasting
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Meeting Management
  • Mobile Access
  • Opportunity Management
  • Performance Metrics
  • Pipeline Management
  • Presentation Tools
  • Prioritisation
  • Projections
  • Proposal Management
  • Quotes/Estimates
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Activity Management
  • Sales Forecasting
  • Sales Onboarding & Training
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Segmentation
  • Social Media Integration
  • Task Management
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Workflow Management

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Reviews

Overall rating

4.7 /5
(354)
Value for Money
4.6/5
Features
4.5/5
Ease of Use
4.7/5
Customer Support
4.7/5

Already have monday sales CRM?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 354
Karlo
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Monday for Cybersecurity Oriented System Integrator

Reviewed on 26/4/2022

I started using Monday.com in my previous workplace ( LAB LTD ) and implemented it, we were using...

I started using Monday.com in my previous workplace ( LAB LTD ) and implemented it, we were using it as Sales CRM, later i moved to another company which has two Models MSSP and Classic Integrator - so i also have integrated Monday.com here, so i have experience in two different companies - both time i was the one who did the call and choose Monday.com

Pros

Neutrino is Cybersecurity Oriented System Integrator, which works with MSSP model and also classic Integrator Model, both types of deals are easily created, managed and workflow feels very smooth. Our MSSP SOC team processes are fully integrated in Monday, everything become automatic. tasks and reaction which needed up to 8 minutes, downed to 40 seconds.

Cons

So far so good, no major dislikes about product, hope one day cross boarding will be supported ( when data is shared between different boards at one time, and does not affect original data column )

Thomas
Overall rating
  • Industry: Real Estate
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Super customizable with powerful features

Reviewed on 27/4/2022

Overall, the flexibility to customize the tool for whatever you need to track is very good. The...

Overall, the flexibility to customize the tool for whatever you need to track is very good. The learning curve is minimal, at least to get started. I believe there is more functionality that can be tapped that I'm only starting to understand. In a good way, the challenge with using this tool is envisioning what can be done with it and bringing that vision to life.

Pros

I really like how easy it is to customize Monday.com. I keep finding more uses for tracking just about all aspects of my business from project management, to deal flow, to lead tracking.

Cons

The UI can become an obstacle when you have too much information in the system. Items that fall to the bottom of the lead tracking list get easily forgotten. The biggest weakness of the system is its general lack of reporting functions. For example, I need to produce reports that I can sent out to clients, but there is no easy way to do that in Monday.com.

Alternatives Considered

Asana

Reasons for Choosing monday sales CRM

Monday.com does everything Pipedrive can do and a whole lot more.

Switched From

Pipedrive

Reasons for Switching to monday sales CRM

Asana lacks the customizability that Monday.com has and its more narrowly focused on team collaboration. I can do so much more with Monday.com.
Stephanie
Overall rating
  • Industry: Leisure, Travel & Tourism
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

User friendly, great for task management and viewing large quantities of data

Reviewed on 27/4/2022

Pros

We'd been using Monday.com for mostly task management and as a tool to easily collaborate through and decided to add in the CRM because of how user friendly the platform is. I use the CRM quite heavily every day. It's great because you can customize the columns, easily search, and view a large group of data in one place.

Cons

The most difficult piece of this software was the Gmail integration. It's essential to our business that email conversations with guests be tracked so that anyone on the team can view the discussions. The team works remotely and in lots of different time zones, so it's helpful to be able to see these threads logged with the Gmail integration. However, we had months of inconsistencies and threads not logging. After spending nearly 7 months working with the customer service team and getting no where, we gave up. Unfortunately we can't count on this essential piece and unless they sort out the problems, it may be cause to look for other CRM software in the future as our business continues to grow. Another problem is the software will often freeze or not load. The only solution we've found is to wait till later to try again or sometimes opening a new browser will help. This has caused few major problems but a lot of headaches! The integration with MailChimp is currently pretty pointless for our needs. I wish they gave you other options for what you can do with that integration or let you customize the scenarios.

Matt
Overall rating
  • Industry: Environmental Services
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Nothing Really Like Monday.com

Reviewed on 27/4/2022

I have used Monday with two startups and one enterprise role now and it's basically our business or...

I have used Monday with two startups and one enterprise role now and it's basically our business or customer operating system. Sort of can't live without it at this point.

Pros

Monday is so easy to use, and visually easy to understand. It's not a chore to update our pipelines. We are a small business, but we went from deciding to purchase to deployment to using it as part of our daily routing in less than two days.

Cons

The lack of integration with Gmail is a killer for us. We would like Monday.com to track and associate emails that pertain to a deal automatically. Emailing from within monday.com isn't a good workflow for us since not every email is deal-specific. a Gmail integration where I could associate an email with a deal or a contact from within Gmail would be awesome!

Alternatives Considered

HubSpot CRM

Reasons for Choosing monday sales CRM

Hubspot was going to get too expensive, it wasn't a great interface, and we had prior experience with Monday.com.

Switched From

HubSpot CRM
Coralie
Overall rating
  • Industry: Design
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Amazing OS + amazing company

Reviewed on 20/4/2022

I genuinely love it and I am excited to see how I will continue to grow and expand my boards and...

I genuinely love it and I am excited to see how I will continue to grow and expand my boards and automations once I have a team. I also just love Monday as a company, I follow the Instagram page and it's great to see such fresh and different content/ads/campaigns. Also love how much you have done for the Ukraine crisis. The other thing is the customer service is incredible, I could not believe it when the person emailed me back with a personal Loom video to explain my issue and try to resolve it. They are amazing and don't make me feel stupid/bad about what I'm asking. They all need a raise :)

Pros

I love how it keeps my business organised, structured and efficient. As soon as I got on top of my Monday boards and automations/integrations, I started feeling in control and more confident at how my business was running. The thing I like most is just how it acts like my personal assistant. With certain automations set up, I don't even have to think about following up with clients, the software does it for me. I also love the dashboards that give me a quick overview and glimpse into all other boards without having to go into each of them individually.

Cons

It would have to be the mobile and iPad apps. They don't work great, they are a bit clunky, the dashboards pages and workdocs do not load. This is quite frustrating when I'm wanting to check something and I've only got my phone on me. I have gotten used to using my laptop only or going onto safari on my iPad if I need to access it. However it would be really great if the apps themselves could work better.

Showing 5 reviews of 354 Read all reviews

monday sales CRM FAQs

Below are some frequently asked questions for monday sales CRM.

monday sales CRM offers the following pricing plans:

monday.com offers a free forever plan for up to 2 seats, after which pricing scales based on the number of seats, as well as functionality needed. Paid plans start at $10.00/seat/month, billed annually, for the Basic plan and include a minimum of 3 seats. Other plans are outlined below: Basic plan: starting at $12.50/seat/month billed monthly (or $10/seat/month when billed annually) Standard plan: starting at $17/seat/month billed monthly (or $14/seat/month when billed annually) Pro plan: starting at $30/seat/month billed monthly (or $24/seat/month when billed annually) Enterprise: contact monday.com for enterprise pricing 14 days free trial, no credit card needed. 30-day money back guarantee.

monday sales CRM has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000

monday sales CRM supports the following languages:

Brazilian Portuguese, Dutch, English, European Portuguese, French, German, Italian, Japanese, Korean, Portuguese, Russian, Spanish, Swedish, Turkish

monday sales CRM supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

monday sales CRM integrates with the following applications:

Aircall, Clever Ads for Slack, MS Teams & Google Chat, Dropbox Business, Facebook Business Suite, Gmail, Google Calendar, Google Drive, HubSpot CRM, LinkedIn for Business, Mailchimp, Microsoft Excel, Microsoft Outlook, Miro, OneDrive, PandaDoc, Pipedrive, Salesforce Foundation, Shopify, Slack, Stripe, SurveyMonkey, Twilio, Typeform, Zapier, Zendesk Suite

monday sales CRM offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

See all software categories found for monday sales CRM.