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:

$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

Argentina, Australia, Austria, Belgium, Brazil and 33 others

Supported Languages

Brazilian Portuguese, Dutch, English, European Portuguese, French and 9 others

Pricing starting from:

$10.00/month

  • Free Version
  • Free Trial
  • Subscription

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Features

Total features of monday sales CRM: 71

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

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Reviews

Overall rating

4.7 /5
(365)
Value for Money
4.6/5
Features
4.5/5
Ease of Use
4.7/5
Customer Support Software
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 365
Terra
Overall rating
  • Used Daily for 6-12 months
  • Review Source

Overall rating

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

The best thing ever. Revolutionized how we manage our projects.

Reviewed on 28/06/2018

Organizing our projects become easier, sharing that progress with clients is easier, billing for...

Organizing our projects become easier, sharing that progress with clients is easier, billing for projects is easier, chatting about the tasks and sharing files is easier...seriously...everything is easier with Monday.com.

Pros

Being able to customize anything we want. We assign colors to employees so we can see who is falling behind or carrying the majority of the workload. We can see if a certain client has a lot of urgent items and needs more attention. We can share our progress with clients so they can see in real-time what we are working on. We've created a way for Billing to know when it is time to bill for a project b y using the tags feature. The software is simply amazing. I cannot recommend it enough.

Cons

I would like a way to sync certain items so they could be on 2 boards at once. I reached out to support about it and they were friendly, helpful, and gave me a great suggestion. It's not exactly what I want, but it absolutely works better than nothing. Seriously, my only complaint is that one tiny feature request.

Bridger
Overall rating
  • Industry: Performing Arts
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

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

Great for Small business' that are in excel or have more complicated needs

Reviewed on 19/04/2022

Monday pulled us out of excel and the filing cabinet. we used a cheap version of sales force for...

Monday pulled us out of excel and the filing cabinet. we used a cheap version of sales force for small business' but it could do less than half of what Monday had to offer

Pros

Monday is quick to adapt to the management needs in the firework industry making it a great platform that we can quickly adjust if needed.

Cons

some of the reporting we pull from it require creating hidden columns to manipulate data making it something not the average user can always do.

Reasons for Choosing monday sales CRM

Value for the cost. as well as a simpler product to train and use

Switched From

Salesforce Essentials
Edward
Overall rating
  • Industry: Food & Beverages
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 7.0 /10

Edward Martin - Taylor Mammon

Reviewed on 19/04/2022

tedious but effective at reminding me to contact clients, more context to my calls would be ideal.

tedious but effective at reminding me to contact clients, more context to my calls would be ideal.

Pros

Collaboration is incredible, and transparency for timelines is great. being able to open multiple boards would be great.

Cons

the application can be slow sometimes, having multiple boards open at the same time would be key

Response from monday.com

Hi there. Thanks so much for taking time to leave a review and for providing us with your feedback.

Jacques
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 7.0 /10

Monday As a CRM

Reviewed on 28/04/2022

Monday has been a game changer for our business and allows us to control where we go with the...

Monday has been a game changer for our business and allows us to control where we go with the product using our own internal team.

Pros

The softwares main feature is its adaptability to various departments and needs.

Cons

There are some very basic features like being able to attach an attachment to an email that are missing.

Alternatives Considered

HubSpot Marketing Hub and Salesforce Sales Cloud

Reasons for Choosing monday sales CRM

We needed more functionality out of the platform.

Switched From

Agile CRM

Reasons for Switching to monday sales CRM

Pricing was the driving force, then being able to do our own implementation.
Neil
Overall rating
  • Industry: Computer Software
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

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

Gave me great visual insight into running my company!

Reviewed on 25/04/2022

It gave us a central location for sales/marketing and operations data and the tools to visualize...

It gave us a central location for sales/marketing and operations data and the tools to visualize results.

Pros

The ability to segment data and great visualization of that segmented data. Loved the ability to create custom dashboards.

Cons

I would love the ability to view the dashboards on our digital signage displays using a URL.

Alternatives Considered

Trello

Reasons for Choosing monday sales CRM

Monday had a broader offering and was more customizable.

Switched From

Trello and Pipedrive

Reasons for Switching to monday sales CRM

The ability to further customize the app without having to add a tremendous amount of "power ups".
Showing 5 reviews of 365 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 Software, Phone Support, 24/7 (Live rep), Chat

Related categories

See all software categories found for monday sales CRM.