
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:
$12.50/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.
Devices
Business size
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 and 33 others
Supported Languages
Brazilian Portuguese, Dutch, English, European Portuguese, French, German, Italian, Japanese, Korean, Portuguese, Russian, Spanish, Swedish, Turkish and 9 others
Pricing starting from:
$12.50/month
- Free Version
- Free Trial
- Subscription
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Features
Total features of monday sales CRM: 49
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Reviews
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- Industry: Marketing & Advertising
- Company size: 11-50 Employees
- Used Weekly for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 8.0 /10
Monday.com is a Great Tool for Several Needs
Reviewed on 21/02/2020
We are using Monday.com for our internal strategy work. We use Basecamp for project management for...
We are using Monday.com for our internal strategy work. We use Basecamp for project management for our clients but Monday is a better fit for internal-only work.
Pros
The most valuable feature of Monday.com is flexibility. It offers several features and options for managing and using the tool but you have the option to utilize them as you see fit for your specific needs.
Cons
While the pricing is reasonable, I feel it should be priced better for additional users without having to upgrade to the next package level.
Alternatives Considered
TrelloReasons for Switching to monday sales CRM
Price, functionality and the User Interface (UI)- Industry: Information Technology & Services
- Company size: 51-200 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 10.0 /10
Excellent Product
Reviewed on 01/06/2022
Pros
This is a wonderful platform. It has done so much in terms of integrating our Sales and CSM teams' work in one place, and streamlining our processes and access to information.
I would highly recommend this product.
Cons
It's not the most intuitive product to actually set up, though that can be expected of a product with so much to offer as far as integration, features, and functionality. I'm sure Monday's team will continue to improve their user experience over time.
- Industry: Financial Services Software
- Company size: 2-10 Employees
- Used Weekly for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 2.0 /10
An okay program for basic tracking
Reviewed on 01/06/2022
Did not find much use in it
Did not find much use in it
Pros
That it was able to differentiate different boards
Cons
That everything seemed to be in spreadsheet form
Response from monday.com
Thanks for leaving a review! We're sorry to hear that you were unable to find use for the platform. We'd love to hear more of your feedback, as we're always looking for ways to improve, so please send us an email to [email protected]
- 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 10.0 /10
A Sales CRM that is as bespoke as it can get without paying for a custom system of your own.
Reviewed on 19/04/2022
Overall, I love Monday. I use it every day for my business to manage clients and projects. I have...
Overall, I love Monday. I use it every day for my business to manage clients and projects. I have enjoyed using it so much that it has become a service that I now provide to my customers.
Pros
The greatest thing about Monday is that I can map out any process within my business. This has allowed me to delegate tasks out to others but also helps me to keep track of projects and the different stages each one is at.
Monday.com has so many templates to choose from but when it comes to creating your own, it is super easy to do. I prefer to make my own or change existing templates to fit the ways in which we work as a business.
The problem with off-the-shelf software is that every business is different. The problem with creating your own system is that it is very expensive. Monday.com is a system that you can perfectly mould around every aspect of your business without having to invest in your own bespoke system.
Cons
The main downside that I see with Monday compared to other CRM systems is viewing client data and storing customers.
Clients/customers are essentially just items on a board, just like every item on any board you create. This means there isn't a client overview or summary page that you can view easily and cleanly that summarises a client and all the data you have about them.
Reasons for Switching to monday sales CRM
I chose the need for workflow and process mapping features over the need to store customer data in ways alternative products do. Being able to mould boards around my internal processes is a huge benefit to streamlining my business.- Industry: Real Estate
- Company size: 2-10 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 10.0 /10
Monday is great for Real Estate CRM
Reviewed on 02/05/2022
I love it! Has kept me organized and on top of all of my work as a commercial real estate agent.
I love it! Has kept me organized and on top of all of my work as a commercial real estate agent.
Pros
Keeps track of all my contacts and most of my interactions with clients, also great for managing projects and workflows.
Cons
Communication integaration has been a slight issue with Outlook, there are ways to get around it though and make it work. Also have had some issue with tracking activities and losing some meeting notes which can sometimes be unreliable.
monday sales CRM FAQs
Below are some frequently asked questions for monday sales CRM.Q. What type of pricing plans does monday sales CRM offer?
monday sales CRM offers the following pricing plans:
- Starting from: $12.50/month View Pricing Plans
- Pricing model: Free Version, Subscription
- Free Trial: Available
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 $12.50/seat/month, billed monthly, 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.
Q. Who are the typical users of monday sales CRM?
monday sales CRM has the following typical customers:
2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000
Q. What languages does monday sales CRM support?
monday sales CRM supports the following languages:
Brazilian Portuguese, Dutch, English, European Portuguese, French, German, Italian, Japanese, Korean, Portuguese, Russian, Spanish, Swedish, Turkish
Q. Does monday sales CRM support mobile devices?
monday sales CRM supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does monday sales CRM integrate with?
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
Q. What level of support does monday sales CRM offer?
monday sales CRM offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, 24/7 (Live rep), Chat
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