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

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:

$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 Software
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management Software
  • Collaboration Tools
  • Contact Database
  • Contact Management Software
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard Software
  • Data Import/Export
  • Deal Management
  • Document Management Software
  • Document Storage
  • Drag & Drop
  • Email Management Software
  • Email Marketing Software
  • Email Templates
  • For Financial Institutions
  • For Mac Devices
  • For Sales Teams/Organizations
  • For Small Businesses
  • Forecasting
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture Software
  • Lead Generation Software
  • Lead Management Software
  • Lead Qualification
  • 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
  • Segmentation
  • Social Media Integration
  • Task Management Software
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Workflow Management Software

Alternatives

Asana

4.5
#1 Alternative to monday sales CRM
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Jira

4.4
#2 Alternative to monday sales CRM
JIRA is the tracker for teams planning & building great products. Millions choose JIRA to capture & organize issues,...

Salesforce Service Cloud

4.4
#3 Alternative to monday sales CRM
Engage with your customers when and where they are. Deliver service across every channel, over any device. Empower your...

Zoho CRM

4.3
#4 Alternative to monday sales CRM
Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close...

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 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 354
Kory
Overall rating
  • 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

Trello

Reasons for Switching to monday sales CRM

Price, functionality and the User Interface (UI)
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 Software
  • Likelihood to recommend 9.0 /10

Super customizable with powerful features

Reviewed on 27/04/2022

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.
Dana
Overall rating
  • Industry: Hospitality
  • 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 4.0 /10

It feels like a CRM but it doesn't behave like one

Reviewed on 19/04/2022

It's been amazing to learn my ways around Mondaty.com but also not easy - a lot of time was spent...

It's been amazing to learn my ways around Mondaty.com but also not easy - a lot of time was spent on creating workflows and testing them, trying to make from it a familiar CRM software I've used before.

Pros

I love the intuitive UI and level of customisation easily achieved on Monday, it's an amazing software. Very collaborative and engaging, was great to introduce to my colleagues.

Cons

It is not actually a CRM, the entities aren't really connected, they are not independent entities but items that stands for themselves only as part of a board. hard to explain! the interaction between each entity had to be done manually, connected, automated. logic and basic features from previous CRMs needed to be re-invented. it takes a lot of thought to make it a proper CRM that contains some complicated features. Some featured remained unachievable.

Alternatives Considered

Zoho CRM and HubSpot CRM

Reasons for Switching to monday sales CRM

We loved the designs and easy ways to communicate and collaborate work together.
Christopher
Overall rating
  • Industry: Medical Devices
  • Company size: 201-500 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 6.0 /10

User Friendly product

Reviewed on 11/08/2022

Pros

This software is user friendly and allows me to keep track of my customers

Cons

So far I do not have any negative feedback about this software. It has been very easy to use

Zac
Overall rating
  • Industry: Apparel & Fashion
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

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

A great all-in-one CRM and project planning software.

Reviewed on 20/04/2022

This platform has allowed me to grow my business processes through one main "hub" platform and has...

This platform has allowed me to grow my business processes through one main "hub" platform and has made it so easy for me to onboard new members and get them acclimated to the work flow immediately.

Pros

The flexibility of boards to be created with different purposes such as client management, lead generation, financial analysis, project management, team management, file storage and so much more. I've really leaned to Monday to become my all-in-one hub for my business processes.

Cons

There are definitely growing pains to creating the perfect software that fits your needs but trial and error is just part of the process. I'm planning and creating uses for Monday I never thought of 6 months ago which I've only been able to think of because of my experience gained from daily use of the software.

Alternatives Considered

Salesforce Sales Cloud and Asana

Reasons for Switching to monday sales CRM

Monday has a much more user-friendly interface which is important to me when onboarding new team members. I want to make our system something people enjoy using instead of dreading to do a daily task on a non-ergonomic system like some of the competitors.
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 Software, Phone Support, 24/7 (Live rep), Chat

Related categories

See all software categories found for monday sales CRM.