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Best for small and medium-sized business sales and client-facing teams, regardless of the industry.

About monday sales CRM

Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.

Pricing

Starting Price:
$10 seat / month
Free Version:
Free Version available.
Free Trial:
Free Trial available.

Integrations

API:
Yes, monday sales CRM offers API access

Ratings/Reviews - 7 User Reviews

Overall 4.9 / 5
ease 5.0 / 5
features 4.9 / 5
design 5.0 / 5
support 4.7 / 5

Company Information

monday.com
Founded: 2012

Videos and Screen Captures

Product Details

Platforms Supported
SaaS
Windows
Mac
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
24/7 Live Support
Online

monday sales CRM Frequently Asked Questions

Q: What kinds of users and organization types does monday sales CRM work with?
Q: What languages does monday sales CRM support in their product?
Q: What kind of support options does monday sales CRM offer?
Q: What other applications or services does monday sales CRM integrate with?
Q: Does monday sales CRM have an API?
Q: Does monday sales CRM have a mobile app?
Q: What type of training does monday sales CRM provide?
Q: Does monday sales CRM offer a free trial?
Q: How much does monday sales CRM cost?
Q: What pricing for support is available for monday sales CRM?

monday sales CRM Product Features

Automotive CRM

Call Logging
Contact Management
Customer Support
Inventory Management
Lease Management
List Management
Marketing Automation
Product Catalog
Quotes / Proposals
Service Department Management
Territory Management
Showroom Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Social Media Integration
Email Marketing
Group Management
Shared Contacts

Customer Reference Management

Nomination Tracking
Program Notices
Reference Usage Tracking
Reward Distribution
Search

Email Tracking

A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Healthcare CRM

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Inside Sales

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Content Management

Audio / Video Recording
Audio File Management
Branded Sales Content
Centralized Sales Content Repository
Collaboration Tools
Content Recommendations
Email Management
Engagement Analytics
Interaction Tracking
Personalization
Sales Partner Management
Sales Training / Onboarding
Video File Management

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sales Tracking

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Social CRM

Calendar/Reminder System
Customer Support
Email Marketing
Lead Capture
Lead Nurturing
Live Chat
Marketing Automation Integration
Multi-Channel Social Integration
Social Media Monitoring
Task Management

monday sales CRM Additional Categories

monday sales CRM Reviews

Write a Review
  • Aicy S.
    Sales Manager
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "A Game-changing Sales Force Automation and CRM Tool."

    Posted 2024-09-11

    Pros: It is simple to capture, generate and retain leads and customers with monday Sales CRM. It automates and streamlines our sales processes.It is possible to close more sales deals faster with this tool.It is possible to build strong relationships with our customer using this tool. It is a reliable tool for lead nurturing and scoring.

    Cons: It's fully-featured and very functional hence I lack anything to dislike as it meets our sales automation and CRM needs.

    Overall: I'm delighted to use monday Sales CRM because it increases our sales Return On Investment and revenue. Again, it is simple to track our sales progress with this tool. It increases lead conversion rate.

    Read More...
  • Cameron R.
    Founder & Head of Media
    Used the software for: 1-2 Years
    Frequency of Use: Weekly
    User Role: Administrator, Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Great Project Management System for Marketers"

    Posted 2023-08-07

    Pros: The customizations behind the board setups, integrations, and automations.
    Additionally, the implementation of the rollup dashboards are fantastic to help give a bird-eyes view of the overall project health and status.

    Cons: Would prefer some AI integrations to help enhance my workflows.
    The gantt charts should have more options to include subtasks within certain views.

    Overall: Great tool. Would love to leverage more marketing boards based on media planning and media reporting that extends to all major advertising networks.

    Read More...
  • A monday sales CRM User
    Seo Manager
    Used the software for: 6-12 Months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 1,000 - 4,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "The Streamlined CRM Tool for Sales Teams"

    Posted 2023-03-15

    Pros: Monday sales CRM is a user-friendly tool with a simple and intuitive interface that makes it easy to use even for beginners.
    The visual sales pipeline feature of Monday sales CRM provides a clear overview of sales leads, making it easy to track and manage deals.

    Cons: One potential drawback of Monday sales CRM is that it may not be the best fit for larger businesses or enterprise-level sales teams, as it may lack some of the advanced features and customization options they require.

    Overall: I found Monday sales CRM to be a highly effective tool for managing sales pipelines and increasing efficiency. Its user-friendly interface and customizable features made it easy to track and manage leads, set goals, and measure progress. However, the lack of advanced reporting and analytics tools was a drawback for me. Overall, Monday sales CRM is a great tool for small to mid-sized businesses looking to streamline their sales process.

    Read More...
  • Craig L.
    Principal
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: Administrator
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Making Life Easier and More Organised"

    Posted 2023-03-04

    Pros: We are becoming more and more dependent on Monday.com as our Real Estate business grows. Everyday we find something new to assist us and in making our business more organised.

    Cons: No Cons at all. New features are rolled out regularly.

    Overall: Brilliant Tool for anyone that wants to become more organised. Gmail integration is seamless and our team relies on the functionality on a daily basis.

    Read More...
  • Terri B.
    Finance & Operations Manager
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: Administrator
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "User Friendly Flexible CRM"

    Posted 2022-11-15

    Pros: User-friendly and flexible. Easy to customize, start with basics and build on with automation. Works well with Microsoft applications. We have implemented it into our sales tracking, warehouse workflows, accounts, marketing, and inventory digital asset management.

    Cons: My only issue to date is that there is no column option for a unique identified number field. This would be useful for our sales order numbers to avoid double entry.

    Overall: I have looked at several programs over the years trying to find the right fit for our business. Monday.com excels in visual appearance, ease of use, and flexibility. Highly recommend this product.

    Read More...
  • A monday sales CRM User
    Sales and Marketing Manager
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Loved Monday Sales CRM, highly recommend"

    Posted 2022-11-10

    Pros: The Monday sales CRM is incredibly easy to use and has an appealing user interface. All communication related to leads is available on one page. Gives an alert when a marketing email is opened by the user. Categories users and sends personalized email content. Helps to capture leads.

    Cons: Never faced any major issues while using Monday sales CRM.

    Overall: I loved how Monday sales CRM enables crystal-clear pipeline visibility to understand where we need to focus and move toward. Its dashboard is highly customizable. Overall, I suggest Monday Sales CRM if you need something that shares full visibility on sales, and has lots of customization and automation options.

    Read More...
  • Arvinth S.
    Staff Accountant II
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Monday.com"

    Posted 2022-11-09

    Pros: Easy to assign and track all the activities in monday sales CRM.

    Cons: I need to inform my leave to the client but there is no option. Any options where the client gets to know that owner is taking leave through monday.com would be nice.

    Overall: I have used monday.com for more than 2 years. It is easy to track all the activities and the animations are great.

    Read More...
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