monday CRM

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
monday CRM	Score 8.3 out of 10	N/A	monday CRM provides control over the entire sales funnel and helps users close deals faster by automating manual work and streamlining sales activities from A-Z.	$45 per month 3 seats (minimum)

Pricing

monday CRM

Editions & Modules

Basic: $15
per month per seat
Standard: $20
per month per seat
Pro: $33
per month per seat
Enterprise: Contact Sales

Offerings

Pricing Offerings
monday CRM
Free Trial
Yes
Free/Freemium Version
No
Premium Consulting/Integration Services
No

Entry-level Setup Fee

Optional

Additional Details

18% discount for annual pricing. Plans start with 3 seats.

More Pricing Information

Pricing

Community Pulse
	monday CRM
Considered Both Products	monday CRM Verified User Manager Chose monday CRM I personally perfer monday's interface to Asana's, although they are both very similar in concept. I also feel that monday is better suited for cross-functional project management, which is something necessary to the way Dr. Squatch operates. Asana may be better suited to … Incentivized Helpful? Verified User Analyst Chose monday CRM I would say monday sits right in the middle of the options listed above, in terms of usability and features offered. Trello being the more simplified project management board and Jira and Asana being more tech-focused. Incentivized Helpful? Verified User Employee Chose monday CRM My last job used ClickUp as their main CRM tool and it was very confusing and I felt it made me even more unorganized. I've tried Asana personally but I didn't really like the UI as much as I like monday's! Incentivized Helpful? Verified User Director Chose monday CRM Way better on the client management side. HubSpot is better on the sales side, particularly in areas like invoicing and pipelines. Incentivized Helpful? Andrea Márquez Project Manager Chose monday CRM You have everything in one place, I use it because I can connect my operations area with my sales area, and it is really easy to program and understanding the information and inputs that you need to create a workflow, and having all the information in one platform with easy … Incentivized Helpful? Verified User Manager Chose monday CRM We already had Monday Work Management for our company, so adding the monday CRM portion was convenient instead of starting over. We liked the customization options that monday CRM provided and the security features that allow us to show information only to those who have access … Incentivized Helpful? AS Aravindan Shivaprakasam Digital Marketing Manager Chose monday CRM monday CRM as mention has been very easy to setup and rarely requires intervention by their suppor teams. Most of the features I feel were well testing before being deployed. Its easy to use and easy to deploy and integrates well with our internal teammates. No need for any … Incentivized Helpful? Laura Cable Operations Coordinator Chose monday CRM Honestly, it was a decision based solely on price. When we have an increased budget, we would like to upgrade to Clockwork. We're using our time with monday.com as a temporary one (likely 5 years) and then will level-up with Clockwork unless monday.com makes major improvements … Incentivized Helpful? Verified User Director Chose monday CRM monday CRM is user friendly Incentivized Helpful? Verified User Director Chose monday CRM monday CRM is more user friendly and easier to use. The navigation and UI for monday CRM is more cleaner and more intuitive than Workfront. Incentivized Helpful? Verified User Administrative Assistant Chose monday CRM can't compare how modern and userfriendly monday CRM is in comparison with other CRMS i have used - CRMS typically feel so old and archaic and complicated to learn and understand - they feel clunky and like they were designed forever ago and have never been updated. Whereas, … Incentivized Helpful? Verified User Employee Chose monday CRM I do not have much experience with Asana, but I do appreciate the ease of integration with the Google Suite from Monday, I know this was a large selling point for our company, which is a G-Suite company. The ability to pull files from the Drive makes the application very useful. Incentivized Helpful? Verified User Account Manager Chose monday CRM I only used this for projects, and am unsure of if it's related to monday CRM. But I will say it's the closest I've used. I had a lot of issues with ClickUp crashing and completely not working, and I have rarely had issues with monday, unless the site was down. Incentivized Helpful? Verified User Administrative Assistant Chose monday CRM There are many more options that can be used in the monday CRM Board than there seems to be in Teams or Salesforce. Slack is a very generic way to get the needed information out, and it makes the monday CRM Board very attractive in comparison Incentivized Helpful? Gabriel Gasques Budget Analyst Chose monday CRM Overall, they are powerful tools that allow for similar management, efficiently and effectively, by all team members. Both tools are already used by the corporation, at certain times depending on the development of the company's maturity regarding the need to record, analyze … Incentivized Helpful? Ian Rumpp President Chose monday CRM I think I've covered it in other parts of this review, but I think monday.com CRM is a "HubSpot Lite" product. For the more basic sales reporting, monday is better because it auto-generates most of the dashboard. We're already using monday.com for almost everything related to … Incentivized Helpful? Verified User Employee Chose monday CRM NA. Incentivized Helpful? Verified User C-Level Executive Chose monday CRM I believe monday CRM is more flexible for changes and intuitive to operate. HubSpot CRM is more specialized and complex to use. Airtable is not design as CRM but may be used as such, definitely not able to be compared to Hubsport CRM or monday CRM which are more specialized CRM … Incentivized Helpful? ZM Zachary McIntire Operations Manager Chose monday CRM monday CRM is definitely Superior for our purposes, due to its vastly superior flexibility and customizability. Incentivized Helpful? Verified User Director Chose monday CRM Cost was our main driver in why we chose Monday at this point Incentivized Helpful? Ian Gonzalez Loan Processor Chose monday CRM Monday is significantly better. Not only is it more aesthetically pleasing it is just better overall. I feel as if Monday has a better system in regard to keeping track of all the files we have. Moreover, I also feel like the fact that it allows me to tag my other coworkers … Incentivized Helpful? Hannah Lister Bookings Administrator Chose monday CRM monday.com is incomparable to MS Filemaker. We were using an outdated version that was not cloud-based. Monday.com has revolutionized our sales management Incentivized Helpful? Verified User Employee Chose monday CRM monday CRM was much more customisable and flexible for our needs. We could use monday CRM to enhance what we do but Zendesk basically wanted us to change how we work to their style which is not what we wanted. I also found zendesk to be extremely expensive for what you were … Incentivized Helpful? Gal Avraham Partner Chose monday CRM ‏Salesforce crm is much more mature and sophisticated product. Mondaybis no.matxhbyet, but giving good value for money Incentivized Helpful? Verified User Manager Chose monday CRM Earlier we were using other software to but I can not remember the name of it. For sure I remember that using other sofwtawers where not as effective as Monday is. Monday really brings very good value for companys future development and we will continue using it for loonger … Incentivized Helpful?

Features

monday CRM

Sales Force Automation

Comparison of Sales Force Automation features of Product A and Product B
	monday CRM 7.1 75 Ratings 9% below category average
Customer data management / contact management	7.868 Ratings
Workflow management	8.173 Ratings
Territory management	6.741 Ratings
Opportunity management	7.066 Ratings
Integration with email client (e.g., Outlook or Gmail)	7.059 Ratings
Contract management	6.751 Ratings
Interaction tracking	6.754 Ratings

Marketing Automation

Comparison of Marketing Automation features of Product A and Product B
	monday CRM 7.1 56 Ratings 8% below category average
Lead management	7.156 Ratings

CRM Project Management

Comparison of CRM Project Management features of Product A and Product B
	monday CRM 7.6 71 Ratings 1% below category average
Task management	8.170 Ratings
Billing and invoicing management	7.149 Ratings
Reporting	7.560 Ratings

CRM Reporting & Analytics

Comparison of CRM Reporting & Analytics features of Product A and Product B
	monday CRM 6.8 69 Ratings 11% below category average
Forecasting	5.857 Ratings
Pipeline visualization	7.366 Ratings
Customizable reports	7.360 Ratings

Customization

Comparison of Customization features of Product A and Product B
	monday CRM 6.8 68 Ratings 12% below category average
Custom fields	6.868 Ratings
Custom objects	6.660 Ratings
Scripting environment	7.241 Ratings
API for custom integration	6.542 Ratings

Security

Comparison of Security features of Product A and Product B
	monday CRM 8.0 62 Ratings 4% below category average
Single sign-on capability	8.355 Ratings
Role-based user permissions	7.762 Ratings

Integrations with 3rd-party Software

Comparison of Integrations with 3rd-party Software features of Product A and Product B
	monday CRM 8.2 40 Ratings 10% above category average
Marketing automation	8.240 Ratings

Platform

Comparison of Platform features of Product A and Product B
	monday CRM 8.0 64 Ratings 6% above category average
Mobile access	8.064 Ratings

Best Alternatives
	monday CRM
Small Businesses	Salesmate Score 10.0 out of 10
Medium-sized Companies	Creatio Score 9.1 out of 10
Enterprises	Creatio Score 9.1 out of 10
All Alternatives	View all alternatives

User Ratings
	monday CRM
Likelihood to Recommend	8.6 (85 ratings)
Likelihood to Renew	9.5 (5 ratings)
Usability	8.7 (82 ratings)
Support Rating	7.1 (57 ratings)
Implementation Rating	8.2 (1 ratings)

User Testimonials
	monday CRM
Likelihood to Recommend	monday.com Our Integrated/brand marketing and Lifecycle marketing teams find monday CRM to be particularly useful for project management. Integrated marketing uses monday to build out our yearly promotional calendar, which keeps the entire company informed on all the launch and sale details for the year, across both retail and digital channels. The Lifecycle marketing team uses monday CRM to track individual campaign projects, mainly consisting of email asset creation. There are times when monday is not the preferred CRM platform, such as data and analytics tracking, project performance tracking, or scenarios when immediate feedback is required. Incentivized Verified User Anonymous Read full review
Pros	monday.com It is very easy to use and logical. Teams and departments can collaborate together to work as one team. It is very useful in automating the processes of relevant departments. The field names, types, and data you enter can be customized as per your organization's requirements. Incentivized Humayun Farooqi Customer Success Manager Read full review
Cons	monday.com It takes a while to get used to the UX if you are used to Hubspot or another CRM We are still testing mass email functionality, it's a little less intuitive vs Hubspot The quote/invoice forms are not pre-built into the CRM the way they are in Hubspot, so you have to manually set those up. Some might see that as a positive thing because it's more flexible with your respective tech stack, but it required more research on our end to make sure we set it up to flow efficiently. Incentivized Ian Rumpp President Read full review
Likelihood to Renew	monday.com It is the best tool we have found as a small business to be able to track our bookings, tasks and income. Incentivized Hannah Lister Bookings Administrator Read full review
Usability	monday.com It's a really easy to use and improve tool, that helps you to quickly master its functions and then helps you to improve the features usage as quickly as you learned the basis. Any doubts you have are easily solved by the contents and tutorials it provides, and if it doesn't solve it, the team is always quick to reply and help you. Incentivized Marcello Arpino Founder & CGO Read full review
Support Rating	monday.com When I have requested customer service from monday.com account the person who I spoke with was really helpful but the set up to get a hold of someone in customer service was a little complicated and time-consuming. I had to get a ticket in an email and then wait for a specific person to call me back at a certain time, that's why I gave a six. Verified User Anonymous Read full review
Implementation Rating	monday.com It was very easy to start using. It is also safe to use lots of trial and error whilst setting up. Incentivized Hannah Lister Bookings Administrator Read full review
Alternatives Considered	monday.com Monday is significantly better. Not only is it more aesthetically pleasing it is just better overall. I feel as if Monday has a better system in regard to keeping track of all the files we have. Moreover, I also feel like the fact that it allows me to tag my other coworkers enables me to have better communication in the office. Incentivized Ian Gonzalez Loan Processor Read full review
Return on Investment	monday.com I feel since we integrated to monday CRM, that the speed of our invoicing rate has increased, due to the easier navigation monday CRM provides. Communication with other peers & departments has become easier to reach out since we all share this platform and able to tag the needed person. We are also able to view and give reports easier to our VP's/ higher up, providing visibility and graphs of our trending sales numbers categorized by each store with different sales type. Incentivized NT Nathan Tijerina Financial Sales Rep II Read full review
ScreenShots	monday CRM Screenshots