Boosting Sales and Team Sync
We're using monday sales CRM to really smooth out our sales game and make sure we're staying on top of our client relationships. It's a …
Starting at $10 per month per seat
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What is monday sales CRM?
monday sales 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.
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Popular Features
- Customer data management / contact management (50)8.686%
- Task management (47)8.181%
- Pipeline visualization (47)7.979%
- Workflow management (50)7.474%
Reviewer Pros & Cons
Pricing
Basic
$12
Cloud
per month per seat
Standard
$17
Cloud
per month per seat
Pro
$28
Cloud
per month per seat
Entry-level set up fee?
- Setup fee optional
For the latest information on pricing, visithttps://monday.com/crm/pricing
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $10 per month per seat
Features
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Product Details
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- Integrations
- Competitors
- Tech Details
- Downloadables
- FAQs
What is monday sales CRM?
monday sales CRM is a dedicated sales platform that enables business owners, sales teams, and RevOps to manage the entire sales cycle from pre- to post-sales — managing all customer data in one centralized place. It is used to capture leads, manage contact communication, automate manual processes, and track every deal status so that no opportunity slips through the cracks. Then, sales processes can be analyzed using real-time data in customizable dashboards.
Once a deal is won, all post-sales activities can be managed directly from monday sales CRM. This connects all company stakeholders, like finance, legal, and account managers to all relevant information, to ensure smooth billing, contracting, and onboarding.
Key CRM features available on monday sales CRM include:
- Mass emails & HTML Editor
- Shared email inboxes
- AI email generator
- Funnel chart
- Leaderboard
- Mobile CRM experience
- Deal stages
monday sales CRM integrates with most sales apps and tools to ensure work is done as efficiently as possible.
monday sales CRM Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Territory management
- Supported: Opportunity management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Contract management
- Supported: Interaction tracking
Marketing Automation Features
- Supported: Lead management
CRM Project Management Features
- Supported: Task management
- Supported: Billing and invoicing management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Forecasting
- Supported: Pipeline visualization
- Supported: Customizable reports
Customization Features
- Supported: Custom fields
- Supported: Custom objects
- Supported: Scripting environment
- Supported: API for custom integration
Security Features
- Supported: Role-based user permissions
- Supported: Single sign-on capability
Integrations with 3rd-party Software Features
- Supported: Marketing automation
Platform Features
- Supported: Mobile access
monday sales CRM Screenshots
monday sales CRM Videos
Testimonial: Ray White
How-to video
monday sales CRM demo
Closing deals and automating the rest with monday sales CRM
monday sales CRM Integrations
- Microsoft Excel
- HubSpot Marketing Hub
- Salesforce Sales Cloud
- Twilio
- Aircall
- Zendesk Suite
- Zoom
- Google Drive
- Slack
- Zapier
- Dropbox
- Asana
- Trello
- Microsoft Teams
- Box
- LinkedIn Marketing Solutions
- OneDrive
- Shopify
- Stripe Payments
- WooCommerce
- Pipedrive
- Mailchimp
- Meta Business Suite
- Typeform
- Clearbit
- Jotform
- Eventbrite
- Jira Software
- GitHub
- PagerDuty
- Toggl Track
- Basecamp
- Harvest
- Todoist
- Copper
- Google Calendar
- DocuSign
- Gmail
- Outlook
monday sales CRM Competitors
monday sales CRM Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android |
| Supported Countries | Global |
| Supported Languages | English, Spanish, Portuguese, French, Italian, German, Japanese, Korean, Russian, Dutch, Turkish |
monday sales CRM Downloadables
Frequently Asked Questions
monday sales 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.
monday sales CRM starts at $10.
Reviewers rate Single sign-on capability highest, with a score of 9.2.
The most common users of monday sales CRM are from Small Businesses (1-50 employees).
Comparisons
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Reviews and Ratings
(134)Attribute Ratings
Reviews
(1-25 of 60)Companies can't remove reviews or game the system. Here's why
April 12, 2024
Boosting Sales and Team Sync
We're using monday sales CRM to really smooth out our sales game and make sure we're staying on top of our client relationships. It's a game-changer for tackling stuff like keeping tabs on leads, seeing where they stand in our sales pipeline, and making sure our team's always in sync. What's cool is how we can tweak it to fit exactly what we need, making everything from chasing leads to forecasting sales way more efficient. Essentially, it's our go-to for making sure no opportunity gets missed and every client chat counts.
- Customization
- Easy to use interface/dashboard
- Visual Sales Pipeline
- Predicting sales, and analyzing how we're doing
- Adding notes/updates to leads
- Better calendar options/features
- Mobile Experience
- Advanced Reporting and Analytics
April 03, 2024
Easy simple yet powerful CRM
We use it to create and fill the important data we look for in client prospects, group the prospects. To then create email templates that build a workflow that allows us to then automate and facilitate the process of contacting, following up, reviewing, measuring statistics and data to evaluate are sales and CRM progress as an organization.
- automate
- organize
- process establishment
- measuring
- pre defined templates
- pre defined automations
- more advance workflows
April 03, 2024
monday sales CRM is the Swiss army knife of CRM systems
We first found monday sales CRM when we were looking for a way to track opportunities and cases in our sales department. It proved so flexible and powerful, however, that we expanded the scope to include a variety of other data tracking applications within our company, from contacts, to insurance policies, to tracking sales tax nexus with various states.
- Provides enormous flexibility compared to other CRM systems
- Has a very simple and intuitive user interface
- Allows updates to be posted via comment or email
- User access control per record or group is a feature that's currently only available in the Enterprise version, which is out of our budget
- Synchronization with Google contacts would be a very helpful feature
March 30, 2024
monday sales CRM for Small Business
We have been using monday sales CRM for over a year. We have about 50 employees and this has been working out well for us. We have been using this mainly for workflows and operations. The product is very easy to use and it allows our employees to work together seamlessly. Being that we are a mostly remote workforce this is imperative.
- Advanced Reporting
- Allows us to Collaborate
- Improves our Team Communication
- Robustness - I don't expect it to be SalesForce of course but needs some more functionality so we can scale this as we grow
- Need to distinguish between the three Monday products and make them act as they are designed - Example Workforce, Project Management and CRM are basically the same functionality just presented differently
March 08, 2024
An Insider Look at Monday!
We use Monday to communicate any messages or updates that we may have on the status of our clients. Monday really allows for us to stay organized and keep track of everything in regard to the corresponding files. We use it every day to provide updates about our borrowers.
- Allows us to track dates.
- Tag other collogues to address them directly.
- Sends notifications to us whenever we are pinged on a message.
- Resends notifications even after a couple days it has been addressed.
- Marks me as a viewer even though I sent the message out.
- How it displays the entire pdf instead of just the link.
March 05, 2024
Easy to set up and use
We are a science outreach company. We go into schools and universities to present shows, workshops, and training. We use Monday.com to manage our ales contacts, diarising and invoicing. We have to manage both staff availability and resources as well as ensure that invoices are sent out post-event.
- Creating different boards for sales stages
- Setting up automations for when an item moves to the next stage
- The ability to tag different types of contact for reporting
- Lots of functionality in the pro version that would be nice to have as standard
- Ability to filter out specific boards in different views (i.e. only show 'completed' items)
- Greater pricing flexibility regarding no. of users.
September 28, 2023
Great way to tack all sides of sales
Score 10 out of 10
Vetted Review
Verified User
I use it to track my proposals and follow up on potential sales. It gives me reminders to follow up but also shows how much I have proposed and sold. Great tool.
- Tracks Sales
- Potential Sales Tracking
- Scope Tracking
- Follow up reminders
- Automatic company updating when a contact person is assigned
- When a company is listed show the company contacts first
September 08, 2023
Simple, easy to use and helpful for managing leads and sales
monday sales CRM allows us to keep track of potential customers and create a pipeline of interactions so we can keep on top of who has been contacted and where we are on the sales pipeline. It has resulted in more conversions and less staff time wasted trying to determine where we are with the customer.
- Tracking customers
- Storing data / information that multiple staff members need access to
- Assigning tasks and monitoring staff
- Setting reminders
- Calendar which could interact with zoom etc
- Shopify intergration
September 06, 2023
monday sales CRM for Cyber Club TLV
We collect leads and quality them.
We also created a board that allow key users to vote and feedback on deals.
We use this for our pipeline.
It also gives us pretty good reports and we did setup automations to better support our business processes. In general, it is not sufficticated system. Easy to use,
We also created a board that allow key users to vote and feedback on deals.
We use this for our pipeline.
It also gives us pretty good reports and we did setup automations to better support our business processes. In general, it is not sufficticated system. Easy to use,
- Leads
- Pipeline
- Polls and votes
- Customization
- Poor Hebrew support
April 04, 2023
Monday.com: control in one place
Sales Pipeline and control of contacts and leads. Activities control
- Lead control
- Control users
- Opportunities control
- Tasks control
- Dashboard panels (Columns could be modified in agree with the user)
March 21, 2023
Monday is our go to software for sales tracking
Monday helps us to manage efficiently sales process and do follow-up of communication with companies. It helps us to effectively track managers' activities, provide sales, and close sales. The main business problem that helps us solve monday is tracking managers communications with customers. Every communication with potention customers is tracked in monday account
- Creating timeline of communications with customers
- effectively manage employees actions
- Get realtime notifications of employees activities and
- Make it easy to use for newcomers
- Customer interactions
- Creating new cards are sometimes little messy to understand
March 17, 2023
Thorough and varied services in one place
We use monday.com for everything from onboarding new hires to tech support requests and projects to the CRM to manage our partnerships. Primarily, I build out processes within monday.com for other members of my team to use. Most recently, we've built out a training tracking board that is keeping the process of HIPAA and CyberSecurity compliance automated and up-to-date.
- Marking and sorting things by stages
- Automation that gets rid of a lot of busywork
- Visual cues and color coordination
- Interconnectivity between the boards is present but not fleshed out - I'd love updates on one board to change things on another.
- There's no "hide" feature - like, I do not want to delete this thing but also do not need to see it daily
- Forms can add a new item but cannot update an existing item, which would be ideal - like with a drop-down to select the item in question? That would be so cool!
It's a great way to improve your sales by managing oportunities and helping your team to better develop the lead qualification process. It helps the pre-sales team as well as the sales team to get a better converting rate, helping getting track of leads that would fall behind otherwise, and with doing so. It also helps you to have better results of your marketing investments, not only by getting a higher convertion rate, but as well as getting more information for the marketing team to better analyse the results of the campaings and have ajustments then, as well as helping to create new campaigns focusing on new solutions or even rethinking the way you show your product or service to you ICP.
It gives you a great operational and management tool to improve your results in a lot of ways, and you can even customize it.
So, in the end, it all up to you to make the best results possible by having the right processes running on the right tool and managed by the right methods.
It gives you a great operational and management tool to improve your results in a lot of ways, and you can even customize it.
So, in the end, it all up to you to make the best results possible by having the right processes running on the right tool and managed by the right methods.
- You can manage leads that are not yet sales qualified
- You can manage real sales opportunities with your team
- You can analyse you efforts and results, so you can always improve productivity
- I think that it could be more eficient on guiding the sales team to never have a deal without a task programed
- It would be better if it had a direct connection with prospecting tools, such as Apollo.io
- It would be interesting if it had a default board that automated the creation of a project board for services companies
March 10, 2023
The best system I have ever used!
I started my work on monday as a marketing manager in a large e-commerce company - we were looking for a flexible and convenient solution to manage the many departments in the system without affecting the management of customers and the various sales processes. I started working with monday and slowly I was drawn in and built a step and another step for the business until we introduced all the work processes. With the help of working with monday I canceled licenses for 7 different systems and we saved tens of thousands of dollars a year not only because of the systems I stopped using but because nothing fell through the cracks anymore.
- Lead management
- Control over the department
- Automated sales process
- Improving support response times
March 10, 2023
Worth every bucks
It helps to boost productivity and helps to manage the leads and our clients. Centralized communication helps to communicate on an effective way. Regarding the report of sales, Monday's dashboard makes the work easier with a widget like charts, and graphs it can be customized according to our needs and preferences.
- Sales dashboard with widgets
- Its compatible on mobile
- Managing leads
- Tracking clients
- Contact management
- Deal stage
- Activity view under contact
March 10, 2023
monday sales CRM Review
We use monday sales CRM to track patient referrals from key referral partners. We have a 30-day residential program, and we track each patient referral from military bases, and the individual contacts at each base that referred. We have another board that tracks incoming leads from google ads for our sales reps to reach out to
- Layout is simple
- Easy to add / remove users
- Board functionality allows to separate different use cases
- Set up and implementation was very difficult, reps would not respond, I would have liked to have a customer service liaison just for me
- Email integration is clunky and not always reliable
- Automations need additional "when" actions
- Automation for account vs contact level is very difficult
March 10, 2023
Good Bang for Your Buck
We use monday sales CRM to track our weekly, monthly and yearly sales. We are able to categorize our leads to determine whether or not they are hot leads in order to prioritize them amongst our sales staff. We also use monday sales CRM to track our equipment rental side of the business so we know when the equipment is due back as well as inventory so we know when we need to order more equipment. We also use it to schedule our warehouse deliveries so they know which equipment needs to be packaged up for delivery and what day it needs to be done by. I also use it to track our social media and email marketing so I know whether or not things are working or need to be changed. We also use it to track our demos so we know when our traveling salesman has availability.
- Sales Tracking
- Client Management
- Scheduling
- slow at times
- difficult to create formulas for specific columns
- need more dashboard widgets
July 21, 2022
best user friendly software
Monday is really helpful and it helps us to organize our work. It also has customized options as per our requirements.
- sales order
- project engineer requests field
- invoicing finance
- to prepare engineer database
- to understand work done by each employees
- there should be like between sales order and sales order cost by default instead of doing it manually
- it should help us to add the contract time period and send us reminders when the contract ends
- for accounts it should add more features
July 12, 2022
Monday.com sales CRM is my love language!
We track leads and buyers within our Monday Sales CRM for both our live events and online business.
Monday allows us to:
Monday allows us to:
- Grant product access in Kajabi via Zapier connections
- Track payments and account status
- Update account information in Kajabi (Zapier)
- Track and assign incoming emails from our buyer's list to the appropriate team member to ensure quality customer care
- Monitor customer contact and flag customers who have not been contacted within a set date range
- Track product fulfillment for various products and services within a purchased package (including start and end dates that are unique to each customer)
- so much more...
- Integrates with numerous other programs, applications, software, etc.
- Organizes data for various departments (including creating items in different departments when statuses change)
- Automates processes
- Provides multiple views of the customer data to effectively sort and organize for productivity
- I love the ability to email from within the program, but it's a little bit clunky, sometimes mildly glitchy
- It would be amazing if duplicate line items could be flagged and merged easily, but this is not currently a feature
July 05, 2022
Straight forward and honest.
I use it as a lead tracker and to keep our team informed. We have a lot of leads that come in, and organization is critical in making sure our operation runs smoothly. It also helps to keep all parties informed because of its auto features, like the emails it sends out. We also appreciate the reminders letting us know when to follow up.
- Follow up reminders.
- Pipeline maintenance
- Functionality
- Bumping up follow up clients to top of list to prevent them going to the bottom.
- Give alerts to phone so they do not get lost in emails.
July 04, 2022
monday CRM for startups is a great choice
Monday.com CRM has been the best choice for a startup of our size, allowing us to efficiently manage the relationship with hundreds of organizations through our first year. As opposed to other CRM tools, the onboarding time was short, and the engagement metrics of our internal team were super high.
- Adding new contacts and opportunities
- Managing subtasks and next steps with each prospect
- Keeping notes and updates from engagements
- Capturing communication via multiple channels
We use it to track both leads and opportunities (throughout the entire lifecycle). The CRM is the first board in a series of connected boards and automations that we refer to as our "monday Ecosystem". This interoperation has allowed us be able to track a project from opportunity to close (Sales Team --> Project Team --> Partner Success Team). The CRM also connects to the invoicing board so we can pay the correct sales rep their commission; connects to the project assignments and high-level board so project team members can access contracts, budgets, and scopes unincumbered.
Prior to the CRM we were using spreadsheets, and it didn't give us the Macro level insights needed on a quarterly basis to make projections for the company that then inform my departments hiring. Having monday has paved the way to more expedited and confident decision making that can be felt throughout every level of the org.
Prior to the CRM we were using spreadsheets, and it didn't give us the Macro level insights needed on a quarterly basis to make projections for the company that then inform my departments hiring. Having monday has paved the way to more expedited and confident decision making that can be felt throughout every level of the org.
- Tracks where an opportunity is in the pipeline with confidence for becoming a project.
- Connects to other boards, sharing critical information quickly and removing duplication.
- Displays visualizations of real-time data across departments and the organization.
- I'd like to be able to create automations from twice-mirrored columns. Have some sticky work arounds that are cumbersome to build and maintain.
- Being able to group by XYZ would save time and the several views required for all stakeholders that see into the CRM.
- I wish the dashboard dates automatically updated themselves so that week to week I could look and see where we are in the pipeline, without having to manually adjust the dates each week.
We use monday to track our regular sales cycle and our renewals sales cycle. We've set up connections between these boards in monday, so that once a prospect becomes a client they are shifted into the renewal cycle. monday made this much easier to manage than our previous software and allowed us to set up the custom automations we needed regarding these pipelines. We have also incorporated our onboarding checklist details into a board to make sure that nothing falls through the cracks. We like seeing our Sales Pipeline as a Kanban board and find the multiple board views very helpful. We also keep track of all of our contacts in monday and have them categorized by multiple different searchable factors.
- Easily customizable automations.
- Templates for different types of boards.
- Multiple views of the same information.
- Very easy setup.
- Ability to have monochromatic Kanban boards.
July 01, 2022
A great tool for growing businesses!
It is used to track all sales opportunities and contacts. Once projects are awarded, it is used to help project incoming commission cash flow and accrued revenues. Each product line that we represent is tracked separately and contacts associated with the opportunities and/or projects are tracked as well. All new potential customers are added to the database and it is used by our marketing organization to create marketing/sale outreach campaigns.
- Organize opportunities.
- Track status.
- Allow for updated information and detailed opportunity info.
- Tracking contacts by company, not just individual.
- Auto copying contacts you have entered previously to assign to opportunity.
Since we have begun using monday almost a year ago, we've been able to streamline our processes and have become more organized.
- Streamline processes.
- Better communication.
- More organization with customers.
- Easier scheduling customers.
- Easier integration with other software used.
- Allowing other fields to populate with information already filled in.
- Would like to see an easier Accounts Receivables board/area.
- Unable to see e-mails when working from mobile app.
- Would like the capability to text from desktop like you can when using mobile app.