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monday sales CRM

monday sales CRM

Overview

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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Recent Reviews
Read all reviews

Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 22 features
  • Customer data management / contact management (50)
    8.6
    86%
  • Task management (47)
    8.1
    81%
  • Pipeline visualization (47)
    7.9
    79%
  • Workflow management (50)
    7.3
    73%

Reviewer Pros & Cons

View all pros & cons
Verified User
Director in Marketing
Marketing & Advertising Company, 1-10 employees
Verified User
C-Level Executive in Corporate
Food & Beverages Company, 1-10 employees
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Pricing

View all 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
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

7.2
Avg 7.7

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

7.7
Avg 7.6

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

7.2
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

7.1
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

8.4
Avg 7.6

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

7.9
Avg 8.3

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

6.2
Avg 7.2

Platform

7.9
Avg 7.5
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Product Details

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

Screenshot of Sales Pipeline - Ensuring leads do not slip through the cracks.Screenshot of Sales Analytics - Used to build dashboards in real time with no development help, to gain insights into where deals stand, expected revenue, team performance, etc.Screenshot of Automations - Automates sales processes including automatic assignment of leads to reps, reminders for upcoming activities, and notifications when a lead opens an email.Screenshot of Email Capabilities - Automatically logs sent emails, keeps track of interactions, and enables mass emails with personalized email templates.Screenshot of Activities Logging & Tracking - Displays all past and upcoming sales activities in one organized timeline.Screenshot of Post-sales Management - To help users build lasting customer relationships once the deal is done or stay on top of client projects, with collection tracking.

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

monday sales CRM Competitors

monday sales CRM Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported CountriesGlobal
Supported LanguagesEnglish, 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.

Pipedrive, HubSpot CRM, and Salesforce Sales Cloud are common alternatives for monday sales CRM.

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).
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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

Verified User
Director in Marketing
Marketing & Advertising Company, 1-10 employees
Score 10 out of 10
Vetted Review
Verified User
Incentivized
monday sales CRM Feature Ratings
Sales Force Automation (6)
65%
6.5
Customer data management / contact management
100%
10.0
Workflow management
70%
7.0
Territory management
50%
5.0
Opportunity management
70%
7.0
Integration with email client (e.g., Outlook or Gmail)
50%
5.0
Contract management
50%
5.0
Customer Service & Support
N/A
N/A
Marketing Automation (1)
80%
8.0
Lead management
80%
8.0
CRM Project Management (3)
66.66666666666667%
6.7
Task management
100%
10.0
Billing and invoicing management
50%
5.0
Reporting
50%
5.0
CRM Reporting & Analytics (3)
53.33333333333333%
5.3
Forecasting
40%
4.0
Pipeline visualization
70%
7.0
Customizable reports
50%
5.0
Customization (4)
77.5%
7.8
Custom fields
100%
10.0
Custom objects
100%
10.0
Scripting environment
50%
5.0
API for custom integration
60%
6.0
Security (1)
20%
2.0
Role-based user permissions
20%
2.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software (1)
50%
5.0
Marketing automation
50%
5.0
Platform (1)
40%
4.0
Mobile access
40%
4.0
April 03, 2024

Easy simple yet powerful CRM

Verified User
C-Level Executive in Corporate
Food & Beverages Company, 1-10 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
monday sales CRM Feature Ratings
Sales Force Automation (7)
50%
5.0
Customer data management / contact management
80%
8.0
Workflow management
20%
2.0
Territory management
70%
7.0
Opportunity management
30%
3.0
Integration with email client (e.g., Outlook or Gmail)
80%
8.0
Contract management
20%
2.0
Interaction tracking
50%
5.0
Customer Service & Support
N/A
N/A
Marketing Automation (1)
60%
6.0
Lead management
60%
6.0
CRM Project Management (3)
36.666666666666664%
3.7
Task management
20%
2.0
Billing and invoicing management
20%
2.0
Reporting
70%
7.0
CRM Reporting & Analytics (3)
50%
5.0
Forecasting
10%
1.0
Pipeline visualization
50%
5.0
Customizable reports
90%
9.0
Customization (4)
75%
7.5
Custom fields
90%
9.0
Custom objects
70%
7.0
Scripting environment
80%
8.0
API for custom integration
60%
6.0
Security (2)
45%
4.5
Role-based user permissions
10%
1.0
Single sign-on capability
80%
8.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software (1)
60%
6.0
Marketing automation
60%
6.0
Platform (1)
90%
9.0
Mobile access
90%
9.0
April 03, 2024

monday sales CRM is the Swiss army knife of CRM systems

ZM
Zachary McIntire
Operations Manager
J6 Enterprises, LLC (Wholesale, 11-50 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
monday sales CRM Feature Ratings
Sales Force Automation (6)
45%
4.5
Customer data management / contact management
90%
9.0
Workflow management
80%
8.0
Territory management
N/A
N/A
Opportunity management
100%
10.0
Contract management
N/A
N/A
Interaction tracking
N/A
N/A
Customer Service & Support
N/A
N/A
Marketing Automation (1)
N/A
N/A
Lead management
N/A
N/A
CRM Project Management (3)
N/A
N/A
Task management
N/A
N/A
Billing and invoicing management
N/A
N/A
Reporting
N/A
N/A
CRM Reporting & Analytics (3)
66.66666666666667%
6.7
Forecasting
100%
10.0
Pipeline visualization
100%
10.0
Customizable reports
N/A
N/A
Customization (4)
25%
2.5
Custom fields
100%
10.0
Custom objects
N/A
N/A
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
35%
3.5
Role-based user permissions
70%
7.0
Single sign-on capability
N/A
N/A
Social CRM
N/A
N/A
Integrations with 3rd-party Software (1)
N/A
N/A
Marketing automation
N/A
N/A
Platform (1)
70%
7.0
Mobile access
70%
7.0
March 30, 2024

monday sales CRM for Small Business

Verified User
Director in Information Technology
Computer Software Company, 11-50 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
monday sales CRM Feature Ratings
Sales Force Automation (7)
72.85714285714286%
7.3
Customer data management / contact management
90%
9.0
Workflow management
90%
9.0
Territory management
40%
4.0
Opportunity management
60%
6.0
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Contract management
70%
7.0
Interaction tracking
70%
7.0
Customer Service & Support
N/A
N/A
Marketing Automation (1)
70%
7.0
Lead management
70%
7.0
CRM Project Management (3)
80%
8.0
Task management
80%
8.0
Billing and invoicing management
70%
7.0
Reporting
90%
9.0
CRM Reporting & Analytics (3)
53.33333333333333%
5.3
Forecasting
60%
6.0
Pipeline visualization
60%
6.0
Customizable reports
40%
4.0
Customization (3)
40%
4.0
Custom fields
30%
3.0
Custom objects
40%
4.0
Scripting environment
50%
5.0
Security (2)
70%
7.0
Role-based user permissions
40%
4.0
Single sign-on capability
100%
10.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
50%
5.0
Mobile access
50%
5.0
March 08, 2024

An Insider Look at Monday!

Ian Gonzalez | TrustRadius Reviewer
Ian Gonzalez
Loan Processor
Prosper Financial Mortgage Services Inc. (Real Estate, 1-10 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
monday sales CRM Feature Ratings
Sales Force Automation (7)
95.71428571428571%
9.6
Customer data management / contact management
80%
8.0
Workflow management
100%
10.0
Territory management
90%
9.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
100%
10.0
Interaction tracking
100%
10.0
Customer Service & Support
N/A
N/A
Marketing Automation (1)
100%
10.0
Lead management
100%
10.0
CRM Project Management (3)
100%
10.0
Task management
100%
10.0
Billing and invoicing management
100%
10.0
Reporting
100%
10.0
CRM Reporting & Analytics (3)
93.33333333333334%
9.3
Forecasting
80%
8.0
Pipeline visualization
100%
10.0
Customizable reports
100%
10.0
Customization (4)
85%
8.5
Custom fields
90%
9.0
Custom objects
80%
8.0
Scripting environment
70%
7.0
API for custom integration
100%
10.0
Security (2)
90%
9.0
Role-based user permissions
100%
10.0
Single sign-on capability
80%
8.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software (1)
80%
8.0
Marketing automation
80%
8.0
Platform (1)
100%
10.0
Mobile access
100%
10.0
March 05, 2024

Easy to set up and use

Hannah Lister | TrustRadius Reviewer
Hannah Lister
Bookings Administrator
Science Made Simple (Education Management, 1-10 employees)
Score 8 out of 10
Vetted Review
Verified User
Incentivized
monday sales CRM Feature Ratings
Sales Force Automation (7)
55.71428571428571%
5.6
Customer data management / contact management
80%
8.0
Workflow management
70%
7.0
Territory management
N/A
N/A
Opportunity management
80%
8.0
Integration with email client (e.g., Outlook or Gmail)
N/A
N/A
Contract management
80%
8.0
Interaction tracking
80%
8.0
Customer Service & Support
N/A
N/A
Marketing Automation (1)
90%
9.0
Lead management
90%
9.0
CRM Project Management (3)
80%
8.0
Task management
90%
9.0
Billing and invoicing management
70%
7.0
Reporting
80%
8.0
CRM Reporting & Analytics (3)
73.33333333333333%
7.3
Forecasting
70%
7.0
Pipeline visualization
70%
7.0
Customizable reports
80%
8.0
Customization (4)
30%
3.0
Custom fields
60%
6.0
Custom objects
60%
6.0
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
50%
5.0
Role-based user permissions
50%
5.0
Single sign-on capability
50%
5.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software (1)
N/A
N/A
Marketing automation
N/A
N/A
Platform (1)
N/A
N/A
Mobile access
N/A
N/A
September 28, 2023

Great way to tack all sides of sales

BG
Brooke Gilstrap
Office Manager
Winston Engineering Inc (Mechanical Or Industrial Engineering, 1-10 employees)
Score 10 out of 10
Vetted Review
Verified User
monday sales CRM Feature Ratings
Sales Force Automation (7)
30%
3.0
Customer data management / contact management
100%
10.0
Workflow management
60%
6.0
Territory management
N/A
N/A
Opportunity management
50%
5.0
Integration with email client (e.g., Outlook or Gmail)
N/A
N/A
Contract management
N/A
N/A
Interaction tracking
N/A
N/A
Customer Service & Support
N/A
N/A
Marketing Automation (1)
N/A
N/A
Lead management
N/A
N/A
CRM Project Management (3)
16.666666666666668%
1.7
Task management
N/A
N/A
Billing and invoicing management
N/A
N/A
Reporting
50%
5.0
CRM Reporting & Analytics (3)
80%
8.0
Forecasting
90%
9.0
Pipeline visualization
100%
10.0
Customizable reports
50%
5.0
Customization (4)
100%
10.0
Custom fields
100%
10.0
Custom objects
100%
10.0
Scripting environment
100%
10.0
API for custom integration
100%
10.0
Security (2)
N/A
N/A
Role-based user permissions
N/A
N/A
Single sign-on capability
N/A
N/A
Social CRM
N/A
N/A
Integrations with 3rd-party Software (1)
N/A
N/A
Marketing automation
N/A
N/A
Platform (1)
100%
10.0
Mobile access
100%
10.0
September 08, 2023

Simple, easy to use and helpful for managing leads and sales

Verified User
Employee in Customer Service
Retail Company, 11-50 employees
Score 10 out of 10
Vetted Review
Verified User
Incentivized
monday sales CRM Feature Ratings
Sales Force Automation (7)
28.571428571428573%
2.9
Customer data management / contact management
100%
10.0
Workflow management
100%
10.0
Territory management
N/A
N/A
Opportunity management
N/A
N/A
Integration with email client (e.g., Outlook or Gmail)
N/A
N/A
Contract management
N/A
N/A
Interaction tracking
N/A
N/A
Customer Service & Support
N/A
N/A
Marketing Automation (1)
N/A
N/A
Lead management
N/A
N/A
CRM Project Management (3)
33.333333333333336%
3.3
Task management
100%
10.0
Billing and invoicing management
N/A
N/A
Reporting
N/A
N/A
CRM Reporting & Analytics (3)
30%
3.0
Forecasting
N/A
N/A
Pipeline visualization
90%
9.0
Customizable reports
N/A
N/A
Customization (4)
N/A
N/A
Custom fields
N/A
N/A
Custom objects
N/A
N/A
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
N/A
N/A
Role-based user permissions
N/A
N/A
Single sign-on capability
N/A
N/A
Social CRM
N/A
N/A
Integrations with 3rd-party Software (1)
N/A
N/A
Marketing automation
N/A
N/A
Platform (1)
N/A
N/A
Mobile access
N/A
N/A
September 06, 2023

monday sales CRM for Cyber Club TLV

Gal Avraham | TrustRadius Reviewer
Gal Avraham
Partner
CyberClubTLV (Information Technology & Services, 11-50 employees)
Score 7 out of 10
Vetted Review
Verified User
Incentivized
monday sales CRM Feature Ratings
Sales Force Automation (5)
54%
5.4
Customer data management / contact management
60%
6.0
Workflow management
70%
7.0
Territory management
N/A
N/A
Opportunity management
60%
6.0
Integration with email client (e.g., Outlook or Gmail)
80%
8.0
Customer Service & Support
N/A
N/A
Marketing Automation
N/A
N/A
CRM Project Management (2)
65%
6.5
Task management
80%
8.0
Reporting
50%
5.0
CRM Reporting & Analytics (2)
50%
5.0
Pipeline visualization
50%
5.0
Customizable reports
50%
5.0
Customization (1)
80%
8.0
Custom fields
80%
8.0
Security (2)
60%
6.0
Role-based user permissions
50%
5.0
Single sign-on capability
70%
7.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software (1)
50%
5.0
Marketing automation
50%
5.0
Platform
N/A
N/A
April 04, 2023

Monday.com: control in one place

Jaime Maña | TrustRadius Reviewer
Jaime Maña
Senior Advisor
Cyberpro-Global (Professional Training & Coaching, 51-200 employees)
Score 6 out of 10
Vetted Review
Verified User
Incentivized
monday sales CRM Feature Ratings
Sales Force Automation
N/A
N/A
Customer Service & Support
N/A
N/A
Marketing Automation
N/A
N/A
CRM Project Management
N/A
N/A
CRM Reporting & Analytics
N/A
N/A
Customization
N/A
N/A
Security
N/A
N/A
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform
N/A
N/A
March 21, 2023

Monday is our go to software for sales tracking

Verified User
Manager in Marketing
Marketing & Advertising Company, 11-50 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
monday sales CRM Feature Ratings
Sales Force Automation (7)
68.57142857142857%
6.9
Customer data management / contact management
90%
9.0
Workflow management
60%
6.0
Territory management
50%
5.0
Opportunity management
70%
7.0
Integration with email client (e.g., Outlook or Gmail)
50%
5.0
Contract management
80%
8.0
Interaction tracking
80%
8.0
Customer Service & Support
N/A
N/A
Marketing Automation (1)
70%
7.0
Lead management
70%
7.0
CRM Project Management (3)
66.66666666666667%
6.7
Task management
80%
8.0
Billing and invoicing management
60%
6.0
Reporting
60%
6.0
CRM Reporting & Analytics (3)
63.33333333333333%
6.3
Forecasting
70%
7.0
Pipeline visualization
70%
7.0
Customizable reports
50%
5.0
Customization
N/A
N/A
Security (1)
80%
8.0
Role-based user permissions
80%
8.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software (1)
80%
8.0
Marketing automation
80%
8.0
Platform (1)
80%
8.0
Mobile access
80%
8.0
March 17, 2023

Thorough and varied services in one place

Verified User
Administrator in Information Technology
Health, Wellness and Fitness Company, 11-50 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
monday sales CRM Feature Ratings
Sales Force Automation (7)
45.71428571428571%
4.6
Customer data management / contact management
80%
8.0
Workflow management
100%
10.0
Territory management
N/A
N/A
Opportunity management
70%
7.0
Integration with email client (e.g., Outlook or Gmail)
70%
7.0
Contract management
N/A
N/A
Interaction tracking
N/A
N/A
Customer Service & Support
N/A
N/A
Marketing Automation (1)
60%
6.0
Lead management
60%
6.0
CRM Project Management (3)
33.333333333333336%
3.3
Task management
100%
10.0
Billing and invoicing management
N/A
N/A
Reporting
N/A
N/A
CRM Reporting & Analytics (3)
56.66666666666667%
5.7
Forecasting
70%
7.0
Pipeline visualization
100%
10.0
Customizable reports
N/A
N/A
Customization (4)
N/A
N/A
Custom fields
N/A
N/A
Custom objects
N/A
N/A
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software (1)
N/A
N/A
Marketing automation
N/A
N/A
Platform (1)
100%
10.0
Mobile access
100%
10.0
March 14, 2023

The best CRM for companies that wants a tool that grows with you

Marcello Arpino | TrustRadius Reviewer
Marcello Arpino
Founder & CGO
ALMA Negócios (Management Consulting, 1-10 employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
monday sales CRM Feature Ratings
Sales Force Automation (7)
87.14285714285714%
8.7
Customer data management / contact management
80%
8.0
Workflow management
90%
9.0
Territory management
80%
8.0
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
90%
9.0
Interaction tracking
80%
8.0
Customer Service & Support
N/A
N/A
Marketing Automation (1)
90%
9.0
Lead management
90%
9.0
CRM Project Management (3)
90%
9.0
Task management
90%
9.0
Billing and invoicing management
90%
9.0
Reporting
90%
9.0
CRM Reporting & Analytics (3)
93.33333333333334%
9.3
Forecasting
90%
9.0
Pipeline visualization
90%
9.0
Customizable reports
100%
10.0
Customization (4)
97.5%
9.8
Custom fields
100%
10.0
Custom objects
100%
10.0
Scripting environment
90%
9.0
API for custom integration
100%
10.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software (1)
90%
9.0
Marketing automation
90%
9.0
Platform (1)
90%
9.0
Mobile access
90%
9.0
March 10, 2023

The best system I have ever used!

BE
Bina Ezra
CEO (Chief Executive Officer)
Tapauto (Computer Software, 1-10 employees)
Score 9 out of 10
Vetted Review
ResellerIncentivized
monday sales CRM Feature Ratings
Sales Force Automation (7)
85.71428571428571%
8.6
Customer data management / contact management
100%
10.0
Workflow management
100%
10.0
Territory management
70%
7.0
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
80%
8.0
Contract management
70%
7.0
Interaction tracking
90%
9.0
Customer Service & Support
N/A
N/A
Marketing Automation (1)
100%
10.0
Lead management
100%
10.0
CRM Project Management (3)
83.33333333333334%
8.3
Task management
100%
10.0
Billing and invoicing management
50%
5.0
Reporting
100%
10.0
CRM Reporting & Analytics (3)
83.33333333333334%
8.3
Forecasting
80%
8.0
Pipeline visualization
70%
7.0
Customizable reports
100%
10.0
Customization (4)
100%
10.0
Custom fields
100%
10.0
Custom objects
100%
10.0
Scripting environment
100%
10.0
API for custom integration
100%
10.0
Security (2)
80%
8.0
Role-based user permissions
70%
7.0
Single sign-on capability
90%
9.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software (1)
100%
10.0
Marketing automation
100%
10.0
Platform (1)
100%
10.0
Mobile access
100%
10.0
March 10, 2023

Worth every bucks

Miyuru Ramanayake | TrustRadius Reviewer
Miyuru Ramanayake
Country manager
Global Credit Recoveries Ltd. (Financial Services, 11-50 employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
monday sales CRM Feature Ratings
Sales Force Automation (7)
91.42857142857142%
9.1
Customer data management / contact management
80%
8.0
Workflow management
90%
9.0
Territory management
100%
10.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
100%
10.0
Interaction tracking
70%
7.0
Customer Service & Support
N/A
N/A
Marketing Automation (1)
90%
9.0
Lead management
90%
9.0
CRM Project Management (3)
100%
10.0
Task management
100%
10.0
Billing and invoicing management
100%
10.0
Reporting
100%
10.0
CRM Reporting & Analytics (3)
86.66666666666666%
8.7
Forecasting
80%
8.0
Pipeline visualization
90%
9.0
Customizable reports
90%
9.0
Customization (4)
95%
9.5
Custom fields
90%
9.0
Custom objects
90%
9.0
Scripting environment
100%
10.0
API for custom integration
100%
10.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software (1)
90%
9.0
Marketing automation
90%
9.0
Platform (1)
100%
10.0
Mobile access
100%
10.0
March 10, 2023

monday sales CRM Review

BF
Brooke Facer
Digital Media Manager
Salt Lake Behavioral Health (Hospital & Health Care, 201-500 employees)
Score 3 out of 10
Vetted Review
Verified User
Incentivized
monday sales CRM Feature Ratings
Sales Force Automation (7)
60%
6.0
Customer data management / contact management
90%
9.0
Workflow management
50%
5.0
Territory management
90%
9.0
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
10%
1.0
Contract management
50%
5.0
Interaction tracking
40%
4.0
Customer Service & Support
N/A
N/A
Marketing Automation (1)
90%
9.0
Lead management
90%
9.0
CRM Project Management (2)
60%
6.0
Task management
50%
5.0
Reporting
70%
7.0
CRM Reporting & Analytics (3)
76.66666666666667%
7.7
Forecasting
70%
7.0
Pipeline visualization
70%
7.0
Customizable reports
90%
9.0
Customization
N/A
N/A
Security (1)
100%
10.0
Role-based user permissions
100%
10.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software (1)
20%
2.0
Marketing automation
20%
2.0
Platform
N/A
N/A
March 10, 2023

Good Bang for Your Buck

AB
Alex Bronson-Howard
Marketing Director
InterQuip (Construction, 1-10 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
monday sales CRM Feature Ratings
Sales Force Automation (5)
86%
8.6
Customer data management / contact management
70%
7.0
Workflow management
80%
8.0
Territory management
80%
8.0
Opportunity management
100%
10.0
Interaction tracking
100%
10.0
Customer Service & Support
N/A
N/A
Marketing Automation (1)
90%
9.0
Lead management
90%
9.0
CRM Project Management (2)
100%
10.0
Task management
100%
10.0
Reporting
100%
10.0
CRM Reporting & Analytics (3)
83.33333333333334%
8.3
Forecasting
100%
10.0
Pipeline visualization
100%
10.0
Customizable reports
50%
5.0
Customization (4)
100%
10.0
Custom fields
100%
10.0
Custom objects
100%
10.0
Scripting environment
100%
10.0
API for custom integration
100%
10.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
80%
8.0
Mobile access
80%
8.0
July 21, 2022

best user friendly software

VV
Vyshna Vijayan
IT Project Manager
Nebula global services (Information Technology & Services, 11-50 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
monday sales CRM Feature Ratings
Sales Force Automation (7)
92.85714285714286%
9.3
Customer data management / contact management
100%
10.0
Workflow management
100%
10.0
Territory management
90%
9.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
70%
7.0
Contract management
90%
9.0
Interaction tracking
100%
10.0
Customer Service & Support
N/A
N/A
Marketing Automation (1)
100%
10.0
Lead management
100%
10.0
CRM Project Management (3)
100%
10.0
Task management
100%
10.0
Billing and invoicing management
100%
10.0
Reporting
100%
10.0
CRM Reporting & Analytics (3)
100%
10.0
Forecasting
100%
10.0
Pipeline visualization
100%
10.0
Customizable reports
100%
10.0
Customization (4)
100%
10.0
Custom fields
100%
10.0
Custom objects
100%
10.0
Scripting environment
100%
10.0
API for custom integration
100%
10.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software (1)
100%
10.0
Marketing automation
100%
10.0
Platform (1)
100%
10.0
Mobile access
100%
10.0
July 12, 2022

Monday.com sales CRM is my love language!

KK
Keri Kitchen
Systems Manager
Sams Digital, LLC (Marketing & Advertising, 1-10 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
monday sales CRM Feature Ratings
Sales Force Automation (7)
80%
8.0
Customer data management / contact management
100%
10.0
Workflow management
100%
10.0
Territory management
N/A
N/A
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
80%
8.0
Contract management
80%
8.0
Interaction tracking
100%
10.0
Customer Service & Support
N/A
N/A
Marketing Automation (1)
90%
9.0
Lead management
90%
9.0
CRM Project Management (3)
100%
10.0
Task management
100%
10.0
Billing and invoicing management
100%
10.0
Reporting
100%
10.0
CRM Reporting & Analytics (3)
100%
10.0
Forecasting
100%
10.0
Pipeline visualization
100%
10.0
Customizable reports
100%
10.0
Customization (4)
97.5%
9.8
Custom fields
100%
10.0
Custom objects
100%
10.0
Scripting environment
100%
10.0
API for custom integration
90%
9.0
Security (2)
50%
5.0
Role-based user permissions
100%
10.0
Single sign-on capability
N/A
N/A
Social CRM
N/A
N/A
Integrations with 3rd-party Software (1)
100%
10.0
Marketing automation
100%
10.0
Platform (1)
90%
9.0
Mobile access
90%
9.0
July 05, 2022

Straight forward and honest.

Verified User
Professional in Other
Real Estate Company, 1-10 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
monday sales CRM Feature Ratings
Sales Force Automation (7)
78.57142857142857%
7.9
Customer data management / contact management
80%
8.0
Workflow management
90%
9.0
Territory management
70%
7.0
Opportunity management
70%
7.0
Integration with email client (e.g., Outlook or Gmail)
60%
6.0
Contract management
90%
9.0
Interaction tracking
90%
9.0
Customer Service & Support
N/A
N/A
Marketing Automation (1)
100%
10.0
Lead management
100%
10.0
CRM Project Management (3)
26.666666666666664%
2.7
Task management
80%
8.0
Billing and invoicing management
N/A
N/A
Reporting
N/A
N/A
CRM Reporting & Analytics (3)
60%
6.0
Forecasting
N/A
N/A
Pipeline visualization
80%
8.0
Customizable reports
100%
10.0
Customization (4)
75%
7.5
Custom fields
100%
10.0
Custom objects
100%
10.0
Scripting environment
100%
10.0
API for custom integration
N/A
N/A
Security (2)
80%
8.0
Role-based user permissions
80%
8.0
Single sign-on capability
80%
8.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software (1)
90%
9.0
Marketing automation
90%
9.0
Platform (1)
100%
10.0
Mobile access
100%
10.0
July 04, 2022

monday CRM for startups is a great choice

Yair Cohen | TrustRadius Reviewer
Yair Cohen
Co-Founder & VP Product
Sentra (Information Technology & Services, 11-50 employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
monday sales CRM Feature Ratings
Sales Force Automation (7)
42.857142857142854%
4.3
Customer data management / contact management
N/A
N/A
Workflow management
90%
9.0
Territory management
30%
3.0
Opportunity management
80%
8.0
Integration with email client (e.g., Outlook or Gmail)
50%
5.0
Contract management
N/A
N/A
Interaction tracking
50%
5.0
Customer Service & Support
N/A
N/A
Marketing Automation (1)
70%
7.0
Lead management
70%
7.0
CRM Project Management (3)
73.33333333333333%
7.3
Task management
80%
8.0
Billing and invoicing management
70%
7.0
Reporting
70%
7.0
CRM Reporting & Analytics (3)
70%
7.0
Forecasting
50%
5.0
Pipeline visualization
90%
9.0
Customizable reports
70%
7.0
Customization (4)
72.5%
7.3
Custom fields
100%
10.0
Custom objects
70%
7.0
Scripting environment
70%
7.0
API for custom integration
50%
5.0
Security (2)
80%
8.0
Role-based user permissions
70%
7.0
Single sign-on capability
90%
9.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software (1)
N/A
N/A
Marketing automation
N/A
N/A
Platform (1)
100%
10.0
Mobile access
100%
10.0
July 01, 2022

Interoperated CRM with Delivery Team and Partner Success leads to Ease of Mind!

AP
Allison Prell
Senior Director of Education
TechChange (Education Management, 11-50 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
monday sales CRM Feature Ratings
Sales Force Automation (7)
54.28571428571429%
5.4
Customer data management / contact management
80%
8.0
Workflow management
100%
10.0
Territory management
N/A
N/A
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
N/A
N/A
Contract management
100%
10.0
Interaction tracking
N/A
N/A
Customer Service & Support
N/A
N/A
Marketing Automation (1)
N/A
N/A
Lead management
N/A
N/A
CRM Project Management (3)
86.66666666666666%
8.7
Task management
100%
10.0
Billing and invoicing management
60%
6.0
Reporting
100%
10.0
CRM Reporting & Analytics (3)
93.33333333333334%
9.3
Forecasting
80%
8.0
Pipeline visualization
100%
10.0
Customizable reports
100%
10.0
Customization (4)
25%
2.5
Custom fields
100%
10.0
Custom objects
N/A
N/A
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
N/A
N/A
Role-based user permissions
N/A
N/A
Single sign-on capability
N/A
N/A
Social CRM
N/A
N/A
Integrations with 3rd-party Software (1)
N/A
N/A
Marketing automation
N/A
N/A
Platform (1)
100%
10.0
Mobile access
100%
10.0
July 01, 2022

Big fan of the templates and how easy it is to customize monday sales CRM

Kari Baker | TrustRadius Reviewer
Kari Baker
Business Process Consultant
Ezer Consulting (Facilities Services, 1-10 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
monday sales CRM Feature Ratings
Sales Force Automation (7)
50%
5.0
Customer data management / contact management
100%
10.0
Workflow management
100%
10.0
Territory management
N/A
N/A
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
N/A
N/A
Contract management
50%
5.0
Interaction tracking
N/A
N/A
Customer Service & Support
N/A
N/A
Marketing Automation (1)
N/A
N/A
Lead management
N/A
N/A
CRM Project Management (3)
66.66666666666667%
6.7
Task management
100%
10.0
Billing and invoicing management
N/A
N/A
Reporting
100%
10.0
CRM Reporting & Analytics (3)
100%
10.0
Forecasting
100%
10.0
Pipeline visualization
100%
10.0
Customizable reports
100%
10.0
Customization (4)
50%
5.0
Custom fields
100%
10.0
Custom objects
100%
10.0
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software (1)
N/A
N/A
Marketing automation
N/A
N/A
Platform (1)
100%
10.0
Mobile access
100%
10.0
July 01, 2022

A great tool for growing businesses!

Ken Flickinger, Jr. | TrustRadius Reviewer
Ken Flickinger, Jr.
Managing Director
buildingWorks, LLC (Construction, 1-10 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
monday sales CRM Feature Ratings
Sales Force Automation (7)
62.857142857142854%
6.3
Customer data management / contact management
70%
7.0
Workflow management
80%
8.0
Territory management
90%
9.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
40%
4.0
Contract management
60%
6.0
Interaction tracking
N/A
N/A
Customer Service & Support
N/A
N/A
Marketing Automation (1)
80%
8.0
Lead management
80%
8.0
CRM Project Management (3)
N/A
N/A
Task management
N/A
N/A
Billing and invoicing management
N/A
N/A
Reporting
N/A
N/A
CRM Reporting & Analytics (3)
80%
8.0
Forecasting
70%
7.0
Pipeline visualization
100%
10.0
Customizable reports
70%
7.0
Customization (4)
30%
3.0
Custom fields
60%
6.0
Custom objects
60%
6.0
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
95%
9.5
Role-based user permissions
90%
9.0
Single sign-on capability
100%
10.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software (1)
N/A
N/A
Marketing automation
N/A
N/A
Platform (1)
100%
10.0
Mobile access
100%
10.0
July 01, 2022

Helped streamline our communication, job management & job scheduling

AD
Adina Davenport
Administrative Assistant in Finance and Accounting
ARCHITECTURAL CONCRETE DESIGN (Construction, 11-50 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
monday sales CRM Feature Ratings
Sales Force Automation (7)
100%
10.0
Customer data management / contact management
100%
10.0
Workflow management
100%
10.0
Territory management
100%
10.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
100%
10.0
Interaction tracking
100%
10.0
Customer Service & Support
N/A
N/A
Marketing Automation
N/A
N/A
CRM Project Management (2)
N/A
N/A
Billing and invoicing management
N/A
N/A
Reporting
N/A
N/A
CRM Reporting & Analytics (3)
N/A
N/A
Forecasting
N/A
N/A
Pipeline visualization
N/A
N/A
Customizable reports
N/A
N/A
Customization (4)
100%
10.0
Custom fields
100%
10.0
Custom objects
100%
10.0
Scripting environment
100%
10.0
API for custom integration
100%
10.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
100%
10.0
Mobile access
100%
10.0
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