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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
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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

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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

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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.

8
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

(1-1 of 1)
Companies can't remove reviews or game the system. Here's why
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
Use Cases and Deployment Scope
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.
Pros and Cons
  • 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.
Likelihood to Recommend
It has helped us create detailed reports where we previously had to extract the data and create the report manually. Not so useful for staff management unless you can pay for all staff to have full access (the pro version is a little out of our reach financially)
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
Return on Investment
  • Ensured no invoicing opportunities are missed
  • Calendars are not as flexible as we would prefer
  • Reduced the number of spreadsheets I manage
Alternatives Considered
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
Other Software Used
Users and Roles
3
We use it to track bookings and allocations as well as many more minor functions such as audience sizes, income and contact details. We also us it to store often used info such as price lists and bookings for specific projects.
Support Headcount Required
3
These are all mainly admin functions
Business Processes Supported
  • Tracking booking progress
  • Managing resources
  • overseeing income
Innovative Uses
  • Managing task lists for staff or larger events
  • Storing frequently access info such as price lists.
  • Having quick access to audience number and type
Future Planned Uses
  • If we could use the 'add two columns' function in the basic package it would save lots of time and potential errors.
Likelihood to Renew
8
It is the best tool we have found as a small business to be able to track our bookings, tasks and income.
Products Replaced
No
Key Differentiators
  • Ease of Use
We are a very small company and Monday.com allowed us to use the product much more easily than larger scaled products on the market.
Evaluation Lessons Learned
We wouldn't. We have not seen a better product for our needs.
Implementation Rating
9
It was very easy to start using. It is also safe to use lots of trial and error whilst setting up.
Implementation Details / Implementation Partner
  • Implemented in-house
Implementation Phases
No
Change Management Lessons
Change management was minimal
We are very small, there was no change management needed
Implementation Issues
  • We encountered very few issues. The main one being less IT confident staff not looking at the app.
Support Rating
9
There are lots of help videos and articles as well as the ability to contact them directly.
Premium Support
No we didn't. We are a small company with limited budget.
Exceptional Examples of monday sales CRM Support
I cannot remember a specific incidence, but I have always received outstanding support when needed.
Usability
9
It is easy to 'play' with until you have the right setup. So you can create as many boards as you like without affecting other 'in use' areas.
Easy Tasks
  • I like the automated functions a lot. It makes it much quicker to track progress as well as saving time moving things around as their progress changes.
  • Being able to create task lists and track their progress is very useful.
Difficult Tasks
  • I find it difficult to understand why a simple function such as the total of two number columbs cannot be in the basic package?
Mobile Interface Availability and Impressions
Yes, but I don't use it
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