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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)
    7.4
    74%

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

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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.

7.2
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

(1-25 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
Likelihood to Recommend
monday shines in small to medium-sized businesses where visual sales pipeline management and collaboration among sales teams are key. It's ideal for companies seeking a customizable CRM that's easy to adapt to their sales processes. However, for larger enterprises with complex sales cycles or those requiring deep, industry-specific CRM functionalities, it might be less appropriate
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
Likelihood to Recommend
I think in general it is well suited, I am not a CRM expert so I havent experienced more powerful CRM tools but I believe its a great option for MOST of the user. It is friendly and an extension of Monday, its easy to deploy and install. Its not an expensive super specialized CRM.
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
Likelihood to Recommend
Perfect for a company looking for maximum power and flexibility, with an administrator who is comfortable building their own system through an intuitive GUI. Might be less appropriate for a company that is looking for an out-of-the-box solution that doesn't require a lot of tweaking.
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
Likelihood to Recommend
monday sales CRM is well suited for a start up or a company that doesn't need robust functionality to get started. The CRM needs more ease of use when it comes to performing the tasks that Sales needs. It also needs more options for columns and you should be able to customize the platform to your needs - that proves difficult sometimes
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
Likelihood to Recommend
Monday is really great for tracking appraisals where we can list when it was ordered, when the due date is expected to be and when the inspection has been completed. I also enjoy how I can tag my coworkers to directly address them in my comments, so they see it. I allow all of us to stay accountable by staying updated by having to check Monday in order to stay in the loop.
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
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)
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
Likelihood to Recommend
monday sales CRM has allowed me to track potential customers in the sales pipeline. We can designate set steps that staff must follow and a timetable and this sales pipeline has resulted in more sale conversions and less staff time, making how customer acquisition more effective. It has also allowed us to share large amounts of data/information with staff who might be working from home and therefore not able to collaborate in person.
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
Likelihood to Recommend
I still have to understand how bigger scope is working, after experiencing full potential maybe it is possible to increase how monday is good for companies values. at this moment monday is only used for tracking managers activities to customers and besides this we still have to use other software's for communications with our employees.
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
Likelihood to Recommend
Smaller companies can really build out processes and structures on Monday.com. I don't suggest it for order or warehouse management, which I've seen some people try to do, but for employee management, CRM, and project management, I find it to be very useful and well-suited. My favorite thing is the Forms feature, which allow outside people to update your boards without seeing them.
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
Likelihood to Recommend
I think that for a sales team that already has a digital driven culture its a great tool, and even for people that want to manage projects after the sales.
But for teams that are new to digital sales tools, it may cause some deals to fall behind in the beggining, just because the usual way people work is to register what has been done and not to schedule what to do next, and there's other CRM tools that help this to be a automated requirement in the usage os the system.
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
Likelihood to Recommend
If you have issues with keeping track of things like sales, clients or just regular daily tasks then monday sales CRM is perfect for you. It is essentially an online spreadsheet that gives your entire team the ability to update it and add notes to each task. I don't really see a scenario where it isn't appropriate because each workspace can be made to work for whatever you need.
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
Likelihood to Recommend
I absolutely love Monday.com. I love that monday sales CRM allows me to have a central hub for all of our systems so we can track and share information and make sure everyone has what they need. It's a process to get everything running the way we want it, but I'm very systems-minded so it's very much like working a puzzle. When the pieces fit perfectly and it does what we want, it's very satisfying. It's flexible for those who want to automate processes and integrate systems or those who just want to do the basics and record their data in one place.
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
Likelihood to Recommend
Monday sales are well suited for companies that generate a lot of leads from different sources. Being able to keep and manage who and where the leads belong is key. This is useful if your team has different members working on certain types of leads, as you can assign them to different parties. I do not believe it is appropriate in scenarios where they may only be one single lead manager or if leads come from one source only.
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
Likelihood to Recommend
To have insights as to where an opportunity is in the pipeline is the benefit of any CRM. But then being able for that opportunity to be re-created on another board once it's reached a certain threshold (75% win probability, "verbal approval") and notify managers that they should start considering staffing and preparing delivery teams without duplicating efforts is a timesaving, game changer! We see what the BD team sees in real-time as it's being updated, with just the info we need mirrored so we can make staffing decisions. Incredible!
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
Likelihood to Recommend
We're a small team that currently manages our sales process without a designated sales person. Our sales boards allow us to keep track of everything that is in process for quick updates. We're able to make weekly updates and present our progress in weekly meetings, since it's very easy to update the boards.
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
Likelihood to Recommend
monday works very well to track opportunities and contacts with important information. It does not integrate with Outlook or Google contacts as well as it could. It is an excellent software for solid CRM without the expense, hassle and user-unfriendliness of Salesforce, which our company has to use with some of the other companies we work with.
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