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
View PricingOverview
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)7.373%
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
- About
- 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
Compare with
Reviews and Ratings
(134)Attribute Ratings
Reviews
(1-4 of 4)Companies can't remove reviews or game the system. Here's why
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.
95.71428571428571%
9.6
N/A
N/A
100%
10.0
100%
10.0
93.33333333333334%
9.3
85%
8.5
90%
9.0
N/A
N/A
80%
8.0
100%
10.0
- Improve organization.
- Improve communication.
- Improve file management.
Monday is significantly better. Not only is it more aesthetically pleasing it is just better overall. I feel as if Monday has a better system in regard to keeping track of all the files we have. Moreover, I also feel like the fact that it allows me to tag my other coworkers enables me to have better communication in the office.
8
all sorts, we have loan officers, loan processors, loan partners
- use them to track out loans
- use them to track any updates on a file
- we use the spreadsheet in order to track status of variables in the loan
- track appraisals
- track lcok expirations
- being able to assign processors to each file
Yes
we used to use bigpurpledot
- Cloud Solutions
- Scalability
- Integration with Other Systems
- Ease of Use
ease of use was very exceptional compared to the other crm and the communication within the monday portal
we would have gone with monday first since it is and has been great
no we did not purchase premium support as we did not see it beneificial
No
monday has been used in our office as a way to track out leads and keep updates posted for our logs. It has served a a great beenfit to our company and as a product
- tagging people in order to mention them during an update
- being able to track different items on each file
- Being able to assign indivuduals to each section of the file
- email notificaitons
Yes, but I don't use it
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.
55.71428571428571%
5.6
N/A
N/A
90%
9.0
80%
8.0
73.33333333333333%
7.3
30%
3.0
50%
5.0
N/A
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N/A
- Ensured no invoicing opportunities are missed
- Calendars are not as flexible as we would prefer
- Reduced the number of spreadsheets I manage
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
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.
3
These are all mainly admin functions
- Tracking booking progress
- Managing resources
- overseeing income
- Managing task lists for staff or larger events
- Storing frequently access info such as price lists.
- Having quick access to audience number and type
- If we could use the 'add two columns' function in the basic package it would save lots of time and potential errors.
No
- 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.
We wouldn't. We have not seen a better product for our needs.
- Implemented in-house
No
Change management was minimal
We are very small, there was no change management needed
- We encountered very few issues. The main one being less IT confident staff not looking at the app.
No we didn't. We are a small company with limited budget.
I cannot remember a specific incidence, but I have always received outstanding support when needed.
- 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.
- I find it difficult to understand why a simple function such as the total of two number columbs cannot be in the basic package?
Yes, but I don't use it
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
30%
3.0
N/A
N/A
N/A
N/A
16.666666666666668%
1.7
80%
8.0
100%
10.0
N/A
N/A
N/A
N/A
N/A
N/A
100%
10.0
- Better projected profits
- Better timeline tracking
- Wish it integrated with concordnow for easier adding
9
All sides of the business.
2
Mostly an understanding of sales. After that, the program keeps track of what you want to keep track of.
- Scheduling
- Sales tracking
- Project tracking
- Invoice tracking
- Great communication tool for the whole team
- The automation make it innovative to remind people of their daily due dates and tasks
- Great for the marketing person to follow up and track
- More detailed tracking and follow ups
No
- Ease of Use
Already comfortable with monday.com.
Nope, I would not change my purchase decision. I love the product!
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)
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
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N/A
N/A
N/A
- Time saving to control leads
- Time saving to control tasks
Working with the visual platform to manage CRM [is] very good. Plan, organize, and track your team's work in an easy mode.
We can share leads, customers, contacts and working with the team to development more opportunities
I am not use the project management capabilities.
I am not use the project management capabilities.
60
Sales, Marketing
60
Consultants, senior advisors, CEO, Sales Manager, Marketing Manager, Operations Manager, KAM's
- Leads control
- Tasks Control
- Opportunities control
- Takss Control
- Leads control
- Integration with Office 365
No
- Product Features
- Product Usability
I am not the purchase decisor
Nothing
I do not know
No
No
- DashBoards
- Integration with Excel
- Taks control
- Change the dashboard columns
Yes, but I don't use it