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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 56)
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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
Usability
10
It is very simple and does not take very much or very long to understand how the entire software works. I think it took less than a week for me to be very confident in using and even teaching other people how to use the site. Moreover, the ability to be able to color coordinate every file makes it very easy to see and use.
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
Usability
10
monday sales CRM is very easy to set up and customise to your needs. The boards and pages are intuitive to set up and any member can do it with minimal training so onboarding the staff happened very quickly. The help provided is also excellent whenever we were unsure about how to do something.
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
Usability
8
I think there are options where usability for new employees are realy easy, but somehow I notice that they do not feel very engaged from the begining and still they need mote time to adapt because sometimes they prefer to use old methos of tracking like exel files or note taking. They are good too but adapting to new platform is efficient way of working for them too
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
Usability
8
Very usable, though there is a learning curve to managing work spaces and boards and groups, etc, etc. I think implementing certain tools in monday.com also requires a basic knowledge - like if you don't know how a kanban works, monday.com is not going to teach you. If you do though, it's a veritable playground.
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
Usability
9
It's a really easy to use and improve tool, that helps you to quickly master its functions and then helps you to improve the features usage as quickly as you learned the basis. Any doubts you have are easily solved by the contents and tutorials it provides, and if it doesn't solve it, the team is always quick to reply and help you.
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
Usability
5
In my experience set up and implementation was a nightmare. Reporting was hard to configure. Visualization of tasks and customer data is good, and it's easy to import files of data into monday sales CRM.
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
Usability
10
It is incredibly simple to use as it is very similar to using a excel spreadsheet. People that are not technologically gifted can still use monday sales CRM effectively and efficiently without wasting their own time. It has allowed us to streamline our sales reporting and tracking which has made forecasting a breeze.
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
Usability
10
Other than Monday being my love language? With any platform there is a learning curve. Monday.com has great support, a community where you can ask questions, tutorials, lots of templates, and so much more. The templates even contain instructions on how to use them as designed (but are very adaptable as well).
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
Usability
8
I give the rating because the platform is pretty straightforward, but you do have to play around with features to get the results you want. I wish there would be pipeline templates for different careers so people in that same business can choose a similar template being used by others in the same field.
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
Usability
10
There is a learning curve, no doubt. But that's to be expected when you're working with the swiss-army knife of tools! Once I oriented my thinking to the interface, it's very intuitive. More often than not, monday can do what I want it to do; and the sticky moments I either work with my team or our AE to 'unstick' together via workarounds or beta features.
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
Usability
10
The customization and templates are really a game-changer. The ability to build out automations around our current processes is ideal. We use monday not just as a CRM, but also for work order management, and site specific expense reporting to site leads. We were able to build out each of these boards with the automations that we needed and the custom fields to track items specific to our business.
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
Usability
9
There are a few minor tweaks I would like to see, such as contacts auto-populating once they are entered and the ability to add more detail to the contact profile. Otherwise, it serves it purpose for our organization very well and we will continue to use it as we expand.
July 01, 2022

You have to give it a try - at the end you will love it, believe me.

Verified User
Partner in Corporate
Transportation/Trucking/Railroad Company, 1-10 employees
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Usability
10
User-friendly and easy to integrate. The possibility of having already made workplaces and boards saves time and energy. As previously said, the possibility to search on different boards simultaneously. Also, modifying each column to the desired one is one of the best features. The price per user is one of the best compared to what is out there in the market.
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