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
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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
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- 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
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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
- Customization
- Easy to use interface/dashboard
- Visual Sales Pipeline
- Predicting sales, and analyzing how we're doing
- Adding notes/updates to leads
- Better calendar options/features
- Mobile Experience
- Advanced Reporting and Analytics
April 03, 2024
Easy simple yet powerful CRM
- automate
- organize
- process establishment
- measuring
- pre defined templates
- pre defined automations
- more advance workflows
April 03, 2024
monday sales CRM is the Swiss army knife of CRM systems
- Provides enormous flexibility compared to other CRM systems
- Has a very simple and intuitive user interface
- Allows updates to be posted via comment or email
- User access control per record or group is a feature that's currently only available in the Enterprise version, which is out of our budget
- Synchronization with Google contacts would be a very helpful feature
March 30, 2024
monday sales CRM for Small Business
- Advanced Reporting
- Allows us to Collaborate
- Improves our Team Communication
- Robustness - I don't expect it to be SalesForce of course but needs some more functionality so we can scale this as we grow
- Need to distinguish between the three Monday products and make them act as they are designed - Example Workforce, Project Management and CRM are basically the same functionality just presented differently
March 08, 2024
An Insider Look at Monday!
- 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.
March 05, 2024
Easy to set up and use
- 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.
September 28, 2023
Great way to tack all sides of sales
Score 10 out of 10
Vetted Review
Verified User
- 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
September 08, 2023
Simple, easy to use and helpful for managing leads and sales
- Tracking customers
- Storing data / information that multiple staff members need access to
- Assigning tasks and monitoring staff
- Setting reminders
- Calendar which could interact with zoom etc
- Shopify intergration
September 06, 2023
monday sales CRM for Cyber Club TLV
- Leads
- Pipeline
- Polls and votes
- Customization
- Poor Hebrew support
April 04, 2023
Monday.com: control in one place
- Lead control
- Control users
- Opportunities control
- Tasks control
- Dashboard panels (Columns could be modified in agree with the user)
March 21, 2023
Monday is our go to software for sales tracking
- Creating timeline of communications with customers
- effectively manage employees actions
- Get realtime notifications of employees activities and
- Make it easy to use for newcomers
- Customer interactions
- Creating new cards are sometimes little messy to understand
March 17, 2023
Thorough and varied services in one place
- Marking and sorting things by stages
- Automation that gets rid of a lot of busywork
- Visual cues and color coordination
- Interconnectivity between the boards is present but not fleshed out - I'd love updates on one board to change things on another.
- There's no "hide" feature - like, I do not want to delete this thing but also do not need to see it daily
- Forms can add a new item but cannot update an existing item, which would be ideal - like with a drop-down to select the item in question? That would be so cool!
- You can manage leads that are not yet sales qualified
- You can manage real sales opportunities with your team
- You can analyse you efforts and results, so you can always improve productivity
- I think that it could be more eficient on guiding the sales team to never have a deal without a task programed
- It would be better if it had a direct connection with prospecting tools, such as Apollo.io
- It would be interesting if it had a default board that automated the creation of a project board for services companies
March 10, 2023
The best system I have ever used!
- Lead management
- Control over the department
- Automated sales process
- Improving support response times
March 10, 2023
Worth every bucks
- Sales dashboard with widgets
- Its compatible on mobile
- Managing leads
- Tracking clients
- Contact management
- Deal stage
- Activity view under contact
March 10, 2023
monday sales CRM Review
- Layout is simple
- Easy to add / remove users
- Board functionality allows to separate different use cases
- Set up and implementation was very difficult, reps would not respond, I would have liked to have a customer service liaison just for me
- Email integration is clunky and not always reliable
- Automations need additional "when" actions
- Automation for account vs contact level is very difficult
March 10, 2023
Good Bang for Your Buck
- Sales Tracking
- Client Management
- Scheduling
- slow at times
- difficult to create formulas for specific columns
- need more dashboard widgets
July 21, 2022
best user friendly software
- sales order
- project engineer requests field
- invoicing finance
- to prepare engineer database
- to understand work done by each employees
- there should be like between sales order and sales order cost by default instead of doing it manually
- it should help us to add the contract time period and send us reminders when the contract ends
- for accounts it should add more features
July 12, 2022
Monday.com sales CRM is my love language!
- Integrates with numerous other programs, applications, software, etc.
- Organizes data for various departments (including creating items in different departments when statuses change)
- Automates processes
- Provides multiple views of the customer data to effectively sort and organize for productivity
- I love the ability to email from within the program, but it's a little bit clunky, sometimes mildly glitchy
- It would be amazing if duplicate line items could be flagged and merged easily, but this is not currently a feature
July 05, 2022
Straight forward and honest.
- Follow up reminders.
- Pipeline maintenance
- Functionality
- Bumping up follow up clients to top of list to prevent them going to the bottom.
- Give alerts to phone so they do not get lost in emails.
July 04, 2022
monday CRM for startups is a great choice
- Adding new contacts and opportunities
- Managing subtasks and next steps with each prospect
- Keeping notes and updates from engagements
- Capturing communication via multiple channels
- Tracks where an opportunity is in the pipeline with confidence for becoming a project.
- Connects to other boards, sharing critical information quickly and removing duplication.
- Displays visualizations of real-time data across departments and the organization.
- I'd like to be able to create automations from twice-mirrored columns. Have some sticky work arounds that are cumbersome to build and maintain.
- Being able to group by XYZ would save time and the several views required for all stakeholders that see into the CRM.
- I wish the dashboard dates automatically updated themselves so that week to week I could look and see where we are in the pipeline, without having to manually adjust the dates each week.
- Easily customizable automations.
- Templates for different types of boards.
- Multiple views of the same information.
- Very easy setup.
- Ability to have monochromatic Kanban boards.
July 01, 2022
A great tool for growing businesses!
- Organize opportunities.
- Track status.
- Allow for updated information and detailed opportunity info.
- Tracking contacts by company, not just individual.
- Auto copying contacts you have entered previously to assign to opportunity.
- Streamline processes.
- Better communication.
- More organization with customers.
- Easier scheduling customers.
- Easier integration with other software used.
- Allowing other fields to populate with information already filled in.
- Would like to see an easier Accounts Receivables board/area.
- Unable to see e-mails when working from mobile app.
- Would like the capability to text from desktop like you can when using mobile app.