monday sales CRM
monday sales CRM Reviews
& Product DetailsWhat is monday sales CRM?
monday sales CRM is a CRM software that aims to simplify CRM operations by consolidating various work tasks into a single platform. The software is designed for sales teams, account managers, IT & Ops professionals, sales leaders, and business owners. It provides features such as email tracking, deal management, activity management, contact management, and workflow automation.
The software is customizable to fit individual sales cycles and needs, and automation streamlines repetitive processes like lead assignments and activity reminders. The platform offers integration with email and other tools to enhance client communication.
monday sales CRM provides a comprehensive overview of deals and customizable dashboards for insights into team performance. The software is recognized by users for its flexibility, intuitive interface, and ability to centralize various aspects of sales operations.
The platform is designed to streamline the entire sales process and can handle both pre- and post-sales activities within a single platform, eliminating the need for multiple disparate systems.
monday sales CRM is tailored for sales teams, managers, business owners, and onboarding teams who seek a unified platform to manage their sales activities efficiently. Users can easily tailor their CRM to their specific needs without any development help, manage multiple pipelines simultaneously, and edit deal stages with ease.
The integration of real-time communication tools further enhances client engagement, making it an all-encompassing solution for sales teams aiming to boost their productivity and sales outcomes.
Best For
- StartUps
- Freelancers
- Small Business
- Medium Business
- Large Enterprise
- Non-profit Organization
- Personal
- Cloud, SaaS, Web-Based
- Mobile - Android
- Mobile - iPhone
- Mobile - iPad
- Desktop - Mac
- Desktop - Windows
- Desktop - Linux
- Desktop - Chromebook
- On-Premise - Windows
- On-Premise - Linux
-
Company Name
monday.com
-
Located In
Israel
- Website monday.com
Starting from:
$15 /seat/month
Pricing Model: Subscription
- Free Trial
- Free Version
Pricing Details:
monday sales CRM offers a range of pricing plans to suit different team sizes and requirements, starting from $36 per month for 3 users under the Basic plan. The Standard plan is priced at $51 per month for 3 users, while the Pro plan costs $84 per month for 3 users. (All prices are for annual billing) For larger enterprises or those needing advanced features, the Enterprise plan is available, with pricing provided upon contact. A free trial is available, allowing teams to explore the features before committing to a plan.
Basic CRM
Standard CRM
Pro CRM
- API
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Campaign Management
- Collaboration Tools
- Communication Management
- Contact Database
- Contact Management
- Customer Database
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard
- Data Import/Export
- Document Management
- Document Storage
- Drag & Drop
- Email Management
- Email Marketing
- Email Templates
- Forecasting
- Interaction Tracking
- Internal Chat Integration
- Lead Capture
- Lead Generation
- Lead Management
- Lead Qualification
- Lead Segmentation
- Marketing Automation
- Mobile Access
- Opportunity Management
- Performance Metrics
- Pipeline Management
- Quotes/Estimates
- Reporting & Statistics
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Segmentation
- Social Media Integration
- Task Management
- Task Scheduling
- Template Management
- Territory Management
- Workflow Management
Additional Features
- Proposal Management
- Third Party Integrations
- Search/Filter
- Client Tracking
- For Small Businesses
- For Real Estate
- Sales Onboarding & Training
- Sales Trend Analysis
- Presentation Tools
- For AEC Industry
- For Mac Devices
- Donor Management
- For Financial Institutions
- Customer History
- Deal Management
- For Sales Teams/Organizations
- Reminders
- Meeting Management
- Reporting/Analytics
- CRM
- Prioritization
- Sales Activity Management
- For Nonprofits
- Projections
-
Workload and Timeline Boards
Users appreciate the Workload and Timeline boards for tracking and managing assignments. These tools offer clear visibility into project statuses and deadlines with user-friendly interfaces.
-
Data Visualisation and Reporting
Monday CRM’s data visualization is highly regarded. It includes Kanban, Files, Gantt, and Cards views, enabling effective tracking of key performance indicators and workload management.
-
Full-Cycle Lead Management
It effectively manages the entire customer journey, from lead generation to post-sale activities, and allows for custom dashboard creation and automated workflows.
-
Customisable Sales Workspace
The customization options are a strong point, allowing businesses to tailor the CRM to their needs with features like color-coded labels, custom widgets, and lead scoring.
-
Integrations
Monday CRM offers a broad range of integrations with popular business software like Slack, Gmail, HubSpot, and more, enhancing its functionality and ease of use.
-
Team Collaboration
The CRM supports team collaboration with features like shared boards, customizable dashboards, and mobile app access, which benefits companies with remote work plans.
-
Customer Support
The platform seems to lack available live customer support options, like live chat or direct phone support, which can be a drawback for users requiring immediate assistance.
-
Learning Curve for Automation Workflows
Setting up automated workflows in Monday CRM requires a basic understanding of formulas, which might be challenging for some users preferring simpler, drag-and-drop functionality.
-
Limited Compared to Some Alternatives
While Monday CRM is highly customizable and user-friendly, some reviews suggest that alternatives like Zoho CRM and Freshsales Suite might offer more features, especially in sales, service, and marketing, and have better support options.
Disclaimer
Here at Tekpon's Global Buzz, we blend AI smarts with a human touch to offer a snapshot of user reviews from the web. While we carefully craft these summaries, please remember they reflect diverse user views and experiences, not Tekpon’s own opinions.
-
Google Drive
Cloud Storage Software
-
Slack
Team Collaboration Software
-
Gmail
Email Management Software
-
Dropbox
Content Management Systems
-
MailChimp
Marketing Automation Software
-
SurveyMonkey
Survey Software
-
OneDrive
Cloud Storage Software
-
Shopify
eCommerce Software
-
Google Calendar
Scheduling Software
-
Stripe
Payment Processing Software
-
Zapier
Data Integration Software
-
HubSpot CRM
CRM Software
-
Pipedrive
CRM Software
-
Zendesk Suite
Help Desk Software
-
Miro
Team Collaboration Software
-
Microsoft Outlook
Email Management Software
-
Typeform
Form Builder Software
-
PandaDoc
Document Management Software
-
Twilio
SMS Marketing Software
-
Aircall
VoIP Software
Zoho CRM
Salesforce CRM
Pipedrive
Really Simple Systems CRM
EngageBay
monday sales CRM Featured Comparisons
Tell us your opinion about monday sales CRM and help others.
Table of Contents
Imagine these two scenarios
Scenario 1
Scenario 2
The scenarios above shows the importance of a robust sales CRM software every sales team. It helps you manage your leads, automate your sales process, and provide insight through analytics. It makes a lot of difference to your sales process and can be all you need to take your sales process from a forty to a hundred.
The sales team is one of a company’s core parts; they close deals and bring in the cash. Not having a sales CRM software or having one that is not well suited for your sales team causes leads to get lost, follow-ups to be missed, and potential deals to slip through the cracks. That is where monday’s sales CRM comes in.
monday Sales CRM
monday.com started as project management-only software in 2012. However, over time, recognizing the intricate needs of specific teams, monday.com launched other products ten years later, including monday sales CRM, which has become a favorite CRM tool for sales teams who want to get the most out of their sales efforts.
Features and Benefits of monday sales CRM
monday.com is an all-in-one customer relationship management tool for sales teams. It has robust features to help you get the best from your sales processes and close more deals. Here is a brief overview of some of the prominent monday sales CRM features and how it can benefit your sales team:
Lead Capturing and Management
monday sales CRM helps you capture leads by integrating with your existing lead-capturing platforms, such as your website. Once these leads are captured, they are added to your lead database on monday sales CRM, where you can convert them into paying customers. monday sales CRM helps you keep all your leads organized and in one place. It serves as a database for your leads and lets you manage them all in one place, leading to more organization and effectiveness.
Following up and chasing unqualified leads is one of the causes of the ineffectiveness of sales teams. Part of the functions of monday sales CRM under lead management is lead scoring. monday sales CRM helps your sales team become more effective by scoring leads based on location, company they work in, role, etc., making you focus your efforts on only qualified leads to gain better results. In addition, it allows you to distribute leads among your sales team and sends you set reminders to follow up on leads, creating an effective workflow.
Reporting and Analytics
Another prominent monday sales CRM feature is the dashboards, which provide insight and let you track your performance as a sales team.
You can track performance metrics such as your conversion rate. You can also set a goal of how much sales you want to make per quarter and track how much you have made at a particular time to see whether you are on track.
Part of the analytics is that monday sales CRM are dashboards that help you see where leads are in the sales conversion pipeline.
Workflow Automation
Eliminating manual actions and creating automatic workflows is one of the critical factors that increase the productivity of your sales team. This is one of the features of monday sales CRM. monday sales CRM automation allows you automate your sales process making it more efficient. Automations like notifying the sales rep whenever your lead carries out any action and moving leads to a category whenever they take a particular action, etc. You can set up custom automation by yourself to make the work of your sales team more efficient by focusing on more complex tasks.
Seamless Integrations
monday sales CRM integrates seamlessly with apps that make for an effective sales team. For instance, it integrates with Aircall, which allows you to manage your sales calls. It integrates with DocuSign, enabling you to sign all your documents and contracts and keep them all in one place. It also integrates with Pandadoc and 150 other third-party apps.
Integrations streamline your workflow, prevent back-and-forth between apps, and improve communication and organization. monday sales CRM is an easy-to-use platform; you can set up your integration seamlessly.
Mobile App
A mobile app allows you to access your sales CRM from anywhere, allowing flexibility. Whatever task you also carry out on your CRM automatically updates and syncs with the main CRM platform when you log in. The mobile app is available for both Android and iOS mobile devices. The mobile app allows you access to the four main boards.
- The leads board: The leads board shows every lead that you have entered into your sales CRM, with their names arranged alphabetically. You can search for specific leads using the search bar
- The deals board: The deals board contains every lead you have entered in your sales CRM. You can sort these leads according to the deal stage, name, size, etc.
- The account board: This shows every account you have added to your sales CRM, and you can search for specific accounts using the taskbar.
- The contact board: Here, you can access every contact you have added to your sales CRM.
The mobile app is designed for flexibility. It allows you to access your CRM and keep in touch with your team on the go.
Customization
Monday.com realized that one size does not fit all, hence the room for extensive customization to suit your specific sales needs. You can easily set up your automation, integrate your apps, and create a custom sales CRM software to meet your specifics with monday sales CRM. Its drag-and-drop function also allows you to move items across your board. The easy customization of the monday sales CRM shows its ability to adapt to different sales environments.
If you are looking for an affordable sales CRM that you can customize to your taste, monday sales CRM is the tool for you.
Team Overview
Apart from keeping your sales team organized, monday sales CRM gives you an overview of how everyone is performing. It lets you see how your team members are moving leads through the sales cycle and whether any member of your sales team is crushing their quota or slacking in their activities.
Email Marketing
Cold emails and cold calls are among the major sales outreach methods for most teams, and they have proven effective over time. Recognizing this, monday CRM has implemented features to simplify cold emailing for your sales team. monday sales CRM allows you to send personalized emails to leads en masse, saving you time while ensuring effectiveness.
One of the features of the email marketing function is that you can track every email you send by receiving notifications when it is opened or when you get a reply allowing for effective lead tracking and follow-up.
Pros and things to improve on monday sales CRM
Here is an unbiased review of the pros and cons of the monday sales CRM tool.
Pros of monday sales CRM
-
Easy to set up and use
Getting started with monday sales CRM is relatively easy. You do not need technical assistance, and its intuitive and visually appealing interface makes it even easier. This is one of the pros mentioned by many users. In addition, monday sales CRM has many resources on how to use the tool that you can easily access, giving it a smooth learning curve for everyone in your sales team.
-
Fully customizable to suit your sales needs
The customizability of monday sales CRM is mind-blowing, and it is one of the features many customers love about the tool. Understanding that one size does not fit all, monday sales CRM has made the tool so that you can set up your account to suit your sales process. You can set up automations as you like and integrate the tools your team uses. In addition, you can build your analytics dashboards to suit your specific needs.
-
Features that actually matter
There is a difference between a tool having a lot of features and having features that actually matter and this is one of the areas where monday sales CRM gets it. All monday sales CRM features, ranging from custom automations and integrations to analytics to email marketing features, enhance the work of a sales team when put into use. The features give you quality value for your money.
Features that actually matter
-
Relatively cheap and affordable
Despite its numerous functionalities, monday sales CRM is more affordable than other tools in the same category.
-
Automation makes sales processes efficient
The custom automation feature is another green flag with monday sales CRM. You can set up different automation to help you make your sales processes efficient. Manual tasks such as moving leads from one stage to another, assigning leads to other members of the sales team, and being notified whenever a lead opens their email can be automated. Your automations do not have to be limited to these; you can set up custom automations that suit your specific needs.
-
Lots of resources to help you maximize the tool
In addition to being an easy tool to use, monday sales CRM understands that you may need help navigating the different features, especially if you are on a high-end plan. Hence, they have made available all the resources you need to build a sales CRM software suited to your needs.
-
Customer Support
Customer support is another pro of using monday sale CRM. When you have a glitch and contact customer support, you will be swiftly attended to. This seemingly small pro makes a lot of difference in product adoption and building customer loyalty.
Things to improve on monday Sales CRM
- Takes time to explore fully – Due to its different functionalities, especially in the higher plans, it takes some time to explore the tool fully. However, tons of resources are available on how to get the best out of your monday sales CRM. All you need to do is dedicate some time to exploring the functionalities to grasp them fully. Customer support is also available to attend to you when needed.
- The app is still limited – The mobile app was created to serve as an adjunct to the main CRM platform to allow for flexibility and not to replace it. However, quite a number of users wish it had more functionalities. As more features are added to the platform, more functionalities will likely be added to the mobile app.
- Limited features in low-end plans – As the packages increase, more features are added. This means there are fewer features for the low-end packages. As the technicalities of your sales team increase, you can opt for a higher plan that best suits your needs.
Final thought on monday sales CRM
monday sales CRM is ideal for sales teams of any size and sales processes because of the different plans available and its large room for customization. Based on your specifications, you can choose what best suits your sales needs as a team. The platform gives you an overview of the performance of every member of your sales team and helps you track your overall performance as a team. You can set sales goals and monitor your progress along the way. You can also oversee your pipeline and your sales conversion rate.
The high-end plans also have a lead-scoring feature that scores your leads, allowing you to focus your efforts only on qualified leads. monday Sales CRM is an all-in-one sales CRM that makes sales processes smoother and more efficient and helps you hit your targeted sales goals. If you need more time to convince, you can sign up for a 14-day trial of monday sales CRM.
monday sales CRM Frequently Asked Questions (FAQs)
monday sales CRM offers several pricing plans tailored to different needs, starting with the Basic CRM plan at $45 per month for 3 seats, providing unlimited contacts, customizable pipelines, and essential management templates.
The Standard CRM plan, at $60 per month for 3 seats, includes advanced management features, email integration, and custom CRM actions.
Pro CRM, at $99 per month for 3 seats, offers comprehensive sales analytics, mass email capabilities, and extensive custom automation.
The Enterprise CRM plan caters to large-scale needs with advanced analytics, account management, and enterprise-grade security, requiring direct contact for pricing.
monday sales CRM is highly regarded for its flexibility, customization, and user-friendly interface. It excels in managing leads and contacts and deals with unlimited, customizable pipelines and boards.
The platform stands out for its ability to automate sales processes, streamline communication, and provide insightful sales analytics. It is a powerful tool for teams looking to optimize their sales operations.
monday sales CRM distinguishes itself with its high degree of customization, allowing teams to tailor the CRM to their specific workflows without needing development assistance.
Its unique features include unlimited contacts and pipelines, customizable automations and integrations, as well as advanced sales forecasting and analytics.
The platform’s user-friendly interface and flexibility in managing multiple pipelines simultaneously make it a versatile choice for diverse sales teams.
monday sales CRM offers a 14-day free trial, allowing users to explore its features. While there isn’t a permanent free version of the sales CRM, the trial provides full access to the platform’s capabilities.
Students and nonprofits may qualify for free or discounted access to monday.com after submitting the relevant forms, extending some CRM functionalities to those eligible.
monday.com is a broad Work Operating System (Work OS) designed for various project and workflow management needs across different teams and departments.
In contrast, monday sales CRM is a specialized extension of monday.com, focused explicitly on sales processes, including lead and deal management, sales forecasting, and customer relationship management.
While monday.com offers a wide range of applications, monday sales CRM tailors these capabilities specifically for sales teams.
Yes, monday sales CRM is a cloud-based platform, ensuring that users can access their sales data, manage contacts, and automate sales processes from anywhere, at any time.
This cloud-based nature facilitates collaboration among team members, regardless of their location, and integrates seamlessly with other cloud-based tools and services.
The benefits of monday sales CRM include:
- Customizable pipelines and deal stages to fit your sales process.
- The ability to manage multiple pipelines and extensive data columns.
- Integration with the broader monday.com platform for managing all aspects of work.
- User-friendly interface with no-code customization options.
- Cloud-based access for team collaboration and data security.
