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monday sales CRM

Premium Seller
Verified, optimized for fast response, and a trusted software solution
Tekpon Score
9

monday sales CRM Reviews

& Product Details

What is monday sales CRM?

monday sales CRM is a user-friendly CRM software that consolidates various work tasks into a single platform. Designed for business owners, sales leaders, sales teams, account managers, and IT & Ops professionals, it offers features such as deal management, email tracking, activity management, contact management, and workflow automation.

The platform aims to enhance productivity by automating administrative tasks and simplifying CRM operations. Customization is a highlight, allowing easy tailoring to fit individual sales cycles and needs. Automation streamlines repetitive processes, like lead assignments and activity reminders. Integration with email and other tools enhances client communication.

The software provides a comprehensive overview of deals and customizable dashboards for insights into team performance. It’s recognized by users for its flexibility, intuitive interface, and ability to centralize various aspects of sales operations.

Found in these Categories

Best For

CRM management platform for levarage sales.
  • 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:

$10 /month

Pricing Model: Subscription

Pricing Details:

This tool has four pricing plans. Basic CRM for 10 EUR, Standard CRM for 14 EUR, Pro CRM for 27 EUR, and Enterprise CRM for a customizible pricing plan.

  • 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

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4.7
Global Average Score
Score4.66/5
Reviews16,014
  • 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.

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