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.
Found in these Categories
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
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Company Name
monday.com
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Located In
Israel
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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
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monday sales CRM Featured Comparisons
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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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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.
