monday sales CRM


What is monday sales CRM?

monday sales CRM lets you control the entire sales funnel, closing more deals faster by automating repetitive work and centralizing sales activities from pre to post.

Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.



monday sales CRM Awards


monday sales CRM currently scores 94/100 in the CRM category. This is based on user satisfaction (94/100), press buzz (67/100), and other relevant information on monday sales CRM gathered from around the web.

The score for this software has improved over the past month. What is this?
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CRM Market Radar

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monday sales CRM Product Overview


Languages Supported: German, English, French, Italian, Japanese, Korean, Portuguese, Chinese, Turkish, Spanish, Swedish, Dutch

monday sales CRM Features

  • 2-Factor Authentication
  • A/B Testing
  • API
  • Audience Targeting
  • Batch Permissions & Access
  • Budgeting
  • Calendar Management
  • Chat
  • Contact Management
  • Contact Sharing
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Document Comparison
  • Email Integration
  • Expense Tracking
  • External Integrations
  • File Sharing
  • File Transfer
  • Forecasting
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Referral Tracking
  • Scheduling
  • Social-Media Integration
  • Supplier Management
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Electronic Signature
  • Database
  • Call Recording
  • Custom Data Forms
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator
  • Click-to-Dial
  • SAP Integration
  • Roadmapping
  • Resource Management
  • Collaboration Support
  • Net Promoter Score
  • Performance Reviews
  • Sales Automation
  • Process Reporting
  • Workflow Management
  • Dashboards
  • Reports
  • Pipeline Management
  • Design Templates
monday sales CRM Pricing

monday sales CRM Pricing Plans

Basic

$10.00
1 user(s) / month
  • Unlimited customizable pipelines
  • Unlimited contacts
  • Unlimited boards
  • Templates for lead, contact & deal management
  • iOS & Android apps
  • Unlimited free viewers
  • Create a dashboard based on 1 board
  • Web forms to capture leads
  • Templates for lead, contact, & deal management
  • Unlimited customizable pipelines
  • Unlimited docs
  • Over 20 column types
  • 200+ templates
  • 5 GB of storage
  • 1 week Activity Log
  • Customizable notifications
  • Whiteboard collaboration
  • Updates section
  • Kanban view
  • Self-serve knowledge base
  • 24/7 customer support
  • Daily live webinars

Standard

$14.00
1 user(s) / month
  • All Basic Plan Features
  • Lead management
  • Account and contact management
  • Deal management
  • 6 months Activity Log
  • 2-way email integration with Gmail and Outlook
  • Activity management
  • Quotes & invoices
  • Merge duplicate data
  • Integrations
  • Automations
  • 20 GB File Storage
  • Docusign integration
  • Aircall integration
  • PandaDoc integration
  • Zoom integration
  • Timeline view
  • Calendar view
  • Map view
  • Combine up to 5 boards

Pro

$24.00
1 user(s) / month
  • All Standard Plan Features
  • 100 GB File Storage
  • 1 Year Activity Log
  • Email templates with custom parameters
  • Email tracking & automations
  • Google Calendar sync
  • Customizable email signatures
  • MailChimp integration
  • Hubspot integration
  • Facebook Ads integration
  • Time tracking
  • Formula column
  • Sales forecasting
  • Sales analytics
  • Combine up to 10 boards
  • Chart view
  • Workload
  • Private boards and docs
  • Google authentication
  • Board administrators

Plans starting from: $10.00/month Credit card required: No

monday sales CRM FAQs

Does monday sales CRM offer multi-user capability (e.g. teams)?

Yes, monday sales CRM’s free version allows up to 2 seats while the enterprise paid plan has the option of 200+ seats.

Does monday sales CRM offer guides, tutorials and or customer support?

Yes, monday sales CRM offers support in the following ways:

  • Email
  • Knowledge Base
  • Forums
  • Cases and Solutions
  • Onboarding
  • Dedicated account manager

Does monday sales CRM integrate with any other apps?

Yes, monday sales CRM integrates with over 200 apps such as Gmail/Outlook, Facebook Ads, Salesforce, Hubspot, Mailchimp, Twilio, Aircall and Pandadoc

Does monday sales CRM offer an API?

Yes, monday sales CRM has an API available for use.

What is monday sales CRM generally used for?

Monday sales CRM is generally used for

  • CRM
  • Customer relationship management
  • Lead management
  • Account management
  • contact management
  • Deal management
  • Sales forecasting
  • Sales analytics
  • Post-sales
  • Sales operations
  • Activity management

What are some applications monday sales CRM is commonly used in tandem with?

It is mainly used in tandem with popular applications such as

  • Google Sheets
  • Zapier
  • HubSpot
  • Google Calendar

Who are the main user groups of monday sales CRM?

monday sales CRM is best for small and medium-sized business sales and client-facing teams, regardless of the industry.

What platforms does monday sales CRM support?

monday sales CRM supports web-based applications, Windows, Mac and mobile.

monday sales CRM Competitors monday sales CRM Alternatives

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