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About monday sales CRM

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.

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Summary

    No key features associated with this application.

Pricing

Basic

$10.00
1 user(s) / month
Included in plan:
  • 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
Included in plan:
  • 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
Included in plan:
  • 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

FAQs

    Does this service 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 this service 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 this service 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 this service offer an API?
  • Yes, monday sales CRM has an API available for use.

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

  • What platforms does this service support?
  • monday sales CRM supports web-based applications, Windows, Mac and mobile.

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
18.3k

Other

Who uses monday sales CRM
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
  • Blackberry
Languages:
German, English, French, Italian, Japanese, Korean, Portuguese, Chinese, Turkish, Spanish, Swedish, Dutch
Regional Restrictions:
No restrictions.

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