monday sales CRM Description

Built on monday.com's flexible low-code/no-code framework, WORK OS, monday sales CRM is a fully customizable CRM that empowers business owners and sales teams to manage every aspect of their sales cycle and customer data 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. Create customizable dashboards to confidently analyze your data and get a clear overview of your sales activities and performance to optimize your sales processes or adjust your strategy, without the need for an IT expertise. monday sales CRM eliminates hours of repetitive work by automating manual processes using no-code and seamlessly integrates with the tools sales teams already use. Beyond this, nurture all your client relationships by managing post-sale activities such as onboarding and their projects. Send out personalized invoices and quotes with ease. Unlike traditional CRMs, monday sales CRM is extremely user-friendly, providing your sales team with a CRM they'd actually want to use.

Pricing

Pricing Starts At:
$10 seat / month
Free Version:
Yes
Free Trial:
Yes

Integrations

API:
Yes, monday sales CRM has an API

Reviews - 6 Verified Reviews

Total
ease
features
design
support

Company Details

Company:
monday.com
Website:
monday.com/crm
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Product Details

Platforms
SaaS
Windows
Mac
iPhone
iPad
Android
Type of Training
Documentation
Live Online
Webinars
In Person
Videos
Customer Support
Phone Support
24/7 Live Support
Online

monday sales CRM Features and Options

CRM Software

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Sales Force Automation Software

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Tracking Software

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Contact Management Software

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Sales Acceleration Software

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Content Management Software

Audio / Video Recording
Audio File Management
Branded Sales Content
Centralized Sales Content Repository
Collaboration Tools
Content Recommendations
Email Management
Engagement Analytics
Interaction Tracking
Personalization
Sales Partner Management
Sales Training / Onboarding
Video File Management

Sales Enablement Software

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Automotive CRM Software

Call Logging
Contact Management
Customer Support
Inventory Management
Lease Management
List Management
Marketing Automation
Product Catalog
Quotes / Proposals
Service Department Management
Showroom Management
Territory Management

Financial CRM Software

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Inside Sales Software

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Lead Management Software

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Forecasting Software

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Real Estate CRM Software

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Social CRM Software

Calendar/Reminder System
Customer Support
Email Marketing
Lead Capture
Lead Nurturing
Live Chat
Marketing Automation Integration
Multi-Channel Social Integration
Social Media Monitoring
Task Management

Construction CRM Software

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Healthcare CRM Software

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Email Tracking Software

A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management

Customer Reference Management Software

Nomination Tracking
Program Notices
Reference Usage Tracking
Reward Distribution
Search

monday sales CRM Lists

monday sales CRM User Reviews

Write a Review
  • Name: Anonymous (Verified)
    Job Title: Seo Manager
    Length of product use: 6-12 Months
    Used How Often?: Weekly
    Role: User
    Organization Size: 1,000 - 4,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    The Streamlined CRM Tool for Sales Teams

    Date: Mar 15 2023

    Summary: I found Monday sales CRM to be a highly effective tool for managing sales pipelines and increasing efficiency. Its user-friendly interface and customizable features made it easy to track and manage leads, set goals, and measure progress. However, the lack of advanced reporting and analytics tools was a drawback for me. Overall, Monday sales CRM is a great tool for small to mid-sized businesses looking to streamline their sales process.

    Positive: Monday sales CRM is a user-friendly tool with a simple and intuitive interface that makes it easy to use even for beginners.
    The visual sales pipeline feature of Monday sales CRM provides a clear overview of sales leads, making it easy to track and manage deals.

    Negative: One potential drawback of Monday sales CRM is that it may not be the best fit for larger businesses or enterprise-level sales teams, as it may lack some of the advanced features and customization options they require.

    Read More...
  • Name: Craig L.
    Job Title: Principal
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: Administrator
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Making Life Easier and More Organised

    Date: Mar 04 2023

    Summary: Brilliant Tool for anyone that wants to become more organised. Gmail integration is seamless and our team relies on the functionality on a daily basis.

    Positive: We are becoming more and more dependent on Monday.com as our Real Estate business grows. Everyday we find something new to assist us and in making our business more organised.

    Negative: No Cons at all. New features are rolled out regularly.

    Read More...
  • Name: Terri B.
    Job Title: Finance & Operations Manager
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: Administrator
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    User Friendly Flexible CRM

    Date: Nov 15 2022

    Summary: I have looked at several programs over the years trying to find the right fit for our business. Monday.com excels in visual appearance, ease of use, and flexibility. Highly recommend this product.

    Positive: User-friendly and flexible. Easy to customize, start with basics and build on with automation. Works well with Microsoft applications. We have implemented it into our sales tracking, warehouse workflows, accounts, marketing, and inventory digital asset management.

    Negative: My only issue to date is that there is no column option for a unique identified number field. This would be useful for our sales order numbers to avoid double entry.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Sales and Marketing Manager
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Loved Monday Sales CRM, highly recommend

    Date: Nov 10 2022

    Summary: I loved how Monday sales CRM enables crystal-clear pipeline visibility to understand where we need to focus and move toward. Its dashboard is highly customizable. Overall, I suggest Monday Sales CRM if you need something that shares full visibility on sales, and has lots of customization and automation options.

    Positive: The Monday sales CRM is incredibly easy to use and has an appealing user interface. All communication related to leads is available on one page. Gives an alert when a marketing email is opened by the user. Categories users and sends personalized email content. Helps to capture leads.

    Negative: Never faced any major issues while using Monday sales CRM.

    Read More...
  • Name: Arvinth S.
    Job Title: Staff Accountant II
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Monday.com

    Date: Nov 09 2022

    Summary: I have used monday.com for more than 2 years. It is easy to track all the activities and the animations are great.

    Positive: Easy to assign and track all the activities in monday sales CRM.

    Negative: I need to inform my leave to the client but there is no option. Any options where the client gets to know that owner is taking leave through monday.com would be nice.

    Read More...
  • Name: Cameron R.
    Job Title: Founder & Head of Media
    Length of product use: 1-2 Years
    Used How Often?: Weekly
    Role: Administrator, Deployment
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Great Project Management System for Marketers

    Date: Aug 07 2023

    Summary: Great tool. Would love to leverage more marketing boards based on media planning and media reporting that extends to all major advertising networks.

    Positive: The customizations behind the board setups, integrations, and automations.
    Additionally, the implementation of the rollup dashboards are fantastic to help give a bird-eyes view of the overall project health and status.

    Negative: Would prefer some AI integrations to help enhance my workflows.
    The gantt charts should have more options to include subtasks within certain views.

    Read More...