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.
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Product Details
monday sales CRM Features and Options
CRM Software
Sales Force Automation Software
Sales Tracking Software
Contact Management Software
Sales Acceleration Software
Sales Content Management Software
Sales Enablement Software
Automotive CRM Software
Financial CRM Software
Inside Sales Software
Lead Management Software
Sales Forecasting Software
Real Estate CRM Software
Social CRM Software
Construction CRM Software
Healthcare CRM Software
Email Tracking Software
Customer Reference Management Software
monday sales CRM Lists
monday sales CRM User Reviews
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
A Game-changing Sales Force Automation and CRM Tool. Date: Sep 11 2024
Summary: I'm delighted to use monday Sales CRM because it increases our sales Return On Investment and revenue. Again, it is simple to track our sales progress with this tool. It increases lead conversion rate.
Positive: It is simple to capture, generate and retain leads and customers with monday Sales CRM. It automates and streamlines our sales processes.It is possible to close more sales deals faster with this tool.It is possible to build strong relationships with our customer using this tool. It is a reliable tool for lead nurturing and scoring.
Negative: It's fully-featured and very functional hence I lack anything to dislike as it meets our sales automation and CRM needs.
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Likelihood to Recommend to Others1 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.
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Likelihood to Recommend to Others1 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.
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Likelihood to Recommend to Others1 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.
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Likelihood to Recommend to Others1 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.
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Likelihood to Recommend to Others1 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.
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Likelihood to Recommend to Others1 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.
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The gantt charts should have more options to include subtasks within certain views.
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