What Is monday sales CRM?

Perfect for small-medium businesses, monday sales CRM is a no-code fully-customizable CRM built on top of monday.com Work OS. Dubbed the CRM without the frustration, it handles all sales processes and client communication in one place. From capturing leads, managing contact info, tracking deals or collaborating across departments, monday sales CRM lets you manage it all. You can use built-in automations or easily create your own to streamline any manual work so you can focus more time on sales.

Who Uses monday sales CRM?

Best for small-mid businesses, monday sales CRM is a fully-customizable no-code CRM that centralizes your sales & client communication.

Where can monday sales CRM be deployed?

Cloud-based
On-premise

About the vendor

  • monday.com
  • Located in Tel Aviv, Israel
  • Founded in 2014

monday sales CRM support

  • Phone Support
  • 24/7 (Live rep)
  • Chat

Countries available

Argentina, Australia, Austria, Belgium, Brazil and 33 others

Languages

Brazilian Portuguese, Dutch, English, European Portuguese, French and 9 others

monday sales CRM pricing

Starting Price:

US$10.00/month
  • Yes, has free trial
  • Yes, has free version

monday sales CRM has a free version and offers a free trial. monday sales CRM paid version starts at US$10.00/month.

Pricing plans get a free trial

About the vendor

  • monday.com
  • Located in Tel Aviv, Israel
  • Founded in 2014

monday sales CRM support

  • Phone Support
  • 24/7 (Live rep)
  • Chat

Countries available

Argentina, Australia, Austria, Belgium, Brazil and 33 others

Languages

Brazilian Portuguese, Dutch, English, European Portuguese, French and 9 others

monday sales CRM videos and images

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Features of monday sales CRM

  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Management
  • Collaboration Tools
  • Communication Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer History
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Dashboard
  • Data Import/Export
  • Deal Management
  • Document Management
  • Document Storage
  • Donor Management
  • Email Management
  • Email Marketing
  • For Financial Institutions
  • For Mac Devices
  • For Nonprofits
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • Interaction Tracking
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation
  • Mobile Access
  • Performance Metrics
  • Pipeline Management
  • Quotes/Estimates
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Activity Management
  • Sales Onboarding & Training
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Social Media Integration
  • Task Management
  • Third Party Integrations
  • Workflow Management

monday sales CRM Alternatives

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Put customer service at the heart of your company. Make customers happier, agents more empowered, and your business healthier.
Asana is the easiest way to organize and manage work across teams at scale. See why Asana is a top performer on Capterra.
Powerful yet easy to use and adopt. Workzone is the ideal software for marketing, operations and agency teams of 5+ users.
Cloud-based application developed for business communications that helps manage chat, meet, file sharing, and more.
Tableau helps people and organizations become more data-driven as the trusted leader in analytics. Learn More!
Copper is the easy-to-use CRM that's designed for and recommended by Google. Want to be more organized and productive? Try it now.

Reviews of monday sales CRM

Average score

Overall
4.7
Ease of Use
4.7
Customer Service
4.7
Features
4.5
Value for Money
4.6

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
75%
4
24%
3
1%
2
1%
Kory
Kory
Sales Manager in US
Verified LinkedIn User
Marketing & Advertising, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

Monday.com is a Great Tool for Several Needs

5.0 3 years ago

Comments: We are using Monday.com for our internal strategy work. We use Basecamp for project management for our clients but Monday is a better fit for internal-only work.

Pros:

The most valuable feature of Monday.com is flexibility. It offers several features and options for managing and using the tool but you have the option to utilize them as you see fit for your specific needs.

Cons:

While the pricing is reasonable, I feel it should be priced better for additional users without having to upgrade to the next package level.

Alternatives Considered: Trello

Reasons for Switching to monday sales CRM: Price, functionality and the User Interface (UI)

Silena
Senior Client Success Manager in US
Information Technology & Services, 51–200 Employees
Used the Software for: 6-12 months
Reviewer Source

Excellent Product

5.0 10 months ago

Pros:

This is a wonderful platform. It has done so much in terms of integrating our Sales and CSM teams' work in one place, and streamlining our processes and access to information. I would highly recommend this product.

Cons:

It's not the most intuitive product to actually set up, though that can be expected of a product with so much to offer as far as integration, features, and functionality. I'm sure Monday's team will continue to improve their user experience over time.

Princess Terana Caram
Freelancer in Philippines
Computer Software, Self Employed
Used the Software for: 6-12 months
Reviewer Source

simple and easy to use

4.0 last month New

Comments: Overall, the problems I solved are the organizing and tracking. I realized the benefit of lead management and storing contacts. I like how this software makes my complex task easier.

Pros:

The most impactful features are the lead management, lead capturing and customer onboarding. It is so easy to use based on my own experience. When I integrated it to my business, it runs smoothly.

Cons:

I like all the features but what I like least is the forms. I think it needs a little bit more options. In my case, I sometimes use it but sometimes I don't. I just prefer printed forms and personal transactions. I'm learning to utilize it though and so far, I'm liking it.

Dana
CRM Consultant in UK
Hospitality, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

It feels like a CRM but it doesn't behave like one

2.0 11 months ago

Comments: It's been amazing to learn my ways around Mondaty.com but also not easy - a lot of time was spent on creating workflows and testing them, trying to make from it a familiar CRM software I've used before.

Pros:

I love the intuitive UI and level of customisation easily achieved on Monday, it's an amazing software. Very collaborative and engaging, was great to introduce to my colleagues.

Cons:

It is not actually a CRM, the entities aren't really connected, they are not independent entities but items that stands for themselves only as part of a board. hard to explain! the interaction between each entity had to be done manually, connected, automated. logic and basic features from previous CRMs needed to be re-invented. it takes a lot of thought to make it a proper CRM that contains some complicated features. Some featured remained unachievable.

Alternatives Considered: Zoho CRM and HubSpot CRM

Reasons for Switching to monday sales CRM: We loved the designs and easy ways to communicate and collaborate work together.

Giles
Property Developer in UK
Real Estate, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Streamlined Workflow Solution

5.0 2 months ago New

Comments: Monday Sales is a practical solution for sales teams. The platform's focus on sales pipeline management, collaboration features, and mobile app make it an effective tool for sales managers to stay on top of their team's performance. Whether you're looking to streamline your sales processes or simply manage your deals more effectively, Monday Sales is a valuable tool to consider.

Pros:

Monday Sales offers a simple and effective way to manage sales processes. The software's visual pipeline and customizable fields make it easy to keep track of deals and prioritize tasks. The platform's collaboration features facilitate teamwork, making it a valuable tool for sales teams. The mobile app provides access to information and updates on the go.

Cons:

The interface can take time to master and some advanced features may require additional training. Some users have reported limited integrations with other tools.