monday CRM Reviews & Ratings

monday CRM

4.9 out of 5 stars

Ratings and Reviews 7 Ratings

Total 5 out of 5 stars
ease 5 out of 5 stars
features 5 out of 5 stars
design 5 out of 5 stars
support 4.5 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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What is monday CRM?

monday CRM is a comprehensive AI-powered customer relationship management platform designed to help businesses manage and optimize their entire sales cycle. It centralizes all customer data, including leads, contacts, deals, and communications, into a single, unified workspace. The platform uses automation to handle repetitive tasks such as lead assignment, follow-ups, and data entry, allowing sales teams to focus on closing deals. It offers code-free customization, enabling users to tailor workflows, pipelines, and processes to fit their unique sales strategies. monday CRM provides real-time dashboards and reporting tools that give full visibility into sales performance and pipeline health. It includes AI-powered features that help predict outcomes, identify opportunities, and improve decision-making. The platform supports email sequences and mass communication tools to enhance engagement with prospects and customers. It integrates with over 500 applications, ensuring seamless connectivity with existing business systems. monday CRM is designed to support teams of all sizes, from small businesses to large enterprises. It improves collaboration by connecting sales, marketing, finance, and operations within one platform. The system also offers mobile access, allowing users to manage deals and activities on the go. It enhances efficiency by reducing manual work and improving workflow consistency. By combining AI, automation, and flexibility, monday CRM helps businesses increase revenue, improve customer relationships, and scale their operations.

What is SoftSync?

SoftSync AI serves as a robust CRM solution aimed at optimizing the entire sales workflow within one unified platform, featuring customizable records, email integration for campaigns, documentation for meetings, and various data presentation formats such as pipelines, tables, and calendars. What sets it apart from other CRM options are two notable capabilities: first, the Autopilot feature smartly handles repetitive follow-up tasks seamlessly in the background; users just need to describe the task in simple language, review its suggested steps, provide approval, and it will carry out the actions independently. Secondly, with MCP access, teams can utilize familiar AI assistants like Claude, ChatGPT, or Gemini directly in the CRM, which negates the necessity for separate chatbot integration. This platform is tailored for teams that have found traditional CRMs overly complicated and have reverted to spreadsheets as a solution. By consolidating all customer-related information—such as emails, meetings, notes, reminders, and deals—onto a single page, it ensures easy access and management. The competitive pricing structure includes a Pro plan priced at 29 USD per user each month when paid annually, while the Business plan is available at 59 USD, both offering comprehensive CRM functionalities right from the outset. Moreover, the design is user-friendly and intuitive, further elevating the experience for sales teams and enabling them to manage customer relationships with greater efficiency. Additionally, the integration of these features allows for a cohesive workflow that significantly enhances productivity and collaboration.

Media

Media

No images available

Integrations Supported

1stContact.ai
Add to CRM
Bigly Sales
Chief
Clox
Gmail
Jira
Mailchimp
Microsoft Outlook
Nango
Outdoo AI
PandaDoc
Salesforce
Shopify
Stripe
SurveyMonkey
Sysevo
Zoom Phone
dolfyn
monday AI work platform

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

$10/seat/month
Free Version
Free Trial Offered?

Pricing Information

$29 USD
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

monday.com

Date Founded

2012

Company Location

Israel

Company Website

monday.com/crm

Company Facts

Organization Name

SoftSync AI Inc.

Date Founded

2026

Company Location

United States

Company Website

softsync.ai

Categories and Features

AI CRM

Not specified

Automotive CRM

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

Construction CRM

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

Contact Management

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

CRM

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

Customer Reference Management

Nomination Tracking
Program Notices
Reference Usage Tracking
Reward Distribution
Search

Email Tracking

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

Financial CRM

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

Healthcare CRM

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

Hotel CRM

Not specified

Inside Sales

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

Insurance CRM

Not specified

Lead Management

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

Legal CRM

Not specified

Real Estate CRM

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

Sales

Not specified

Sales Acceleration

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

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

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

Sales Force Automation

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 Forecasting

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

Sales Tracking

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

Social CRM

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

Categories and Features

AI CRM

Not specified

CRM

Not specified

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