Company Website

Ratings and Reviews 7 Ratings

Total
ease
features
design
support

Ratings and Reviews 6,810 Ratings

Total
ease
features
design
support

What is monday sales CRM?

Leveraging the adaptable low-code/no-code platform of monday.com, WORK OS, the monday sales CRM offers a fully customizable solution that enables business owners and sales teams to efficiently oversee all facets of their sales cycle and customer information in a singular, centralized system. Users can effortlessly capture leads from various sources, manage contact information with ease, and monitor the status of every deal, ensuring that no potential opportunity is overlooked. With the ability to create tailored dashboards, teams can confidently analyze their data and gain a comprehensive view of sales activities and performance, allowing for the optimization of processes or strategic adjustments without requiring IT knowledge. The monday sales CRM significantly reduces hours spent on repetitive tasks by automating manual processes through no-code solutions and seamlessly integrates with existing tools used by sales teams. Additionally, it supports the nurturing of client relationships by facilitating the management of post-sale activities, including onboarding and project oversight, while allowing for the effortless generation of personalized invoices and quotes. In contrast to conventional CRMs, monday sales CRM stands out as an exceptionally user-friendly platform, ensuring that sales teams are equipped with a CRM they genuinely enjoy using, thereby enhancing overall productivity and engagement. Moreover, the system's flexibility ensures that it can evolve alongside the changing needs of the business.

What is Popl?

Popl transforms the way professionals connect and grow their networks. Share your complete digital profile—including contact details, social platforms, booking links, and files—with a simple tap, scan, or shareable link. Optimized for conferences, sales meetings, and in-person events, Popl enables real-time lead capture with notes, tags, and instant CRM sync to tools like Salesforce, HubSpot, Zoho, and thousands more. Organizations can oversee large-scale deployments with ease using Popl’s admin dashboard—customize digital cards, track performance, and onboard teams via Azure AD or CSV upload. From detailed analytics to automated follow-ups, Popl turns networking into a strategic growth engine. Upgrade how you connect. Start building smarter relationships with Popl.

Media

Media

Integrations Supported

HubSpot CRM
HubSpot Customer Platform
Microsoft Outlook
Microsoft Teams
Pipedrive
Salesforce
Slack
Zoom
monday.com
Active Directory
Chief
Dropbox
Eventbrite
Google Calendar
Mailchimp
VinSolutions Connect CRM
Zapier
Zapier Canvas
Zoho Analytics
Zoho CRM

Integrations Supported

HubSpot CRM
HubSpot Customer Platform
Microsoft Outlook
Microsoft Teams
Pipedrive
Salesforce
Slack
Zoom
monday.com
Active Directory
Chief
Dropbox
Eventbrite
Google Calendar
Mailchimp
VinSolutions Connect CRM
Zapier
Zapier Canvas
Zoho Analytics
Zoho CRM

API Availability

Has API

API Availability

Has API

Pricing Information

$10 seat / month
Free Trial Offered?
Free Version

Pricing Information

Free
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

monday.com

Date Founded

2012

Company Location

Israel

Company Website

monday.com/crm

Company Facts

Organization Name

Popl

Date Founded

2020

Company Location

United States

Company Website

popl.co

Categories and Features

Automotive CRM

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

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
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
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

Inside Sales

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

Lead Management

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

Real Estate CRM

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

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

Business Card

Popl offers a modern and efficient alternative to conventional business cards. With this innovative tool, you can effortlessly share your name, job title, contact details, social media links, website, and scheduling options through a sophisticated digital profile that can be transmitted via tap or QR code. Your information is continuously updated, and every interaction is automatically recorded, enabling you to track who has accessed your profile and when. Popl also allows you to gather leads directly from your card, seamlessly integrating them into your CRM system and initiating automated follow-up communications. This eco-friendly solution is fully customizable and endlessly reusable, making it perfect for networking occasions, leaving lasting impressions, and enhancing your brand's visibility with flair.

Contact Management
Data Extraction
Design Templates
Image Editor
Print Management
Step-by-Step Wizard

Contact Management

Popl revolutionizes the way you handle contact information by gathering precise, comprehensive, and contextual data right from the initial interaction. Sales representatives utilize Popl to effortlessly share interactive digital profiles with a simple tap, which automatically records names, email addresses, job titles, and engagement history—seamlessly integrating that information into your contact database or CRM. Contacts can be categorized, segmented, and directed into specific workflows, facilitating more effective follow-ups and strategic outreach. Whether connecting at networking events or meeting clients in person, Popl ensures your contact database remains organized, up-to-date, and actionable—providing your team with a streamlined method to manage relationships on a larger scale.

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

CRM

Popl serves as a robust enhancement for CRM systems by effectively gathering detailed lead information during interactions—quickly, digitally, and with complete context. Each tap or scan transmits a personalized profile while also gathering essential data such as contact details, time of interaction, representative attribution, and source of the lead. This information seamlessly integrates with your CRM platforms (such as HubSpot or Salesforce), providing clear, real-time insights for both marketing and sales teams. With Popl, you can assign leads to specific workflows, monitor engagement levels, and execute immediate follow-ups. It is designed for teams aiming to simplify the process of capturing contacts, elevate data accuracy, and expand their CRM-driven pipeline without hindering the efficiency of field or event representatives.

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

Demand Generation

Popl offers demand generation teams an intelligent and scalable solution for expanding their pipeline through genuine interactions. Whenever a representative shares their digital profile, Popl collects comprehensive lead information—such as the individual’s identity, the time of interaction, and the location—and seamlessly integrates it into your CRM. Each digital profile can be tailored to include videos, downloadable resources, and calls-to-action that align with your demand generation initiatives. You can easily segment leads by persona or source to enhance your nurturing processes. Popl delivers visibility at the top of the sales funnel and provides real-time performance analytics, empowering teams to generate more leads, reduce handoff durations, and demonstrate ROI through accurate data and transparent attribution.

Digital Business Card

Popl transforms the traditional paper business card into a modern digital networking solution that is interactive, measurable, and fully adaptable. With just a tap or a scan, you can effortlessly share your contact information, social media profiles, calendar, and website—no app installation necessary. You have the flexibility to update your details instantly, customize them for various events or target audiences, and monitor engagement levels. Furthermore, any leads you generate are conveniently saved and can be synced directly with your CRM system. Popl offers professionals a sleek, environmentally friendly method to network, simplifying the process of following up, closing sales, and managing connections.

Event Marketing

Popl transforms every handshake, scan, and booth interaction into a measurable lead, complete with comprehensive contact details, timestamps, and source information. Whether you're organizing or participating in an event, Popl simplifies the process of instantly sharing customized digital profiles—featuring calls-to-action, videos, and lead capture forms—while also gathering in-depth interaction data. All leads are seamlessly directed to your CRM, categorized by event and representative. Managers have the ability to track real-time analytics, assess individual performance, and gain clearer insights into event ROI. By replacing traditional clipboards and printed materials with a scalable digital platform, Popl enhances your in-person event impact through effective tracking and conversion.

Audience Segmentation
Campaign Management
Email Marketing
Event Calendar
Landing Pages / Web Forms
Location-Based Marketing
Reporting/Analytics
Social Media Promotion
Surveys & Feedback
Website Management

Lead Capture

Popl revolutionizes the process of capturing leads by ensuring it is quick, precise, and entirely digital. With just a single tap or scan, your team can effortlessly share personalized profiles while concurrently gathering comprehensive lead information—including contact details, interaction timestamps, and representative attribution. Say goodbye to cumbersome clipboards, scanners, and manual data entry after events. Leads are instantly directed to your CRM, where they can be organized, scored, and integrated into nurturing workflows. Popl provides sales and marketing teams with an effective way to generate leads from any face-to-face engagement—whether at trade shows, retail gatherings, field promotions, or networking events.

Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Lead Generation

Popl transforms lead generation by turning every in-person interaction into a scalable, trackable, and high-quality entry point for your sales funnel. Whether you're attending trade shows, retail events, field campaigns, or networking gatherings, Popl empowers your team to swiftly share branded digital profiles while automatically gathering essential contact information—such as name, email, company, position, time, location, and representative attribution. These leads are synchronized directly with your CRM in real-time, removing the need for manual data entry and facilitating prompt follow-ups. With its customizable calls to action, content integration, and segmentation capabilities, Popl is an invaluable asset for teams aiming to efficiently populate their sales pipeline right from the initial contact.

Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification

Lead Management

Popl revolutionizes lead management by gathering comprehensive context from initial interactions and seamlessly integrating it into your CRM for immediate action. Every contact is recorded along with essential metadata such as representative attribution, event details, and engagement type, facilitating intelligent routing, segmentation, and follow-up. This allows you to track interactions—who is engaging, from where, and at what time—enabling quicker lead scoring, ownership assignments, and tailored outreach. With Popl, your team can effectively manage both in-person and digital leads, enhancing visibility, speed, and conversion rates at every stage of the pipeline. It organizes personal connections without hindering their flow.

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

Lead Nurturing

Popl enhances the lead nurturing process by preventing any valuable leads from being overlooked. When a sales representative shares a digital profile through Popl, the platform automatically records the lead's information and integrates it into your CRM, including important details such as the contact's origin, the representative involved, and the time of interaction. These leads can then be quickly added to automated nurture sequences, tailored to their source or actions. By maintaining an organized database and facilitating prompt follow-ups, Popl enables marketing teams to effectively transition from initial contact to ongoing digital engagement. It serves as an ideal connector between in-person discussions and enduring online nurturing.

A/B Testing
Campaign Management
Drip Campaigns
Lead Capture
Lead Notifications
Lead Scoring
Lead Segmentation
Performance Metrics
Personalization
Pipeline Management

Lead Retrieval

Popl revolutionizes lead acquisition by making it seamless and efficient. With just a quick tap or scan, your team can exchange digital profiles while automatically recording the lead's contact details, the time of interaction, and which representative made the connection—eliminating the need for scanners or paper documentation. All collected information is directly integrated into your CRM, guaranteeing that every lead is accurate, comprehensive, and actionable. Popl offers features like customizable notes, live performance dashboards, and complete tracking of leads from various events and representatives. Whether you're at a trade show booth or a networking event, Popl ensures that every interaction is documented, analyzed, and primed for follow-up, providing you with total visibility of your pipeline from initial contact to final conversion.

Social CRM

Popl seamlessly integrates face-to-face interactions with digital customer relationship management strategies, making it a perfect fit for social CRM applications. When representatives engage with potential clients in person, Popl efficiently gathers comprehensive contact details, engagement duration, source information, and social media profiles through a simple tap or scan. This data is then transferred to your CRM system, enabling effective segmentation, nurturing, and monitoring of cross-channel interactions. It provides your team with a holistic view of each relationship, encompassing everything from event conversations to social media follow-ups, all centralized in one platform. With Popl, managing the personal aspects of sales becomes as streamlined and accurate as handling your digital engagements.

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

Popular Alternatives

Popular Alternatives

HubSpot CRM Reviews & Ratings

HubSpot CRM

HubSpot
LionO360 Reviews & Ratings

LionO360

LionOBytes