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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.

Pricing

Price Starts At:
$10 seat / month
Free Version:
Free Version available.
Free Trial Offered?:
Yes

Integrations

Offers API?:
Yes, monday sales CRM provides an API
All monday sales CRM Integrations

Screenshots and Video

Play Video emails capabilities Dashboards post-sales management Automations Deals integrations activities logging & tracking

Company Facts

Company Name:
monday.com
Date Founded:
2012
Company Website:
monday.com/crm
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Product Details

Deployment
SaaS
Windows
Mac
iPhone
iPad
Android
Training Options
Documentation Hub
Online Training
Webinars
On-Site Training
Video Library
Support
Standard Support
24 Hour Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
Chinese (Mandarin)
Dutch
English
French
German
Italian
Japanese
Korean
Polish
Portuguese
Russian
Spanish
Swedish
Turkish

monday sales CRM Categories and Features

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

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

Sales Forecasting Software

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

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 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

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 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 Software

Real Estate Lead Generation Software

Real Estate CRM Software

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

Legal CRM Software

Lead Management Software

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

Inside Sales Software

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

Hotel CRM Software

Healthcare CRM Software

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

Financial CRM Software

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

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

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

Construction CRM Software

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

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

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

More monday sales CRM Categories

monday sales CRM Customer Reviews

Write a Review
  • Reviewer Name: Aicy S.
    Position: Sales Manager
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 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.

    Read More...
    1 user found this review useful.
  • Reviewer Name: A Verified Reviewer
    Position: Seo Manager
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 1,000 - 4,999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
    1 user found this review useful.
  • Reviewer Name: Craig L.
    Position: Principal
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
    1 user found this review useful.
  • Reviewer Name: Cameron R.
    Position: Founder & Head of Media
    Has used product for: 1-2 Years
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
    1 user found this review useful.
  • Reviewer Name: Terri B.
    Position: Finance & Operations Manager
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
    1 user found this review useful.
  • Reviewer Name: Arvinth S.
    Position: Staff Accountant II
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
    1 user found this review useful.
  • Reviewer Name: A Verified Reviewer
    Position: Sales and Marketing Manager
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
    1 user found this review useful.
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