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What Is monday CRM?

monday CRM is an incredible sales force automation software for sales teams of every size. The customizable software enables teams to capture leads, nurture their sales pipelines, and retain customers all in one, easy to use platform. Automatically sync data from Salesforce or more than 40 other integrations and watch it turn into actionable tasks inside monday.com, without any manual effort.

Who Uses monday CRM?

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

Where can monday CRM be deployed?

Cloud-based
On-premise

About the vendor

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

monday CRM support

  • 24/7 (Live rep)
  • Chat

Countries available

Argentina, Australia, Austria, Belgium, Brazil and 34 others

Languages

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

monday CRM pricing

Starting Price:

US$12.00/month
  • Yes, has free trial
  • No free version

monday CRM does not have a free version but does offer a free trial. monday CRM paid version starts at US$12.00/month.

Pricing plans get a free trial

About the vendor

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

monday CRM support

  • 24/7 (Live rep)
  • Chat

Countries available

Argentina, Australia, Austria, Belgium, Brazil and 34 others

Languages

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

monday CRM videos and images

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Features of monday CRM

  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • CRM Software
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Management Software
  • Client Tracking
  • Collaboration Tools
  • Communication Management
  • Contact Database
  • Contact Management Software
  • Customer Database
  • Customer History
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Management Software
  • Document Storage
  • Donor Management
  • Email Management Software
  • Email Marketing Software
  • Email Templates
  • For Financial Institutions
  • For Sales Teams/Organizations
  • Forecasting
  • Interaction Tracking
  • Lead Capture Software
  • Lead Generation Software
  • Lead Management Software
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation Software
  • Mobile Access
  • Multi-Channel Communication
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Quotes/Estimates
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Activity Management
  • Sales Forecasting Software
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Social Media Integration
  • Task Management Software
  • Third-Party Integrations
  • Workflow Management Software

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Tired of doing paperwork? Automate your workflows and sales process. Try JobNimbus 2 weeks for free, no credit card required. Learn more about JobNimbus

Reviews of monday CRM

Average score

Overall
4.7
Ease of Use
4.7
Customer Service
4.6
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
74%
4
24%
3
1%
2
1%
Zac
Zac
President / CEO in US
Verified LinkedIn User
Apparel & Fashion, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source

A great all-in-one CRM and project planning software.

5.0 2 years ago

Comments: This platform has allowed me to grow my business processes through one main "hub" platform and has made it so easy for me to onboard new members and get them acclimated to the work flow immediately.

Pros:

The flexibility of boards to be created with different purposes such as client management, lead generation, financial analysis, project management, team management, file storage and so much more. I've really leaned to Monday to become my all-in-one hub for my business processes.

Cons:

There are definitely growing pains to creating the perfect software that fits your needs but trial and error is just part of the process. I'm planning and creating uses for Monday I never thought of 6 months ago which I've only been able to think of because of my experience gained from daily use of the software.

Alternatives Considered: Salesforce Sales Cloud and Asana

Reasons for Switching to monday CRM: Monday has a much more user-friendly interface which is important to me when onboarding new team members. I want to make our system something people enjoy using instead of dreading to do a daily task on a non-ergonomic system like some of the competitors.

Amanda
Amanda
Human Resources Generalist in US
Verified LinkedIn User
Hospital & Health Care, 10,000+ Employees
Used the Software for: 1+ year
Reviewer Source

It is a great tool to control our sales efforts of all kinds

4.0 9 months ago

Comments: It aids in keeping tabs on our various sales efforts, giving us an accurate picture of where we stand, and facilitating the dissemination of vital sales data throughout the organization.

Pros:

Boards may be readily moved and interacted with one another. If you're in the real estate business, I highly recommend this software. Maintain an excellent database. Simple to complete on any device.

Cons:

There is nothing I don't like about Monday.com CRM so far, except that it doesn't integrate with our SAP product. The inability to do content searches using MondayDoc is a notable omission from Monday.com.

Charleotte
Senior HR manager in US
Information Technology & Services, 1,001–5,000 Employees
Used the Software for: 2+ years
Reviewer Source

The Ideal and Epochal CRM tool that we love.

5.0 last month New

Pros:

The software has a very easy to use interface. It offers us with a 14 day trial after our purchase. It is very easy to centralize all our customers communication via email. Easy to organize marketing campaigns thus improving our ROI.

Cons:

For the time we have used the software no dislikes.

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 2 years 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 CRM: We loved the designs and easy ways to communicate and collaborate work together.

Verified Reviewer
Verified LinkedIn User
Marketing & Advertising, 1,001–5,000 Employees
Used the Software for: 1+ year
Reviewer Source

Outstanding CRM/PM tool for matrix organisations

5.0 3 months ago

Comments: Excellent
Its a great tool to make your PM and AI driven work

Pros:

1. Excellent interface 2. Super easy command 3. Effective AI 4. Quick operation 5. Effective project management

Cons:

1. Expensive a bit 2. Turn around time for support is 3-5 days