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 Software
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Management Software
  • Collaboration Tools
  • Contact Database
  • Contact Management Software
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard Software
  • Data Import/Export
  • Deal Management
  • Document Management Software
  • Document Storage
  • Email Management Software
  • Email Marketing Software
  • For Financial Institutions
  • For Mac Devices
  • For Sales Teams/Organizations
  • For Small Businesses
  • Interaction Tracking
  • Lead Capture Software
  • Lead Management Software
  • Lead Qualification
  • 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
  • Segmentation
  • Social Media Integration
  • Task Management Software
  • Third Party Integrations
  • Workflow Management Software

Alternatives to monday sales CRM

Get started on the #1 CRM with Salesforce Essentials, the all-in-one sales and service solution, for just $25 per user per month.
Powerful yet easy to use and adopt. Workzone is the ideal software for marketing, operations and agency teams of 5+ users.
Tackle projects and improve workflows with Wrike’s work management software. Remove barriers, find clarity, and exceed goals. Learn more about Wrike
Asana is the easiest way to organize and manage work across teams at scale. See why Asana is a top performer on Capterra. Learn more about Asana
Trusted by millions, Basecamp puts everything you need to get work done in one place.
Over 100,000 customers in more than 120 countries use HubSpot's award-winning software to attract, engage and delight their customers. Learn more about HubSpot Marketing Hub
Enhance every part of the recruiting lifecycle with Bullhorn's platform built for staffing and recruiting agencies.
Notion is the all-in-one workspace for notes, projects, documents, and collaboration. Learn more about Notion
Put customer service at the heart of your company. Make agents more productive, managers more impactful and customers more empowered. Learn more about Zoho Desk

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
76%
4
23%
3
0%
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)

Thomas
Managing Partner in US
Real Estate, 2-10 Employees
Used the Software for: 1+ year
Reviewer Source

Super customizable with powerful features

5.0 7 months ago

Comments: Overall, the flexibility to customize the tool for whatever you need to track is very good. The learning curve is minimal, at least to get started. I believe there is more functionality that can be tapped that I'm only starting to understand. In a good way, the challenge with using this tool is envisioning what can be done with it and bringing that vision to life.

Pros:

I really like how easy it is to customize Monday.com. I keep finding more uses for tracking just about all aspects of my business from project management, to deal flow, to lead tracking.

Cons:

The UI can become an obstacle when you have too much information in the system. Items that fall to the bottom of the lead tracking list get easily forgotten. The biggest weakness of the system is its general lack of reporting functions. For example, I need to produce reports that I can sent out to clients, but there is no easy way to do that in Monday.com.

Alternatives Considered: Asana

Reasons for Choosing monday sales CRM: Monday.com does everything Pipedrive can do and a whole lot more.

Switched From: Pipedrive

Reasons for Switching to monday sales CRM: Asana lacks the customizability that Monday.com has and its more narrowly focused on team collaboration. I can do so much more with Monday.com.

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 7 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.

Christopher
Christopher
Product Manageer in US
Verified LinkedIn User
Medical Devices, 201-500 Employees
Used the Software for: Free Trial
Reviewer Source

User Friendly product

4.0 4 months ago

Pros:

This software is user friendly and allows me to keep track of my customers

Cons:

So far I do not have any negative feedback about this software. It has been very easy to use

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 7 months 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 sales 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.