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?
monday sales CRM pricing
- 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$12.00/month.
monday sales CRM videos and images
Features of monday sales CRM
- Activity Dashboard
- Activity Tracking
- 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
- Dashboard Software
- Data Import/Export
- Deal Management
- Document Management Software
- Document Storage
- Donor Management
- Email Management Software
- Email Marketing Software
- Email Templates
- For AEC Industry
- For Financial Institutions
- For Mac Devices
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- 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
- Reporting & Statistics
- Sales Activity Management
- Sales Forecasting Software
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Social Media Integration
- Task Management Software
- Third Party Integrations
- Workflow Management Software
Alternatives to monday sales CRM
Reviews of monday sales CRM
A great all-in-one CRM and project planning software.
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.
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.
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.
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.
It is a great tool to control our sales efforts of all kinds
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.
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.
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.
It feels like a CRM but it doesn't behave like one
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.
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.
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.
Reasons for Switching to monday sales CRM: We loved the designs and easy ways to communicate and collaborate work together.
Monday Sales CRM hits all the marks
Comments: Customer service was solid and the product is intuitive, useful and very affordable.
Monday Sales CRM is customizable, so that the user can create automated workflow that is adaptable to their needs and it can grow and change as the user's company's needs change. It was also among the least expensive/best value CRMs that I looked at.
The customizable features are a double edged sword, because while they are great, there is quite a bit of time and program knowledge that needs to be acquired in order to properly implement it.
User friendly CRM and Project Management Tool
Monday.com has a easy intuitive set up process that has good flexibility to modify as required.
Invoicing tracking for multiple projects connecting to a summary or dashboard has proven to be difficult to set up.
Alternatives Considered: Salesforce Sales Cloud
Reasons for Choosing monday sales CRM: We wanted to combine the Procore document management system with CRM and Sales, Monday.com does both.
Switched From: Procore
Reasons for Switching to monday sales CRM: We started Monday.com as a free trail and be the end of the month had it 75% integrated with our needs and we strayed with it.