monday sales CRM Review

flag Over 200 ready-made templates
  • No-code automations eliminate manual work

  • Flexible drag-and-drop interface

  • Unify contact info & interactions

  • Pre-to post-sales management

Pros & Cons

  • Very easy to use
  • Great intuitive design
  • Unique features
  • Limited features
  • Costly for small teams

Plans & Pricing

monday sales CRM offers a number of packages. The basic-level free package includes a CRM template that can easily be added. Additional features are available in the paid packages, which include managing your sales pipeline, managing communication with contacts, automations and more.

Basic

This plan starts at $24/month for 3 users. Features include:

  • Lead, contact and deal management
  • Unlimited visual sales pipelines
  • Unlimited contacts
  • Unlimited custom fields
  • Unlimited free viewers
  • Full mobile CRM
  • Document management
  • Full API access

Standard

This plan starts at $30/month for 3 users. Features include all of the Basic features, plus:

  • Timeline view
  • Guest access
  • 2-way email integration with Gmail or Outlook
  • Sales analytics
  • Mailchimp integration
  • Sales goals and forecasting
  • Calendar view
  • Automations (250 actions/month)
  • Integrations (250 actions/month)

Pro

The Pro plan starts at $48/month for 3 users. Features include all of the Standard features, plus:

  • Customized notifications
  • Marketing activity management
  • Advanced permissions
  • Time tracking
  • Workflow and approval automation
  • Advanced reports (dashboards with up to 20 boards)
  • Private boards and docs
  • Formula column
  • Automations (2,500 actions per month)
  • Integrations (2,500 actions per month)

Enterprise

This plan’s price depends on the needs of your organization. Features include all Pro features, plus:

  • Enterprise-scale automations and integrations
  • Enterprise-grade security and governance
  • Advanced reporting and analytics
  • Multi-level permissions
  • Tailored onboarding
  • Premium support
  • Create a dashboard that combines up to 50 boards

In all of the packages, if you have over 200 users, you will need to contact the monday.com sales team to get a customized quote.

All packages are billed monthly, annually, or every 2 years. The annual packages include an 18% discount, and the 2-year packages include a 32% discount. In addition, monday.com offers a 30-day money-back guarantee.

Individual
$0/month
Basic
$10/month
Standard
$14/month
Pro
$24/month
Enterprise
Contact Sales

Overview

monday sales CRM is an intuitive, no-code customizable solution built on top of monday.com Work OS. It empowers managers and sales teams to take control of all their entire sales cycle on one centralized platform. It lets them capture leads, manage their contacts’ information, track deals, build customer relationships, and more. monday sales CRM smoothly integrates with most work tools and automates repetitive manual work that takes time away from focusing on customers.

Rating

  • "Price"
    8 /10
  • "Features"
    7 /10
  • "Ease of Use"
    9 /10
  • "Help and Support"
    9 /10

Features and Functionality

Gmail/Outlook integration

monday sales CRM lets you integrate with your Gmail or Outlook account in order to centralize all client communication on one platform. This helps you track every interaction, especially because you will receive a notification when a sent email has been read. They also have the functionality to save recurring emails as templates, automatically personalize emails with client information in your CRM boards and create your own email signature.

Activity logging

Any activity you have with your clients can be logged into one easy-to-view list. This includes anything from emails and calls to meetings and demos or anything you choose to personalize.

Activity tracking

Keep track of all your sales team’s activities and performance with monday sales CRM’s activity tracker. This also helps to get a clear overview and adjust strategy quickly.

Quotes and invoices

Instead of using different tools to send out invoices and quotes, monday sales CRM has the capability to do it from within the platform. This includes being able to personalize documents by auto-populating information that exists on your boards.

Google calendar

The monday sales CRM Google Calendar integration lets you log and manage any event or meeting from within the platform.

 

 

Ease of Use

One of the things that makes monday sales CRM different from other CRMs is its user-friendly design and code-free customizability. CRMs are usually rigid and list-based that look very much like Excel sheets. This can be very dull for some, and make it difficult to identify and track certain types of leads or prospects. monday sales CRM has a very intuitive and colorful drag-and-drop interface, so it is very easy to use and understand. You can add contacts and columns to your list, edit and move your contacts, all while getting an overview of every deal at a glance.

Contacts & Users

Managing leads and contacts is intuitive and straightforward on monday sales CRM. You can separate and manage leads on different boards, and collect leads in many ways (lead form, API, Facebook campaigns, etc.). The sales pipeline is very visual and can be customized without a developer. The drag-and-drop functionality allows you to move leads between stages, although you can also set up automations to do that for you. And speaking of automations, they also enable you to assign leads to sales reps automatically and then qualify them based on different criteria like deal size, company size, location, and more.

 

The free version of the CRM allows only one user which is expected. If additional users join, you need to choose one of the paid packages available based on the features and number of users you need. There is a full breakdown on their page of what each package includes.

Reporting & Integrations

The reports on monday sales CRM are very flexible and can help visualize both the big picture and little details. Pre-built dashboards are easy to customize which lets you display and personalize your most important information. The best part is that you don’t need a developer to do it for you. Live tracking and reporting helps you to get better insights into your sales pipeline status, forecasting, team performance and workload, and other crucial metrics.

monday sales CRM integrates with most popular tools like Salesforce, Gmail, Outlook, Google Calendar, Hubspot, Mailchimp, Twilio, Aircall, Slack, and more. This just makes it easier to work in one place and not have to toggle between different apps to manage everything.

Customer support

Lots of support resources can be accessed and easily searched from the platform when you’re logged in by clicking the question mark at the bottom left. You can join a webinar to learn more about what you can do with monday sales CRM, you can explore existing FAQs, send monday.com a support ticket, or watch an introductory training tutorial. On the website’s support page, you’ll also find articles and you can contact support via chat, phone, or email.

  • 24/7 Help & Support
    There is 24/7 support available to all users.
  • Phone Support
    Phone support available to all users, regardless of package.
  • Live Online Chat
    There is a live chat option.
  • Email
    There is an option for all users to email the support team.
  • Video Tutorials
    There are a number of videos available on YouTube.
  • FAQ
    The FAQ covers basic and advanced software-related issues.
  • Blog
    The blog covers both app-related and project management aspects.

Final Word

Overall, if you want an easy-to-customize CRM with all the features and integrations at a competitive price, monday sales CRM is a great choice and completely free to try out. It’s great for companies of all sizes, but tends to be a better fit for small to midsize businesses. Its code-free automations and intuitive interface differentiates it from other CRMs. It is a great choice, especially for connecting and collaborating with other departments in your organization, like legal, IT and security teams.

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wess
Wess Derryl
author

Wess runs his own marketing and sales consulting firm, where he helps SMBs grow their marketing and sales efforts. He specializes in helping companies deliver great email marketing campaigns and improving lead nurturing. Wess understand the positive effect that a streamlined CRM process can have on company sales.

We make the best effort to present up-to-date information; however, the terms of each offer can be revised according to the service provider’s discretion. The above shall not be considered as an expert or professional advice for any matter.

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Questions & Answers

Guest
Bob Rosen

I’m confused. Is Monday.com a Project Management software or a CRM?

Answer
Great question! Monday.com was founded as a project management software, but now offers CRM functionality to work with their popular project management tool - and is equally customizable.
Guest
Rochelle Hart

As my team grows I need to onboard new employees quickly. How easy is this system to learn and use?

Answer
The CRM has a very intuitive and colorful drag-and-drop interface, making it very easy to use and understand. The design clearly shows how to add contacts and columns to your list, and how to edit and move your contacts. There are also many online resources and 24/7 support to help you with any questions.
Guest
Taylor J.

I have a number of remote workers and some traveling sales agents. Is Monday accessible from mobile?

Answer
Yes, Monday.com offers a highly rated mobile app for both iOS and android that is free to download and use.
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