monday CRM

About monday CRM
Built on top of monday.com Work OS, monday CRM is a no-code, customizable solution that empowers managers and sales teams to take control of the entire sales cycle, from lead capturing and sales pipeline management to post-sales management such as client projects and client onboarding, all on one centralized platform. monday CRM is an ideal solution for small to medium-sized businesses, it is also a perfect match for small business owners, sales managers and teams.
monday CRM enables sales teams to create no-code automations to significantly reduce repetitive manual work that takes time away from focusing on customers. They can capture leads from any source and centralize them in one place. As expected from any reliable CRM, supervisors can manage contacts’ information, track every deal's status, grow lasting customer relationships, and more. Managers get a full overview of their entire sales team's capacity and progress with no-code dashboards that they can easily build themselves. The interface is visually pleasing and incredibly intuitive to use, which makes it easier for teams and managers to adopt it. If other teams like legal, finance, IT, and marketing use monday.com Work OS, sending documents for approval and doing other important processes can be run unhindered within the platform which means more efficient work processes and cross-department collaboration.
The two-way email integration with Gmail and Outlook allows teams to send and receive emails directly from monday CRM. In addition, managers get all the relevant customer information along with every interaction teams have had with them, all in a single view. On a customizable level, administrators can create email templates that autofill with customers’ information existing in the CRM, personalize an email signature, get reminders to send emails, and automate sending response emails at the right time. And when it comes to tracking, Monday CRM sends a live notification when a customer opens a sent email ensuring operators always keep communication flowing.
Beyond the run of the mill sales operations, monday CRM gives sales teams the capability to manage post-sales operations. This includes onboarding new clients, managing client projects, tracking client collection, and gaining insight into what clients need and exactly when they need it. As for managers, sales operations can be handled much more efficiently. This includes managing the sales team hiring process, speeding up the sales team onboarding process, and of course, tracking and managing the sales team's goals and ensuring everyone reaches quotas. For sales teams it includes building up sales collateral with the most up-to-date sales materials, as well as creating a library of the documents needed to close deals.
For anyone concerned about giving up the tools they already use, monday CRM seamlessly integrates with the tools and apps sales teams already use every day. Finally, when it comes to setup, it is one of the fastest in the market. In fact, there is no need for an IT expert or a developer to run the setup, it can all be done yourself. This doesn't just include setting up the solution but actually importing all existing data and information in a smooth and hassle-free manner that doesn't take months.
Pricing starting from:
US$12.00/month
- Free Version
- Free Trial
- Subscription
Key benefits of monday CRM
Typical Customers
- Freelancers
- Small Businesses (2-50)
- Mid-size Companies (51-500)
- Large enterprises (500 and more)
Deployment
- Cloud-based
- On-premise
Pricing starting from:
US$12.00/month
- Free Version
- Free Trial
- Subscription
Images




Features
Total features of monday CRM: 79
Alternatives
Maximizer CRM

Nutshell

Salesforce Service Cloud

Zoho Desk

Reviews
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- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Weekly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 8.0 /10
Monday.com is a Great Tool for Several Needs
Reviewed on 21/02/2020
We are using Monday.com for our internal strategy work. We use Basecamp for project management for...
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
TrelloReasons for Switching to monday CRM
Price, functionality and the User Interface (UI)- Industry: Construction
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
So Convenient
Reviewed on 03/12/2021
Monday allowed us to input all useful data into one software. I am so grateful for it!
Monday allowed us to input all useful data into one software. I am so grateful for it!
Pros
This software can be utilized in almost any facet imaginable. Want an interactive spreadsheet? Got it. Need to communicate with employees? Go ahead. Do you need the ability to upload and share vital documents, or maybe send sales or performance reports? Check! And it is self explanatory, no need for hours of toiling to get these things accomplished.
Cons
Monday was a game changer for me, it really brought us into the world if efficiency.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
It could be great if email tracking was a reliable feature
Reviewed on 20/04/2022
Pros
That it's part of Monday so it easier for the entire team to use it.
Cons
Since I've start using the Monday's CRM a few month ago my overall experience was very disappointing and frustrating. Since the email tracking doesn't work constantly it's not reliable, and makes me do a lot of manual work instead. E
Alternatives Considered
HubSpot CRMReasons for Switching to monday CRM
Since I udesd Monday (not CRM) in the pastResponse from monday.com
Hi there, thanks so much for taking the time to leave a review. We'll be sure to forward your feedback to all relevant teams.
- Industry: Environmental Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Nothing Really Like Monday.com
Reviewed on 27/04/2022
I have used Monday with two startups and one enterprise role now and it's basically our business or...
I have used Monday with two startups and one enterprise role now and it's basically our business or customer operating system. Sort of can't live without it at this point.
Pros
Monday is so easy to use, and visually easy to understand. It's not a chore to update our pipelines. We are a small business, but we went from deciding to purchase to deployment to using it as part of our daily routing in less than two days.
Cons
The lack of integration with Gmail is a killer for us. We would like Monday.com to track and associate emails that pertain to a deal automatically. Emailing from within monday.com isn't a good workflow for us since not every email is deal-specific. a Gmail integration where I could associate an email with a deal or a contact from within Gmail would be awesome!
Alternatives Considered
HubSpot CRMReasons for Choosing monday CRM
Hubspot was going to get too expensive, it wasn't a great interface, and we had prior experience with Monday.com.Switched From
HubSpot CRM- Industry: Leisure, Travel & Tourism
- Company size: 2–10 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
User friendly, great for task management and viewing large quantities of data
Reviewed on 27/04/2022
Pros
We'd been using Monday.com for mostly task management and as a tool to easily collaborate through and decided to add in the CRM because of how user friendly the platform is. I use the CRM quite heavily every day. It's great because you can customize the columns, easily search, and view a large group of data in one place.
Cons
The most difficult piece of this software was the Gmail integration. It's essential to our business that email conversations with guests be tracked so that anyone on the team can view the discussions. The team works remotely and in lots of different time zones, so it's helpful to be able to see these threads logged with the Gmail integration. However, we had months of inconsistencies and threads not logging. After spending nearly 7 months working with the customer service team and getting no where, we gave up. Unfortunately we can't count on this essential piece and unless they sort out the problems, it may be cause to look for other CRM software in the future as our business continues to grow. Another problem is the software will often freeze or not load. The only solution we've found is to wait till later to try again or sometimes opening a new browser will help. This has caused few major problems but a lot of headaches! The integration with MailChimp is currently pretty pointless for our needs. I wish they gave you other options for what you can do with that integration or let you customize the scenarios.
monday CRM FAQs
Below are some frequently asked questions for monday CRM.Q. What type of pricing plans does monday CRM offer?
monday CRM offers the following pricing plans:
- Starting from: US$12.00/month View Pricing Plans
- Pricing model: Subscription
- Free Trial: Available
Q. Who are the typical users of monday CRM?
monday CRM has the following typical customers:
2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does monday CRM support?
monday CRM supports the following languages:
Brazilian Portuguese, Dutch, English, European Portuguese, French, German, Italian, Japanese, Korean, Portuguese, Russian, Spanish, Swedish, Turkish
Q. Does monday CRM support mobile devices?
monday CRM supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does monday CRM integrate with?
monday CRM integrates with the following applications:
7pace Timetracker, Aircall, BigPicture, Dropbox Business, Facebook Business Suite, Gmail, Google Calendar, Google Drive, HubSpot CRM, LinkedIn for Business, Mailchimp, Microsoft Excel, Microsoft Outlook, Miro, OneDrive, PandaDoc, PhoneBurner, Pipedrive, Shopify, Slack, Stripe, SurveyMonkey, Twilio, Typeform, Zapier, Zendesk Suite
Q. What level of support does monday CRM offer?
monday CRM offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, 24/7 (Live rep), Chat
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