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

  • A customizable interface means that creating a pipeline that perfectly reflects the organization’s unique workflow. More than that, time to value is fast when you switch over and when new employees need to ramp up.
  • Automation and AI are fully baked into the CRM to accelerate sales by reducing manual work and human error. This also makes resource allocation more efficient
  • Integrate with the organization’s key tools to do away with extra tools while equipping the team with comprehensive tools in a single platform that’s simple to monitor.
  • Fully embedded reporting that generates custom dashboards without IT help for flexible and adaptable reporting that can be updated as work processes change.
  • Manage all customer-facing teams in one place to optimize resource allocation and enable smooth communication between cross-functional teams. Harness the power of a single platform as the ultimate source of truth across the organization, providing unparalleled visibility and control.
  • Typical Customers

    • Freelancers
    • Small Businesses (2-50)
    • Mid-size Companies (51-500)
    • Large enterprises (500 and more)

    Deployment

    • Cloud-based
    • On-premise

    Markets

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

    Supported Languages

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

    Pricing starting from:

    US$12.00/month

    • Free Version
    • Free Trial
    • Subscription

    Images

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    Features

    Total features of monday CRM: 79

    • API
    • Activity Dashboard
    • Activity Tracking
    • Alerts/Notifications
    • Appointment Management
    • CRM
    • Calendar Management
    • Calendar Sync
    • Calendar/Reminder System
    • Campaign Management
    • Client Tracking
    • Collaboration Tools
    • Communication Management
    • Contact Database
    • Contact Management
    • Customer Database
    • Customer Engagement
    • Customer History
    • Customizable Fields
    • Customizable Reports
    • Customizable Templates
    • Dashboard
    • Data Import/Export
    • Data Security
    • Deal Management
    • Document Management
    • Document Storage
    • Donor Management
    • Drag & Drop
    • Email Management
    • Email Marketing
    • Email Templates
    • For AEC Industry
    • For Financial Institutions
    • For Healthcare
    • For Mac Devices
    • For Nonprofits
    • For Real Estate
    • For Sales Teams/Organizations
    • For Small Businesses
    • Forecasting
    • Interaction Tracking
    • Internal Chat Integration
    • Lead Capture
    • Lead Generation
    • Lead Management
    • Lead Qualification
    • Lead Scoring
    • Lead Segmentation
    • Marketing Automation
    • Meeting Management
    • Mobile Access
    • Multi-Channel Communication
    • Onboarding
    • Opportunity Management
    • Performance Management
    • Performance Metrics
    • Pipeline Management
    • Prioritization
    • Quotes/Estimates
    • Reminders
    • Reporting & Statistics
    • Reporting/Analytics
    • Sales Activity Management
    • Sales Forecasting
    • Sales Onboarding & Training
    • Sales Pipeline Management
    • Sales Reports
    • Sales Trend Analysis
    • Search/Filter
    • Segmentation
    • Social Media Integration
    • Task Management
    • Task Scheduling
    • Template Management
    • Territory Management
    • Third-Party Integrations
    • Usage Tracking/Analytics
    • Workflow Management

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    Reviews

    Overall rating

    4.7 /5
    (398)
    Value for Money
    4.5/5
    Features
    4.5/5
    Ease of Use
    4.7/5
    Customer Support
    4.6/5

    Already have monday CRM?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Showing 5 reviews of 398
    Kory
    Kory
    Overall rating
    • Industry: Marketing & Advertising
    • Company size: 11–50 Employees
    • Used Weekly for 1+ year
    • 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

    Trello

    Reasons for Switching to monday CRM

    Price, functionality and the User Interface (UI)
    Christina
    Overall rating
    • Industry: Construction
    • Company size: 11–50 Employees
    • Used Daily for 2+ years
    • 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.

    Verified Reviewer
    Overall rating
    • Industry: Accounting
    • 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 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 CRM

    Reasons for Switching to monday CRM

    Since I udesd Monday (not CRM) in the past

    Response 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.

    Matt
    Overall rating
    • 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 CRM

    Reasons 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
    Stephanie
    Overall rating
    • 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.

    Showing 5 reviews of 398 Read all reviews

    monday CRM FAQs

    Below are some frequently asked questions for monday CRM.

    monday CRM offers the following pricing plans:

    monday CRM has the following typical customers:

    2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

    monday CRM supports the following languages:

    Brazilian Portuguese, Dutch, English, European Portuguese, French, German, Italian, Japanese, Korean, Portuguese, Russian, Spanish, Swedish, Turkish

    monday CRM supports the following devices:

    Android (Mobile), iPhone (Mobile), iPad (Mobile)

    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

    monday CRM offers the following support options:

    Email/Help Desk, FAQs/Forum, Knowledge Base, 24/7 (Live rep), Chat

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