About monday sales CRM

Built on top of monday.com Work OS, monday sales CRM is a no-code, customizable solution that empowers managers and sales teams to take control of their entire sales cycle - from lead capturing and sales pipeline management to post-sales management like client projects and client onboarding - all on one centralized platform. monday sales 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 sales 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, they can manage their 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 you to send and receive emails directly from monday sales CRM. In addition, you get all the relevant customer information along with every interaction you’ve had with them, all in a single view. On a customizable level, you can create email templates that autofill with your customers’ information existing in your 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 sales CRM sends you a live notification when a customer opens a sent email ensuring you always keep communication flowing.

Beyond the run of the mill sales operations, monday sales 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 sales team's goals and ensuring everyone reaches their 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 sales 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. Plus there are ready-made templates available which means you can quickly get started. This doesn't just include setting up the solution but actually importing all your existing data and information in a smooth and hassle-free manner that doesn't take months. So if you're concerned about the common headache of slow and laborious implementation, you can take a breath because it doesn't get any easier than this.

Pricing starting from:


  • Free Version
  • Free Trial
  • Subscription

Key benefits of monday sales CRM

Quick setup and fast adoption: with monday sales CRM's intuitive interface, getting started takes little effort and doesn't require any dedicated onboarding developers.

Customizable to fit any business need: easily customize any sales pipeline, workflow, and process you need to work more efficiently.

Automate manual work: win back time by putting repetitive manual work on autopilot so your team can spend more time on sales and customers.

Manage your entire sales cycle: an end-to-end CRM that lets you manage every aspect of the sales process from leads and contact management to sales pipeline, post-sale processes, and sales enablement.

Keep everything in one place: a centralized platform that gives managers and sales reps real-time insights with no-code visual dashboards and reports.

Make data-driven decisions: gain immediate insights into your sales pipeline status, track sales forecasting, team performance, and more with real-time tracking and reporting.

Boost cross-team collaboration: seamlessly collaborate with different stakeholders from other departments, manage requests and communicate on the same platform.

Focus on the information that matters: no more working with endless tabs, rows, and columns. Save time by defining, collecting, and organizing the exact sales data you need in one place.

Typical Customers

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


  • Cloud-based
  • On-premise


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

Supported Languages

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

Pricing starting from:


  • Free Version
  • Free Trial
  • Subscription


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Total features of monday sales CRM: 75

  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Client Tracking
  • Collaboration Tools
  • Communication Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer History
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Deal Management
  • Document Management
  • Document Storage
  • Donor Management
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • For AEC Industry
  • For Financial Institutions
  • 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 Segmentation
  • Marketing Automation
  • Meeting Management
  • Mobile Access
  • Multi-Channel Communication
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Presentation Tools
  • Prioritization
  • Projections
  • Proposal Management
  • 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
  • Workflow Management


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Overall rating

4.7 /5
Value for Money
Ease of Use
Customer Support

Already have monday sales CRM?

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

Showing 5 reviews of 379
Overall rating
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

The best thing ever. Revolutionized how we manage our projects.

Reviewed on 28/06/2018

Organizing our projects become easier, sharing that progress with clients is easier, billing for...

Organizing our projects become easier, sharing that progress with clients is easier, billing for projects is easier, chatting about the tasks and sharing files is easier...seriously...everything is easier with Monday.com.


Being able to customize anything we want. We assign colors to employees so we can see who is falling behind or carrying the majority of the workload. We can see if a certain client has a lot of urgent items and needs more attention. We can share our progress with clients so they can see in real-time what we are working on. We've created a way for Billing to know when it is time to bill for a project b y using the tags feature. The software is simply amazing. I cannot recommend it enough.


I would like a way to sync certain items so they could be on 2 boards at once. I reached out to support about it and they were friendly, helpful, and gave me a great suggestion. It's not exactly what I want, but it absolutely works better than nothing. Seriously, my only complaint is that one tiny feature request.

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


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.


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.

Overall rating
  • Industry: Food & Beverages
  • 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 7.0 /10

Edward Martin - Taylor Mammon

Reviewed on 19/04/2022

tedious but effective at reminding me to contact clients, more context to my calls would be ideal.

tedious but effective at reminding me to contact clients, more context to my calls would be ideal.


Collaboration is incredible, and transparency for timelines is great. being able to open multiple boards would be great.


the application can be slow sometimes, having multiple boards open at the same time would be key

Response from monday.com

Hi there. Thanks so much for taking time to leave a review and for providing us with your feedback.

Overall rating
  • Industry: Management Consulting
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Excellent for our Small Business that's growing quickly!

Reviewed on 19/04/2022


Our office needed a virtual management software for processes that we're even created yet. The ease of transformations in Monday make changing processes and items simple - often times, just click and drag! It makes creating and then re-working things straight forward.


The only complaints I have are that the automations aren't always reliable and when they don't work you don't really know it.

Alternatives Considered

Microsoft Teams and ClickUp

Reasons for Choosing monday sales CRM

The pricing difference, ease of use and large array of services.

Switched From

HubSpot CRM
Overall rating
  • Industry: Information Technology & Services
  • Company size: 51–200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 10.0 /10

Excellent Product

Reviewed on 01/06/2022


This is a wonderful platform. It has done so much in terms of integrating our Sales and CSM teams' work in one place, and streamlining our processes and access to information.

I would highly recommend this product.


It's not the most intuitive product to actually set up, though that can be expected of a product with so much to offer as far as integration, features, and functionality. I'm sure Monday's team will continue to improve their user experience over time.

Showing 5 reviews of 379 Read all reviews

monday sales CRM FAQs

Below are some frequently asked questions for monday sales CRM.

monday sales CRM offers the following pricing plans:

monday.com offers a free forever plan for up to 2 seats, after which pricing scales based on the number of seats, as well as functionality needed. Paid plans start at $10.00/seat/month, billed annually, for the Basic plan and include a minimum of 3 seats. Other plans are outlined below: Basic plan: starting at $12.50/seat/month billed monthly (or $10/seat/month when billed annually) Standard plan: starting at $17/seat/month billed monthly (or $14/seat/month when billed annually) Pro plan: starting at $30/seat/month billed monthly (or $24/seat/month when billed annually) Enterprise: contact monday.com for enterprise pricing 14 days free trial, no credit card needed. 30-day money back guarantee.

monday sales CRM has the following typical customers:

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

monday sales CRM supports the following languages:

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

monday sales CRM supports the following devices:

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

monday sales CRM integrates with the following applications:

Aircall, Clever Ads for Slack, MS Teams & Google Chat, Dropbox Business, Facebook Business Suite, Gmail, Google Calendar, Google Drive, HubSpot CRM, LinkedIn for Business, Mailchimp, Microsoft Excel, Microsoft Outlook, Miro, OneDrive, PandaDoc, Pipedrive, Salesforce Foundation, Shopify, Slack, Stripe, SurveyMonkey, Twilio, Typeform, Zapier, Zendesk Suite

monday sales CRM offers the following support options:

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

Related categories

See all software categories found for monday sales CRM.