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monday sales CRM Software Review (2024)

Powerful collaborative software that can help your sales and marketing teams
By Martha KendallBy Martha Kendall -
Last Updated: Mar 14, 2023
3,081 reviews
by
logo-MONDAY SALES CRM
Visit Site
Price
From $12/month
Free Trial
14 days
Integrations
Salesforce, Hubspot, Mailchimp, Twilio, Aircall, Slack

Our Verdict

Is monday sales CRM Worth It?

Built on top of monday.com Work OS, monday sales CRM is an intuitive, customizable solution that lets managers and sales teams take control of sales cycles on one centralized platform. It allows them to 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.

Price
From $12/month
Free Trial
14 days
Integrations
Salesforce, Hubspot, Mailchimp, Twilio, Aircall, Slack

monday sales CRM at a Glance

9.2
Editorial Score

Easy-to-use

200+ no-code templates, easy and intuitive setup, multiple views for dynamic visuals, drag and drop
10.0

Great for Small Businesses

Many features available, one tool for all uses and teams to easily collaborate on one platform
9.5

Automations & Integrations

Automate any business process and workflow-driven tasks
9.0

Reporting & Analytics

Customizable reporting and layout, good reporting features, helpful for budgeting
8.5

Customer Service

Contact rep through web form, searchable webinars, tutorials & guides, extensive FAQ section
9.0

monday sales CRM Pros & Cons

PROS

14-day free trial
Easily customizable dashboards
Mobile app

CONS

Limited free trial
Not set price for enterprise

Top monday sales CRM Reviews

Danielle Marsh
Fantastic tool for businesses.
Fantastic tool for businesses.
DB
David Burke
Task Dynamo!
This UI is somethin' else, I tell ya! It's downright professional and easy as pie to get around, especially for a crazy team. Keepin' tabs on tasks, spotting any hiccups in the plan, and setting deadlines that make sense - it's all right at your fingertips. This tool's a real winner, no doubt about it!
ER
Evgeny Reznikov
Monday rocks!
Have been early adopter. Using it over 5 years now. Guys are deploying new features like rock stars.
See all monday sales CRM reviews

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monday sales CRM monday sales CRM Visit Site

Overview

monday sales CRM At a Glance

Best for: Small to mid-size businesses that need a no-code fully-customizable CRM 

Key use: Pre- to post-sales management, client communication, cross-department collaboration 

Price: From $12/seat/month (with a three-seat minimum) 

Free trial: 14 days 

Tools for Sales Teams

monday sales CRM boasts one of the most approachable sales pipeline software in the industry. The view is deceptively simple, with plenty of space for lead details, customer info, and tasks organized within a clean interface. monday sales CRM lets you handle your entire sales cycle from A-Z, like capture and prioritize leads, communicate with contacts within the platform, track sales progress, and manage any task or project all on the same platform.

Features for sales teams:

  • Establish an effective sales workflow
  • Prioritize leads
  • Embed web forms capture user data direct to your monday.com workflow
  • Manage sales pipelines
  • Unite customer data in a single board

monday sales CRM boasts one of the most approachable sales pipelines in the industry. The view is deceptively simple, with plenty of space for lead details, customer info, and tasks organized within a clean interface. monday sales CRM lets you handle your entire sales cycle from A-Z, like capture and prioritize leads, communicate with contacts within the platform, track sales progress, and manage any task or project all on the same platform.

monday sales CRM Gmail/Outlook Integration

This allows you to centralize all communication you have with a client, in one place making it easy to track when you were last in touch and what you covered. You can send and receive emails, and get notified when an email is read, within the monday sales CRM platform. You also have the ability to save recurring email layouts as templates, automatically insert dynamic information into emails from your board columns, and create a personalized email signature.

monday sales CRM Activity Logging

You can record when you have different interactions with clients, like emails, calls, meetings, demos, etc. in a unified place to get an overview of all client interactions.

monday sales CRM Activity Tracking

Here you can keep track of and get a clear overview of your team’s sales activities and performance, making it easier to adjust strategy as soon as it’s necessary.

monday sales CRM Quotes and invoices

From within monday sales CRM you can send out invoices and quotes that are simple enough to personalize and that autofill with existing information from your boards related to clients.

monday sales CRM Google Calendar

By syncing your Google Calendar with monday sales CRM, you can log and manage meetings, events, and other interactions from within the monday sales CRM platform.

Customization and Integrations

monday sales CRM integrates with a variety of popular apps and tools like Salesforce, Hubspot, Mailchimp, Twilio, Aircall, Slack, and many more. For integrations, you will have to opt for the $17 per user per month on the Standard plan. This plan allows 250 actions per month for integrations. The next plan (Pro, priced at $28 per user per month) allows 25,000 monthly actions for automations. These automations give you the ability to turn on autopilot for manual repetitive processes. monday sales CRM has many pre-built templates, but you can easily create your own without any coding. In general, monday.com makes it very easy to customize the way you work. You can change the layout or color, add or remove rows, columns, and tasks, and organize boards however you’d like.

monday sales CRM integrates with a variety of popular apps and tools like Salesforce, Hubspot, Mailchimp, Twilio, Aircall, Slack, and many more. For integrations, you will have to opt for the $17 per user per month on the Standard plan. This plan allows 250 actions per month for integrations. It’s possible to add custom integrations but to do that you'll have to get in touch with monday sales CRM and ask for expert assistance—for an added fee.

The next plan (Pro, priced at $28 per user/per month) allows 25,000 monthly actions for automations. These automations give you the ability to turn on autopilot for manual repetitive processes. monday sales CRM has many pre-built templates, but you can easily create your own without any coding.

In general, monday sales CRM makes it very easy to customize your boards. You can change the layout or color, add or remove rows, columns, and tasks, and organize boards however you’d like.

Reporting and Dashboards

monday sales CRM is all about the visuals. You can flip between Kanban, timeline, calendar view, map view, and chart view, as well as viewing reports and dashboards by user. Depending on which plan you buy, you can get up to an unlimited number of dashboards which allows massive flexibility in terms of layout, visualizations, filters, and more.

It’s not so clear what the reporting capabilities are. monday sales CRM focuses on helping teams collaborate, so reports seem to be based on what you put together for yourself, rather than generated automatically by the software.

Pre-built dashboards are easily customizable which means you can display and personalize the information most important to you, all without the need for a developer or IT to help you. The live tracking and reporting enables you to better understand your sales pipeline status, forecasting, team performance and workload, and other important metrics.

Cross-department Collaboration

One of the advantages of monday sales CRM is that it allows sales teams to collaborate with different departments within their organization. If a sales manager wants to reflect his sales reps’ performance to management, they can easily do it on one platform. The same goes for speeding up legal, security, and IT processes that often take a long time. monday sales CRM brings all departments together so they can collaborate with transparency and ensure there is accountability.

Ease of Implementation and Use

Getting started with monday sales CRM is a lot faster and more intuitive than other CRMs. It’s straightforward to set it up and allows you to import all your existing information and data through the many integrations monday sales CRM offers, which means you don’t need any help from a developer or IT. The ready-made CRM and sales templates mean you can hit the ground running, and if you do need any help, there is a fortune of resources available, like webinars, video tutorials, on-demand walkthroughs, and guides galore. The webinars are even offered in 7 languages, and you can also request support from an expert who will explain how to get the most out of monday sales CRM.

Mobile App

monday sales CRM offers both an iOS and an Android app so that you can keep tabs on leads, track progress and stay in contact with customers when you’re on the go. The monday sales CRM mobile app has full functionality and constantly has new features and capabilities.

monday sales CRM Customer Support

monday sales CRM organizes its customer service into clear sections so that you always know where to go for your specific issue. There are plenty of webinars, tutorials, guides, and an extensive FAQ section, all of it easily searchable. If you need individual customer support, you can contact them by phone, email, or through their online web form.

monday sales CRM is an ideal solution for any business owner, sales manager or sales team looking for a CRM platform that can do much more than just tracking leads. The customizability makes it easy to tailor to your needs, the automation makes it possible to save time, and the robustness of it lets you take care of all sales and post-sales operations.

How Much Does monday sales CRM Cost?

monday sales CRM has a range of different pricing tiers, from $36 per month billed annually up to customized pricing for enterprise customers. monday sales CRM has a free version which is only up to two seats. In addition, it does offer discounts for nonprofits (without specifying the size of the discount).

monday sales CRM's plans all include unlimited viewers and boards, over 20 column types, and embedded forms. The pricing depends on the number of users as well as your choice of plan.

If you’re using the lowest paid tier, you just get advanced collaboration tools. The Standard and Pro plans add calendar, timeline, map views, customized forms, and advanced search. With the Pro plan, you’ll also get time tracking, custom tags, and the option to create private boards. The number of integrations, automations, dashboards, storage, security, and customer support also increases with the plans.

You can try out any monday sales CRM plan free for 14 days without entering credit card information. For anything over 40 users, you’ll have to get a custom quote. The longer the plan, the better—as a year-long plan saves you 18% over paying monthly.


Number of users

Basic
Standard

Pro
Enterprise
3
$36/month
$51/month
$84/month
Contact for quote

5

$60/month

$85/month

$140/month

Contact for quote

10

$120/month

$170/month

$280/month

Contact for quote

15

$180/month

$255/month

$420/month

Contact for quote

20

$240/month

$340/month

$560/month

Contact for quote

25
$300/month
$425/month
$700/month
Contact for quote
30
$360/month
$510/month
$840/month
Contact for quote
40
$480/month
$680/month
$1,120/month
Contact for quote

50

Contact for quote

Contact for quote

Contact for quote

Contact for quote

100

Contact for quote

Contact for quote

Contact for quote

Contact for quote

200+

Contact for quote

Contact for quote

Contact for quote

Contact for quote

monday sales CRM monday sales CRM Visit Site

Bottom Line

monday sales CRM is excellent at helping sales, marketing, and customer service teams collaborate and communicate. It streamlines sales and marketing pipelines and makes it easy to present workflows, while providing a single location to unite all customer data. monday sales CRM has advanced tools for sales and marketing automation, customer service support, and one of the most competitive prices in the industry, making it a suitable ultra-customizable platform. 

Martha Kendall Custard writes for top10.com and is a conversion-driven marketer and B2B content creator who improves brand authority while making sales. She works with SaaS and software companies as well as digital advertising agencies to write strategic blog posts that drive traffic and convert.

monday sales CRM reviews

Average • Reviews 3,081
on
Excellent
75%
Great
18%
Average
1%
Poor
1%
Bad
4%
Sort by
Danielle Marsh
2 months ago
Fantastic tool for businesses.
Fantastic tool for businesses.
DB
David Burke
2 months ago
Task Dynamo!
This UI is somethin' else, I tell ya! It's downright professional and easy as pie to get around, especially for a crazy team. Keepin' tabs on tasks, spotting any hiccups in the plan, and setting deadlines that make sense - it's all right at your fingertips. This tool's a real winner, no doubt about it!
ER
Evgeny Reznikov
3 months ago
Monday rocks!
Have been early adopter. Using it over 5 years now. Guys are deploying new features like rock stars.
Vl
Vlad
3 months ago
Quite useful
Working with this app is challenging but fruitful. Still more to be learnt!

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