In a Nutshell
- 14-day free trial
- Easily customizable dashboards
- Mobile app
- Confusing pricing structure
- No automated marketing or sales tools
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: Starting at $10 per seat per month (with a 3 seat minimum)
Free trial: 14 days
Tools for Sales Teams
monday sales CRM is essentially high-quality collaboration software, and this shines through the specific tools for sales teams. It brings a lot of value to sales departments that require collaboration to meet sales goals. You can use monday sales CRM to assign qualified leads to specific sales reps to follow up, keep all relevant customer data in one place so that sales agents are always fully informed, and make sure that no one misses a deadline. But if you're looking for advanced sales automation tools, like automatic lead scoring, website visitor tracking, and social media insights, monday sales CRM will leave you disappointed.
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 will be able to log and manage meetings, events and other interactions from within the monday sales CRM platform.
Customization and Integrations
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.
When it comes to integrations, you will have to opt for the $10 per user per month Standard plan. This plan allows 250 actions per month for integrations. The next plan (Pro, priced at $24 per user per month) allows 25,000 monthly actions for automations.
While some integrations may come at an additional fee, monday sales CRM can integrate with a variety of popular apps like Slack, Google Drive, Drop Box, the Adobe Suite, and more. This feature comes in handy for collaboration between sales and marketing teams.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.
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 $10 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 $16 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.
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.
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.
Plans and Pricing
monday sales CRM has a range of different pricing tiers, from $30 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, and storage, as well as 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.
Ease of Implementation and Use
monday sales CRM is a fairly easy-to-use program, although the huge range of actions and rules can be a little overwhelming at first. However, monday sales CRM makes sure to provide plenty of support for new users. There are webinars, video tutorials, on-demand walkthroughs, and guides galore. The webinars are even offered in 7 languages, as well as English, adding a touch of inclusivity to the platform. You can also request support from an expert who will explain how to get the most out of monday sales CRM.
When you get started with monday sales CRM, there are many elements to keep an eye on. Fortunately, the dashboard is quite intuitive, colorful, and very modern. It doesn’t take long to master the platform.
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.
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.
What Users Say About monday sales CRM
"This is an all-in-one template that takes care of your top-level project management & your sales funnel in one, which gives you the opportunity to segment historic won and lost sales data easily."
Ryan Gardiner, DCI-Digital
"Again - super easy and simple which saves you a lot of time."
Trine Hoffensetz Winther, StormGroup
"You always know what everyone is working on!"
Vraj Shroff, Steignet
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. However, without any advanced tools for sales or marketing automation, customer service support, or AI-assisted lead scoring, it’s just glorified and expensive collaboration software.