The listings featured on this site are from companies from which this site receives compensation. This influences where, how and in what order such listings appear on this site.
Advertising Disclosure

monday sales CRM Review (2023)

Powerful collaborative software that can help your sales and marketing teams
By Martha KendallMartha Kendall -
Last updated: Jan 08, 2023
169 reviews
excellent
9.2
excellent
9.2
logo-MONDAY SALES CRM
Visit Site
Start price
$10/seat/per month when billed annually
Cloud
Yes
Sales Forecasting
Yes

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.

Start price
$10/seat/per month when billed annually
Cloud
Yes
Sales Forecasting
Yes

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

Ad
Adeniji
, WI
They are a very fascinating, convenient, and innovative brand of CRM software services that offers the best software program network around.
Li
Lizzy
, CA
It's great software that works well managing all of our team's tasks with technologies that are state of the art.
El
Elena
, GA
The best value for any CRM software out there. Using it is the best decision you could make.
See all monday sales CRM reviews

How do I know I can trust this monday sales CRM review?

Top10.com authors, contributors, and editors are serious about research. We combine our own experience with the services we recommend, with reviews that come from verified users–just like you! Together, with reviews from industry experts, we find the Top 10 best products and services to make sure you can choose with confidence and ease.

monday sales CRM monday sales CRM Visit Site

Top monday sales CRM Reviews

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: Starting at $10 per seat per month (with a 3 seat minimum) 

Free trial: 14 days 

How monday sales CRM Works

Using monday sales CRM

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 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 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 $14 per user per month on the 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. 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 $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.

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.

monday sales CRM Pricing

How Much Does monday sales CRM Cost?

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.


Basic
Standard
Pro
Enterprise
Price per month billed annually/monthly (based on 3 users)
$10/$30
$14/$42
$24/$72
Contact sales
Integrations
0
5
20
50
Automations
5
15
60
150
Dashboards
1
5
20
Unlimited

monday sales CRM monday sales CRM Visit Site

What Customers Say About monday sales CRM 

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 customer reviews

Based on 169 reviews

Ease of use

Brand satisfaction

Value for money

Service quality

Top Reviews

Ease of use

Brand satisfaction

Value for money

Service quality

5 months ago

They are a very fascinating, convenient, and innovative brand of CRM software services that offers the best software program network around.

5 months ago

It's great software that works well managing all of our team's tasks with technologies that are state of the art.

5 months ago

The best value for any CRM software out there. Using it is the best decision you could make.

5 months ago

Monday.com is a great CRM software. It's innovative and offers us great solutions for our business. I love it so much.

5 months ago

Monday.com is a great example of the CRM software category beacause it is easy to use.

5 months ago

I love it! It is great to use, easy to navigate, and simple to explain to people.

5 months ago

It helps me get started and makes everything easy for me. I enjoy using all the great features. I also enjoy customizing certain projects, as it makes adding a few things easy.

5 months ago

Monday.com does everything for us and is the perfect CRM software. It helps my business run smoothly.

5 months ago

monday goes above and beyond for their customers. They are reliable and trustworthy and they know what their customers need and what their customers want. Their software is great because it is super efficient.

5 months ago

It is the best because it has many features. For example, it has 360* total security, which can detect any chance of a virus on your software.

5 months ago

They are the highest quality software around. It is easy and fun to use and meets my needs.

6 months ago

They work as advertised. It makes it more organized, and a portal to access everything.

6 months ago

Monday.com is one of the better examples of great CRM software. It works very well and is very useful for managing our business.

6 months ago

monday is visually appealing and easy to use. The have excellent project and workflow management capabilities. monday is a cost friendly, simple crm platform that's worth investing in for our business.

6 months ago

Trusted monday.com is best known for its visually appealing and easy-to-use project and workflow management capabilities. When the boards, columns, and items are customized properly, however, monday.com can become a cost-friendly, simple CRM alternative to investing in a traditional CRM software system.

6 months ago

Monday.com is a process management tool that functions very well as a basic customer relationship management.

6 months ago

Monday.com allows teams to organize, collaborate, plan, and execute tasks. It acts as a perfect companion to overcome chaos and meet deadlines. Its web-based task management and collaboration tool eliminates the email mess and brings all our tasks together in one secure place.

6 months ago

It's very good software. I like that they are very interested to work with you and your company to discuss your specific needs and requirements.

6 months ago

I really like that It gives me the ability to manage and synchronize my contacts effectively and is easy to use.

6 months ago

For our systems, it is more innovative than the other CRM programs that are out there.

169 reviews