monday sales CRM Reviews & Pricing
What is monday sales CRM?
Industry Specialties: Serves all industries
monday.com sales CRM is a cloud-based solution that helps businesses manage their end-to-end sales and sales enablement processes. It optimizes productivity by providing complete visibility into the sales pipeline. Users can access sales, customer and company data in a centralized location.
It allows sales teams to manage multiple sales funnels, update deal stages and add columns to the interface. Build custom, real-time dashboards to gain insights on business-critical metrics. Other capabilities include lead management, contact management, automation and native integrations.
monday sales CRM Pricing
Based on our most recent analysis, monday sales CRM pricing starts at $12 (Per User, Monthly, Freemium).
- Price
- $$$$$
- Starting From
- $12
- Pricing Model
- Per User, Monthly, Freemium
- Free Trial
- Yes, Request for Free
Training Resources
monday sales CRM is supported with the following types of training:
- Documentation
- In Person
- Live Online
- Videos
- Webinars
Support
The following support services are available for monday sales CRM:
- Phone
- Chat
- FAQ
- Forum
- Help Desk
- Knowledge Base
- Tickets
- Training
- 24/7 Live Support
monday sales CRM Benefits and Insights
Key differentiators & advantages of monday sales CRM
- Intuitive Interface: We found the solution intuitive to navigate. Create new boards, manage workflows and add contacts with a compact and uncluttered interface with color-coding for deals, deadlines and stages. Extra marks for the dark theme.
- No-Code Custom Automations: Use a logic-based automation builder to create custom automations for next steps, notifications, tags and lead assignments. For example, we created an automation to change the status of a deal to stuck one day before the expected close date arrives. Scroll through automation templates and modify them to fit your business needs.
- Real-Time Data Insights: Connect boards to your sales dashboard and enable live data for real-time insights into your company’s performance. We were also able to search for custom widgets built by monday.com, or build our own. Export individual widgets and the entire dashboard as a PDF.
- Easy Quote and Invoice Creation: Click on the Quote and Invoice tab on the Deals board to access a quote template that can be modified for invoices. We could add product items along with discounts and tax in the adjustments section.
- Offline Mobile Capabilities: Use the offline mode on the native app to make changes to your boards remotely and without data access, that will sync once the internet is reconnected.
Industry Expertise
monday sales CRM Reviews
Based on our most recent analysis, monday sales CRM reviews indicate a 'excellent' User Satisfaction Rating of 92% based on 1296 user reviews from 4 recognized software review sites.
1296 reviews
Synopsis of User Ratings and Reviews
Based on an aggregate of monday sales CRM reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.
Pros
Cons
Researcher's Summary:
monday.com sales CRM is a user-friendly CRM solution for small and medium businesses. Key strengths include an intuitive interface, custom workflows and automations and real-time data dashboards. Its customization capabilities mean it caters to an array of industries and offers features like lead management, activity tracking, email integration, and multiple pipeline deal views. During our free trial, we appreciated the no-code automation builder, easy contact creation and simple board creation.
However, user reviews mentioned occasional lag times, a learning curve for full utilization, and limited API integration capabilities. Overall, monday.com Sales CRM is an excellent starter CRM for businesses thanks to its ease of use, customization options and affordability.
Key Features
- Activity Management: Store customer-related activities like phone calls, meetings, notes and other interactions. Monitor staff’s upcoming or pending tasks for easy planning. Meet deadlines by setting dependencies on projects. Follow-up at the right time by keeping track of post-sales activities.
- Email: Manage email communications within the system by syncing with Gmail and Outlook.
- Set up automated alerts to receive notifications when a prospect opens or replies to emails.
- Personalize interactions by accessing customizable templates. Automatically fill fields according to customer information.
- Automatically save all emails as drafts to prevent data loss.
- Dashboards: Create custom dashboards to visualize data like sales reps’ performance, team goals, pipelines, budget and sales figures. Monitor metrics such as total wins, conversion probability and quota reached per team or employee.
- Lead Management: Capture leads from multiple sources and qualify them in a centralized location. Set up custom criteria to assign scores to leads. Manually add leads into the system.
- Automation: Reduce manual dependency by configuring no-code automation workflows from scratch or by modifying templates.
- Set up automated reminders for upcoming deadlines.
- Automatically route leads to the right sales rep.
- Instantly receive notifications after task completion.
- Automatically send emails on the due date.
- Integrations: Access integrations with third-party solutions, including Dropbox, Slack, Microsoft Teams, Zoom, LinkedIn, Zapier, Mailchimp, SurveyMonkey and GitHub.
- Collaboration: Coordinate with team members, share files and finalize decisions in a centralized space.
- Communicate directly on files and tasks to speed up work and avoid constant back and forth.
- Automatically add new versions of a file and store them in a logical way. Sync updates to files in real time.
- Secure data by setting up user access and permissions.
- Automate project workflows to keep everyone in the loop.
- Plan projects and centralize communication via kanban boards and Gantt charts.
- Deal Management: Use the drag-and-drop functionality to move deals to different stages. Customize sales pipelines, calculate funnel coverage and view deal results.
Approach to Common Challenges
- Easily Access Data: View client and business information in one place by unifying existing and new data within the system. Bring in external contacts, leads and accounts via an API or Excel. Get a comprehensive view of customers’ activities and interactions with recordkeeping abilities. For quick identification, assign colorful tags to tasks and contacts.
- Increase Visibility: Gain a bird’s eye view of every deal, activity and contact through timeline views, kanban boards and Gantt charts.
- Make Data-driven Decisions: Access actionable, real-time business insights using built-in dashboard and reporting capabilities. Analyze data to get requisite metrics like expected revenue and pipeline progress.
- Save Time: Boost productivity and close more sales by automating rudimentary tasks with workflow automation.
- Avoid Duplication: Notify users upon detecting a duplicate lead, contact or account. Merge duplicate data into existing profiles.
- Customize Accordingly: Build a company-centric tool by adding, removing and editing elements. Incorporate columns, configure workflows and choose from nine board views.
Cost of Ownership
- Data migration: Transferring data from a previous CRM system to monday.com might involve a one-time migration fee.
- Customization: Extensive customization of workflows or dashboards can mean you need to upgrade your subscription if you require more integration or automation actions.
- Storage: monday.com has a storage limit of 5GB for the Basic plan, 20GB for the Standard plan, 100GB for the Pro plan and 1000GB for Enterprise. You may need to shell out more money for an upgrade.
Limitations
- Loads slowly at times.
- Doesn’t support all integrations and APIs.
- Can be expensive for smaller teams.
Demo Resources
- Knowledge Base: Access helpful articles, how-to guides and tutorials
- Academy: Learn more about the software from free courses, webinars and live training sessions.
- Community: Interact with fellow users and developers to boost your knowledge.
FAQs
Awards
monday sales CRM stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.
Relevant Articles
Testimonials
We were able to customize the CRM on top of the monday.com Work OS to fit the needs of our day-to-day activities.
Anytime anyone goes into monday.com to review the sales pipeline, they can see exactly what was discussed on the last call with a client to get an accurate picture of where things stand and how opportunities are progressing.
Product Case Studies
Britton TimbersProduct Publications
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A note from monday.com