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.
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monday sales CRM pricing

monday sales CRM has a free version and offers a free trial. monday sales CRM paid version starts at US$12.50/month.

Starting Price:
US$12.50/month See pricing details
Pricing Details:
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 $12.50/seat/month, billed monthly, 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. View Pricing Plans
Free Version:
Yes
Free trial:
Yes

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monday sales CRM Reviews

Feature rating

Value for Money
4.6
Functionality
4.5
Ease of Use
4.7
Customer Support
4.7
5 reviews of 348 View all reviews
Kory L.
  • Industry: Marketing & Advertising
  • Company size: 11-50 Employees
  • Used Weekly for 1+ year
  • Review Source
Value for Money
4
Features
4
Ease of Use
4
Customer Support
0

5
Reviewed on 21/2/2020

Monday.com is a Great Tool for Several Needs

We are using Monday.com for our internal strategy work. We use Basecamp for project management for our clients but Monday is a better fit for internal-only work.

Pros

The most valuable feature of Monday.com is flexibility. It offers several features and options for managing and using the tool but you have the option to utilize them as you see fit for your specific needs.

Cons

While the pricing is reasonable, I feel it should be priced better for additional users without having to upgrade to the next package level.

Alternatives Considered

Trello

Reasons for Switching to monday sales CRM

Price, functionality and the User Interface (UI)
Silena P.
  • Industry: Information Technology & Services
  • Company size: 51-200 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
3
Customer Support
0

5
Reviewed on 1/6/2022

Excellent Product

Pros

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.

Cons

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.

Olivia A.
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Weekly for 6-12 months
  • Review Source
Value for Money
3
Features
3
Ease of Use
3
Customer Support
3

3
Reviewed on 1/6/2022

An okay program for basic tracking

Did not find much use in it

Pros

That it was able to differentiate different boards

Cons

That everything seemed to be in spreadsheet form

Response from monday.com

Thanks for leaving a review! We're sorry to hear that you were unable to find use for the platform. We'd love to hear more of your feedback, as we're always looking for ways to improve, so please send us an email to [email protected]

Replied 6/6/2022
Robert G.
  • Industry: Marketing & Advertising
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
4
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 19/4/2022

A Sales CRM that is as bespoke as it can get without paying for a custom system of your own.

Overall, I love Monday. I use it every day for my business to manage clients and projects. I have enjoyed using it so much that it has become a service that I now provide to my customers.

Pros

The greatest thing about Monday is that I can map out any process within my business. This has allowed me to delegate tasks out to others but also helps me to keep track of projects and the different stages each one is at.

Monday.com has so many templates to choose from but when it comes to creating your own, it is super easy to do. I prefer to make my own or change existing templates to fit the ways in which we work as a business.

The problem with off-the-shelf software is that every business is different. The problem with creating your own system is that it is very expensive. Monday.com is a system that you can perfectly mould around every aspect of your business without having to invest in your own bespoke system.

Cons

The main downside that I see with Monday compared to other CRM systems is viewing client data and storing customers.

Clients/customers are essentially just items on a board, just like every item on any board you create. This means there isn't a client overview or summary page that you can view easily and cleanly that summarises a client and all the data you have about them.

Alternatives Considered

Asana and HubSpot CRM

Reasons for Switching to monday sales CRM

I chose the need for workflow and process mapping features over the need to store customer data in ways alternative products do. Being able to mould boards around my internal processes is a huge benefit to streamlining my business.
Sam L.
  • Industry: Real Estate
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
0

5
Reviewed on 2/5/2022

Monday is great for Real Estate CRM

I love it! Has kept me organized and on top of all of my work as a commercial real estate agent.

Pros

Keeps track of all my contacts and most of my interactions with clients, also great for managing projects and workflows.

Cons

Communication integaration has been a slight issue with Outlook, there are ways to get around it though and make it work. Also have had some issue with tracking activities and losing some meeting notes which can sometimes be unreliable.

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