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Audience

monday CRM is ideal for sales teams, businesses, and organizations looking for an AI-driven, customizable platform to manage customer relationships and accelerate their sales growth

About monday CRM

monday CRM is an AI-powered customer relationship management platform designed to help businesses manage their sales processes more efficiently. It centralizes leads, contacts, deals, and communications into a single, easy-to-use workspace. The platform uses automation to handle repetitive tasks such as lead assignment, follow-ups, and activity tracking. It offers customizable workflows that can adapt to different sales cycles without requiring coding. monday CRM provides real-time dashboards and reports to give visibility into performance and pipeline progress. It also includes tools for email sequences and engagement tracking to improve customer interactions. The platform integrates with a wide range of business tools to streamline operations. By combining automation and visibility, monday CRM helps teams close deals faster and increase revenue.

Pricing

Starting Price:
$10/seat/month
Free Version:
Free Version available.
Free Trial:
Free Trial available.

Integrations

API:
Yes, monday CRM offers API access

Ratings/Reviews - 7 User Reviews

Overall 4.9 / 5
ease 5.0 / 5
features 4.9 / 5
design 5.0 / 5
support 4.7 / 5

Company Information

monday.com
Founded: 2012
Israel
monday.com/crm

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Windows
Mac
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
In Person
Videos
Support
Phone Support
24/7 Live Support
Online

monday CRM Frequently Asked Questions

Q: What kinds of users and organization types does monday CRM work with?
Q: What languages does monday CRM support in their product?
Q: What kind of support options does monday CRM offer?
Q: What other applications or services does monday CRM integrate with?
Q: Does monday CRM have an API?
Q: Does monday CRM have a mobile app?
Q: What type of training does monday CRM provide?
Q: Does monday CRM offer a free trial?
Q: How much does monday CRM cost?
Q: What pricing for support is available for monday CRM?

monday CRM Product Features

Automotive CRM

Call Logging Supported
Contact Management Supported
Customer Support Supported
Inventory Management Supported
Lease Management Supported
List Management Supported
Marketing Automation Supported
Product Catalog Supported
Quotes / Proposals Supported
Service Department Management Supported
Territory Management Supported
Showroom Management Not Supported

CRM

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Construction CRM

Client Tracking Supported
Contract Management Supported
Forecasting Supported
Project Management Supported
Quote Management Supported
Sales Management Supported
Scheduling Supported
Time Management Supported

Contact Management

Activity Management Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Social Media Integration Supported
Email Marketing Not Supported
Group Management Not Supported
Shared Contacts Not Supported

Customer Reference Management

Nomination Tracking Supported
Program Notices Supported
Reference Usage Tracking Supported
Reward Distribution Supported
Search Supported

Email Tracking

A/B Testing Supported
Audience Segmentation Supported
Campaign Management Supported
Event-Based Notifications Supported
Location Tracking Supported
Team Management Supported

Financial CRM

Account Alerts Supported
Asset Management Supported
Expense Tracking Supported
Household Tracking Supported
Influence Tracking Supported
Lead Management Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Supported

Healthcare CRM

Audience Targeting Supported
Campaign Management Supported
Marketing Automation Supported
Medical History Records Supported
Patient Communications Supported
Patient Management Supported
Physician Management Supported
Predictive Analytics Supported

Inside Sales

Auto-Dialing Supported
Call List Management Supported
Call Recording Supported
Campaign Management Supported
Dashboard Supported
Data Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Scoring Supported
Performance Management Supported

Lead Management

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported

Real Estate CRM

Campaign Management Supported
Client / Property Matching Supported
Contact Management Supported
Dashboard Supported
Email Marketing Supported
Interaction Tracking Supported
Lead Management Supported
Property Alerts Supported
Referral Tracking Supported
Segmentation Supported

Sales Acceleration

CPQ Supported
Campaign Management Supported
Dialer Supported
Email Sequencing Supported
Email Templates Supported
Email Tracking Supported
List Building Supported
Meeting Scheduler Supported
Predictive Analytics Supported
Reporting Supported
Sales Gamification Supported
Sales Intelligence Supported
Sales Workflow Management Supported

Sales Content Management

Audio / Video Recording Supported
Audio File Management Supported
Branded Sales Content Supported
Centralized Sales Content Repository Supported
Collaboration Tools Supported
Content Recommendations Supported
Email Management Supported
Engagement Analytics Supported
Interaction Tracking Supported
Personalization Supported
Sales Partner Management Supported
Sales Training / Onboarding Supported
Video File Management Supported

Sales Enablement

Collaboration Supported
Contact Management Supported
Content Management Supported
Document Management Supported
Goals / Quota Management Supported
Lead Management Supported
Meeting Management Supported
Performance Management Supported
Presentation Management Supported
Proposal Management Supported
Territory Management Supported
Training Management Supported

Sales Force Automation

Call Management Supported
Campaign Management Supported
Channel Management Supported
Commission Management Supported
Contact Management Supported
Contract Management Supported
Customer Database Supported
Email Marketing Supported
Field Sales Management Supported
Lead Management Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Supported
Referral Tracking Supported
Sales Forecasting Supported
Territory Management Supported

Sales Forecasting

Competitor Analysis Supported
Correlation Analysis Supported
Dashboard Supported
Dynamic Modeling Supported
Exception Reporting Supported
Graphical Data Presentation Supported
Modeling & Simulation Supported
Performance Metrics Supported
Sales Trend Analysis Supported
Statistical Analysis Supported

Sales Tracking

Activity Dashboard Supported
Alerts / Notifications Supported
Appointment Scheduling Supported
Call Logging Supported
Comments / Notes Supported
Custom Reports Supported
Document Management Supported
Email Templates Supported
Interaction Tracking Supported
Lead Management Supported
Lead Scoring Supported
Pipeline Management Supported
Reporting / Analytics Supported
Task Management Supported

Social CRM

Calendar/Reminder System Supported
Customer Support Supported
Email Marketing Supported
Lead Capture Supported
Lead Nurturing Supported
Live Chat Supported
Marketing Automation Integration Supported
Multi-Channel Social Integration Supported
Social Media Monitoring Supported
Task Management Supported

monday CRM Additional Categories

monday CRM Verified User Reviews

Write a Review
  • Aicy S.
    Sales Manager
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "A Game-changing Sales Force Automation and CRM Tool."

    Posted 2024-09-11

    Pros: It is simple to capture, generate and retain leads and customers with monday Sales CRM. It automates and streamlines our sales processes.It is possible to close more sales deals faster with this tool.It is possible to build strong relationships with our customer using this tool. It is a reliable tool for lead nurturing and scoring.

    Cons: It's fully-featured and very functional hence I lack anything to dislike as it meets our sales automation and CRM needs.

    Overall: I'm delighted to use monday Sales CRM because it increases our sales Return On Investment and revenue. Again, it is simple to track our sales progress with this tool. It increases lead conversion rate.

    Read More...
    1 user found this review helpful.
  • Cameron R.
    Founder & Head of Media
    Used the software for: 1-2 Years
    Frequency of Use: Weekly
    User Role: Administrator, Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Great Project Management System for Marketers"

    Posted 2023-08-07

    Pros: The customizations behind the board setups, integrations, and automations.
    Additionally, the implementation of the rollup dashboards are fantastic to help give a bird-eyes view of the overall project health and status.

    Cons: Would prefer some AI integrations to help enhance my workflows.
    The gantt charts should have more options to include subtasks within certain views.

    Overall: Great tool. Would love to leverage more marketing boards based on media planning and media reporting that extends to all major advertising networks.

    Read More...
    1 user found this review helpful.
  • A monday sales CRM User
    Seo Manager
    Used the software for: 6-12 Months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 1,000 - 4,999
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "The Streamlined CRM Tool for Sales Teams"

    Posted 2023-03-15

    Pros: Monday sales CRM is a user-friendly tool with a simple and intuitive interface that makes it easy to use even for beginners.
    The visual sales pipeline feature of Monday sales CRM provides a clear overview of sales leads, making it easy to track and manage deals.

    Cons: One potential drawback of Monday sales CRM is that it may not be the best fit for larger businesses or enterprise-level sales teams, as it may lack some of the advanced features and customization options they require.

    Overall: I found Monday sales CRM to be a highly effective tool for managing sales pipelines and increasing efficiency. Its user-friendly interface and customizable features made it easy to track and manage leads, set goals, and measure progress. However, the lack of advanced reporting and analytics tools was a drawback for me. Overall, Monday sales CRM is a great tool for small to mid-sized businesses looking to streamline their sales process.

    Read More...
    1 user found this review helpful.
  • Craig L.
    Principal
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: Administrator
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Making Life Easier and More Organised"

    Posted 2023-03-04

    Pros: We are becoming more and more dependent on Monday.com as our Real Estate business grows. Everyday we find something new to assist us and in making our business more organised.

    Cons: No Cons at all. New features are rolled out regularly.

    Overall: Brilliant Tool for anyone that wants to become more organised. Gmail integration is seamless and our team relies on the functionality on a daily basis.

    Read More...
    1 user found this review helpful.
  • Terri B.
    Finance & Operations Manager
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: Administrator
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "User Friendly Flexible CRM"

    Posted 2022-11-15

    Pros: User-friendly and flexible. Easy to customize, start with basics and build on with automation. Works well with Microsoft applications. We have implemented it into our sales tracking, warehouse workflows, accounts, marketing, and inventory digital asset management.

    Cons: My only issue to date is that there is no column option for a unique identified number field. This would be useful for our sales order numbers to avoid double entry.

    Overall: I have looked at several programs over the years trying to find the right fit for our business. Monday.com excels in visual appearance, ease of use, and flexibility. Highly recommend this product.

    Read More...
    1 user found this review helpful.
  • A monday sales CRM User
    Sales and Marketing Manager
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Loved Monday Sales CRM, highly recommend"

    Posted 2022-11-10

    Pros: The Monday sales CRM is incredibly easy to use and has an appealing user interface. All communication related to leads is available on one page. Gives an alert when a marketing email is opened by the user. Categories users and sends personalized email content. Helps to capture leads.

    Cons: Never faced any major issues while using Monday sales CRM.

    Overall: I loved how Monday sales CRM enables crystal-clear pipeline visibility to understand where we need to focus and move toward. Its dashboard is highly customizable. Overall, I suggest Monday Sales CRM if you need something that shares full visibility on sales, and has lots of customization and automation options.

    Read More...
    1 user found this review helpful.
  • Arvinth S.
    Staff Accountant II
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Monday.com"

    Posted 2022-11-09

    Pros: Easy to assign and track all the activities in monday sales CRM.

    Cons: I need to inform my leave to the client but there is no option. Any options where the client gets to know that owner is taking leave through monday.com would be nice.

    Overall: I have used monday.com for more than 2 years. It is easy to track all the activities and the animations are great.

    Read More...
    1 user found this review helpful.
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