About monday CRM

Built on top of monday.com Work OS, monday 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 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 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 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 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 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 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.

Pricing starting from:

US$12.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of monday CRM

Quick setup and fast adoption: with monday CRM's intuitive interface, getting started takes little effort and doesn't require any dedicated onboarding developers.

Customizable to fit any business need: easily customize any sales pipeline, workflow, and process you need to work more efficiently.

Automate manual work: win back time by putting repetitive manual work on autopilot so your team can spend more time on sales and customers.

Manage your entire sales cycle: an end-to-end CRM that lets you manage every aspect of the sales process from leads and contact management to sales pipeline, post-sale processes, and sales enablement.

Keep everything in one place: a centralized platform that gives managers and sales reps real-time insights with no-code visual dashboards and reports.

Make data-driven decisions: gain immediate insights into your sales pipeline status, track sales forecasting, team performance, and more with real-time tracking and reporting.

Boost cross-team collaboration: seamlessly collaborate with different stakeholders from other departments, manage requests and communicate on the same platform.

Focus on the information that matters: no more working with endless tabs, rows, and columns. Save time by defining, collecting, and organizing the exact sales data you need in one place.

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Markets

Argentina, Australia, Austria, Belgium, Brazil and 34 others

Supported Languages

Brazilian Portuguese, Dutch, English, European Portuguese, French and 9 others

Pricing starting from:

US$12.00/month

  • Free Version
  • Free Trial
  • Subscription

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Features

Total features of monday CRM: 76

  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Client Tracking
  • Collaboration Tools
  • Communication Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer History
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Deal Management
  • Document Management
  • Document Storage
  • Donor Management
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • For AEC Industry
  • For Financial Institutions
  • For Healthcare
  • For Mac Devices
  • For Nonprofits
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • Forecasting
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation
  • Meeting Management
  • Mobile Access
  • Multi-Channel Communication
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Presentation Tools
  • Prioritization
  • Proposal Management
  • Quotes/Estimates
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Activity Management
  • Sales Forecasting
  • Sales Onboarding & Training
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Social Media Integration
  • Task Management
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third-Party Integrations
  • Workflow Management

Alternatives

Maximizer CRM

4.0
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Nutshell

4.3
#2 Alternative to monday CRM
Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations win more deals, and doesn’t...

Salesforce Service Cloud

4.4
#3 Alternative to monday CRM
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Zoho Desk

4.5
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Reviews

Overall rating

4.7 /5
(387)
Value for Money
4.6/5
Features
4.5/5
Ease of Use
4.7/5
Customer Support
4.6/5

Already have monday CRM?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 387
Cristian
Cristian
Overall rating
  • Industry: Retail
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Good product, but didn't have the time to fully use it. Very robust.

Reviewed on 2023/04/20

Pros

Great software overall, with an intuitive UI and a great level of customization. The automated emails seemed to be a very useful feature, but I didn't get to use them fully. Customer support is really good. Unfortunately, I had to change to HubSpot because my team was used to this one and was complaining about making them change it. Had to listen to them this time.

Cons

Nothing to dislike really. I want to give it a second chance, for another project that will come up in the next 2 months, with a new team.

Alternatives Considered

Zoho CRM, ClickUp and HubSpot CRM

Switched From

HubSpot CRM
Stephanie
Overall rating
  • Industry: Leisure, Travel & Tourism
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

User friendly, great for task management and viewing large quantities of data

Reviewed on 2022/04/27

Pros

We'd been using Monday.com for mostly task management and as a tool to easily collaborate through and decided to add in the CRM because of how user friendly the platform is. I use the CRM quite heavily every day. It's great because you can customize the columns, easily search, and view a large group of data in one place.

Cons

The most difficult piece of this software was the Gmail integration. It's essential to our business that email conversations with guests be tracked so that anyone on the team can view the discussions. The team works remotely and in lots of different time zones, so it's helpful to be able to see these threads logged with the Gmail integration. However, we had months of inconsistencies and threads not logging. After spending nearly 7 months working with the customer service team and getting no where, we gave up. Unfortunately we can't count on this essential piece and unless they sort out the problems, it may be cause to look for other CRM software in the future as our business continues to grow. Another problem is the software will often freeze or not load. The only solution we've found is to wait till later to try again or sometimes opening a new browser will help. This has caused few major problems but a lot of headaches! The integration with MailChimp is currently pretty pointless for our needs. I wish they gave you other options for what you can do with that integration or let you customize the scenarios.

Edward
Overall rating
  • Industry: Food & Beverages
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Edward Martin - Taylor Mammon

Reviewed on 2022/04/19

tedious but effective at reminding me to contact clients, more context to my calls would be ideal.

tedious but effective at reminding me to contact clients, more context to my calls would be ideal.

Pros

Collaboration is incredible, and transparency for timelines is great. being able to open multiple boards would be great.

Cons

the application can be slow sometimes, having multiple boards open at the same time would be key

Response from monday.com

Hi there. Thanks so much for taking time to leave a review and for providing us with your feedback.

Neil
Overall rating
  • Industry: Computer Software
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Gave me great visual insight into running my company!

Reviewed on 2022/04/25

It gave us a central location for sales/marketing and operations data and the tools to visualize...

It gave us a central location for sales/marketing and operations data and the tools to visualize results.

Pros

The ability to segment data and great visualization of that segmented data. Loved the ability to create custom dashboards.

Cons

I would love the ability to view the dashboards on our digital signage displays using a URL.

Alternatives Considered

Trello

Reasons for Choosing monday CRM

Monday had a broader offering and was more customizable.

Switched From

Trello and Pipedrive

Reasons for Switching to monday CRM

The ability to further customize the app without having to add a tremendous amount of "power ups".
Kim
Overall rating
  • Industry: Management Consulting
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Excellent for our Small Business that's growing quickly!

Reviewed on 2022/04/19

Pros

Our office needed a virtual management software for processes that we're even created yet. The ease of transformations in Monday make changing processes and items simple - often times, just click and drag! It makes creating and then re-working things straight forward.

Cons

The only complaints I have are that the automations aren't always reliable and when they don't work you don't really know it.

Alternatives Considered

Microsoft Teams and ClickUp

Reasons for Choosing monday CRM

The pricing difference, ease of use and large array of services.

Switched From

HubSpot CRM
Showing 5 reviews of 387 Read all reviews

monday CRM FAQs

Below are some frequently asked questions for monday CRM.

monday CRM offers the following pricing plans:

monday CRM has the following typical customers:

2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000

monday CRM supports the following languages:

Brazilian Portuguese, Dutch, English, European Portuguese, French, German, Italian, Japanese, Korean, Portuguese, Russian, Spanish, Swedish, Turkish

monday CRM supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

monday CRM integrates with the following applications:

Aircall, Clever Ads for Slack, MS Teams & Google Chat, Dropbox Business, Facebook Business Suite, Gmail, Google Calendar, Google Drive, HubSpot CRM, LinkedIn for Business, Mailchimp, Microsoft Excel, Microsoft Outlook, Miro, OneDrive, PandaDoc, Pipedrive, Salesforce Foundation, Shopify, Slack, Stripe, SurveyMonkey, Twilio, Typeform, Zapier, Zendesk Suite

monday CRM offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, 24/7 (Live rep), Chat

Related categories

See all software categories found for monday CRM.