About monday sales CRM

Category: CRM
monday sales CRM system is an integral part of the platform, which is added as a board to the existing projects and is used to visualize the sales pipeline. The CRM system is an integral part of the tool and comes for free when you set up monday.com via any pricing plan.

Company: monday.com

monday.com is a cloud-based platform that allows users to create their own applications and work management software. In July 2019, the company raised $150 million, valuing the product at $1.9 billion. The company went public in June 2021 and is based in Tel Aviv, Israel.

In-Depth Analysis

0 Overall
Price 4.5
Ease Of Use 4.0
Features 5.0
Support 4.5

Pros

  • Visualized boards
  • Robust integrations
  • Extremely easy to use
  • Suitable for small and large teams

Cons

  • No customizable reports
  • Cannot be purchased separately

monday sales CRM Comparisons

VS
VS
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Plans & Pricing

The CRM system cannot be purchased separately. However, it does come for free with every available plan.

All plans have iOS and Android apps and feature an 18% discount if you choose annual billing at checkout. Also, each plan has a 14-day free trial that you can use to give it all a try. If you’re aiming to only use the CRM, the Basic plan should be sufficient. However, if you’re also using a different project management tool, you may want to consider changing it to monday.com, since this will be highly convenient both in terms of usability and price.

Individual
$0
/mo
Free Forever
Basic
$10
/mo/seat
14-Day FREE Trial
Standard
$14
/mo/seat
14-Day FREE Trial
Pro
$24
/mo/seat
14-Day FREE Trial
Enterprise
Request a Quote
14-Day FREE Trial

Individual

Store and visualize your own contacts with up to 2 team members and up to 1,000 contacts
as well as web forms to capture leads. This plan is free forever.

Basic

The basic plan is $10/seat/mo and is recommended to small teams who simply need to take care of everyday operations. The plan includes unlimited boards and free viewers, 20 types of columns (used to visualize your projects), shared whiteboard and documents, embedded forms, 5GB storage, and two-factor authentication.

Standard

The Standard plan is $14/seat/mo and is recommended to small teams that need to visualize, track, and improve their projects. The plan includes all the Basic features and also timeline and calendar views, advanced search, customizable forms, guest access, integrations, 20GB storage, and 250 automated actions.

Pro

The Pro plan is $24/seat/mo and is recommended to organizations with multiple teams who need to control complex workflows and operations. The plan includes all the Standard features and also custom tags, private boards, time-tracking and workload visualization, 25,000 automated actions, 100GB storage, and Google authentication. 

Enterprise

The Enterprise plan is a custom solution recommended to large organizations with established processes and operations. In addition to the Pro plan features, you also get access to advanced reporting and analytics, as well as in-depth, tailored onboarding for your team members.

Ease of Use

monday sales CRM is extremely easy to use. One of its biggest advantages is that you get to visualize all of your work through multiple views, which lets you identify both high-priority tasks and issues extremely quickly. The tool has absolutely no learning curve, save for automation features. However, these are advanced mechanics that require experience and aren’t related to CRM. If you’re planning to give Monday sales CRM a try through the free trial, which is highly recommended, note that the CRM board is called “Lead Management”.

Customer Support

When it comes to customer support, monday.com is on top of its game. The brand offers 24/7 support to all clients regardless of the pricing plan. The team is very responsive and knowledgeable, ready to assist with any issue you may have.

Additional customer support:
Community Forum
monday.com has a great community for developers, integrations, and feature requests

Blog
The blog is updated consistently and frequently (2-3 posts a week) and features topics related to project management, sales, marketing, product updates, teamwork, and productivity

24/7 Help & Support
24/7 Help & Support
The customer support team is available 24/7 for all plans
Phone Support
Phone Support
The support team is available 24/7 for all plans
Email
Email
The brand can be reached via their sales email found on the site
Video Tutorials
Video Tutorials
Over 350 educational videos on the brand’s YouTube channel
FAQ
FAQ
Comprehensive FAQ section available on the brand’s website
Features & Functionality
General Features

monday.com is a cloud-based tool so it can be accessed from anywhere in the world, as long as you have an internet connection. Also, the tool has both iOS and Android apps that you can use to monitor your leads and make updates in the leads’ profiles right after an appointment. While seemingly basic, these functions are very important to a CRM system since the more information you have, the more professional you’ll appear to potential clients. 

Account Management

You can create boards to track prospective clients, monitor their status, and assign tasks to relevant sales reps. You can also set priorities and organize to-do lists within those boards.

Easy Onboarding

Once the deal has been closed, you can group all relevant data into a single board to share with your clients so nothing will go missing.

Analytics

The analytics feature allows you to views the sales funnel from multiple angles and make appropriate adjustments to your operations. For instance, you can view how many leads joined the funnel in a month, what percentage moved on to the next stage, how many got stuck, etc.

Pre-made Board Templates

monday.com offers a number of pre-made templates for various situations. For the CRM system, the most popular board templates are sales requests, client onboarding, and account tracking. Each template is loaded with useful data and can be further customized to suit your needs.

Features
  • Workflow Capability
  • Document Management
  • Social Network Integration
  • Integration API's
  • Customization
  • Data Import & Export
  • Test Environments
  • Project Management
Marketing Automation
Features
  • Lead Management
  • Email Marketing
  • Campaign Management
Sales Automation
Features
  • Opportunity & Pipeline Management
  • Desktop Integration
  • Contact Management
  • Product & Price Management
  • Customer Contract Management
  • Call Management
  • Channel Management
Analytics & Reports
Analytics

The analytics feature allows you to views the sales funnel from multiple angles and make appropriate adjustments to your operations. For instance, you can view how many leads joined the funnel in a month, what percentage moved on to the next stage, how many got stuck, etc.

Reporting and Integrations

When it comes to integrations, monday.com definitely has you covered. The tool seamlessly integrates with over 30 popular software including G-suite, Slack, Jira, Zendesk, Microsoft Teams, Salesforce, Outlook, DropBox, Asana, MailChimp, Shopify, etc. The CRM reporting feature can be set to generate reports based on budgets and projects. You’ll be able to understand the effectiveness of your team members, how many leads have moved to the next stage during a specified time period, etc.

Features
  • Reporting
  • Forecasting
  • Marketing Analytics
Verdict

Overall, monday sales CRM is an excellent resource and tool. With a strong focus on teamwork, collaboration, and productivity, the software has been consistently reported to vastly improve the workflows and processes of numerous businesses around the world. We attribute a huge chunk of the tool’s success to its superb visual properties, allowing you to see everything at a glance.

On the downside, since the CRM system cannot be purchased separately, it may feel like a waste of resources to subscribe to the whole tool just to use the CRM. It is advised to carefully inspect the strengths of the software and consider switching your existing project management software to monday.com. This will make everything highly cost-efficient and more effective since all your operations and data will be in one place.

Pavel Aramyan
Author: Pavel Aramyan
Pavel is a writer with over 5 years of experience in researching and comparing consumer products from a variety of industries.

monday sales CRM User Reviews

K
Kevin T
11-50 employees
Used for: 1-2 years
03 Apr - 2021

A robust CRM and PM tool

I always tell people on my team that if Monday can’t do it then it can’t be done. We use it for everything from managing our sales pipeline to planning client initiatives.

Pros

- Very visual so you can get a good idea of where everything stands without much effort
- Custom dashboards for tracking info that matters to us
- Many integrations and automations

Cons

- The mobile app (Android) isn’t very good, so I’m often forced to use the desktop app

D
Daniel A
51-200 employees
Used for: 1-2 years
08 Jan - 2021

Perfect for multi-functional teams

I hate to admit it, but there was a time in my work life that I had little control over my tasks, and things would constantly fall through the cracks. The performance of my team suffered as a result but Monday makes it much easier to visualize and execute

D
Dennis P
11-50 employees
Used for: 2+ years
27 Feb - 2021

Daily wins are racking up

We needed a tool that would improve our sales productivity across the team. We tried many tools but they fell short for various reasons. When we ended up choosing Monday it was because it was so customizable and could be used as more than a CRM.

Pros

- It has numerous functions and replaced many tools in our arsenal
- Can import data from other sources and display it in graphs to inform our sales strategy
- It’s possible to see everyone’s deal flow in an overall view then dr

W
William B
Automotive, 51-200 employees
Used for: 6-12 months
02 Jan - 2021

The clarity is refreshing

This is our first real CRM tool and it does so much more than that. We are so much more organized and we have insights into many areas that were previously a black hole for us

Pros

- We are better able to plan our sales for the month and quarter
- Managers have a high-level overview of everything and can make better decisions
- The interface is fun and colorful which seems to have an energizing effect on t

Cons

It is too easy to accidentally upgrade your subscription plan

M
Mark M
11-50 employees
Used for: 2+ years
06 Mar - 2021

It’s effective

I think the UI makes it easier for us to see what we have accomplished and what is left to be done. That green row box when we have closed a deal gives me a little adrenaline rush.