Overview

Monday sales CRM, built on the robust monday.com Work OS platform, is a user-friendly and highly customizable tool designed to streamline sales processes. It empowers managers and sales teams to manage sales cycles efficiently from a single centralized hub. The platform supports lead capture, contact information management, deal tracking, and fostering customer relationships. With seamless integration with popular work tools and automation of time-consuming manual tasks, Monday sales CRM allows teams to focus more on their customers and less on administrative work.

Tools

Monday sales CRM offers one of the most user-friendly sales pipeline tools in the industry. Its clean and intuitive interface provides ample space to organize lead details, customer information, and tasks effortlessly. The platform enables you to manage your entire sales cycle from start to finish, including capturing and prioritizing leads, communicating with contacts directly within the system, tracking sales progress, and managing tasks or projects—all in one cohesive platform.

Monday sales CRM features one of the industry’s most intuitive sales pipelines. The interface is clean yet powerful, with ample space to manage lead details, customer information, and tasks effortlessly. It allows sales teams to handle the entire sales cycle from start to finish, including capturing and prioritizing leads, communicating with contacts directly within the platform, tracking sales progress, and managing tasks or projects—all in one centralized solution.

Outlook/Gmail Integration

Monday sales CRM centralizes all client communication in one place, making it easy to track your last interactions and review discussion details. Within the platform, you can send and receive emails, get notified when emails are read, and streamline communication. The platform also allows you to save recurring email layouts as templates, automatically insert dynamic data from board columns into your messages, and create a personalized email signature for a professional touch.

Activity Logging & Tracking

Monday sales CRM allows you to log all client interactions—such as emails, calls, meetings, and demos—in one unified location, providing a comprehensive overview of every engagement. Additionally, it enables you to monitor your team’s sales activities and performance, offering clear insights that make it easier to adjust strategies promptly when needed.

Google Calendar

By integrating your Google Calendar with Monday sales CRM, you can seamlessly log and manage meetings, events, and other interactions directly within the platform, ensuring all your schedules and activities stay organized in one place.

Quotes and Invoices

With Monday sales CRM, you can easily send out invoices and quotes that are both customizable and auto-filled with existing client information from your boards, streamlining the process and ensuring accuracy.

Dashboard and Reports

Monday sales CRM focuses heavily on visuals, offering various view options such as Kanban, timeline, calendar, map, and chart views. You can also access reports and dashboards by user. Depending on your plan, you can have an unlimited number of dashboards, providing great flexibility in layout, visualizations, filters, and more.

The reporting capabilities in Monday sales CRM are somewhat user-driven. While the platform excels at fostering team collaboration, reports are typically created based on the data you choose to input, rather than being automatically generated by the software.

Pre-built dashboards are highly customizable, allowing you to display and personalize the information that matters most to you, without requiring a developer or IT support. The live tracking and reporting features provide valuable insights into your sales pipeline, forecasting, team performance, workload, and other key metrics, helping you stay on top of your goals and progress.

One of the key advantages of Monday sales CRM is its ability to foster collaboration across different departments within an organization. Sales managers can easily share their sales reps’ performance with management on a single platform, streamlining communication. It also helps accelerate processes in departments like legal, security, and IT, which can often be slow. By bringing all departments together, Monday sales CRM ensures transparency, accountability, and more efficient collaboration across teams.

Customization and Integrations

Monday sales CRM seamlessly integrates with a wide range of popular apps and tools, including Aircall, HubSpot, Salesforce, Mailchimp, Slack, Twilio, and more. To access these integrations, you’ll need to choose the $17 per user per month Standard plan, which offers 250 actions per month for integrations.

The next tier, the Pro plan, priced at $28 per user per month, offers 25,000 monthly actions for automations. These automations allow you to automate repetitive manual tasks, freeing up time for more valuable activities. Monday sales CRM includes many pre-built templates, but you can also create your own automations without any coding. monday.com is designed for easy customization, enabling you to adjust layouts, colors, and organize boards by adding or removing rows, columns, and tasks to fit your workflow perfectly.

In general, Monday sales CRM offers highly flexible board customization. You can easily modify layouts, adjust colors, and add or remove rows, columns, and tasks. This allows you to organize your boards in a way that best suits your workflow and needs.

Collaboration Across Departments

One of the key benefits of Monday sales CRM is its ability to facilitate collaboration between sales teams and other departments within the organization. Sales managers can easily share their reps’ performance with management on a single platform. This also helps speed up processes in legal, security, and IT departments, which can often be time-consuming. Monday sales CRM unites all departments, fostering transparency and accountability for more efficient collaboration.

Simple Setup and User Experience

Monday Sales CRM is quick and user-friendly so it’s easier to get started compared to other CRM platforms. Its intuitive setup process allows you to easily import your existing information and data using a variety of integrations. Best of all, you don’t need assistance from a developer or IT team to get up and running.

The pre-designed CRM and sales templates allow you to get started immediately. If you need assistance, there’s a wealth of resources at your disposal, including webinars, video tutorials, on-demand walkthroughs, and detailed guides. Webinars are available in seven different languages, and you can also seek help from an expert to learn how to maximize the potential of Monday Sales CRM.

Monday Sales CRM provides both iOS and Android apps, enabling you to monitor leads, track progress, and maintain communication with customers while on the move. The mobile app offers full functionality and is regularly updated with new features and enhancements.

Pricing

Monday Sales CRM offers several pricing tiers, starting at $36 per month (billed annually) and extending to customized pricing for enterprise-level customers. A free version is also available, but it’s limited to two seats. Additionally, discounts are offered for nonprofits, though the exact discount details are not specified.

All plans include features such as unlimited viewers and boards, over 20 column types, and embedded forms. The cost varies based on the number of users and the specific plan you select.

With the lowest paid tier, you gain access to advanced collaboration tools. Upgrading to the Standard or Pro plans unlocks additional features such as calendar, timeline, and map views, along with customized forms and advanced search capabilities. The Pro plan further includes time tracking, custom tags, and the ability to create private boards.

As you move up the pricing tiers, the limits for integrations, automations, dashboards, storage, security features, and customer support also increase, offering more flexibility and functionality.

You can test any Monday Sales CRM plan for 14 days at no cost and without needing to provide credit card details. For teams of more than 40 users, a custom quote is required. Opting for an annual plan offers better value, saving you 18% compared to paying on a monthly basis.

Customer Support

Monday Sales CRM structures its customer service into well-defined sections, making it easy to find the right support for your specific issue. You’ll have access to a wide range of webinars, tutorials, guides, and a comprehensive FAQ section, all of which are easily searchable. For personalized support, you can reach out via phone, email, or an online web form.

Monday Sales CRM is an excellent choice for business owners, sales managers, or sales teams seeking a platform that goes beyond simple lead tracking. Its customizability allows you to tailor the system to your needs, its automation features save you time, and its comprehensive capabilities enable you to manage all sales and post-sales processes efficiently.

Monday Sales CRM is great for enhancing collaboration and communication across sales, marketing, and customer service teams. It simplifies sales and marketing pipelines, provides a clear view of workflows, and consolidates all customer data in one place. With advanced automation tools for sales and marketing, robust customer service support, and competitive pricing, Monday Sales CRM stands out as an ultra-customizable platform.