Monday CRM
The CRM software that's simple to set up and easy to use
5.0
Monday.com is a cloud-based Work Operating System (Work OS) that provides a versatile platform for teams to build custom workflows, manage projects, and enhance collaboration. Among its diverse functionalities, Monday.com offers a robust Customer Relationship Management (CRM) system designed to streamline sales processes, centralize customer communications, and drive business growth.
Pricing of Monday CRM
- Unlimited customizable pipelines
- Unlimited contacts
- Unlimited boards
- Templates for lead and contact & deal management
- iOS & Android apps
- Unlimited free viewers
- Create a dashboard based on 1 board
- Advanced account and contact & deal management
- 2 way email integration with Gmail and Outlook
- AI email generator
- Activity management
- Merge duplicate data
- Custom CRM automations with up to 250 actions per month.
- Custom CRM integrations with up to 250 actions per month.
- Create a dashboard that combines 5 boards
- 500 AI credits per month per account
- Sales forecasting
- Email templates
- Email tracking & automations
- Sequences
- Quotes & invoices
- Mass emails
- Google Calendar sync
- Sales analytics
- Custom CRM automations with up to 25k actions per month.
- Custom CRM integrations with up to 25k actions per month.
- Create a dashboard that combines 20 boards
- 500 AI credits per month per account
- Lead scoring
- Mandatory fields
- Team goals
- Advanced analytics dashboards up to 50 boards
- Account management
- Documents for sales
- Enterprise scale automations & integrations
- Enterprise grade security & governance
- Multi level permissions
- HIPAA Compliance
- 500 AI credits per month per account
Awards & Badges Received
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Key Features of Monday CRM
Key Features:
Key Specification
| Other Categories: | CRM Software Lead Management Software Real Estate CRM Software Marketing Automation Software Financial CRM Software Healthcare CRM Software Sales Tracking Software Sales Forecasting Software Lead Generation Tool & Software Lead Capture Software Nonprofit Crm Software CRM Software For Free CRM Software For Individuals CRM Software For Mac CRM Software For PC CRM Software For Small Business Free CRM Software Sales Engagement Software Proposal Software Sales Intelligence Software Immigration CRM Software Online CRM Software Sales Management Software Inside Sales Software Quotation Management Software Sales CRM Software Sales Pipeline Management Software Recruitment CRM Software Lead Scoring Software |
|---|---|
| Deployment: | Cloud Hosted,Hybrid,On Premise,Any |
| Customer Support: | Phone,Email,Live Chat |
| Customization: | Yes |
| Languages Support: | Chinese, Dutch, English, French, German, Italian, Japanese, Korean, Polish, Portuguese, Russian, Slovenian, Spanish, Turkish |
Who uses Monday CRM
StartUps
SMEs
Agencies
Enterprises
Company Details
| Company Name: | monday.com |
|---|---|
| Headquarter: | Los Angeles, California United States |
| Website: |
Visit Website 
|
| Social Media: |
Monday CRM Description
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Monday CRM Video/Screenshots
Monday CRM Key Clients
User Reviews
Write a ReviewMy Best Friend
I loved that the set up was relatively easy and quite intuitive once I got the hang of it.I really appreciate that I was able to set it all up just how I need it, and to best suit our purpose. I'm doing outreach to hundreds of people in a critical aspect of our work and Monday serves me so well. I can so easily see what needs to be done, what is next and how well we are doing with individual aspects of the outreach. Also, it makes everything so transparent. My team can go in and see quickly and easily where we are on everything.
What you like the most about Monday CRM?
I absolutely love this software and couldn't do my job without it. It has become my best friend! It remembers hundreds, probably now thousands, of little details that I would never keep in my head but are now right there at my fingertips whenever I need them. I also love that it is easy to get new team members up to speed on it because it is easy to learn to use. Thank you so much for all the great work you've done to create this product!!
What you like the least about Monday CRM?
Rating breakdown
- SHRUTI SEO EXECUTIVE At SYNOPSISTECH
Excellent Project Management Tool!
Easy to use, very intuitive. Customizable to your projects and company. You can easily monitor step by step processes in however many Departments you have in your company. I like that its now an app that can live in my button dock. One click and its open. I like that you can discuss clients back and forth between team members.
What you like the most about Monday CRM?
We desperately needed an easy to use, easy to update project management tool in our App Development company. The Sales Dept. would get calls from clients asking, "how's our app coming," and they had to e-mail the Tech Dept, wait for a response and then call the Customer back. Now, the Sales Dept. can see exactly what stage of Development the client's app or website is in and tell the customer right then and there. No wasted time e-mailing or returning phone calls. Also, the Tech Dept. can see what the Sales Dept. has in the pipeline so they can predict what's coming in. It has also helped us streamline processes for each Dept. The whole entire sales process can be mapped out with every step start to finish, with the final step being customer survey sent. You never forget to do any step any more! You can also customize your responses for each step along the way such as "Done" or "In Progress" or "Waiting For Client", etc. The customer service with monday.com is excellent. That's a big deal to me. I don't want to hunt and peck around the internet trying to find chat groups or how to contact support. When you ask a question you get a response within a short period of time. The software is pretty intuitive but there are support tools to learn tips and tricks.
What you like the least about Monday CRM?
Rating breakdown
- SAMAJ SEO MANAGER At VECONET
Must have for tracking Sales Pipeline and Maintenance Plans
I really like how I can segregate leads within my sales pipeline by lead source. It is important to me to be able to know which lead and referral sources are helping grow my business and which are not. As well, we provide maintenance service and we are able to use a workflow board that helps us keep track of which clients have or have not received maintenance each week or month, depending on the SLA.
What you like the most about Monday CRM?
When my business started experiencing exponential growth, I felt a bit panicked and vulnerable because I was suddenly inundated with qualified leads that needed proposals turned around quickly. I had heard about Monday.com from some folks who operate businesses similar to mine, (I own and operate a web services firm. We provide website design, development, hosting architecture and maintenance.) When I started reviewing Monday.com the main thing that attracted me was the ease and speed of deployment. After watching a few videos and following the documentation, I was quickly able to create a Sales CRM Pipeline, a Client Requests Board for monitoring the progress of client requests, a Maintenance & Updates workflow board to monitor ongoing website maintenance, as well as project management workflow boards that can be dedicated to each individual website design and development project that is underway.
What you like the least about Monday CRM?
Rating breakdown
- NIKITA SHAH SEO MANAGER At ASTOTECHNO
monday.com is amazing
This software is very affordable and really helps with small business management. I work at a marketing agency, and since we implemented Monday.com as our communication device for customer-facing, project management, and when working on other teams, we've seen a huge reduction in confusion, fewer missed emails, and more satisfaction with customers. Monday.com is a useful CRM tool, I find it very useful due to its ease of use, pipeline management, marketing campaign management. -Optimize my daily and weekly team meetings -Track the completion of the project in real time. -Collaboration and project management with people outside my company.
What you like the most about Monday CRM?
Easy to use, easy to manage, easy to implement. The Monday.com portal software has improved our communications with our customers and is extremely intuitive. Helps team members quickly analyze the tasks they need to work on, workflows are based on collaboration needs across departments. It is a useful CRM tool, I find it very useful due to its ease of use, pipeline management, marketing campaign management.
What you like the least about Monday CRM?
Rating breakdown
- SAILESH B SEO MANAGER At QNETCO
You cannot go wrong with this product!
Getting started with Monday is easy and if you ever get stuck, you can rely on the Monday support staff to help you set up your dashboard to meet your company's needs best. I have used Monday for over 3 years and keep finding new gems to help me manage my small business. Having the ability to connect my clients directly to their reports and setting up automated emails to manage customer relations is HUGE and a big time saver!
What you like the most about Monday CRM?
I would highly recommend this product to start-ups or small company building their client base. The dashboards are completely customizable. You can create teams to manage clients and work within the system to communicate as well as assign tasks/follow-ups. The email feature is also a HUGE time saver and you can set reminders for yourself to ensure you stay on track. The reporting is also very easy to set up and share with your teams or clients. I have used other CRM'sin the past and this one is by FAR the easiest to set up and manage as a small business.
What you like the least about Monday CRM?
Rating breakdown
- ANSH RATHOD SEO MANAGER At SENTIXCO
Frequently Asked Questions (FAQs)
The user group of Monday CRM are as follows :
- Startups
- SMEs
- Agencies
- Enterprises
Monday CRM has 4 plans,
- Basic USD 12.00 seat / month
- Standard USD 17.00 seat / month
- Pro USD 28.00 seat / month
- Enterprise USD 0.00 seat / month
The key featuers of Monday CRM are as follows :
- Contact Management
- Email Marketing
- Social Media Integration
Monday CRM pricing model : Yearly,Monthly,Onetime(Perpetual License)
Monday CRM is Cloud Hosted,Hybrid,On Premise,Any Software.
Yes
Monday CRM offers Phone,Email,Live Chat support.
Monday CRM provides Help Guides,Video Guides,Blogs,Webinars,On-Site Training for the software training.
