monday sales CRM

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by Monday·Launched CRM Software

ReviewAITools Score · 16014 reviews9.0

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What is monday sales CRM?

monday sales CRM is a CRM software that aims to simplify CRM operations by consolidating various work tasks into a single platform. The software is designed for sales teams, account managers, IT & Ops professionals, sales leaders, and business owners. It provides features such as email tracking, deal management, activity management, contact management, and workflow automation.

The software is customizable to fit individual sales cycles and needs, and automation streamlines repetitive processes like lead assignments and activity reminders. The platform offers integration with email and other tools to enhance client communication.

monday sales CRM provides a comprehensive overview of deals and customizable dashboards for insights into team performance. The software is recognized by users for its flexibility, intuitive interface, and ability to centralize various aspects of sales operations.

The platform is designed to streamline the entire sales process and can handle both pre- and post-sales activities within a single platform, eliminating the need for multiple disparate systems.

monday sales CRM is tailored for sales teams, managers, business owners, and onboarding teams who seek a unified platform to manage their sales activities efficiently. Users can easily tailor their CRM to their specific needs without any development help, manage multiple pipelines simultaneously, and edit deal stages with ease.

The integration of real-time communication tools further enhances client engagement, making it an all-encompassing solution for sales teams aiming to boost their productivity and sales outcomes.

Best for

FreelancersSmall BusinessMedium BusinessLarge Enterprise

Pricing

Starting at $15/month · Subscription

Basic CRM

Standard CRM

Pro CRM

Features

73 features that make monday sales CRM stand out.

API
Activity Dashboard
Activity Tracking
Alerts/Notifications
Calendar Management
Calendar Sync
Calendar/Reminder System
Campaign Management
Collaboration Tools
Communication Management
Contact Database
Contact Management

Pros & Cons

Pros

Workload and Timeline BoardsUsers appreciate the Workload and Timeline boards for tracking and managing assignments. These tools offer clear visibility into project statuses and deadlines with user-friendly interfaces.
Data Visualisation and ReportingMonday CRM’s data visualization is highly regarded. It includes Kanban, Files, Gantt, and Cards views, enabling effective tracking of key performance indicators and workload management.
Full-Cycle Lead ManagementIt effectively manages the entire customer journey, from lead generation to post-sale activities, and allows for custom dashboard creation and automated workflows.
Customisable Sales WorkspaceThe customization options are a strong point, allowing businesses to tailor the CRM to their needs with features like color-coded labels, custom widgets, and lead scoring.
IntegrationsMonday CRM offers a broad range of integrations with popular business software like Slack, Gmail, HubSpot, and more, enhancing its functionality and ease of use.
Team CollaborationThe CRM supports team collaboration with features like shared boards, customizable dashboards, and mobile app access, which benefits companies with remote work plans.

Cons

Customer SupportThe platform seems to lack available live customer support options, like live chat or direct phone support, which can be a drawback for users requiring immediate assistance.
Learning Curve for Automation WorkflowsSetting up automated workflows in Monday CRM requires a basic understanding of formulas, which might be challenging for some users preferring simpler, drag-and-drop functionality.
Limited Compared to Some AlternativesWhile Monday CRM is highly customizable and user-friendly, some reviews suggest that alternatives like Zoho CRM and Freshsales Suite might offer more features, especially in sales, service, and marketing, and have better support options.

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Frequently asked questions

Is monday sales CRM free to use?

monday sales CRM does not currently offer a free tier or free trial. Pricing starts at $15 and depends on the plan you choose.

How much does monday sales CRM cost?

monday sales CRM starts at $15/month. Higher tiers add seat capacity, automation, integrations and enterprise-grade controls.

What does monday sales CRM integrate with?

monday sales CRM integrates with popular tools such as Google Drive, Slack, Gmail, Dropbox, MailChimp, plus an open API for custom workflows.

Who is monday sales CRM best suited for?

monday sales CRM is built for teams who need to standardise the workflow it covers — typically growing companies who have outgrown spreadsheets but don't yet need enterprise-grade procurement suites. The exact fit depends on company size, deal volume and compliance requirements.

How long does it take to onboard monday sales CRM?

Most teams are live on monday sales CRM within 2–6 weeks. Simpler implementations (small teams, default workflows) can be done in days; large enterprise rollouts with custom approval chains and ERP integration take longer.

About the authors

Rashi AroraWriter

Rashi Arora is currently working as a Project Manager at Aventra Group. Prior to this, she was a Product Owner at Broadcom. Rashi has gained expertise by managing renewals on Salesforce CPQ and improving the Renewal Admin Portal. Her strategic involvement in transitioning customer experiences from perpetual to SaaS models highlights her ability to modernize business operations. Rashi’s academic background from the prestigious International Institute of Information Technology Bangalore, coupled with her training from Product School, forms a strong foundation for her career. She effectively comb

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Ana Maria StanciucEditor

Ana Maria Stanciuc is a highly skilled writer and content strategist with 10+ years of experience. She has experience in technical and creative writing across a variety of industries. With a background in journalism, her expertise goes beyond writing, as she brings a unique combination of creative storytelling and technical accuracy to her work. She is currently the Head of Content at Tekpon and the Editor in Chief for Tekpon Magazine. In her current role, she leverages her extensive writing experience and strategic insight to produce valuable content. Ana-Maria specializes in reviewing and cu

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