Features, price, advantages and disadvantages

Monday Sales CRM is a flexible and intuitive customer relationship management software. Manage pre- and post-sales processes for a variety of specialized industries such as real estate, media and communications, software, financial services and more. Monday Sales CRM allows users to automate repetitive work, centralize customer communication, and organize data from a single hub.

Monday Sales CRM solution offers great project management tools and add-ons, but many of its most advanced offerings are only available at the highest-paid tiers. For startups, small businesses, or those looking for a more affordable or scalable solution, there are a few alternatives you can consider.

Prices

All pricing and support levels offered by Monday Sales CRM support unlimited contacts and pipelines. Businesses can filter pricing details based on how many seats or users they expect to request access for. The current range is between three and 50 seats, while the enterprise level can support more users for a custom price. This makes Monday Sales CRM scalable depending on the size of the organization.

• Free version: Basic CRM offerings are only available to students and non-profit organizations after submitting an application.
• Basic CRM: $12 per user, per month when billed annually, or $15 when billed monthly. This tier offers unlimited channels, boards, and contacts, as well as templates for lead, contact, and transaction management.
• Standard CRM: $17 per user, per month when billed annually, or $20 when billed monthly. This includes advanced account, contact and deal management, two-way email integration with Gmail and Outlook, AI email generator.
• Professional CRM: $28 per user, per month when billed annually, or $33 when billed monthly. This tier includes sales forecasting, email templates with custom parameters, mass emails, and additional integrations.
• Enterprise CRM: Contact monday.com for a quote. This level of support offers lead scoring, team goals, and advanced analytics.

Monday CRM Key Features

Monitoring of sales operations

Beyond managing pre-sales and post-sales tasks and projects, Monday Sales CRM can also monitor the entire operations of the sales or marketing team. This unique feature allows managers, human resources, VPs or owners to get an overview of the sales team's reps and accomplishments and even staff planning (Figure A). With this, users can plan our entire sales recruiting processes and ensure all reps receive the tools or resources they need to close deals.

Data organization

To get started with Monday Sales CRM, businesses can connect all their new and existing data in one place. Users can import their existing leads, contacts, and accounts from Excel or an API directly into a Monday Board (Figure B). This feature also uses AI to merge duplicate data by notifying users when duplicate profiles or accounts are entered. This eliminates overlap and cleans up organizations' data.

Accessible mobile application

Monday provides a mobile app for your CRM users to access and manage contacts from anywhere and send sales emails on the go (Figure C). In addition to viewing leads and their basic contact information within the app, users can log sales calls through the automatic summary screen. Users can also track activity from anywhere, ensuring everyone is informed with instant access to previous emails, meetings, and offers.

Workflow automations

Workflow automations are pre-established, trigger-based tasks that are completed by CRM technology instead of a human. Users of Monday CRM automations can use a template or create their own to reduce time spent on repetitive tasks. For example, this feature can route and assign leads based on territories or send notifications after leads take actions with high purchase intent (Figure D). This feature offered by Monday Sales CRM does not require any coding, making it easily used and implemented by organizations that lack that technical expertise.

Pros and cons of Monday's CRM

Alternatives to Monday's CRM

Since Monday CRM is a solution that we consider to be a great option for small and medium-sized businesses, it is often compared to other popular CRM software, such as HubSpot and Pipedrive, which have similar pricing and core features. Furthermore, considering the fact that Monday offers free CRM software for qualified users, we also compare it with Capsule, as another heavy project management solution.

*Price when billed annually.

HubSpot

HubSpot is a powerful CRM software that offers a robust free version for up to 2,500 users or a special starter package for small businesses with a mix of sales and marketing tools. Both software offer integrations with a variety of communication, collaboration, marketing, and even financial management applications and tools. Compared to Monday CRM, HubSpot offers some open source features by providing additional integration capabilities for unique self-developed applications.

SEE: For more information, check out our detailed HubSpot review.

Pipedrive

Pipedrive is a simple and effective CRM solution used by companies around the world to track sales pipelines. Both providers offer Kanban-style pipelines and drag-and-drop features that make for very visual, intuitive, and easy-to-use software. Compared to Monday's CRM, Pipedrives offers an AI-powered sales assistant that can provide instant sales insights such as sales rep performance, forecasting and revenue tracking, as well as daily actionable insights and activity suggestions. .

SEE: To learn more about this provider, read our independent Pipedrive review.

Capsule

Capsule is a sales CRM provider with standard offerings and support plans that promotes itself as a smart and easy solution. Both Capsule and Monday CRM offer a type of workflow automations that make it an easy tool to present to a sales team, with the added benefits of streamlining and eliminating mundane tasks. Compared to Monday CRM, Capsule offers a free version for any organization, regardless of industry, that can handle up to 250 contacts and 50 MB of file storage.

Review methodology

I used an internal rubric to rate and review Monday CRM and its key offerings. The rubric consists of criteria and sub-criteria outlined around the most important factors when evaluating top CRM vendors. I relied on Monday CRM's own online resources, plus real user comments, ratings, and reviews as benchmarks.

Monday CRM was rated based on the following breakdown of criteria:

• Cost: It weighted 25% of the total score.
• Main features: It weighted 25% of the total score.
• Customizations: It weighted 15% of the total score.
• Integrations: It weighted 15% of the total score.
• Easy to use: It weighted 10% of the total score.
• Customer Support: It weighted 10% of the total score.