Key Takeaways
- Monday sales CRM offers features such as email tracking, deal management, lead scoring, and many more.
- Advantages of Monday sales CRM include a user-friendly interface, customizable workflow management, integration capabilities, etc.
- Alternatives of Monday sales CRM are Salesmate, ClickUp, Salesforce Sales Cloud, etc.
- The average rating of Monday sales CRM is 4.6/5 on G2, 4.7/5 on Capterra, and 4.73/5 on Software Advi
Get ready to supercharge your business’s customer relationships with our Monday sales CRM Review!
If you’re on the hunt for the ultimate CRM (Customer Relationship Management) tool that will propel your company forward in 2023 and beyond, you’ve come to the right place.
In this dynamic analysis, we’ll unleash the secrets behind a cutting-edge CRM solution that promises to revolutionize your approach to customer management.
We’ll take an in-depth dive into its game-changing features, mind-blowing functionalities, and game-winning benefits that will leave your competitors in the dust.
By the end of this review, you’ll have the knowledge and confidence to make an informed decision.
Whether you’re a small business owner aiming to streamline your operations or a seasoned executive looking to enhance customer experiences, we’ve got you covered.
Get ready to embark on a journey that will empower you to make the right CRM choice for your business in 2023 and beyond.
Let’s dive in and unlock the potential for CRM success together!
- What is Monday sales CRM?
- Monday sales CRM features
- Top Monday sales CRM features in detail
- Pros & cons of Monday sales CRM
- Monday sales CRM pricing & plans
- Customer reviews of Monday sales CRM
- Is Monday sales CRM right for a small business?
- Is Monday sales CRM right for a mid-scale business?
- Is Monday sales CRM right for an enterprise?
- The best alternatives of Monday sales CRM
- Frequently asked questions
What is Monday sales CRM?
Monday sales CRM is a robust Customer Relationship Management software designed to help businesses manage and nurture customer relationships effectively.
Focusing on streamlining processes and enhancing communication, it provides contact management, sales tracking, task management, and analytics to empower organizations in their customer-centric efforts.
It acts as a centralized hub for storing customer information, tracking interactions, and driving sales productivity, ultimately enabling businesses to deliver exceptional customer experiences and drive growth.
What is the tool built for?
Monday sales CRM is designed to be a comprehensive Customer Relationship Management solution that assists businesses in managing and nurturing their customer relationships.
It provides a range of features and functionalities to streamline processes, improve communication, and drive sales productivity, ultimately enhancing the overall customer experience.
When did this tool start?
Monday sales CRM was founded in 2012 and has since evolved into a powerful CRM tool to meet the changing needs of businesses.
How many users use this tool?
Monday sales CRM had gained significant popularity and boasted over 186K+ customers globally.
Who owns the company?
Roy Mann and Eran Zinman own the Monday sales CRM.
Who are the C-level executives of this tool?
The C-level executives of Monday sales CRM are Roy Mann (Co-Founder & Co-CEO), Eran Zinman (Co-Founder & Co-CEO), Eliran Glazer (CFO), Yoni Osherov (Chief Revenue Officer), and many more.
Where is the headquarters of this company?
The headquarter of Monday.com is in Tel Aviv, Israel.
Monday sales CRM features
- Email tracking
- Activity management
- Deal management
- Lead scoring
- Sales forecasting
- Activity tracking
- Lead capturing
- Account management
- Team goals
- Time tracking
- Task management
Top Monday sales CRM features in detail
Following are the top Monday sales CRM features in detail:
Email tracking
Email Tracking is a powerful feature offered by Monday sales CRM that empowers users to gain valuable insights into the performance of their email campaigns.
This feature lets businesses track key metrics such as email opens, click-through rates, and attachment views.
By monitoring email opens, users can determine the effectiveness of their subject lines and understand which recipients are engaging with their messages.
Click-through rates reveal the level of interest and engagement from recipients, indicating the effectiveness of the email content and call-to-action.
Attachment views provide visibility into whether recipients are accessing and reviewing attached documents or files.
These insights enable businesses to make data-driven decisions and refine their email strategies. For example, if a campaign shows low open rates, adjustments can be made to subject lines or timing to improve engagement.
Likewise, if click-through rates are low, businesses can optimize their email content to increase recipient interest and encourage action.
Moreover, email tracking in Monday sales CRM facilitates prompt follow-up with leads. When a recipient opens an email, users receive real-time notifications, allowing them to capitalize on the engagement and reach out at the most opportune moment.
This timely response can significantly increase conversion rates and enhance customer relationships.
Task management
Task Management is a fundamental feature in Monday sales CRM that empowers teams to stay organized and collaborate efficiently. With this feature, users can create tasks and assign them to specific team members, ensuring clear ownership and accountability. Setting deadlines for tasks helps prioritize work and keep projects on track.
It provides a centralized platform where users can easily track the progress of each task. Team members can update task statuses, leave comments, and attach relevant files, fostering seamless communication and collaboration.
This real-time visibility allows team leaders and project managers to monitor task completion and identify potential bottlenecks.
Monday sales CRM enhances overall project management efficiency by streamlining workflows and providing a structured approach to managing tasks.
It helps prevent tasks from falling through the cracks and ensures everyone is on the same page regarding project goals and deadlines.
It also allows users to create task dependencies, enabling them to define the order in which tasks must be completed.
This feature helps teams understand the critical path of a project and ensures that tasks are executed logically.
Time tracking
The time tracking feature in Monday sales CRM is designed to help businesses efficiently manage their time and resources. With this functionality, users can easily record and monitor the time spent on specific tasks or projects within the CRM platform.
By tracking time, teams can gain valuable insights into their productivity and resource allocation. It allows them to identify time-consuming tasks, track project progress, and optimize workflows.
Additionally, it enables businesses to accurately calculate the time and effort invested in client projects, facilitating transparent and accurate client billing.
The generated time tracking reports provide a detailed breakdown of how time is allocated across different tasks and projects.
These reports are not only beneficial for internal analysis but can also be shared with clients or stakeholders to showcase the work performed and justify the time spent on specific activities.
It also helps teams become more efficient by providing visibility into where time is being spent and enabling better time management.
By leveraging this feature, businesses can improve productivity, optimize resource allocation, and ensure that projects are completed on time and within budget.
Deal management
Deal Management in Monday sales CRM is a powerful feature that enables businesses to effectively track and manage their sales opportunities throughout the entire sales pipeline.
With this feature, users can create deals, assign ownership to team members, and set priorities based on the importance and urgency of each opportunity.
One of the key benefits of deal management in Monday sales CRM is the ability to track deal stages. Users can define custom stages that align with their sales processes, such as prospecting, qualification, proposal, negotiation, and closure.
By visually representing these stages, the feature provides a clear overview of the sales pipeline, allowing sales teams to track progress and identify bottlenecks easily.
Additionally, users can attach relevant documents, such as contracts, proposals, or presentations, directly to each deal. It streamlines communication and ensures all necessary information is readily accessible within the CRM platform.
It also promotes collaboration among sales team members. By assigning ownership of deals, team members can take responsibility for specific opportunities and collaborate effectively to move them forward.
This feature facilitates transparency, accountability, and seamless communication within the sales team.
Lead scoring
Lead scoring enables businesses to prioritize and qualify leads effectively. With lead scoring, users can assign scores to leads based on predefined criteria, including factors such as demographics, behavior, and engagement.
By assigning scores to leads, sales teams can quickly identify and focus their efforts on high-potential prospects. Leads that meet specific criteria or demonstrate favorable behaviors receive higher scores, indicating their likelihood of conversion or becoming valuable customers.
This feature streamlines the lead management process, ensuring that sales teams invest their time and resources in leads with the highest potential for conversion.
It helps prioritize follow-up actions, nurturing activities, and personalized engagements based on the lead scores.
It enhances overall sales effectiveness by improving the efficiency of lead qualification and conversion. By targeting leads that have demonstrated higher engagement levels or fit specific buyer personas, sales teams can optimize their efforts and increase conversion rates.
This approach also helps prevent wasting time on leads that may be less likely to convert. Additionally, it enables businesses to gain insights into their lead generation and customer acquisition processes.
Organizations can identify patterns, refine their target audience, and fine-tune their marketing and sales strategies by analyzing the scoring data.
Sales forecasting
Sales forecasting is a powerful feature that empowers businesses to predict and estimate future sales revenue. By analyzing historical data and identifying current trends, this feature provides valuable insights into the expected performance of sales activities.
With sales forecasting, businesses can make informed budgeting, resource allocation, and strategic planning decisions.
By understanding the projected sales revenue, organizations can effectively allocate resources to different sales initiatives, optimize their marketing efforts, and align their business strategies accordingly.
This feature allows businesses to set realistic targets and goals for their sales teams, ensuring they are attainable and aligned with overall business objectives.
By clearly understanding future sales projections, companies can make more accurate financial forecasts, aiding in financial planning and decision-making.
It enables businesses to track their progress toward sales targets and identify potential gaps or areas for improvement.
It helps sales managers and leaders monitor performance, identify trends, and adjust their sales strategies to maximize revenue generation.
By leveraging the insights provided by sales forecasting, businesses can identify opportunities, proactively address challenges, and make data-driven decisions to optimize their sales processes.
This feature helps organizations drive growth, improve sales performance, and stay ahead of the competition in a rapidly evolving marketplace.
Activity tracking
Activity tracking in Monday sales CRM is a powerful feature that enables users to log and track customer interactions and engagements, ensuring that no valuable information is lost or overlooked.
With this feature, sales and support teams can maintain a centralized view of all customer activities, such as calls, meetings, emails, and more.
By having a comprehensive record of customer interactions, teams can stay informed about the latest touchpoints and conversations.
It helps them maintain context when communicating with customers, avoiding repetitive or inconsistent discussions. It also allows teams to provide personalized experiences by understanding the history and preferences of each customer.
Activity Tracking not only helps teams stay organized but also improves collaboration. By having visibility into customer activities, team members can coordinate efforts more effectively and avoid duplicating tasks.
It promotes seamless communication within the team, ensuring everyone is on the same page regarding customer interactions.
Moreover, it provides valuable insights into customer engagement patterns. By analyzing the frequency and nature of customer interactions, teams can identify trends, understand customer preferences, and tailor their approach accordingly.
This data-driven approach enables teams to deliver targeted and relevant communication, ultimately enhancing customer satisfaction and loyalty.
Lead capturing
Lead Capturing is a vital feature provided by Monday sales CRM that streamlines the process of collecting and managing leads for businesses.
With this feature, businesses can seamlessly capture leads from multiple sources, including their websites, landing pages, and contact forms.
By automating the lead capture process, Monday sales CRM ensures that no potential leads are overlooked or missed.
When a lead submits their information through a website form or landing page, the system automatically captures and stores their details in the CRM database.
This feature simplifies lead management by centralizing all lead information in one place. Businesses can easily access and review lead details, including contact information, demographics, and any additional data collected from the lead source.
The centralized database eliminates the need for manual data entry and reduces the risk of errors or data loss.
Furthermore, it enables businesses to respond to leads promptly. With the captured lead information readily available in the CRM, sales teams can quickly follow up with leads, increasing the chances of conversion and customer engagement.
Timely follow-ups also demonstrate responsiveness and professionalism, improving the overall customer experience.
Pros & cons of Monday sales CRM
Pros of Monday sales CRM
1. Intuitive and user-friendly interface
One of the standout advantages of Monday sales CRM is its intuitive and user-friendly interface. The platform is designed with a visually appealing layout and a clean, organized structure.
Users can easily navigate through different features and functionalities, making it accessible to both tech-savvy individuals and those with limited technical expertise.
2. Versatile and customizable workflow management
Monday sales CRM offers extensive workflow management capabilities, allowing users to customize and automate their processes according to their unique business needs.
The platform provides a range of templates and pre-built workflows, as well as the flexibility to create custom workflows from scratch.
This versatility empowers businesses to adapt the CRM tool to their specific requirements and optimize their operations.
3. Integration and collaboration capabilities
Monday sales CRM integrates seamlessly with various third-party applications and services, facilitating collaboration and enhancing productivity.
It offers integrations with popular tools like Google Drive, Slack, Jira, and more. These integrations enable teams to streamline workflows, centralize data, and improve cross-departmental collaboration.
4. Robust reporting and analytics
The CRM tool provides robust reporting and analytics features that allow users to gain valuable insights into their sales, marketing, and customer management efforts.
It offers customizable dashboards, visualizations, and reporting templates, empowering businesses to track key metrics, monitor performance, and make data-driven decisions.
The ability to generate detailed reports helps identify trends, pinpoint areas for improvement, and optimize strategies for better results.
Cons of Monday sales CRM
1. Learning curve for complex configurations
While Monday sales CRM offers a user-friendly interface, more complex configurations and customizations may have a steeper learning curve.
Customizing workflows or creating advanced automation may require a deeper understanding of the platform and its features. Users may need to invest time and resources to leverage the more advanced capabilities of the CRM tool fully.
2. Limited advanced sales and marketing features
While Monday sales CRM offers solid foundational features for customer relationship management, it may need to improve in some advanced sales and marketing functionalities compared to dedicated CRM solutions in the market.
Businesses with complex sales or marketing requirements may find the available features in Monday sales CRM to be less comprehensive.
3. Pricing structure
Monday sales CRM’s pricing structure may only be suitable for some businesses. It offers tiered pricing plans based on the number of users, and the cost can increase significantly as the user count grows.
Small businesses or startups with limited budgets may find the pricing relatively high compared to other CRM options available in the market.
4. Limited native mobile app functionality
While Monday sales CRM does have a mobile app for iOS and Android devices, the app’s functionality is more limited compared to the web version.
Some advanced features and customizations available on the web platform may not be fully accessible or optimized for mobile usage. This can be a drawback for users who heavily rely on mobile devices for their CRM activities.
Monday sales CRM pricing & plans
| Features | Basic | Standard | Pro | Enterprise |
| Email Tracking | NO | NO | YES | YES |
| Task Management | YES | YES | YES | YES |
| Time Tracking | NO | NO | YES | YES |
| Deal Management | NO | YES | YES | YES |
| Lead Scoring | NO | NO | NO | YES |
| Sales Forecasting | NO | NO | YES | YES |
| Activity Tracking | NO | YES | YES | YES |
| Lead Capturing | YES | YES | YES | YES |
Customer reviews of Monday sales CRM
- G2: 4.6/5
- Capterra: 4.7/5
- Software Advice: 4.73/5
Positive review of Monday sales CRM
Negative review of Monday sales CRM
Top 4 things people like about this tool
Intuitive UI
Users appreciate Monday sales CRM for its intuitive user interface (UI), which offers a visually appealing and user-friendly experience.
The platform’s layout is designed to be clean and organized, making it easy for users to navigate through different features and functionalities without feeling overwhelmed.
The intuitive UI contributes to a positive user experience and allows users to adapt to the CRM tool quickly.
Automation
Automation capabilities within Monday sales CRM receive praise from users. The platform allows businesses to automate repetitive tasks and processes, saving time and reducing manual effort.
Users can set up automated workflows, notifications, reminders, and more, streamlining their operations and increasing overall efficiency.
The automation features help businesses achieve better productivity and ensure that tasks are completed on time.
Easy to customize workflows
Monday sales CRM allows users to customize workflows according to their specific business needs. The platform provides pre-built templates and a drag-and-drop interface, enabling users to easily create, modify, and adapt workflows to match their unique requirements.
This level of customization empowers businesses to tailor the CRM tool to their specific processes and optimize their operations.
Lots of great integrations
Users appreciate the wide range of integrations available with Monday sales CRM. The platform seamlessly integrates with popular third-party applications and services such as Google Drive, Slack, Jira, etc.
These integrations enhance collaboration, streamline workflows, and allow centralized data management across different tools. Users can connect their preferred apps and leverage the synergies between other software to maximize productivity.
Top 4 things people dislike about this tool
Steep learning curve
Some users find Monday sales CRM has a steep learning curve, particularly regarding more complex configurations and advanced features.
Customizing workflows or setting up advanced automation may require a deeper understanding of the platform and its capabilities.
Users may need to invest time and effort in training or seeking support to utilize the CRM’s advanced functionalities fully.
Pricing structure
The pricing structure of Monday sales CRM can be a concern for some users. The platform offers tiered pricing plans based on the number of users, and costs can increase significantly as the user count grows.
Small businesses or startups with limited budgets may find the pricing relatively high compared to other CRM options available in the market.
Businesses need to evaluate the cost implications and choose a plan that aligns with their budget and needs.
Customization constraints
While Monday sales CRM offers customization options, some users feel there are limitations in the extent to which they can customize certain aspects of the platform.
Users may encounter constraints when trying to tailor the CRM tool to their specific requirements, impacting their ability to optimize their processes or workflows fully.
Businesses need to evaluate the customization options available and determine if they align with their specific needs.
Boards are also slow to load
Some users have reported that the loading speed of boards within Monday sales CRM can be sluggish, particularly when dealing with larger sets of data or complex boards.
Slow loading times can impact productivity and user experience, especially for users relying heavily on boards for project management or task tracking.
This issue may vary depending on factors such as internet connection and the complexity of the board setup.
Is Monday sales CRM right for a small business?
Small-scale businesses should consider opting for Monday sales CRM for several specific reasons:
a. Cost-effective solution: Monday sales CRM offers pricing plans suitable for businesses of varying sizes, including cost-effective options for small-scale businesses. With flexible pricing and the ability to start with a smaller user count, small businesses can access essential CRM features without breaking their budget.
b. Intuitive and user-friendly interface: Monday sales CRM’s user-friendly and intuitive interface makes it ideal for small businesses with limited technical expertise. Employees can quickly adapt to the platform, reducing the need for extensive training and allowing the team to focus on core business activities.
c. Workflow customization: Monday sales CRM’s easy-to-customize workflows allow small businesses to tailor the CRM tool to their specific processes. This adaptability empowers them to optimize their operations, manage leads, and handle customer interactions efficiently.
d. Task automation: Automation features within Monday sales CRM can be a game-changer for small businesses with lean teams. By automating repetitive tasks, businesses can save time, reduce errors, and enhance productivity, enabling them to focus on growth and expansion.
Is Monday sales CRM right for a mid-scale business?
Medium-scale businesses can benefit from Monday sales CRM for the following reasons:
a. Scalability: Monday sales CRM offers scalable solutions, making it suitable for medium-sized businesses experiencing growth. As the business expands and adds more team members, the CRM can accommodate the increased user count and evolving requirements.
b. Advanced features: Medium-scale businesses can take advantage of the more advanced features offered by Monday sales CRM. These include lead scoring, sales forecasting, and in-depth reporting, providing valuable insights for making strategic decisions.
c. Integration capabilities: With medium-scale businesses often using multiple tools for various purposes, Monday sales CRM’s extensive integration options come in handy. Seamless integration with other essential software ensures a smooth workflow and centralized data management.
d. Collaboration and project management: As medium-scale businesses handle larger projects and teams, Monday sales CRM’s collaboration and project management features become indispensable. Teams can coordinate, share progress, and streamline operations, contributing to overall efficiency.
Is Monday sales CRM right for an enterprise?
Large-scale businesses can find Monday sales CRM suitable for their needs due to the following reasons:
a. Enterprise-grade features: Monday sales CRM offers enterprise-level features catering to large businesses’ complex requirements. These features include advanced security options, dedicated support, and extensive customization possibilities.
b. Performance and reliability: Large-scale businesses require a robust and reliable CRM system that can handle important data and user interactions. Monday sales CRM’s infrastructure and performance capabilities make it suitable for such demanding environments.
c. Customization and adaptability: With large-scale businesses having intricate processes and diverse teams, Monday sales CRM’s customization and adaptability allow them to tailor the CRM to their specific needs and create a unified workflow.
d. Integration with existing systems: Many large-scale businesses already use a wide range of software solutions. Monday sales CRM’s ability to integrate with various third-party tools ensures a seamless flow of information across systems, minimizing data silos and enhancing efficiency.
The best alternatives of Monday sales CRM
Salesmate
Salesmate is a robust CRM platform that empowers sales teams and improves efficiency.
It provides many features, such as contact management, deal tracking, email automation, sales automation, sequences, workflow automation, lead scoring, and more.
It offers a user-friendly interface that allows sales professionals to navigate different features and access necessary information easily.
ClickUp
ClickUp is a versatile project management and collaboration platform that can also serve as an alternative to Monday sales CRM. It offers features like task management, document collaboration, time tracking, and goal tracking.
Moreover, it provides customizable workflows, automation capabilities, and extensive integration options, making it suitable for teams that require both project management and CRM functionalities.
Salesforce Sales Cloud
Salesforce Sales Cloud is a leading CRM platform known for its comprehensive set of features and scalability. It caters to businesses of all sizes and offers a wide range of sales and marketing tools.
Salesforce Sales Cloud includes features such as contact management, opportunity tracking, sales forecasting, and advanced reporting. It also provides extensive customization options and a vast marketplace of integrations.
Less Annoying CRM
Less Annoying CRM is a simple and affordable CRM solution targeted toward small businesses. It focuses on ease of use and offers features like contact management, task management, calendar integration, and pipeline tracking.
It prioritizes simplicity and offers a clean interface, making it an accessible option for businesses that require basic CRM functionalities without unnecessary complexity.
Related read: Less Annoying CRM Review: Is the Tool Right for You in 2023 & Beyond?
Close
Close is a sales engagement platform that combines CRM features with communication tools. It offers email automation, calling capabilities, and lead management features.
Close is known for its powerful sales communication features, including two-way email sync, built-in calling, and SMS integration. It is designed to help sales teams streamline their communication and follow-up processes.
Frequently asked questions
- How does Monday sales CRM help in improving team collaboration?
Monday sales CRM offers several features that facilitate team collaboration. It provides a centralized platform where team members can create, assign, and track tasks, ensuring everyone is aligned and aware of their responsibilities.
The platform also allows for real-time communication, enabling team members to collaborate within tasks, leave comments, and share files.
Additionally, Monday sales CRM’s integrations with popular collaboration tools like Slack and Microsoft Teams further enhance teamwork and streamline communication.
- Can Monday sales CRM be customized to match our specific business processes?
Yes, Monday sales CRM offers customization options to align with your business processes. It provides a visual drag-and-drop interface that allows you to create and customize workflows, boards, and columns based on your unique requirements.
You can design the CRM to reflect your specific terminology, stages, and data fields.
With customizable templates and automation capabilities, you can tailor Monday sales CRM to match your business processes and enhance productivity.
- Does Monday sales CRM integrate with other software we use?
Yes, Monday sales CRM offers a wide range of integrations to connect with other software tools commonly used in business workflows.
It seamlessly integrates with popular applications such as Google Workspace, Microsoft Office, Slack, Trello, and many more.
These integrations enable you to streamline data transfer, centralize information, and enhance productivity by eliminating the need for manual data entry across multiple platforms.
- Is Monday sales CRM suitable for small businesses/startups or only for larger enterprises?
Monday sales CRM caters to businesses of all sizes. Its pricing plans are designed to accommodate the needs and budgets of small businesses, startups, medium-scale companies, and larger enterprises.
The platform’s scalability allows you to start with a smaller user count and expand as your business grows.
With its flexible features and customization options, Monday sales CRM provides value to organizations of varying sizes and stages of growth.
- How secure is the data stored in Monday sales CRM?
Monday sales CRM takes data security seriously. It employs industry-standard security measures to protect your data. It includes encryption, secure data storage, and regular backups.
The platform also provides granular control over access permissions, allowing you to define who can view and edit specific data.
Additionally, Monday sales CRM complies with data protection regulations such as GDPR, ensuring that your data is handled with the highest standards of privacy and security.
