monday sales CRM Reviews & Pricing

Key Features

• Activity Management: Store customer-related activities like phone calls, meetings, notes and other interactions. Monitor staff’s upcoming or pending tasks for easy planning. Meet deadlines by setting dependencies on projects. Follow-up at the right time by keeping track of post-sales activities. 
• Email: Manage email communications within the system by syncing with Gmail and Outlook.  
  •  Set up automated alerts to receive notifications when a prospect opens or replies to emails.  
  •  Personalize interactions by accessing customizable templates. Automatically fill fields according to customer information. 
  •  Automatically save all emails as drafts to prevent data loss. 
• Dashboards: Create custom dashboards to visualize data like sales reps’ performance, team goals, pipelines, budget and sales figures. Monitor metrics such as total wins, conversion probability and quota reached per team or employee. 
• Lead Management: Capture leads from multiple sources and qualify them in a centralized location. Set up custom criteria to assign scores to leads. Manually add leads into the system. 
• Automation: Reduce manual dependency by configuring no-code automation workflows from scratch or by modifying templates.
  •  Set up automated reminders for upcoming deadlines.  
  •  Automatically route leads to the right sales rep. 
  •  Instantly receive notifications after task completion. 
  •  Automatically send emails on the due date. 
• Integrations: Access integrations with third-party solutions, including Dropbox, Slack, Microsoft Teams, Zoom, LinkedIn, Zapier, Mailchimp, SurveyMonkey and GitHub. 
• Collaboration: Coordinate with team members, share files and finalize decisions in a centralized space. 
  •  Communicate directly on files and tasks to speed up work and avoid constant back and forth. 
  •  Automatically add new versions of a file and store them in a logical way. Sync updates to files in real time.  
  •  Secure data by setting up user access and permissions. 
  •  Automate project workflows to keep everyone in the loop. 
  •  Plan projects and centralize communication via kanban boards and Gantt charts. 
• Deal Management: Use the drag-and-drop functionality to move deals to different stages. Customize sales pipelines, calculate funnel coverage and view deal results. 

Approach to Common Challenges

• Easily Access Data: View client and business information in one place by unifying existing and new data within the system. Bring in external contacts, leads and accounts via an API or Excel. Get a comprehensive view of customers’ activities and interactions with recordkeeping abilities. For quick identification, assign colorful tags to tasks and contacts.
• Increase Visibility: Gain a bird’s eye view of every deal, activity and contact through timeline views, kanban boards and Gantt charts.
• Make Data-driven Decisions: Access actionable, real-time business insights using built-in dashboard and reporting capabilities. Analyze data to get requisite metrics like expected revenue and pipeline progress.
• Save Time: Boost productivity and close more sales by automating rudimentary tasks with workflow automation.
• Avoid Duplication: Notify users upon detecting a duplicate lead, contact or account. Merge duplicate data into existing profiles.
• Customize Accordingly: Build a company-centric tool by adding, removing and editing elements. Incorporate columns, configure workflows and choose from nine board views.

Cost of Ownership

• Data migration: Transferring data from a previous CRM system to monday.com might involve a one-time migration fee.
• Customization: Extensive customization of workflows or dashboards can mean you need to upgrade your subscription if you require more integration or automation actions.
• Storage: monday.com has a storage limit of 5GB for the Basic plan, 20GB for the Standard plan, 100GB for the Pro plan and 1000GB for Enterprise. You may need to shell out more money for an upgrade.

Limitations

• Loads slowly at times.
• Doesn’t support all integrations and APIs.
• Can be expensive for smaller teams.

Demo Resources

• Knowledge Base: Access helpful articles, how-to guides and tutorials
• Academy: Learn more about the software from free courses, webinars and live training sessions.
• Community: Interact with fellow users and developers to boost your knowledge.

FAQs