Last Updated On December 07
Monday Sales CRM Review 2024: Is It Worth the Investment?
Discover if Monday Sales CRM is your 2024 game-changer! Dive into features, pricing, and tips to streamline your sales pipeline and supercharge success.
Managing a business involves juggling countless moving parts—sales pipelines, lead tracking, data visualization, and even customer communication. If you're feeling overwhelmed, you're not alone.
That’s where Monday Sales CRM comes in. It’s not just a tool; it’s a comprehensive solution designed to simplify the complexities of sales and project management.
Whether you're looking to implement best practices for managing your sales pipeline, streamline your business project management, or explore effective lead tracking,
Monday Sales CRM offers the features and flexibility to help your team thrive. From handling crm pipeline stages to leveraging data visualization techniques, this platform covers every aspect of your sales and operational workflows.
In this review, we’ll delve into what Monday Sales CRM is, who it’s best suited for, and how it empowers teams to achieve more with less effort.
Table of Content
What is Monday Sales CRM?
Monday Sales CRM is an intuitive and highly customizable platform designed to manage sales pipelines, projects, and customer relationships seamlessly.
Built on the trusted Monday.com platform, this CRM stands out for its adaptability, automation, and user-friendly design.
Think of Monday Sales CRM as your central hub for managing everything from sales pipeline stages to contact databases.
It supports businesses in tracking leads, improving sales and marketing collaboration, and even handling complex project processes with ease.
Plus, with robust data visualization examples, you can make sense of raw data at a glance, turning insights into actionable strategies.
Ease of Use
4.7
Customer Service
4.7
Value for Money
4.6
Functionality
4.6
Monday Sales CRM Overview
Disclaimer: Hey there! Just a heads up - some of the links on this blog are affiliate links. This means that if you click on one of these links and make a purchase, I may earn a small commission at no extra cost to you.
Who Is Monday Sales CRM Best For?
Not every CRM fits every business, but Monday Sales CRM offers something for nearly everyone.
Here’s who will benefit most from this platform:
Small and Medium Businesses (SMBs)
If you're focused on sales pipeline management for SMBs, Monday Sales CRM provides the tools to manage your deals without overwhelming your team.
It’s ideal for businesses looking to adopt best practices for managing your sales pipeline without the complexity of enterprise-level software.
Sales Teams
For teams dedicated to collaborative selling and improving sales team collaboration, this platform simplifies tracking and communication.
Its sales activity tracker and sales collaboration tools keep everyone aligned and on task.
Project Managers
Monday Sales CRM doubles as a robust project management solution.
Whether you’re learning how to manage a project or implementing advanced business project management strategies, the platform supports effective planning and execution.
Data-Driven Professionals
For those who thrive on insights, Monday Sales CRM provides data visualization techniques and tools.
With features that include big data visualization and good data visualization examples, the platform turns raw numbers into meaningful graphs and charts, helping you make informed decisions.
Customer-Focused Businesses
Companies prioritizing customer relationships will appreciate the platform’s customer communication management software and client communication tools.
These features ensure seamless and personalized interactions with your clients.
Teams Seeking Efficiency
Monday Sales CRM is perfect for businesses tired of toggling between multiple tools. With its unified platform, you can manage contact databases, track leads, oversee projects, and monitor sales activities—all from one place.
By combining features like customer database software, crm pipeline stages, and sales activity tracking, Monday Sales CRM delivers an all-in-one solution for businesses of all sizes.
Whether you’re working to build a winning sales pipeline or streamline your project management processes, this platform is the ultimate partner for growth and efficiency.
Monday Sales CRM’s Patform Overview
So, you’ve landed on Monday Sales CRM—a tool that promises to turn your sales chaos into streamlined brilliance.
Sounds great, right? But where do you begin? Well, let me walk you through it, step by step, in a way that feels like we're sitting down over coffee.
No jargon, no fluff—just the essentials and a few nuggets of wisdom.
First Things First: Getting Started
First things first—you’ll need to register. Head over to the Monday.com website or simply click here to get started.
Signing up is straightforward, and once you’re in, you’ll have 14 days of free access to explore the platform and decide if it fits your needs. No commitment, no pressure—just enough time to see if it clicks with your workflow.
After registering, you’ll land on your dashboard. This is your launchpad, your blank canvas for creating a sales system that works for you.
The first step?
Setting up your workspace. Name it something meaningful, like “Sales Hub” or “Dream Deals HQ,” and let the platform guide you with its template library. Choose one, customize it, and you’re on your way to building a CRM that feels like it’s tailored just for you.
What’s Inside? Think of It Like a House
Every good CRM has its “rooms,” and Monday Sales CRM is no different. Each board is like a space with its own vibe and function. Let’s peek into the rooms.
1. Contacts: The Heart of Your CRM
Picture this: a digital Rolodex, but better. You can:
Add names, titles, emails—even quirky details like their favorite coffee order (if that helps seal deals).
Group contacts into categories—active, inactive, or those “ghosted” ones you might win back someday.
Want to tweak it? Add a column for, say, “Alternate Numbers.” Boom. Done.
2. Leads: Where Possibilities Begin
Think of the Leads Board as your “potentials” list. Maybe you met them at a trade show or they filled out a form on your site. Here, they live:
Track their status—“New,” “Contacted,” or “Qualified.”
Import en masse from a spreadsheet or let them trickle in via integrated forms. Handy, right?
3. Deals: The Pipeline in Action
This is where it gets visual. Imagine dragging sticky notes across a whiteboard, but digitally:
Deals move from “Discovery” to “Proposal” to “Closed.” Or call them what you like—Monday lets you rename stages to fit your industry.
Track who’s handling what, how much it’s worth, and when it’s (hopefully) closing.
4. Accounts: The Big Picture
Here’s where companies come into play. Every deal and contact ties back to an account. It’s the glue that holds relationships together.
5. Activities: Keeping Track of the Hustle
Calls, emails, meetings—it’s all here. Think of this as the diary of your sales process. Add notes like “Jane sounded excited but wants to loop in her boss.”
6. The Sales Dashboard: Your Command Center
Ah, the dashboard—a place to see the big picture without scrolling through endless lists. Funnel charts show deal stages; leaderboards spark healthy competition (or mild envy). Everything’s customizable.
Want to focus on monthly revenue? Just add a widget. The choice is yours.
A Final Word
At its core, Monday Sales CRM is about simplifying the complex. Whether you’re tracking leads, closing deals, or just trying to stay sane, it’s a system that grows with you. It’s not perfect—what is? But it’s flexible, intuitive, and dare I say… fun to use.
Ready to jump in? Start small. Customize a board. Add a lead. And before you know it, you’ll wonder how you managed without it.
Monday Sales CRM’s Features
Monday Sales CRM is your all-in-one solution to simplify sales.
With features like Contact Management to keep client details organized, Lead Management to track opportunities, Task Management to prioritize work, and Workflow Automation to handle repetitive tasks, it’s designed to help you close deals faster and with less hassle.
Let’s explore how these key features can transform your sales process.
Contact Management
Monday Sales CRM’s Contact Management feature allows you to store all customer details—names, emails, phone numbers, and more—in one centralized location. This easy access to customer info means no more scrambling through multiple spreadsheets or systems.
Every interaction is logged, so you have a complete history right at your fingertips, helping you build stronger relationships and keep tabs on customer needs.
Let’s dive into how it works and why it’s so valuable, with examples to help you imagine its full potential.
How It Works
1. Creating a Contact Board
The journey begins with a Contact Board, your central hub for all client or lead information.
Setup: Simply click the "Create New Board" button and name it something intuitive like "Contacts." Decide whether this board will be visible to everyone, private, or shareable.
Example: A marketing team might name their board “B2B Client Contacts” and set it as private to restrict access.
2. Adding and Customizing Columns
Each contact gets its own row, while columns hold specific details like Name, Email, Phone Number, and Company. You can add more columns based on your needs:
First and Last Names: Add separate fields for email personalization (because no one wants to receive an email that says “Hi JohnDoe”).
Location: Use the built-in location column to visually map your contacts.
3. Organizing Contacts by Groups
Group contacts based on categories such as “Active Clients,” “Prospective Leads,” or “Archived Contacts.” This keeps things neat and prevents clutter.
Example: If you’re running a reactivation campaign, you can filter and target only archived contacts who haven’t engaged in over six months.
4. Importing Contacts with Ease
Have a CSV file full of contacts? Importing them into Monday is straightforward:
Match spreadsheet columns with board fields like name, email, and company.
Choose how to handle duplicates: Create new entries, overwrite existing data, or skip duplicates.
Example: Import a list of leads from an event, ensuring no duplicates while auto-updating outdated phone numbers.
5. Enhancing Contact Insights
Use advanced columns to dig deeper:
Management Levels: Add a status column to categorize roles (e.g., “Director,” “Manager,” “C-Suite”).
Departments: Another status column for departments like “Finance,” “Sales,” or “Operations.”
Example: Filter for "C-Suite Executives in Sales" when targeting high-value prospects for a premium offering.
8. Keeping Notes and Context
Use a long text column or the updates section to add notes about each contact, such as meeting summaries or personal preferences.
Example: A note like “Prefers email over phone” ensures your team approaches the contact in the most effective way.
Why It’s Useful
1. Everything in One Place
Imagine never scrambling to find a lead's email or phone number again. Monday Sales CRM puts all your contact details—names, emails, phone numbers, companies—right where you need them.
Scenario: You’re prepping for a big pitch, and instead of digging through spreadsheets or emails, everything is ready at your fingertips. It’s like having a personal assistant who’s always organized (and never forgets).
2. No More Awkward Emails
You know those embarrassing “Hi [Full Name]” emails? Yeah, Monday helps you avoid that. By separating first and last names, your emails sound polished and personal.
Scenario: Your marketing team sends a campaign to “Hi Sarah” instead of “Hi Sarah Smith” or worse, “Hi [Insert Name].” It’s a small touch that makes a big difference.
3. Clear Ownership for Your Team
When everyone knows who’s handling what, there’s less confusion and fewer dropped balls. Assigning team members to specific contacts keeps things flowing.
Scenario: A hot lead comes in, and instead of a free-for-all, it’s instantly assigned to Jake, your top closer. No mix-ups, no delays.
4. Smarter Decisions with Data
Monday isn’t just about storing information; it lets you slice and dice your contact list for real insights. Filter by roles, departments, or even locations to find exactly who you need.
Scenario: You’re targeting CFOs in the tech industry. A quick filter shows every relevant contact, and you’re ready to go—without spending hours combing through your database.
Monday Sales CRM’s contact management isn’t just a digital Rolodex—it’s a powerful tool that brings clarity, efficiency, and actionable insights to your contact database.
Whether you’re managing thousands of leads or keeping tabs on a handful of key clients, it’s the backbone of effective sales operations.
So, imagine Monday Sales CRM as your ultimate sales detective, organizing and tracking every lead that comes your way.
It starts with the Leads Board—this is your hub for all incoming leads.
Each lead gets its own “item” on the board, kind of like its own file, and you can track all their details in neat columns like name, email, company size, or even the date they reached out.
Leads can come in through forms on your website, integrations, or good ol’ manual entry.
Lead Management
But here’s the cool part—you can segment leads into groups like “New Leads,” “In Progress,” and “Unqualified.”
It’s like putting them in buckets based on where they are in your sales pipeline.
From there, automations do the heavy lifting.
For example, if a lead becomes unqualified, it moves to the “Unqualified” bucket automatically.
No manual dragging, no wasted time.
Why It’s Useful
Alright, let me break it down. The lead management feature in Monday Sales CRM is like having your own personal assistant who never forgets a single detail.
It keeps everything organized, so you’re not scrambling through spreadsheets or sticky notes trying to figure out where a lead stands.
Trust me, it’s a lifesaver.
First off, it’s super organized. Imagine you just came back from a conference, and your pockets are stuffed with business cards. Instead of losing half of them, you log them into Monday as leads.
Boom, now you’ve got all their contact info and notes from your conversation neatly in one place.
And here’s the kicker—you can group them. “New Leads,” “In Progress,” “Unqualified”—whatever makes sense for you. It’s like having labeled folders, but smarter.
Now, the automations? Total game-changer. Let’s say you have a lead, Jane, who finally responds to your email. You update her status to “Contacted,” and Monday automatically moves her to the “In Progress” group. You don’t have to lift a finger after that.
It’s like magic, but better—because it’s actually real.
And then there’s the data tracking. You know how sometimes you look at your list of leads and think, “Who did I forget to follow up with?” Monday’s got you.
It tracks when a lead was created and when you last reached out. So, if a lead’s been sitting too long without any contact, you’ll know immediately.
No more missed opportunities just because someone slipped through the cracks.
Oh, and the forms? Genius. You can customize your contact form to ask all the right questions—like company size or budget—before a lead even makes it onto your board. It’s like pre-qualifying them without having to lift the phone.
And when they fill it out, their answers automatically show up in your leads board. Effortless.
Finally, when you’re ready to move a lead forward, it’s as simple as clicking a button.
Seriously, one button—“Move to Contacts”—and everything transfers over to your Contacts Board. No retyping, no copy-pasting. It’s smooth, efficient, and honestly, a little satisfying.
It’s not just useful—it’s a sanity-saver. You’re not bogged down with admin work, you never forget a lead, and you get to focus on actually connecting with people.
Sounds like a win to me, don’t you think?
Task Management
Imagine juggling multiple tasks, deadlines, and priorities while ensuring nothing falls through the cracks. Monday Sales CRM’s task management feature is like a personal assistant for your team—efficient, organized, and surprisingly intuitive.
Here’s how it works, along with examples to paint a vivid picture of its benefits.
How It Works
1. Creating and Structuring Boards
Tasks in Monday Sales CRM are organized into boards, which act as containers for your to-dos.
Think of a board as a whiteboard where you list and group tasks based on categories like “Sales Pipeline Tasks” or “Weekly Priorities.”
2. Grouping Tasks for Clarity
Within each board, you can group tasks. Groups make it easy to categorize and prioritize your workload.
Example: Use one group for "Pending Tasks" and another for "Completed Tasks" to keep everything tidy. Color-code them—green for completed, red for urgent pending items.
3. Adding and Customizing Tasks
Tasks (or "items") are the building blocks. For each task:
Add a description: What needs to be done?
Set a due date: Keep deadlines in check.
Assign it to a team member: Everyone knows who’s responsible.
Customize further by adding subtasks, file attachments, or notes.
Example Scenario:
Imagine your sales team needs to prepare a proposal for a potential client. You create a task titled "Client Proposal Preparation" and add subtasks like "Research client needs," "Draft proposal," and "Review with the team." Assign each subtask to the appropriate team members with deadlines.
4. Prioritizing and Tracking Progress
Use status columns to track the state of each task:
Default statuses like "In Progress" or "Stuck" work well, but you can also create custom ones such as "High Priority" or "Overdue."
Assign tasks a priority level to focus on what’s most critical.
Example: A task marked as “High Priority” with a status of “Stuck” immediately signals the need for attention—ideal for team huddles or automated notifications.
6. Visualizing Tasks with Views
Switch from a list view to a Kanban View for a more visual approach, where tasks are displayed as cards you can drag and drop across columns. It’s perfect for sales pipelines or weekly planning.
Example: A Kanban board for the "Sales Funnel" might have columns like "Contacted," "Qualified," "Proposal Sent," and "Deal Closed." Dragging a task (e.g., "Client X Proposal") from "Proposal Sent" to "Deal Closed" signals progress at a glance.
Why It’s Useful
Centralized Task Management:
Everything is in one place—tasks, notes, deadlines, and files—making collaboration seamless.Scenario: Instead of chasing updates across emails and spreadsheets, a sales manager checks the CRM to instantly see what’s been completed and what’s pending.
Enhanced Team Collaboration:
Assign tasks, add comments, and upload relevant files so everyone stays in the loop.Scenario: A team member uploads client feedback directly to a task, eliminating the need for separate follow-up emails.
Customizable for Every Workflow:
Adapt it to fit your unique sales processes with custom labels, columns, and automations.Scenario: A sales director uses custom statuses like "Awaiting Client Approval" to align with their sales stages.
Visual Progress Tracking:
Whether it’s a Kanban board, timeline view, or a list, the variety of visual options makes task tracking a breeze.Scenario: A sales manager views the "Weekly Pipeline Progress" in a dashboard to see how deals are advancing and reallocates resources as needed.
Workflow Automation
Alright, imagine this: You’re juggling multiple deals, leads, and tasks, and things are piling up fast.
Manually tracking and updating everything? That’s a headache.
Here’s where Monday Sales CRM’s automation feature comes in. It’s like having an assistant who handles all those repetitive tasks for you so you can focus on the big stuff.
Let me walk you through how it works.
How It Works
It’s All About ‘Recipes’ - "Monday uses something they call automation ‘recipes.’
Basically, you set up rules like ‘when X happens, do Y.’ For instance, if you’re working on a deal and it gets marked as ‘Won,’ the system can automatically move it to the ‘Closed Deals’ group.
No clicking, no dragging—just done. And trust me, those seconds add up when you’re managing dozens of deals."
Setting It Up is Super Simple - "You don’t need to be a tech wizard to set these up. You just go to the Automation Center on the platform.
There are pre-built templates for common tasks, but you can also create your own custom rules. Like, if a deal status changes to ‘Lost,’ it could send you an automatic reminder to figure out what went wrong."
Why It’s Useful
Okay, now let’s talk about why you’d actually care about all this automation magic.
Saves You Time
"You know all those little things—updating statuses, moving items, sending reminders? Automations handle them for you. It’s like hitting the ‘easy’ button for your workflow."Reduces Human Error
"Let’s face it, we all forget stuff sometimes. Automations ensure nothing slips through the cracks. For instance, if you forget to move a lead to the next phase, the system can handle it for you."Keeps Everyone on the Same Page
"If you’re part of a team, it’s even more helpful. Automations can notify the right people at the right time. Like, if a high-value deal is updated, your manager gets an alert without you having to remember to send one."Customizable to Fit You
"The best part? It’s totally customizable. Whether you’re tracking deadlines, responding to emails, or managing deals, you can tweak automations to fit your exact needs."
Real-Life Scenario: Automating Email Follow-ups
"Imagine you promise customers a response within 24 hours. With an integration like Gmail, you can set an automation that starts tracking time the moment an email arrives. If it’s been 20 hours and no one’s replied yet, you get an alert.
It’s like having a system that’s got your back."
Basically, Monday’s automation feature is like having a super-organized, super-efficient personal assistant that handles the boring stuff.
It keeps your workflow smooth, your team informed, and your day a whole lot easier.
Monday Sales CRM’s PROS and CONS
When you’re picking a CRM, it's only natural to weigh both the good and the bad. Monday Sales CRM has earned a fanbase among sales teams because of its flexibility and ease of use, but like any tool, it’s got its fair share of ups and downs.
Here’s a closer look at what makes Monday Sales CRM shine—and where it might fall a bit short—to help you decide if it’s the right match for your team.
PROS
User-Friendly and Visually Intuitive - One of the first things you’ll notice is the clean, intuitive design. It’s easy to navigate—even if you're new to CRMs—which cuts down on the usual learning curve. And let’s be real: sometimes it’s nice just to have software that doesn’t make your eyes glaze over.
Highly Customizable for All Types of Teams - Monday Sales CRM gives you the freedom to tailor workflows, dashboards, and automations to fit your team's unique style without needing a tech wizard to set it all up. Customization can feel like a breeze, especially if you like things your own way.
Time-Saving Automations - Repetitive tasks like follow-up reminders and deal tracking can eat up valuable time, but Monday Sales CRM’s automation options help streamline those tasks. It’s like having an assistant reminding you when to reach out, update deals, or move things along the pipeline.
Built for Collaboration - Teamwork is made simple here. The CRM allows team members to work on deals together, with real-time updates and built-in communication tools so everyone stays on the same page. Think of it as your shared virtual salesroom.
Integrations with Popular Tools - If you’re already using Gmail, Outlook, or Slack, you’re in luck—Monday Sales CRM integrates smoothly with these and more, letting you centralize your work without hopping between platforms.
For Growing Teams - Whether you’re a small startup or a growing business, this CRM is designed to expand with you. As your team grows, you can add more users and features without worrying that the platform won’t keep up.
Mobile-Friendly - The mobile app keeps you connected on the go, letting you check in on deals, make updates, and keep things moving from anywhere. Perfect for those who don’t always work from a desk.
CONS
Learning Curve for Advanced Features - Basic functions are easy to pick up, but diving into advanced automations and integrations may take a bit of patience. It’s manageable, but don’t expect to master it all in a day.
Scaling Can Get Pricey - As your team grows, the cost per user might start to add up. If you’re after the premium features, be prepared to budget accordingly—especially if you’ve got a larger team.
Customization Overload - With all the customization options, there’s a risk of getting bogged down in creating the “perfect” system. Some users might find themselves a bit overwhelmed trying to set up the ideal workflow or dashboard.
The best way to know if Monday Sales CRM is truly for you? Dive in and try it firsthand. With their free plan, you can explore everything from task management to advanced automations without feeling pressured to commit to a paid plan right away.
It’s your chance to see how the platform fits into your daily operations—test out those workflows, experiment with deal tracking, and get a feel for its customization.
Trying it out yourself gives you the chance to decide if it’s worth the investment. And with the free plan, there’s time to make an informed choice, so if you do decide to go for a paid plan, you’ll be sure it’s the right fit for your team’s growth and success.
Monday Sales CRM’s User Testimonials
Monday.com has become the go-to for countless businesses, helping them streamline processes, stay organized, and collaborate more effectively as a team. From smoother onboarding to more efficient task management, the difference Monday.com brings to daily work is hard to ignore.
Here’s a peek at what users are saying about how Monday.com makes their work lives easier and more productive:
“This platform has allowed me to grow my business processes through one main 'hub' platform and has made it so easy for me to onboard new members and get them acclimated to the workflow immediately.”
This user testimonial shines a light on how Monday.com simplifies team management. Having everything in one central hub makes onboarding and workflow management a breeze, especially when bringing new team members on board—a major win for businesses focused on growth.
“We love it. It has made our work easier. We are able to provide better service to our customers and it is way more user-friendly than our previous CRM.”
For this user, Monday.com has been a game-changer, making work smoother and improving customer service. The platform’s user-friendliness, especially compared to their old CRM, has clearly enhanced their daily workflow.
“It's been amazing to learn my way around Monday.com but also not easy – a lot of time was spent creating workflows and testing them, trying to make it a familiar CRM software I've used before.”
Here’s a balanced perspective. This user enjoys the flexibility of Monday.com but notes a bit of a learning curve. They had to spend time fine-tuning workflows to match what they were used to from their previous CRM, showing that while Monday.com is adaptable, there’s sometimes a little setup effort involved.
“The software has a very easy-to-use interface. It offers a 14-day trial after our purchase. It is very easy to centralize all our customer communication via email. Easy to organize marketing campaigns, thus improving our ROI.”
Ease of use is a huge plus for this user, especially for managing customer communication and marketing. They also found value in the trial period to get a feel for the platform, and the boost in ROI highlights Monday.com’s impact on their bottom line.
“We are using Monday.com for our internal strategy work. We use Basecamp for project management for our clients, but Monday is a better fit for internal-only work.”
This user points out that Monday.com shines for internal projects, even as they juggle multiple tools like Basecamp for client work. It’s a good reminder that Monday.com is great at keeping internal strategies organized and clear.
Curious to hear more?
Head over to Capterra for more reviews. It’s one of the most comprehensive review platforms out there, packed with insights from users across different industries, so you can decide if Monday.com is the right fit for your team.
Monday Sales CRM’s Pricing
Monday Sales CRM keeps its pricing straightforward, offering plans tailored to diverse needs. Starting at €15 per user per month for the Basic plan, it’s a solid option for smaller teams dipping their toes into CRM systems.
The Standard plan, priced at €20 per user per month, adds more tools for those who need a bit extra, while the Pro plan at €33 caters to businesses craving advanced functionality. For enterprises with unique demands, there's a custom-priced Enterprise plan, flexible enough to adapt to even the most specific requirements.
What’s even better? They let you test the waters with a 14-day free trial—no strings attached. This gives you the chance to see if Monday Sales CRM aligns with what you’ve been searching for.
| Plan | Starting Price | Features |
|---|---|---|
| Basic Plan | 15€ seat / month | Unlimited customizable pipelines, Unlimited contacts, Unlimited boards, Templates for lead, contact, and deal management, iOS and Android apps, Unlimited free viewers, Create a dashboard based on 1 board |
| Standard Plan | 20€ seat / month | Advanced account, contact, and deal management, 2-way email integration with Gmail and Outlook, Activity management, Quotes and invoices, Merge duplicate data, Custom CRM automations (250 actions per month), Custom CRM integrations (250 actions per month), Create a dashboard that combines 5 boards |
| Pro Plan | 33€ seat / month | Sales forecasting, Email tracking and automations, Mass emails, Google Calendar sync, Sales analytics, Customizable email signatures, Email templates with custom parameters, Custom CRM automations (25,000 actions per month), Custom CRM integrations (25,000 actions per month), Create a dashboard that combines 10 boards |
| Enterprice Plan | Custom Price | Lead scoring, Team goals, Advanced analytics (dashboards up to 50 boards), Account management, Documents for sales, Enterprise-scale automations and integrations, Enterprise-grade security and governance, Multi-level permissions, HIPAA Compliance |
Plus, if you're all in and ready to commit to an annual subscription, there’s an 18% discount waiting for you.
Whether you’re a freelancer wanting to stay organized or a growing team juggling a pipeline of leads, the pricing and trial period make it easy to find the right fit.
Monday Sales CRM’s Customer Support
Monday Sales CRM doesn’t just offer a powerful tool—it also comes with a solid support system to help you make the most of it.
Here’s a breakdown of the customer support resources Monday Sales CRM provides to ensure you get the help you need, when you need it.
Help Center
The Help Center is your go-to for articles, tutorials, and step-by-step guides covering everything from getting started to mastering advanced features. It’s packed with resources to help you navigate Monday Sales CRM with ease, ensuring you can find solutions independently whenever you need them.
Contact Support
If you prefer personalized assistance, Monday Sales CRM offers several ways to connect with their support team:
Live Chat: Access real-time help by opening “Live Chat” in the Help Center’s top menu. You’ll get instant answers, perfect for quick questions or troubleshooting.
Email: For more detailed inquiries, you can send an email, and the team will respond with in-depth support.
Request a Call: Need help with specific topics like billing? Monday’s support team is available for callbacks, so you can get the guidance you need directly.
Video Tutorials and Webinars
Monday Sales CRM caters to visual learners with a range of video tutorials and webinars. These resources provide a guided look at key features, showing you best practices and helping you get up to speed with ease.
Whether you’re learning on your own or training a team, these videos are a great way to master the platform.
Community Forum
If you like learning from others, check out the monday.com Community. It’s a lively forum where users share experiences, ask questions, and exchange ideas. The community is a great space to connect with fellow users, discover new tips, and get inspired.
With a mix of self-service tools, direct support, and community resources, Monday Sales CRM’s support system is designed to keep you moving forward. Whether you’re a new user or a seasoned pro, there’s always help at hand to ensure a smooth, productive experience.
Monday Sales CRM’s (FAQs)
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Customer Relationship Management (CRM) software is your digital wingman for managing interactions with customers and potential clients.
It organizes contact details, tracks leads, and streamlines communication. Think of it as the command center where sales, marketing, and support teams can collaborate effortlessly.
Ever struggled to remember where you left off with a client? A CRM takes care of that, keeping everything tidy and at your fingertips.
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Absolutely, Monday.com isn’t just for project management; it’s also a robust sales CRM.
It’s tailored to handle the entire sales pipeline—from managing leads to tracking deals.
While it might not wear the “traditional CRM” label, its adaptability and customization options make it a go-to for sales teams looking to stay organized without being overwhelmed.
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In my view, Monday shines for sales teams that value flexibility. It’s not just about ticking boxes; it’s about adapting the tool to your workflow.
Whether you're tracking lead status or automating repetitive tasks, Monday keeps the process fluid.
Some might argue it’s better suited for teams that don’t need overly complex features, but for straightforward sales tracking, it’s a win.
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Here’s the catch—Monday isn’t entirely free. While it does offer a free trial, the full CRM experience comes with a price tag.
However, considering the features, like lead tracking and workflow automation, many find it’s worth the investment.
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Pricing for Monday CRM is straightforward yet tiered.
Plans start at €15 per user per month for basic functionality, climb to €20 for the Standard plan, and hit €33 for the Pro version.
For enterprises? Custom pricing is available, tailored to specific needs.
If you’re on the fence, the 14-day trial lets you test the waters.
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Not exactly. Monday isn’t a full-blown Enterprise Resource Planning (ERP) tool, but it does flirt with the idea.
While ERP systems manage everything from inventory to accounting, Monday focuses on team collaboration and project management.
For sales and workflow automation, it’s ideal—but it’s not built to replace a dedicated ERP.
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Now that’s a loaded question. Monday offers simplicity and flexibility, making it a favorite for smaller teams or those new to CRM software.
Salesforce, on the other hand, is the heavyweight champion of CRM, with unmatched depth but a steeper learning curve.
It comes down to your needs: do you value ease of use over exhaustive functionality?
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Imagine this: you’re tracking sales leads in Excel, but soon the rows blur, formulas break, and collaboration becomes a nightmare.
Monday replaces that chaos with order. Its visual dashboards, automations, and integrations turn static spreadsheets into dynamic workflows.
Plus, you won’t have to scroll endlessly or worry about accidental deletions.
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ERP and CRM are like two sides of the same coin. CRM zeroes in on customer interactions—think sales, support, and marketing.
ERP, by contrast, takes a broader view, managing back-end operations like inventory, supply chains, and payroll.
Where CRM aims to enhance relationships, ERP focuses on operational efficiency.
They complement each other but tackle different challenges.
Final Thoughts on Monday Sales CRM
Monday Sales CRM stands out as a true all-in-one solution, crafted to meet the wide-ranging needs of sales teams. With features like contact and pipeline management, task automation, and territory management, it helps teams stay organized, productive, and on top of every stage in their sales process.
The platform’s design is user-friendly and intuitive, making it easy for beginners and seasoned users alike. Seamless integrations with other tools add to its functionality, allowing your team to work with their preferred apps all in one place.
What’s more, Monday Sales CRM offers flexible pricing, including a free option with unlimited contacts and pipelines, making it accessible to businesses of any size—no big upfront investment required.
For companies looking to streamline their sales workflows, build stronger customer relationships, and achieve revenue goals, Monday Sales CRM is a solid choice. With a variety of powerful features and customization options, it equips sales teams with the tools they need to succeed in today’s competitive market.
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