monday Sales CRM

Top Features, Pricing & User Reviews

monday.com is known for their project management abilities with "monday.com Work Management" - but now you can use monday as a sales CRM system in one place, but what does it do and how does it work?

What is monday CRM?

monday.com sales CRM is designed as a way to capture leads, manage the pipelines & build a better project management approach to organizing them and maintaining them.

How monday.com Sales CRM works?

monday.com sales CRM is designed to help you and your team coordinate incoming leads and manage them within a pipeline.

Traditionally, CRMs are designed with a contact-centric focus, whereas monday.com's system stems from its existing project management software, which is rated as one of the better options on the market. It has simply taken its existing platform and utilized it as a CRM solution.

This is both a pro and a con, which we will explore. It utilizes some of the powerful features in monday.com to create a pipeline that is flexible and versatile for teams to use. monday.com CRM allows you to do a range of things, including bringing in contacts from existing integrations and marketplace items, as well as tracking deals using the variety of views available within monday.com's project management.

The experience is easy to use, with a range of templates to get started and features like mass email tracking, currently in beta, which coordinates emails to be sent via monday.com. Most other communication integrations are partnered with other applications and integrations as part of the higher-tier pricing.

How much does monday sales CRM cost?

monday sales CRM charges $20 per month, per user.

Is sales CRM ight for me?

monday.com sales CRM is an interesting option. It feels like a general CRM system that can be used in various situations and is a natural switch for teams already using monday.com. It doesn’t offer what traditional CRM systems like Salesforce do, which is the most extensive CRM system on the market but probably not the most attractive.

Pipedrive feels robust with a wide range of features, whereas monday.com sales CRM feels more like an all-rounder that relies on its integrations as the core offering. This is great if you’re a team that already knows monday or wants that layer of project management over your CRM. This is actually a good offering to you, so it seems like a relatively new product in monday.com's lineup alongside other solutions.

I'm typically expecting this to expand even further over the next year, but for now, the package is good for all-rounders looking for a bit of project management over the top of their CRM management.