Monday Sales CRM
Customisable sales CRM built on Monday's work platform
Deals for Monday Sales CRM
Customisable sales CRM built on Monday's work platform
Monday Sales CRM 14-day free trial
Start Free TrialWhat Monday Sales CRM does
Monday Sales CRM is a sales-focused customer relationship management tool built on the widely-used Monday.com work management platform. It allows teams to manage sales pipelines, organise contacts and accounts, and automate repetitive tasks within a familiar, customisable interface. Users can track deals, log communications, and collaborate on sales activities while leveraging Monday.com's visual workflows.
As an extension of Monday's core platform, Monday Sales CRM is suited for businesses seeking flexibility and the ability to tailor sales processes to specific needs. It integrates pipeline management with project tracking, making it useful for sales teams already using Monday for broader work management.
What sets it apart
Stands out for its high level of customisation within a unified work management environment.
Key features
- ◆Customisable sales pipelines
- ◆Visual workflow automation
- ◆Contact and account management
- ◆Deal tracking
- ◆Email integration
- ◆Activity logging
- ◆Document and file storage
What teams use it for
- Manage and track sales pipelines
- Automate follow-ups and deal stages
- Log and organise customer communications
- Collaborate on deal progress with team members
Pros
- +Highly customisable interface
- +Natively integrates with other Monday.com modules
- +Easy workflow automations
- +Simple board-based organisation
Cons
- −CRM features less advanced than dedicated platforms
- −Reporting can be limited for complex needs
- −Heavily reliant on overall Monday.com structure
Integrates with
Our verdict
Monday Sales CRM is a good match for teams invested in Monday.com's ecosystem and needing an adaptable approach to sales management. Those who require advanced analytics, specialised sales features, or deep integrations outside Monday may find stronger alternatives elsewhere.
Frequently asked questions
Is Monday Sales CRM suitable for teams not already using Monday.com?+
It works best for those who are already familiar with or using Monday.com's platform, as the CRM is an extension of its work management features.
Can I customise pipeline stages and fields?+
Yes, pipeline stages, fields, and workflows can be tailored to match your sales process using Monday's automation and board system.
Does it support integrations with email and calendar tools?+
Yes, integrations with tools like Outlook and Google Workspace are available for syncing emails, contacts, and calendars.
Where can I find pricing details?+
Check Monday.com’s official CRM pricing page for current plans and options.
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