monday sales CRM by monday.com Pricing, Reviews and Features (February 2024)

About monday sales CRM by monday.com

Customer relationship management (CRM) can be summarised at its most basic level as the activity of managing contacts with customers and potential customers in order to boost sales and customer satisfaction. It also has the impact of improving the company's customer and market reputation. Companies used spreadsheets and lists to manage this process a few decades ago. CRM technology began to evolve in the early 1980s, with the advent of database marketing and the first contact management system. Without any development expertise, you can easily customise your CRM to work for you. You can edit deal stages, add as many columns as you like, manage many pipelines at the same time, and more. Integrate your email to communicate with your connections more effectively. Save time by automatically logging sent emails, keeping track of conversations, and using custom email templates. Receive automatic notifications when a lead opens or responds to an email so you can follow up at the appropriate moment.

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Pricing

Free Trial Available
Starts at $10.00. Offers Free-forever and Custom plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read More

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read More

93%
Reviews

60%
Momentum

63%
Popularity

67%

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)

API Support

Available

Modes of Support

Online

monday sales CRM by monday.com Features

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CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read More

93%

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Customization

Helps to customize the system for use in industry-specific use cases

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Standard Features

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Lead Management

A systemized and organized way of managing all your leads and their conversation.

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

Referral Tracking

Track and manage your referred customers.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

monday sales CRM by monday.com Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Freemium ( Limited Features )

Premium Plans ( Subscription / Quotation Based )

Pricing Plans

MONTHLY YEARLY

Individual CRM Free

Upto 2 seats

Store and visualize your own contacts

Features

Up to 2 team members
Up to 1,000 contacts
Web forms to capture leads

Basic CRM $10.00 $12.50 per user / month

For 3 Seats

$30 per Month billed Yearly
$37.5 per Month billed Mothly

Organize all your team’s leads, contacts, & deals

Features

Unlimited customizable pipelines
Unlimited contacts
Unlimited boards
Templates for lead, contact & deal management
iOS & Android apps
Unlimited free viewers
Create a dashboard based on 1 board

Based upon the Number of Seats, the pricing plan varies.

Standard CRM $14.00 $17.00 per user / month

For 3 Seats

$42 per Month billed Yearly
$51 per Month billed Monthly

Automate sales processes and streamline communication

Features

Advanced account, contact, & deal management
2-way email integration with Gmail and Outlook
Activity management
Quotes & 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

Based upon the Number of Seats, the pricing plan varies.

Pro CRM $24.00 $30.00 per user / month

For 3 Seats

$72 per Month billed Yearly
$90 per Month billed Monthly

Gain insights into your entire sales cycle and forecasting

Features

Sales forecasting
Email tracking & automations
Google Calendar sync
Sales analytics
Customizable email signatures
Custom CRM automations (25,000 actions per month)
Custom CRM integrations (25,000 actions per month)
Create a dashboard that combines 10 boards

Based upon the Number of Seats, the pricing plan varies.

Enterprise CRM Custom

Manage pre- to post-sales with enterprise-level features

Features

Lead scoring
Team goals
Advanced analytics (dashboards up to 50 boards)
Account management
Documents for sales
Enterprise-scale automations & integrations
Enterprise-grade security & governance
Multi-level permissions
HIPAA Compliance

Screenshots of Vendor Pricing Page

Disclaimer: The pricing details were last updated on 17/08/2022 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about monday sales CRM by monday.com Pricing.