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Monday.com Sales CRM

Monday.com Sales CRM
Monday.com Sales CRM
Monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data in one centralized place. Run your Sales on a CRM built on top of monday.com Work OS.
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Published: January 19, 2024

What is Monday.com Sales CRM?

Imagine a platform where managing customer relationships is simplified, where you have all the tools needed to track interactions, organize contacts, and drive sales.

This is what monday.com CRM offers. It provides a centralized system for teams to collaborate on projects, maintain detailed client records, and follow up on leads effectively. With customization options and integrations with other software, it adapts to various business processes, enhancing the overall efficiency of managing client relationships.

Monday.com Sales CRM Demo Video

Notable Features

The most notable features of monday.com CRM include:

  • Email sync & tracking: Integrates with Gmail/Outlook for seamless communication.
  • Email composition: AI-assisted email writing, advanced editing, and customizable templates.
  • Mass emails: Send personalized bulk emails for efficient outreach.
  • Activity management: Logs interactions such as calls and meetings.
  • Dashboards: Customizable for tracking deal progress and sales figures.
  • Sales forecasting: Tools for tracking and analyzing sales projections.
  • Data organization: Features for importing, merging duplicates, and lead capturing.
  • Mobile accessibility: Manage CRM activities on-the-go.
  • No-code automations: Customize automations to streamline tasks.
  • Integrations: Compatible with 150+ apps for enhanced functionality.

Price

The pricing for monday.com CRM is structured into four main plans:

  1. Basic CRM: $10 per seat/month billed annually. It includes lead, contact, deal management, unlimited customizable pipelines, boards, and free viewers.
  2. Standard CRM: $14 per seat/month billed annually. This popular option offers advanced management features, 2-way email integration, an AI email generator, and custom automation.
  3. Pro CRM: $24 per seat/month billed annually. It focuses on sales forecasting, email tracking, mass emails, and extensive customization and analytics.
  4. Enterprise CRM: Tailored for enterprise needs with features like lead scoring, team goals, advanced analytics, and enterprise-grade security.

Please note that software pricing is subject to change. It’s recommended to visit their site for pricing and contact them for more information.

Customer Success Stories

Here are a few success stories of Monday.com Sales CRM customers:

  • Black Mountain: Implemented monday.com CRM to manage global client support operations. Achieved a 15% increase in conversion rates, saved over 100 manual actions, and more than 10 hours per month in sales administration.
  • KC Petroleum: Used monday.com CRM to connect field and office employees, gaining insights into sales performance. Reduced manual work, saving significant time, and improved efficiency in meetings and reporting, resulting in a more connected, efficient team.

 

Monday.com Sales CRM Reviews

Read the best Monday.com Sales CRM reviews by verified users here:

Note: review counts as of Jan 7th, 2024.

Frequently Asked Questions

What features does Monday.com Sales CRM offer?

Monday.com Sales CRM offers features such as contact management, deal tracking, pipeline management, email integration, and reporting.

Is Monday.com Sales CRM easy to use?

Yes, Monday.com Sales CRM is known for its user-friendly interface and intuitive navigation, making it easy for users to adopt and utilize.

Can Monday.com Sales CRM be customized to fit our specific sales process?

Absolutely, Monday.com Sales CRM allows for extensive customization, enabling users to tailor the platform to their unique sales workflows and requirements.

Does Monday.com Sales CRM integrate with other tools and platforms?

Yes, Monday.com Sales CRM offers 80+ integration with popular tools and platforms to enhance its functionality, including tools for document generation and e-signature collection, email management, advanced calendar views, automation and formula tools, telephony and communication integrations, data management, and various productivity and reporting tools.

What kind of customer support does Monday.com Sales CRM provide?

Monday.com Sales CRM offers various customer support channels, including live chat, email support, and a comprehensive knowledge base, ensuring users receive timely assistance and resources.

Still have questions? Get in touch

Learn More About Monday.com Sales CRM

Want to learn about Monday.com Sales CRM?
Learn more on their site.

Visit Monday.com Sales CRM

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Author

  • Joe Kevens

    I'm the Founder and Editor-In-Chief of B2B SaaS Reviews. I'm also the Director of Demand Generation at PartnerStack, the #1 platform purpose-built for partner management and affiliate marketing in B2B SaaS. Before PartnerStack, I worked for other go-to-market B2B SaaS companies: Influitive (Advocate Marketing designed to generate more reviews, references, and referrals), LevelJump (Sales Enablement) (acquired by Salesforce) and Eloqua (Marketing Automation) (acquired by Oracle).

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