monday Sales CRM Review: Best CRM for Project Management (2024)

monday sales CRM is your gateway to improving customer relationships and managing your business more effectively. It is a comprehensive solution that simplifies sales processes, making it an ideal fit for small businesses looking to excel in project management and sales conversion.

Our monday sales CRM rating: 9.5/10

This monday sales CRM review contains everything you may need to know about the platform, its features, and its plans. We have used very simple terms and tried to break it all down as much as possible. 

Before distinguishing between what is monday.com and what is monday sales CRM, we’ll have a quick revision of what is CRM or what does CRM mean for your business? 

Well, CRM stands for Customer Relationship Management — the essential toolkit for modern businesses to handle connections with customers, clients, and prospects. Essentially, it’s a system that helps you organize, track, and nurture growth-oriented links.

Why CRM is important? Because in any business, big or small, it’s the core. It’s like the hub where all important customer details stay. This helps companies focus on customers when making decisions. 

It’s all about bringing together data, managing communication, and making work more efficient. A key element of customer relationship management is to ensure that every customer interaction is error-free, resulting in enhanced satisfaction and retention rates.

monday.com vs monday Sales CRM

What is monday.com?

monday.com is a work operating system that offers versatility in managing various workflows, including CRM-related functionalities.

What is monday Sales CRM?

monday sales CRM is a specialized segment within monday.com Work OS that specifically caters to sales teams’ needs. It focuses on tools and features tailored to managing customer relationships, lead tracking, sales pipelines, deal management, and sales team collaboration. 

In our assessment, it emerged as the best CRM for small businesses due to its affordability, customisable approach, and user-friendly design. 

It excels as the best CRM for project management too. Its adaptability to manage various projects while overseeing customer interactions makes it a go-to for streamlined operations.

What sets monday CRM apart is its laser focus on managing leads and converting them into sales. We found it to be an excellent lead to sales CRM, offering a seamless journey from lead management to closing deals. 

Its flexibility enables us to customize our workflows, aligning perfectly with our sales strategies. It’s like having a personal assistant dedicated to ensuring no potential sale slips through the cracks. 

Editor’s monday Sales CRM Rating: 9.5
- Ease of use and customisation capabilities: 9.6
- Features and functionalities: 9.6
- Pricing: 9.5
- Integrations with apps and tools: 9.4
- Customer support and knowledge base: 9.4

monday.com Features: Why Is It the best CRM for Project Management?

During our monday CRM review, we found 7 features that make it the best CRM for project management. Let’s take a look at them below:

Dashboard

The monday.com dashboard provides a bird’s eye view of your ongoing projects, sales pipelines, and client communications. It allows for quick access to vital information and customizable dashboard widgets, ensuring that you focus on what matters most.

You get live updates and can understand your info easily, making important decisions simpler. You can make reports, summaries, and keep an eye on how things are going for your whole team.

We noticed that customisation of monday.com dashboard is simple and quick. You can set it up to show what matters most to your business. No need for coding – just build it the way you want. Add elements like charts or timelines to see your info better and keep track of how your business is progressing.

You can also manage your resources better by seeing what needs attention. Monday.com dashboard helps your team work smarter by organizing what’s important and avoiding problems before they pop up.

Templates

monday sales CRM offers a variety of templates that serve as ready-made frameworks to kickstart your projects. These templates are like pre-designed blueprints for different types of work, such as project planning, task management, sales pipelines, and more. They’re helpful because they save time and effort, giving you a head start without needing to build everything from scratch.

With monday.com templates, you can select a template that matches your specific needs and start working right away. They cover a wide range of industries and use cases, making it easier for teams to get organized quickly.

You can tweak these monday.com templates to fit your workflow, adding or adjusting sections and columns as needed. It’s like having a set of tools ready to use, making project setup and management smoother and more efficient.

Integrations

The ease and seamlessness of monday.com integrations with various third-party applications are one of its standout aspects. Whether it’s syncing with email clients, marketing tools, or customer support software, CRM system monday fosters a connected ecosystem for enhanced efficiency.

Did you know that there are over 200 apps and tools available for monday.com integrations? These help your team to work together better and keep everything in one place. No need for lots of different apps – just centralize your data through the CRM system monday and stay organized.

We noticed that you can save time by automating tasks. Link your tools to monday sales CRM and set up automatic notifications or emails. This helps you work faster and smarter, avoiding repetitive jobs every day.

In our monday crm review process, we found that connecting apps is also very simple. Because what is monday.com but the definition of ease? You don’t need to be a coding expert. With just a few clicks, all your tools can sync with monday sales crm without interrupting your work.

Plus, there’s something for everyone – whether it’s for talking with your team, working together, marketing, managing customers, handling money, or even development. With CRM software monday, you can make your work easier, no matter what you do.

Automations

Monday.com automations streamline repetitive tasks by setting up triggers and actions, enabling you to automate workflows effortlessly. Plus zero coding is needed from your end. Here are the best monday.com automations:

• Track status updates
• Get email notifications
• Manage task dependencies
• Get alerts for due dates
• Assign tasks with ease
• Keep tabs on time spent
• Share progress updates
• Create custom automated workflows

A common question users ask is, “Can monday.com send automated emails?”. Then yes, you can send emails automatically as due dates approach and get live updates as tasks get done. 

So, one more advantage is that you can forget never-ending meetings and long email threads. With customizable monday.com automations your team stays on the same page, always knowing what’s happening.

Gantt

The monday.com Gantt chart functionality provides a visual representation of project timelines and dependencies. It simplifies project planning and management, ensuring smoother execution and timely deliveries.

Want to know what you can manage with monday.com Gantt chart? You can work on tasks, handle how much work you have, see how tasks connect, track important points in your project, follow how far tasks are done, deal with how much work each person has, set up a project plan, team up with others, and use ready-made templates. They’ve got you covered with 200+ ways to help.

Honestly, we would say this is a significant upgrade from old-style spreadsheets. You can change your data into boards to view as monday.com Gantt chart. This makes your work easier to understand and lets your whole team work together in a better way.

Then, there’s this neat thing about not missing important dates or goals. With monday.com Gantt chart, you’ll see all the key dates and never forget a deadline. They help you visualize these dates and connect tasks so milestones are completed on time.

Kanban

The monday Kanban tool helps you organize your work smoothly. It’s easy to start using and set it up just the way you need. You can change it easily as your work changes, and it can grow with your team. 

You can work together with everyone involved in your projects, making it simple to share and communicate. It also connects with the tools you already love using, making your work even easier. Therefore, instead of worrying how to create a kanban board in excel, you can easily do so here with monday sales crm.

Files

With Monday.com file storage, you can effortlessly manage your team’s files all in one place. Easily arrange and share files, making it simple to finalize tasks swiftly and build smooth customizable workflows.

You can speed up the editing and approval process by adding live annotations directly onto your monday.com files. 

One great aspect is that you can access your required monday.com file storage at lightning speed. You can manage every iteration of a file in a clear timeline, ensuring you spot the latest version instantly.

monday.com file storage supports other tools, so you can easily upload files from various sources like Google Drive or Dropbox. Once you have created your file, you can decide who has permissions to view and edit files, ensuring only authorized individuals have access. 

Docs

monday.com docs let you and your team edit at the same time, share comments, and move text around without interrupting others. It’s like being in the same room working together, even if you’re far away.

You can make your monday.com docs more lively by adding different interactive and real-time elements like monday.com dashboards, boards, videos, and more. Everything you add is always up-to-date. It’s like having a toolbox to make your documents more exciting and useful.

What we really found outstanding in monday.com docs is you can change words into action. It’s super handy for keeping everything in one place and making sure nothing gets lost. Plus, you can add your monday.com boards right into your document, tag team members, edit together, and see updates as they happen. It’s an easy way to work and stay organized.

CRM Software monday: Customizable Features For Your Business 

monday sales CRM is built with adaptability in mind, providing a range of customizable features tailored to suit various business needs. Its flexibility allows businesses to mold the system to fit their unique processes, workflows, and industry requirements.

Whether you’re a startup, an enterprise, or a niche-specific business, CRM software monday offers unparalleled customization options.

With monday sales CRM, customization is at the heart of empowering your business processes. Here’s a breakdown of the various elements you can tailor to your specific needs:

• Workflow: monday CRM allows you to design and configure workflows to match your business processes precisely. From task sequencing to automation triggers, you can structure workflows to reflect your team’s unique way of operating.

• Views: The software offers many viewing options, enabling you to visualize your data in ways that best suit your requirements. Whether it’s a timeline, calendar, monday.com Gantt chart, or Kanban board, you can choose the view that enhances your workflow efficiency.

• Fields: Customize and add fields to your CRM to capture specific data points relevant to your business. From simple text fields to dropdown menus or checkboxes, tailor the information you gather and track within your CRM.

• Automations: Automate repetitive tasks and actions to streamline your processes. With monday sales CRM, you can set up trigger-based actions that automatically execute tasks, send notifications, or update data fields, saving time and reducing manual work.

• Dashboards: Build personalized dashboards that display key metrics, progress indicators, and data summaries. Visualize your CRM data in a way that makes the most sense for your team, providing quick insights and facilitating informed decision-making.

• Templates: Utilize pre-designed templates or create your own custom templates for various processes, ensuring consistency and efficiency across your CRM usage. Templates save time by providing a predefined structure for recurring tasks or projects.

• Permissions: Manage user access and permissions to ensure data security and control within CRM monday. Assign specific roles and permissions to team members, controlling who can view, edit, or delete certain information.

• Integrations: monday sales CRM integrates with numerous third-party apps and tools, allowing you to connect your CRM with other software your team uses. Seamlessly link data and workflows across different platforms for a unified experience.

• Notifications: Set up personalized notifications to stay updated on crucial events, changes, or deadlines within your CRM. Receive alerts via email, in-app notifications, or through integrations like Slack, ensuring no important updates go unnoticed.

• Reports: Generate detailed reports and analytics to gain insights into your CRM data. Customizable reporting features allow you to create reports tailored to specific metrics, enabling informed decision-making and performance tracking.

• Custom CRM Development: For more specialized needs, monday sales CRM offers options for custom development, enabling businesses to create bespoke solutions tailored precisely to their unique requirements.

How to Use monday as a CRM?

To begin using monday.com as a CRM, you will have to have an official account on the software platform. The process is very easy, quick, and smooth. It will take 5 to 10 minutes and we’re done setting up your monday.com business account. 

monday.com sign up Process

The monday.com sign up is a simple process designed to get you started swiftly. Follow these steps to begin your journey:

Step 1: Accessing the monday.com Sign Up Page: Go to the monday.com sign in page or click on ‘Get Started’ on the home page. You can find this button on the upper right corner.

Step 2: Registration Details: Here you will see two options: ‘Continue with Google’ or a box asking to enter your company’s email. Fill in this basic information and press continue. You might also need to verify your email for account activation. 

Step 3: Selecting Plan and Features: How much is monday sales CRM? Or, is monday sales CRM free? There are 5 tiers to the monday.com CRM pricing structure. Choose the plan that suits your business needs.

1. Free: $0.
2. Basic: $10 seat/ per month.
3. Standard: $14 seat/ per month.
4. Pro: $24 seat/ per month.
5. Enterprise: custom.

Just below, in this article, we will be breaking down the monday.com CRM pricing structure to help you make your decision better – How Much Is monday.com?

monday.com Login Process

The monday.com login process is also hassle-free once you’ve set up your account. Here’s what you have to do:

Step 1: Accessing the monday Login Page: Go to the monday.com Login page or click on ‘Log In’ on the upper right corner of the home page. 

Step 2: Enter Credentials: Input your registered email address and password used during the monday.com sign-up process.

Step 3: Accessing the Platform: Once logged in, you’ll be directed to the monday.com dashboard where you can start exploring the features and functionalities.

Using monday.com as a CRM for Sales Management

Using monday.com as a CRM for sales management gives a bunch of helpful tools for your business. In our monday sales CRM review, we found one standout feature is the adeptness in tracking leads, deals, and managing the monday.com sales pipeline. 

The platform offers a user-friendly interface that simplifies the process of tracking potential leads, managing ongoing deals, and overseeing the pipeline’s progression.

What Are the Top monday.com Use Cases?

monday sales CRM streamlines workflows, making it easier to track leads, manage deals, and oversee the monday.com sales pipeline. Its user-friendly interface ensures that sales teams can efficiently navigate and utilize the tools without complications.

• Ease of Lead Tracking: With simplified lead tracking, sales teams can ensure every lead is diligently followed up, preventing any potential opportunity from slipping through the cracks.
• Organized Deal Management: Managing ongoing deals becomes more structured and manageable, ensuring that each deal receives the attention it requires at various stages.
• Clear Pipeline Oversight: monday sales CRM provides a clear view of the sales pipeline, aiding in strategic planning and decision-making for present, post, and future sales endeavors.

How Much Is monday.com?

Plan	Price	Description	Key Features
Free (forever)	$0	Designed for individual use, this plan offers essential tools for personal organization and management.	Up to 3 boards, Unlimited docs, 200+ templates, 8 column types, iOS and Android apps
Basic	$8 seat/month	Ideal for small teams, this plan expands on the Free tier, offering unlimited viewers, increased storage, and priority support.	Unlimited free viewers, Unlimited items, 5GB file storage, Prioritized customer support, Dashboard based on 1 board
Standard	$10 seat/month	A popular choice for collaborative teams, this plan adds timeline views, guest access, automations, and multiple board integration.	Timeline & Gantt views, Calendar View, Guest access, Automations & Integrations (250 actions per month), Dashboard combining 5 boards
Pro	$16 seat/month	Geared towards scaling workflows, the Pro plan includes advanced features such as private boards, time tracking, and increased automation capacity.	Private boards, Chart View, Time tracking,Formula Column,Higher Automation & Integration limits, Dashboard combining 10 boards
Enterprise	Contact sales	Tailored for large organizations, the Enterprise plan offers exclusive features like enhanced security, advanced analytics, and extensive support.	Enterprise-scale automations & integrations, Multi-level permissions, Advanced reporting & analytics, Premium support, Dashboard combining 50 boards

monday Sales CRM Cons

While we have seen a diversity in the monday.com pricing structure, we should also note that the platform like all other platforms has a few drawbacks. While they are not significant, we will be discussing them in this monday sales crm review:

1. If you choose the ‘Free’ plan, there is no customer support available. You will however get access to an extensive knowledge base.
2. Similarly, the lower plans lack several other features which you may find useful further into your business journey. For instance, time tracking is available in the Enterprise plan and automations are limited to 250 times in the Standard plans. If you have a small business, then these features may fit well into your project. And when your business demands more, you can easily upgrade to Pro or Enterprise tiers.
3. Many users have found the features overwhelming, so the platform should try to add more specific tutorials.

Does monday.com Integrate With Quickbooks or Salesforce?

You can get Monday.com CRM integrations in the following departments. We have listed the main apps and tools that you will find useful in your business:

Communication

• Monday.com Gmail integration
• Monday.com Microsoft Teams integration
• Monday.com Outlook integration
• Monday.com Slack integration
• Monday.com Twilio integration
• Monday.com time tracking integration

Collaboration

• Monday.com Onedrive integration
• Monday.com Calendar integration
• Monday.com Zoom integration
• Monday.com Google Drive integration
• Monday.com Trello integration
• Monday.com Jira integration

Marketing

• Monday.com MailChimp integration
• Monday.com SurveyMonkey integration
• Monday.com Hubspot integration
• Monday.com Facebook Ads integration
• Monday.com Salesforce integration

CRM & Finance

• Monday.com Zendesk integration
• Monday.com Salesforce integration
• Monday.com Quickbooks integration
• Monday.com Aircall integration
• Monday.com Stripe integration
• Monday.com DocuSign integration
• Monday.com Netsuite integration

Development

• Monday.com GitHub integration
• Monday.com GitLab integration
• Monday.com Figma Embedded integration

Our Final Verdict

In our monday sales CRM review, it’s clear it offers solid tools for managing customer relationships. We found it quite practical and efficient, ticking the boxes for various small-mid business needs. The platform excels in customisations, simplifying tasks, streamlining workflows, and aiding in sales management.

monday sales CRM receives positive feedback in reviews, often commended for its user-friendly interface and adaptable features. While it’s not entirely free, it does offer a trial period for users to get acquainted with its functionalities. This makes it the best CRM for small businesses. However, for comprehensive access to its CRM features, opting for a paid plan might be necessary.

For those seeking a reliable CRM tool, Monday.com is worth considering. It’s a good fit for teams looking to enhance collaboration, organize sales activities, and manage leads effectively. 

If you are a small-mid business and looking for ease and customization, then CRM monday is the best CRM for project management you can opt for.

If you’re looking for a CRM for large business or a CRM for enterprise, then opt for the monday.com Pro and monday.com Enterprise plans as per your business needs.

To recap, top monday.com use cases are:

• Contact Management
• Sales Pipeline
• Post-ales Management
• Lead Management

monday sales CRM is a perfect fir for you if:

• You are a small-mid business owner.
• You want ease-of-use and customisation capabilities.
• You are looking for a sales CRM with project management tools.
• You are looking for affordability.
• You want to use third-party integrations.

So, exploring the potential of monday CRM can be a valuable step for businesses. It’s a reliable tool that simplifies CRM processes, boosts teamwork, and provides a structured approach to managing customer relationships. You can definitely benefit from its efficiency and adaptability, making it a worthwhile choice for many businesses looking to streamline their operations.

FAQs About monday Sales CRM

Q. Who owns monday.com?

Ans. The co-founders, Roy Mann and Eran Zinman, started monday.com (formerly dapulse) in 2012. They are still actively involved in the company’s operations.

Q. Is monday.com a crm?

Ans. Yes, monday.com offers monday sales CRM as its customer relationship management software. It provides tools and customizable features that can be utilized for managing customer relationships and sales processes. 

Q. Is monday sales CRM free?

Ans. Yes, monday sales CRM is free for a 14-day trial. Also, you can avail the ‘Free’ plan that costs $0 and is free forever. 

Q. How long is monday.com free trial?

Ans. monday.com offers different pricing plans, including a free trial of 14 days. The availability of specific CRM features and functionalities within these plans can vary. For comprehensive CRM capabilities, users often need to subscribe to premium plans.

Q. Is monday.com HIPAA compliant?

Ans. As of the last update, monday.com offers HIPAA compliance as an add-on feature for Enterprise users. This compliance ensures that the platform meets certain security standards required for handling sensitive healthcare-related information.