monday CRM is a customer relationship management (CRM) software that helps you organize and manage your sales pipeline effectively. It’s ideal for small to medium-sized businesses and teams in industries like tech startups and creative agencies, where collaboration and flexibility are key. monday sales CRM offers your team a streamlined way to track sales efforts and foster strong customer relationships, enhancing your ability to close deals efficiently.
monday CRM Evaluation Summary
- From $12/user/month (billed annually)
- Free trial available
Por Qué Confiar en Nuestras Reseñas de Software
Hemos estado probando y revisando software RevOps desde 2022. Como líderes en RevOps, sabemos lo crítico y difícil que es tomar la decisión correcta al seleccionar software. Invertimos en una investigación profunda para ayudar a nuestra audiencia a tomar mejores decisiones de compra de software. Hemos probado más de 2.000 herramientas para diferentes casos de uso de RevOps y escrito más de 1.000 reseñas de software exhaustivas. Conozca cómo mantenemos la transparencia y nuestra metodología de evaluación de software.
monday CRM Overview
monday CRM is a customer relationship management (CRM) software that helps you organize and manage your sales pipeline effectively. It’s ideal for small to medium-sized businesses and teams in industries like tech startups and creative agencies, where collaboration and flexibility are key. monday sales CRM offers your team a streamlined way to track sales efforts and foster strong customer relationships, enhancing your ability to close deals efficiently.
pros
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You can easily create automations without any coding.
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Its integrated proofing feature lets you add comments to files.
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You can create forms that live within your project as a view.
cons
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The Gantt view isn't useful for building projects.
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Subtask columns don't replicate task structure, needing extra customization.
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Training videos use the old UI, which can confuse new users.
Is monday CRM Right For Your Needs?
Who Would be a Good Fit for monday CRM?
If you’re part of a small to medium-sized business or a creative team, monday sales CRM could be an excellent fit for you. Its flexible project management tools and customizable workflows make it ideal for tech startups and marketing agencies needing collaboration and adaptability. You can automate repetitive tasks and manage your sales pipeline effectively, which is especially beneficial for teams that prioritize efficiency and seamless communication.
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Tech Startups
monday sales CRM is perfect for tech startups needing agile workflows and automation.
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Marketing Agencies
Your agency will benefit from its collaborative tools and proofing features for client work.
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Small Businesses
If you’re a small business, you’ll find its ease of use and customization options invaluable.
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Project Managers
You can streamline tasks and track progress easily with monday sales CRM’s visual tools.
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Sales Teams
It helps your team manage leads and sales pipelines with integrated tracking features.
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Creative Teams
Your team can collaborate effectively using its integrated comments and file sharing.
Who Would be a Bad Fit for monday CRM?
If you’re part of a large enterprise with complex needs, monday sales CRM might not suit you well. Its functionality can be limited for massive data volumes and intricate reporting requirements. Manufacturing companies requiring detailed, customizable Gantt charts could find its project management features lacking. Teams relying heavily on in-depth training resources may struggle with outdated onboarding materials.
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Large Enterprises
Complex workflows and massive data handling might strain monday sales CRM’s capabilities.
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Manufacturing Companies
You’ll find its Gantt charts not detailed enough for intricate production schedules.
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Finance Departments
Detailed reporting needs may not be fully supported by monday sales CRM’s features.
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Legal Firms
The lack of advanced document management could hinder your casework.
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Education Institutions
Its features may not cater to the specific needs of academic administration.
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Healthcare Organizations
Regulatory compliance and patient data management might be challenging with this CRM.
Cómo Probamos y Evaluamos Herramientas
Hemos pasado años construyendo, refinando y mejorando nuestro sistema de pruebas y evaluación de software. La rúbrica está diseñada para capturar las complejidades de la selección de software y lo que hace que una herramienta sea efectiva, centrándose en aspectos críticos del proceso de toma de decisiones. A continuación, puede ver exactamente cómo funcionan nuestras pruebas y evaluación a través de siete criterios. Esto nos permite ofrecer una evaluación imparcial del software basada en la funcionalidad principal, características destacadas, facilidad de uso, incorporación, soporte al cliente, integraciones, opiniones de los clientes y relación calidad-precio.
Funcionalidad Principal (25% de la puntuación final)
El punto de partida de nuestra evaluación es siempre la funcionalidad principal de la herramienta. ¿Tiene las características y funciones básicas que un usuario esperaría ver? ¿Alguna de esas funciones principales está restringida a planes de precios superiores? En esencia, esperamos que una herramienta cumpla con las capacidades básicas de sus competidores.
Características Destacadas (25% de la puntuación final)
A continuación, evaluamos características poco comunes que van más allá de la funcionalidad principal que suelen ofrecer herramientas similares. Una puntuación alta refleja funciones especializadas o únicas que hacen que el producto sea más rápido, eficiente o aporte un valor adicional al usuario. También evaluamos lo fácil que es integrar la herramienta con las demás del stack tecnológico para ampliar la utilidad y el alcance del software. Las herramientas que ofrecen integraciones nativas, conexiones de terceros y acceso API para crear integraciones personalizadas reciben las mejores puntuaciones.
Facilidad de Uso (10% de la puntuación final)
Consideramos qué tan rápido y fácil es realizar las tareas definidas en la funcionalidad principal usando la herramienta. El software que obtiene una alta puntuación está bien diseñado, es intuitivo de usar, ofrece aplicaciones móviles, proporciona plantillas y hace que tareas relativamente complejas parezcan sencillas.
Incorporación (10% de la puntuación final)
Sabemos lo importante que es la rápida adopción por parte del equipo de una nueva plataforma, por lo que evaluamos lo fácil que es aprender y utilizar una herramienta con una formación mínima. Evaluamos qué tan rápido un miembro del equipo puede configurarse y empezar a usar la herramienta sin experiencia previa. Las soluciones con puntuación alta indican que se requiere poco o ningún soporte.
Soporte al Cliente (10% de la puntuación final)
Revisamos cuán rápido y sencillo es encontrar ayuda y resolver problemas a través de teléfono, chat en vivo o base de conocimientos. Las herramientas y compañías que brindan soporte en tiempo real obtienen las mejores puntuaciones, mientras que los chatbots reciben las peores.
Opiniones de Clientes (10% de la puntuación final)
Además de nuestras propias pruebas y evaluaciones, consideramos el puntaje neto de promotores de los clientes actuales y anteriores. Revisamos su probabilidad, si tuvieran la opción, de volver a elegir la herramienta para la funcionalidad principal. Un software con puntuación alta refleja un puntaje neto de promotores elevado por parte de clientes actuales o anteriores.
Relación Calidad-Precio (10% de la puntuación final)
Por último, considerando todos los demás criterios, revisamos el precio promedio de los planes de nivel inicial frente a las funciones principales y consideramos el valor de los otros criterios de evaluación. El software que ofrece más, por menos, obtendrá una puntuación más alta.
Core Features
Contact Management: You get a central place to store all your contacts with details, communication histories, and linked deals. You can import them from Excel or auto-create contacts from your emails, so your team always has a clean, up-to-date list.
Lead Capturing and Pipeline Tracking: You can collect leads via forms or imports, track them through custom stages, and move deals with drag‑and‑drop. You see your entire sales funnel and can quickly spot where deals stall.
Email Sync and Tracking: You sync Gmail or Outlook to centralize email conversations, send bulk or templated emails, and get alerts when leads open or click. That way, you reach out at the right time and don’t miss follow‑up chances.
Automations: You set up no‑code rules that automate manual tasks like updating deal stages, sending reminders, or logging emails. It saves hours and keeps work consistent without extra effort.
Dashboards and Sales Forecasting: You get customizable dashboards that show pipeline status, team performance, and revenue forecasts by month or rep. These visuals help you spot trends and hit targets more reliably.
Activity Tracking And Team Goals: You track calls, meetings, and emails in one feed and monitor reps’ activity and quota progress. It gives you a clear picture of who’s doing what and where coaching might help.
Standout Features
Quotes & Invoices: You can create, customize, send, and track quotes and invoices right within your CRM, pulling data from your contacts and deals. That means you skip back and forth between apps and speed up getting paid.
Sequences: You build multi‑step engagement flows (like email campaigns, reminders, task updates) that guide leads through your funnel automatically. You keep prospects moving without missing a beat or manually nudging them.
Ease of Use
Monday CRM offers a user-friendly interface that helps your team get up to speed quickly, though some users find the multitude of features a bit overwhelming. Its drag-and-drop functionality and visual dashboards make task management intuitive. However, if your team prefers simplicity, the extensive capabilities might require a learning curve. The platform's customization options provide flexibility, but you might need time to explore and configure them to best suit your workflow.
Onboarding
Monday CRM provides a smooth onboarding experience with clear tutorials and a user-friendly setup process that helps your team get started quickly. The platform offers a range of resources, including webinars and a knowledge base, to support new users. Its step-by-step guides and personalized onboarding sessions ensure you find value quickly. However, the depth of features might require some exploration to fully utilize, but the available support makes this manageable.
Customer Support
Monday CRM offers robust customer support with multiple channels like live chat, email, and an extensive help center to assist your team. Users appreciate the prompt and knowledgeable responses they receive from the support team. The availability of 24/7 support ensures you get help whenever needed. Additionally, the platform's comprehensive documentation and community forums provide valuable insights and solutions, helping you resolve issues efficiently and keep your projects on track. Monday CRM integrates natively with Slack, Google Drive, Microsoft Teams, Zoom, Trello, Dropbox, HubSpot, Shopify, LinkedIn, and Outlook.
Monday CRM also offers an API and connects with third-party integration tools like Zapier.
Value for Money
monday CRM pricing offers strong value, especially if your team wants something easy to use without sacrificing flexibility. Although there is no free plan, monday CRM does offer a 14-day free trial.
You get a lot at the lower tiers, including automation and reporting tools that work well for small to midsize teams. Higher plans add more control, but smaller teams won’t need Enterprise to get full use out of it.
- Basic Plan: Contact management, boards, and limited automations
- Standard Plan: Activity tracking, custom pipelines, and calendar view
- Pro Plan: Sales forecasting, advanced reporting, and higher automation limits
- Enterprise Plan: Admin controls, multi-level permissions, and enterprise-grade security features
New Product Updates from monday CRM
monday CRM Adds Meta Conversions API Integration
monday CRM has added an easier way to connect Meta Conversions API so you can sync lead status back to Meta. This helps you improve targeting and conversion performance with minimal setup effort. Highlights include:
- Meta Conversions API Integration: Connect monday CRM with Meta to share lead status updates automatically.
- Lead Status Sync: Send CRM lead status changes back to Meta to improve campaign targeting and conversion tracking.
- Automation Recipe: Configure the integration quickly using the new built-in Meta automation recipe.
Visit monday CRM's official site for more details.
for more details.
monday CRM Introduces Activity Tracker Widget
monday CRM introduces an Activity Tracker widget that provides real-time insights into activities such as emails sent and tasks completed. This improves visibility and enables users to filter data by person, deal, or account for better performance tracking. Highlights include:
- Real-Time Visibility: Users can view their activities in real time, enabling them to quickly assess and respond to current demands.
- Comprehensive Tracking: It allows tracking the number of activities completed and emails sent, ensuring all actions are accounted for.
- Advanced Filters: Users can filter activities by categories such as person, deal, or account, enabling precise performance metrics.
Visit monday CRM's official site for more details.
monday CRM Specs
- 2-Factor Authentication
- API
- Calendar Management
- Call Tracking
- Campaign Management
- Click-to-Dial
- Contact Management
- Contact Sharing
- Custom Data Forms
- Customer Management
- Dashboard
- Data Export
- Data Import
- Data Visualization
- Email Integration
- External Integrations
- File Sharing
- File Transfer
- Google Apps Integration
- Lead Management
- Lead Scoring
- Marketing Automation
- Mobile App
- Multi-User
- Notifications
- Pipeline Management
- Sales Automation
- Scheduling
- Social-Media Integration
- Task Scheduling/Tracking
- Third-Party Plugins/Add-Ons
5 formas en que monday CRM es diferente al CRM que tu equipo detesta
monday CRM FAQs
How does monday sales CRM handle data security and compliance?
Can I customize monday sales CRM to fit my team’s workflow?
Is it easy to migrate our existing data to monday sales CRM?
How can monday sales CRM improve our team’s productivity?
What kind of support does monday sales CRM offer to users?
Can monday sales CRM help us track sales performance effectively?
How does monday sales CRM handle user permissions and access control?
Is training available for new users of monday sales CRM?
monday CRM Company Overview & History
Monday.com, initially named daPulse, was founded in 2012 by Roy Mann and Eran Zinman as an internal tool at Wix.com. Recognizing its potential, they spun it off as a separate company. After launching commercially in 2014, they rebranded to monday.com in 2017. The company evolved from a team management tool into a work operating system, and now offers CRM capabilities through its platform.