monday Sales CRM Review

Why We Chose monday sales CRM as Best CRM for Project Management

monday sale CRM’s available automations can provide your CRM software with many of the timesaving and organizational capabilities associated with a project management platform. The sales CRM also comes with the core work management platform that’s designed to run and scale any workflow. While automations are not unique to monday sales CRM, the simple trigger and action templates that work with many third-party applications make it especially easy to automate a seemingly endless list of possible tasks.

Rather than hold weekly status meetings, we found you can set up a notification to send a message via Slack once the status of a project is marked as ready for review. You could also get very granular and ensure that anytime an email is opened, one of your sales reps receives a message about it through their Slack account. The platform also offers centralized client communication that can log sent emails, maintain a record of customer interactions and make use of personalized email templates automatically to save time.

With complete email sync and tracking for Outlook and Gmail, you can get notified when a lead opens an email and log all customer-related activities. Source: monday.com

The Standard plan, which is the most popular, is a great choice for small teams that want to automate some tasks and streamline communication while the Pro and Enterprise options are better suited for larger teams that will utilize high-frequency automation actions, sales forecasting and lead scoring.

In our review, we noticed that Health Insurance Portability and Accountability Act of 1996 (HIPAA)-compliance and some security features are limited to the Enterprise plan.

Usability

monday sales CRM is in the top tier for ease of use thanks to hundreds of available templates and easy-to-use custom automations with many third-party integrations. From the template section, you can add a full CRM workflow quickly to capture leads, track sales pipelines and manage contacts using integrations with HubSpot, Gmail, Mailchimp, Facebook Ads, SurveyMonkey and Salesforce with a single click to install it all. The platform will also provide you with a list of recommended templates based on the answers you provide during the setup process so your system can launch quickly using properly constructed processes that adhere to best practices. Everything from developing a high-level marketing budget to implementing an effective visual sales pipeline can be accomplished quickly and easily through the template center and customized over time to fit your teams perfectly.

Additionally, over the past few years, monday has renovated its layout and added more features to provide a more seamless experience for customers. The company now has a new look that supports the growth and development that has happened and that’s coming in the future! Read on to learn about the changes.

monday sales CRM Features

monday sales CRM has all of the features you will need to manage the entire sales pipeline from lead to close without switching between different programs or tabs. The easy-to-use automation tools can support post-sale activities with automatic alerts for your financing team to collect 30 days after a sale. For the majority of businesses to get the most out of monday.com’s CRM platform, the Standard plan is adequate, but for larger operations, there are far more desirable features and action limits available at the Pro level. We’ve identified a few of the top features that make this CRM stand out. All monday.com products include the core work management platform to plan, organize and track your company’s work in one place.

Additionally, monday recently released new updates, such as the ability to add and customize welcome screens for WorkForms and create new contacts for your forms. This helps you manage data in one place as well as gain the necessary insights from clients and customers alike.

Automation Recipes

monday.com’s CRM stands out with incredibly easy integrations and automations that you can build based on simple if-then statements without the need for any complicated coding. For example, you can use “When a task is overdue, notify the project manager” to ensure that nothing important slips between the cracks. You can also use automation with many third-party apps, such as sending messages via Slack when a new lead is turned into a qualified lead based on specific criteria you can customize. It’s important to note that automations and integrations are measured in terms of actions. These actions become available with the Standard plan, but they’re capped at 250 per month for each type. That limitation is extended to 25,000 with the Pro plan and 250,000 with the Enterprise plan.

You can automate almost any repetitive task you can imagine to save time and stay organized. Source: monday.com

Work Management

monday.com’s work management platform is a separate, five-tier product that’s included with the sales CRM and accessible from the home dashboard. We found the most popular Standard plan is designed for collaboration across teams with workflows that feature timeline views, calendar views, Gantt views, guest access, whiteboard collaboration, five dashboards per account and a six-month activity log. Other plans add features, such as time tracking, multilevel permissions, private boards and formula columns.

Lead Scoring

Lead scoring is an Enterprise-only feature that automatically scores each of your leads based on custom criteria. The standard settings will calculate a score based on the lead contact’s job title, the company’s revenue and number of employees. We liked that you can use scoring to ensure your best-qualified leads experience the shortest wait times or receive service from your top salesperson.

Your team can identify the best opportunities for new business easily with the lead scoring feature. Source: monday.com

Template Center

A big part of what we think makes monday.com’s platform so easy to use at a high level is the template center. Everything from a complete sales pipeline to customer onboarding to new seller training is waiting to be accessed and implemented. In many cases, these templates include helpful integrations and automations that would be difficult to visualize or build from scratch without a great deal of experience using similar tools.

Even if you have an existing sales pipeline that’s worked for years, we think it’s always valuable to see how the experts at monday.com have constructed their CRM dashboards to make the best use of their available features and tools. Dozens of timesaving templates are available across 19 categories, including sales and CRM, marketing, operations and project management.

The software has dozens of robust templates that let you get started quickly with the right process in place. Source: monday.com

monday sales CRM Cost

monday sales CRM is offered through four paid plans — Basic, Standard, Pro and Enterprise — with listed prices ranging from $10 to $24 per monthly seat with an annual plan. Annual subscribers can save up to 18 percent while students and nonprofits may qualify for free or discounted access. Shoppers should note the total monthly cost with three-seat minimums for most plans. Companies purchasing more than 40 seats will need to contact sales for a custom quote. monday sales CRM is priced below many of its competitors as you can see in our Freshsales review and our review of Keap. You can try the Pro plan for free with a 14-day trial.

Pricing is not transparent for the Enterprise plan, requiring you to contact the company but that’s not uncommon for the highest-tier plans. Interested businesses should reach out to the monday.com sales team for a specialized quote.

monday sales CRM Setup

For most small businesses without thousands of active leads to migrate, setting up monday.com’s CRM is a quick and painless process that can be accomplished in a matter of hours. However, with so much room for customization, the difference between the basic setup and a fully optimized sales pipeline can be significant. As with every CRM we’ve reviewed, the setup time and effort are largely dependent on the size and complexity of the operation. Small businesses using the monday sales CRM should expect to get set up in one day, with a few weeks of fine-tuning to build the most efficient custom boards, automations and workflows.

monday.com Customer Service

All monday sales CRM plans include 24/7 customer support by email and chat, each of which we tested in our review. Enterprise subscribers receive priority support and a dedicated customer success manager who will provide tailored onboarding, extensive training hours and continued personalized support. During our guided demo, we found monday.com’s support staff to be especially knowledgeable and helpful.

The in-app CRM Learning Center has articles and videos to help you learn how to import your data from Microsoft Excel, manage your leads, connect your boards and perform other tasks to help you get the most out of the CRM’s capabilities. This section also has training modules categorized by difficulty from beginner to master as well as popular features including automations and integrations.

monday sales CRM Drawbacks

Some of the most desirable CRM features, such as automations and integrations, are limited by the number of actions per month and those limits vary by plan. Automations become available with the Standard plan, but the plan’s limit of 250 automated actions per month will keep them out of reach for all but the smallest businesses and teams. Standard plan subscribers who need more actions in a given month will need to upgrade to the Pro or Enterprise plan. You can make changes to your plan at any time and refunds are prorated for annual subscribers.

All four of the paid monday sales CRM plans require a minimum of three seats, and there’s no option to mix or match plans for different team members. 

Methodology

Our editorial team and contributing writers considered all of the major CRM software providers for review. After performing our initial research into each platform, we selected 13 of the leading CRM solutions available today for small businesses: Salesforce, monday sales CRM, Freshsales, Zoho, Oracle NetSuite, HubSpot, Pipedrive and Zendesk. After spending many hours participating in live product demos and testing each platform, we identified the best use case for 13 providers to help small business owners and managers choose the best CRM for their needs.

We’ve also taken a deeper dive with nine of our top performers, providing greater insight into the features and tools that separate these CRMs from the rest of the competition. Technically, monday sales CRM is an add-on module to the company’s work management platform that’s designed to run and scale any workflow. The platform’s easy-to-use recipe templates for automations provide you with many of the timesaving capabilities typically associated with project management software platforms.

Overall Value

We recommend monday sales CRM for …

• Businesses looking to save time with easy-to-use automations.
• Small businesses looking for basic CRM functionality in lower-tier plans.
• Any business that wants to use the same provider for project management and sales CRM services.

We don’t recommend monday sales CRM for …

• Small agencies and independent contractors who may not be able to meet monday.com’s user minimum.
• Users who don’t like working with Gantt charts or Kanban cards.
• Businesses that won’t make use of third-party integrations.