Monday CRM lets you design your own sales workflows, automate tasks, and stay on top of deals with ease. While some initial setup is needed to customize it to your team’s flow, it’s perfect for businesses that want full flexibility and cross-team alignment without compromising on structure.
Monday CRM Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is Monday CRM?
Monday CRM is a fully adaptable platform that lets sales teams build custom workflows, set up automated tasks, and manage client relationships from first contact to close. With options to tailor pipelines, sync emails, and monitor performance through detailed dashboards, it supports every stage of the customer journey.
Instead of offering a fixed set of processes, it empowers users to create their own sales structure, combine task management with CRM functions, and maintain full control over data and collaboration tools.
Monday CRM Pricing
The vendor offers a range of Monday CRM price plans to suit different business needs, including:
- Basic — $15/seat/month
- Standard — $20/seat/month
- Pro — $33/seat/month
- Enterprise – Custom pricing
Disclaimer: The pricing is subject to change.
Monday CRM Integrations
The software supports integration with multiple systems and platforms, such as:
- QuickBooks
- Mailchimp
- Calendly Events
- Microsoft 365
- PhoneBurner
Who Is Monday CRM For?
Monday CRM is ideal for a wide range of industries and sectors, including:
- Retail
- Healthcare
- Construction
- Finance
Is Monday CRM Right For You?
If your sales process involves coordinating with marketing, project teams, or post-sale follow-ups, Monday CRM helps keep everything connected. It’s ideal for tracking cross-department deals, managing client handoffs, or adapting workflows as your business grows. Whether you’re handling multi-step sales cycles, expanding into new markets, or balancing direct clients with partner relationships, Monday CRM keeps collaboration smooth and processes in sync.
Still doubtful if Monday CRM is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Monday CRM Features
This feature streamlines access to key business metrics, enabling teams to monitor performance and make data-driven decisions. Customizable reports simplify the analysis of sales trends, deal progress, and team activities. It helps businesses identify opportunities, forecast outcomes, and optimize sales strategies with minimal effort.
See How It WorksSales teams can use this feature to centralize all customer and sales data in one place, enhancing visibility and control. It supports easy import of existing leads, contacts, and accounts from Excel or via API connections. Duplicate data management is streamlined with automatic alerts and merge options for overlapping leads and contacts.
See How It WorksBusinesses can efficiently manage leads by automating follow-ups and streamlining outreach efforts. This feature accelerates deal progress with automated email sequences and task reminders for lead nurturing and client follow-up. For broader outreach, mass email features allow personalized communication with multiple leads simultaneously.
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