Monday CRM

Monday CRM

11 Review(s)

Overview

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.

Overall Rating

Based on 11 users reviews

4.5

Rating Distribution

Positive

91%

Neutral

9%

Negative

0%

Starting Price
Custom

Monday CRM Specifications

Contact Management

Lead Management

Opportunity Management

Sales Forecasting

View All Specifications

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
The first three plans are available with a free trial. These plans are billed annually. Contact us to get a personalized Monday CRM pricing quote for your business today!

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
Watch the Monday CRM demo to learn more about its integration arrangements.

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 Works

Sales 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 Works

Businesses 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.

See How It Works

Pros And Cons of Monday CRM

Pros

  • Supports flexible workflow customization for varied sales processes

  • Automates routine tasks like status updates and notifications

  • Links CRM with project management for seamless pipeline tracking

Cons

  • Automation cap limits high-volume process scaling on ‘Pro’ plan

  • Email tracking lacks advanced outreach and engagement tools

Monday CRM Reviews

Total 11 reviews

4.5

All reviews are from verified customers

Rating Distribution

5

Stars

55%

4

Stars

36%

3

Stars

9%

2

Stars

0%

1

Stars

0%

Share your experience

AS

Aravindan S.

Small-Business, 11-50 employees

5.0
December 2024

Great CRM with user-friendly features

Pros

I was surprised by how easy it was to set up this CRM. Importing our Excel data went smoothly and configuring automations and integrations was a simple process. After the import, connecting Outlook for email management was as easy as it could get. Ilove how now we can track all our conversations from one interface without hopping between different platforms.

Cons

The mass email feature I need is locked behind the pro plan, which costs way more than similar CRMs out there.

Rating Distribution

Ease of use

9

Value for money

10

Customer Support

8

Functionality

10

AS

Arthur S.

Mid-Market, 51-100 employees

5.0
December 2024

Outstanding ERP and CRM Solution

Pros

I'm a huge fan of systems that make life easier rather than complicate things. I discovered this platform in 2023 when we were struggling with data organization and process management. After implementing and developing all our boards, our company reached an extraordinary new level and its now an essential part of our daily operations. Customer support has been fantastic, always available to resolve any questions or issues. The integration with other software is amazing and very easy to set up.

Cons

A few downsides I've noticed are that certain tools take way too long to arrive on the platform like the sales funnel feature took literally forever to get implemented. Plus there are still some bugs floating around that need fixing.

Rating Distribution

Ease of use

10

Value for money

9

Customer Support

9

Functionality

10

RB

Robert B.

Small-Business, 11-50 employees

3.0
December 2024

Great potential but needs work

Pros

The interface looks fantastic and works really well visually. I appreciate how customizable everything is.

Cons

Some basic CRM features that ideally work out of the box either need custom development or just aren't working at all. The calendar integration is the worst offender when I have a meeting with for eg "John Smith" on my calendar, it should automatically link to his contact record since his email is on the invite and create an activity entry. Instead, it just pulls in the event as a standalone item without making any connections. If they could sort out this issue and a few others like it, this could be a really solid CRM solution.

Rating Distribution

Ease of use

8

Value for money

6

Customer Support

5

Functionality

6

Frequently Asked Questions

Yes, it does have a mobile app for both iOS and Android.

The vendor offers 24/7 support via chat, phone, community forum, and expert assistance.

The vendor offers Basic ($15/user/month), Standard ($20/user/month), Pro ($33/user/month), and Enterprise (custom pricing) all with a free trial. Contact us for a tailored Monday CRM cost estimate.

Monday CRM software integrates with platforms like QuickBooks, Mailchimp, Calendly and many more.

Yes, it does offer API access.

Business across various industries and sectors such as retail, healthcare, construction, and finance, benefit from Monday CRM features.

It supports 13 languages including, English, German, Japanese.