Basic CRM
15
What is monday sales CRM?
monday sales CRM is a CRM software that aims to simplify CRM operations by consolidating various work tasks into a single platform. The software is designed for sales teams, account managers, IT & Ops professionals, sales leaders, and business owners. It provides features such as email tracking, deal management, activity management, contact management, and workflow automation.
The software is customizable to fit individual sales cycles and needs, and automation streamlines repetitive processes like lead assignments and activity reminders. The platform offers integration with email and other tools to enhance client communication.
monday sales CRM provides a comprehensive overview of deals and customizable dashboards for insights into team performance. The software is recognized by users for its flexibility, intuitive interface, and ability to centralize various aspects of sales operations.
The platform is designed to streamline the entire sales process and can handle both pre- and post-sales activities within a single platform, eliminating the need for multiple disparate systems.
monday sales CRM is tailored for sales teams, managers, business owners, and onboarding teams who seek a unified platform to manage their sales activities efficiently. Users can easily tailor their CRM to their specific needs without any development help, manage multiple pipelines simultaneously, and edit deal stages with ease.
The integration of real-time communication tools further enhances client engagement, making it an all-encompassing solution for sales teams aiming to boost their productivity and sales outcomes.
Best for
FreelancersSmall BusinessMedium BusinessLarge Enterprise
Pricing
Starting at $15/month · Subscription
Standard CRM
20
Pro CRM
33
Features
73 features that make monday sales CRM stand out.
API
Activity Dashboard
Activity Tracking
Alerts/Notifications
Calendar Management
Calendar Sync
Calendar/Reminder System
Campaign Management
Collaboration Tools
Communication Management
Contact Database
Contact Management
Customer Database
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Data Import/Export
Document Management
Document Storage
Drag & Drop
Email Management
Email Marketing
Email Templates
Forecasting
Interaction Tracking
Internal Chat Integration
Lead Capture
Lead Generation
Lead Management
Lead Qualification
Lead Segmentation
Marketing Automation
Mobile Access
Opportunity Management
Performance Metrics
Pipeline Management
Quotes/Estimates
Reporting & Statistics
Sales Forecasting
Sales Pipeline Management
Sales Reports
Segmentation
Social Media Integration
Task Management
Task Scheduling
Template Management
Territory Management
Workflow Management
Proposal Management
Third Party Integrations
Search/Filter
Client Tracking
For Small Businesses
For Real Estate
Sales Onboarding & Training
Sales Trend Analysis
Presentation Tools
For AEC Industry
For Mac Devices
Donor Management
For Financial Institutions
Customer History
Deal Management
For Sales Teams/Organizations
Reminders
Meeting Management
Reporting/Analytics
CRM
Prioritization
Sales Activity Management
For Nonprofits
Projections
Pros & Cons
Pros
- Workload and Timeline BoardsUsers appreciate the Workload and Timeline boards for tracking and managing assignments. These tools offer clear visibility into project statuses and deadlines with user-friendly interfaces.
- Data Visualisation and ReportingMonday CRM’s data visualization is highly regarded. It includes Kanban, Files, Gantt, and Cards views, enabling effective tracking of key performance indicators and workload management.
- Full-Cycle Lead ManagementIt effectively manages the entire customer journey, from lead generation to post-sale activities, and allows for custom dashboard creation and automated workflows.
- Customisable Sales WorkspaceThe customization options are a strong point, allowing businesses to tailor the CRM to their needs with features like color-coded labels, custom widgets, and lead scoring.
- IntegrationsMonday CRM offers a broad range of integrations with popular business software like Slack, Gmail, HubSpot, and more, enhancing its functionality and ease of use.
- Team CollaborationThe CRM supports team collaboration with features like shared boards, customizable dashboards, and mobile app access, which benefits companies with remote work plans.
Cons
- Customer SupportThe platform seems to lack available live customer support options, like live chat or direct phone support, which can be a drawback for users requiring immediate assistance.
- Learning Curve for Automation WorkflowsSetting up automated workflows in Monday CRM requires a basic understanding of formulas, which might be challenging for some users preferring simpler, drag-and-drop functionality.
- Limited Compared to Some AlternativesWhile Monday CRM is highly customizable and user-friendly, some reviews suggest that alternatives like Zoho CRM and Freshsales Suite might offer more features, especially in sales, service, and marketing, and have better support options.
monday sales CRM alternatives
Tools buyers consider alongside monday sales CRM.
No alternatives listed yet.
Frequently asked questions
Is monday sales CRM free to use?
monday sales CRM does not currently offer a free tier or free trial. Pricing starts at $15 and depends on the plan you choose.
How much does monday sales CRM cost?
monday sales CRM starts at $15/month. Higher tiers add seat capacity, automation, integrations and enterprise-grade controls.
What does monday sales CRM integrate with?
monday sales CRM integrates with popular tools such as Google Drive, Slack, Gmail, Dropbox, MailChimp, plus an open API for custom workflows.
Who is monday sales CRM best suited for?
monday sales CRM is built for teams who need to standardise the workflow it covers — typically growing companies who have outgrown spreadsheets but don't yet need enterprise-grade procurement suites. The exact fit depends on company size, deal volume and compliance requirements.
How long does it take to onboard monday sales CRM?
Most teams are live on monday sales CRM within 2–6 weeks. Simpler implementations (small teams, default workflows) can be done in days; large enterprise rollouts with custom approval chains and ERP integration take longer.
About the authors
Rashi AroraWriter
Rashi Arora is currently working as a Project Manager at Aventra Group. Prior to this, she was a Product Owner at Broadcom. Rashi has gained expertise by managing renewals on Salesforce CPQ and improving the Renewal Admin Portal. Her strategic involvement in transitioning customer experiences from perpetual to SaaS models highlights her ability to modernize business operations. Rashi’s academic background from the prestigious International Institute of Information Technology Bangalore, coupled with her training from Product School, forms a strong foundation for her career. She effectively comb
LinkedIn ↗
Ana Maria StanciucEditor
Ana Maria Stanciuc is a highly skilled writer and content strategist with 10+ years of experience. She has experience in technical and creative writing across a variety of industries. With a background in journalism, her expertise goes beyond writing, as she brings a unique combination of creative storytelling and technical accuracy to her work. She is currently the Head of Content at Tekpon and the Editor in Chief for Tekpon Magazine. In her current role, she leverages her extensive writing experience and strategic insight to produce valuable content. Ana-Maria specializes in reviewing and cu
LinkedIn ↗monday sales CRM vs. Similar Products
Build your own comparison →Select up to 3 software, to enable Comparison
Read more about monday sales CRM
Editorial deep dives and how-to guides covering this tool and its category.
Industry Insights
Customer Segmentation Using AI: Smarter Insights, Better Results
AI-driven segmentation lets you discover the real clusters in behaviour, intent and value — and act on them weekly rather than once a quarter.
Industry Insights
Best ecommerce personalization software in 2026
Ecommerce personalization software uses behavioral data and AI to tailor every part of the shopping journey, from product recommendations and search results to email and push notifications. The best platforms in 2026 combine real-time personalization, omnichannel orchestration, a
Industry Insights
Best Accounting Software for Freelancers 2026
The best accounting software for freelancers and self-employed professionals in 2026. Compare FreshBooks, Wave, Bonsai, and 7 more on Tekpon.
Guides
The 9 Best AI Sales Assistants in 2026
Compare the 9 best AI sales assistants in 2026: features, pricing, and best-fit scenarios for solopreneurs, SMB sales teams & European prospecting.
Browse related categories
Other directories where this product (and its competitors) live.
CRM Software
Customers are at the core of any business. To manage them, you need to have a centralized system that focuses on tasks related to customers. This is where Customer Relationship Management(CRM) comes in. It is a software system specializing in customer management and their relationship with your business. Using it, you can track all customer communication and nurture relationships with them, building trust and loyalty to the brand.
Education Software
Education software refers to various computer programs and applications designed to facilitate learning and administrative functions in educational settings. It differs from general software since it is tailored to meet the unique demands of academic environments.
Live Chat Software
The fundamental key to any business’s success relies on the qualitative customer services they offer. Customers rely on products or services and get influenced by the support you offer. So when it comes to your business, you must find ways to foster your relationship with your customers. Offering good and all-time support can help you prosper and scale your customer base.
Web Scraping Software
Web scraping software is a tool used to automatically extract data from websites. This data, which can range from emails and contact information to product descriptions and prices, is then converted into a structured format such as a database or spreadsheet. The software employs various techniques, including pattern recognition and text analytics, to process the unstructured data found on web pages.
Compliance Software
Compliance software is a category of business tools designed to help organizations meet regulatory requirements, manage internal policies, and reduce the risk of violations across legal, financial, and operational domains. These platforms automate tasks like policy tracking, audit preparation, risk assessment, and evidence collection – replacing manual spreadsheets and ad hoc processes that leave gaps in coverage.
Accounts Payable Automation Software
Accounts payable automation software replaces the manual steps involved in processing invoices, routing approvals, and executing payments with digital workflows. Instead of paper invoices moving between desks, AP automation captures invoice data electronically, matches it against purchase orders and receipts, routes it through pre-configured approval chains, and schedules payment – often without human intervention for routine transactions.