monday CRM : Full Review, Testing, and Presentation (2024)

What is Monday Sales CRM?

Monday Sales CRM is much more than just customer relationship management software.

It is a real all-in-one platform offered by Monday, fully customizable and No code, designed to revolutionize the way SMEs manage sales and interact with customers.

Thanks to its advanced features, Monday Sales CRM allows you to centralize all the key processes in the sales cycle:

• Lead capture and qualification
• Management of contacts, customer relationships and accounts
• Opportunity and pipeline monitoring
• Collaboration between sales teams
• Automating tasks and workflows

All in an intuitive interface, accessible from any device.

But the real strength of Monday Sales CRM is its limitless flexibility.

With monday.com's API and third-party integrations, you can connect your CRM software to all your business tools and create an ecosystem that is perfectly adapted to your processes.

It is this modularity that makes Monday Sales CRM the ideal partner for growing businesses.

Whether you have a team of 5 or 500 salespeople, whether you sell BtoB services or BtoC products, Monday Sales CRM will know how to adapt to your specific challenges.

Its “building blocks” approach allows you to create the CRM of your dreams, without a line of code.

Features

1. Centralization and Qualification of Leads

Monday Sales CRM offers advanced features to effectively centralize and qualify leads.

Thanks to the automation of scoring, each new lead can be instantly qualified according to predefined rules. No more wasting time sorting leads manually!

Lead segmentation is also a strong point of this system. You can categorize your leads into categories and sub-categories for optimal granularity and ensure that everyone gets the right message at the right time.

Finally, customizing scoring models allows you to accurately reflect your business priorities. As each company is unique, it is crucial to be able to finely adjust its qualification criteria.

2. Account Management and Contacts

With Monday Sales CRM, you have a complete 360° view of every activity in your customer accounts.

All key information is centralized in one place: contact details, history of interactions, contracts, current opportunities, support tickets...

Custom fields can be added to track data specific to your business.

You thus have a detailed understanding of the needs of each account. The segmentation of your customer base is facilitated by advanced tag and filter tools.

In a few clicks, you create dynamic lists according to various criteria (size, industry, potential...) to best target your commercial and marketing actions.

3. Sales Transactions and Pipelines Management

Monitoring your sales pipeline in real time is a breeze with Monday Sales CRM.

Visualization in Kanban mode gives you an overview of the progress of each deal in its space.

You can create multiple, customized pipelines to reflect your different products or business types. Each team member knows exactly what they need to do and what deadlines they need to meet.

Customizable reports allow you to monitor your performance on all key indicators: conversion rate, deal speed... You quickly identify your strengths and areas for improvement.

4. Task and Workflow Management

Monday Sales CRM stands out for its advanced features of task management and process automation.

You can create custom workflows that reflect your business processes and standardize actions at each stage of sales.

Many tasks can be automated: sending follow-up emails, generating quotes, signatures, updating statuses, assigning tasks...

This is all time saved for your salespeople, who can focus on customer relationships. Monitoring progress and workload is also facilitated.

Everyone knows what they have to do and managers have visibility on the activity of their team.

5. Integrations

Monday Sales CRM centralizes your work tools thanks to a large catalog of integrations: calendar, emails, contact forms, project management, video, electronic signature...

Your CRM becomes the nerve center of your commercial ecosystem.

These integrations allow for bi-directional data synchronization. Each interaction is automatically reported in the customer file and you can trigger actions from your CRM.

The open API and the app marketplace even allow you to build custom integrations if necessary. Your CRM adapts to your specific needs and interconnects with the rest of your IS.

6. Customizable dashboards

Monday Sales CRM's fully customizable dashboards give you 360° visibility into your sales activity.

You combine the widgets that are useful to you: pipeline monitoring, individual and collective performance, conversion rate... All the key indicators are at your fingertips to make the right decisions. The big plus of the tool is the possibility of creating views adapted to each user profile, from the field sales representative to the sales manager. Everyone has access to the level of information they need.

7. Automations

Monday Sales CRM stands out for its automation power that is accessible to everyone, without a line of code.

You can transform the time-consuming chores of your salespeople into automated actions: entering reports, updating statuses, sending follow-up emails... Each process can be visually modeled with conditions, triggers and actions.

From simple scenarios to complex, interconnected workflows, anything is possible.

This is as much commercial time freed up to devote to tasks with high added value. And a way to standardize your processes for more fluidity and consistency.

8. API and Third-Party Integration Support

For specific needs or interconnection with internal tools, Monday Sales CRM offers advanced API support.

You can build custom integrations to synchronize your data with your ERP, connect a customer portal, trigger actions in the CRM from your business apps, add advanced reporting functions...

With over 200 endpoints, the possibilities are almost endless.

Your CRM becomes a connected hub at the heart of your IS.

A dedicated test environment (sandbox) is even proposed to experiment peacefully before deploying to production.

Rates

monday sales CRM is a flexible project management platform offering various subscription plans tailored to user needs. Here is an overview of the proposed plans:

• Free plan (2 users)
• Basic plan: $8/user/month
• Standard plan: $10/user/month
• Pro plan: $16/user/month

With these plans, Monday offers a range of options to help teams of all sizes manage their work more effectively.

Alternatives to monday Sales CRM

1. PipeDrive

Features

• Visual pipeline interface for sales management.
• Follow-up of communications with email and call integrations.
• Automations to simplify sales processes.
• Customized reports and sales data analysis.
• Integration with numerous third party applications via PipeDrive Marketplace.

Rates

• Essential: €14.90 per user/month with basic pipeline management.
• Advanced: €24.90 per user/month with sales automation.
• Professional: €49.90 per user/month with advanced features and reports.
• Enterprise: €99 per user/month with maximum support and security.

Critical review

PipeDrive is known for its visual sales pipeline interface and activity-centric approach, making it appealing to action-oriented sales teams.

The ease of use and deep integrations make PipeDrive a great choice for SMBs, although it may be less suitable for organizations that require a commercial management software with broader capabilities outside of sales management.

2. Freshsales

Features

• Management of leads, contacts, accounts, and opportunities.
• Artificial intelligence for lead scoring and action suggestions.
• Automating sales workflows.
• Integrated email marketing and user behavior tracking.
• Detailed sales performance analyses and reports.

Rates

• Free: Free with basic CRM features.
• Growth: €15 per user/month for sales automation and email follow-up.
• Pro: €39 per user/month for advanced reports and artificial intelligence.
• Enterprise: €69 per user/month with advanced forecasting and customization features.

Critical review

Freshsales, with its all-in-one CRM, offers a complete sales management experience, including email marketing and artificial intelligence features for lead scoring.

It's a great solution for customers looking for a feature-rich CRM at a reasonable cost. The free version is a good starting point for small businesses, while the higher plans offer advanced features for growing businesses.

3. Zoho CRM

Features

• Management of leads, contacts, accounts, and opportunities.
• Automating sales, marketing, and support processes.
• Customizable sales dashboards and analytics.
• Integration with Zoho applications and other third party tools.
• Capabilities of artificial intelligence for decision making and trend prediction.

Rates

• Standard: €14 per user/month with basic reports and forecasts.
• Professional: 23€ per user/month with process automation and email follow-up.
• Enterprise: €40 per user/month for ordering and inventory features.
• Ultimate: €52 per user/month with advanced BI and artificial intelligence features.

Critical review

Zoho CRM is a versatile solution suitable for a wide range of businesses, from startups to large enterprises, due to its flexibility and ecosystem of integrated applications. It stands out for offering advanced features, especially when it comes to AI, which can offer a significant advantage to data-driven sales teams.

Customer service

Monday Sales CRM customer service is designed to offer comprehensive support to its users. With a comprehensive knowledge base, users have access to a wealth of resources, such as articles, video tutorials, and even forums for the most common questions.

For those looking for more direct help, email support is available 24/7, ensuring a quick response to any specific request.

For more in-depth training, Monday Sales CRM offers live webinars, allowing users to get up to speed with the tool and learn how to get the most out of it. These interactive sessions are an opportunity to get personalized answers from trainers.

Finally, for those who prefer self-learning at their own pace, Monday's YouTube channel offers a series of instructional videos that cover basic features through to advanced tips.

As a result, monday Sales CRM provides a range of support options to support its users in all phases of their experience, from self-learning to personalized support.

FAQs

What is Monday Sales CRM and how can it help my business?

A visual CRM that centralizes customer interactions and automates sales processes, improving lead management and sales tracking to increase productivity.

How do integrations work with Monday Sales CRM?

With over 200 integrations available, monday Sales CRM easily syncs with tools like Slack and Mailchimp, simplifying workflows and centralizing information without the need for code.

What are the pros and cons of Monday Sales CRM?

Monday Sales CRM shines with its user-friendly interface and customizable charts, but its pricing can be complex and it sometimes lacks in-depth marketing automation features. Although flexible, the configuration requires an investment of time.

Final opinion

Monday Sales CRM shines with its ability to integrate every stage of the sales cycle in one place. This flexible and customizable tool, supported by robust API support, adapts to different types of businesses, enriching their technological ecosystem.

We particularly appreciate the flexibility of the tool, which adapts to a wide variety of processes and organizations.

Whether you are a startup, an SME or a large group, you will find in Monday Sales CRM an ally to structure and optimize your commercial activity.

Despite some limitations and an initial learning curve, its impact on commercial efficiency makes it a solid choice for any business that wants to optimize its customer management.