monday CRM Features & Capabilities

monday CRM

Salesforce Sales Cloud

SurveyMonkey

Built on top of monday.com Work OS, monday CRM is a no-code, customizable solution that empowers managers and sales teams to take control of the entire sales cycle, from lead capturing and sales pipeline management to post-sales management such as client projects and client onboarding, all on one centralized platform. monday CRM is an ideal solution for small to medium-sized businesses, it is also a perfect match for small business owners, sales managers and teams.

Activity Dashboard

Activity Tracking

Alerts/Notifications

Appointment Management

Calendar Management

Calendar Sync

Calendar/Reminder System

Campaign Management

Client Tracking

Collaboration Tools

Communication Management

Contact Database

Contact Management

Customer Database

Customer Engagement

Customer History

Customizable Fields

Customizable Reports

Customizable Templates

Dashboard

Data Import/Export

Data Security

Deal Management

Document Management

Document Storage

Donor Management

Drag & Drop

Email Management

Email Marketing

Email Templates

For AEC Industry

For Financial Institutions

For Healthcare

For Mac Devices

For Nonprofits

For Real Estate

For Sales Teams/Organizations

For Small Businesses

Forecasting

Interaction Tracking

Internal Chat Integration

Lead Capture

Lead Generation

Lead Management

Lead Qualification

Lead Segmentation

Marketing Automation

Meeting Management

Mobile Access

Multi-Channel Communication

Onboarding

Opportunity Management

Performance Management

Performance Metrics

Pipeline Management

Prioritization

Quotes/Estimates

Reminders

Reporting & Statistics

Reporting/Analytics

Sales Activity Management

Sales Forecasting

Sales Onboarding & Training

Sales Pipeline Management

Sales Reports

Sales Trend Analysis

Search/Filter

Segmentation

Social Media Integration

Task Management

Task Scheduling

Template Management

Territory Management

Third-Party Integrations

Usage Tracking/Analytics

Workflow Management

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Copper

We are using Monday.com for our internal strategy work. We use Basecamp for project management for our clients but Monday is a better fit for internal-only work.

Monday.com is a Great Tool for Several Needs

Our sales reporting have become easier since we used monday.com sales crm! Our [sensitive content hidden] loved it 

I love using monday Sales CRM! 

It could be great if email tracking was a reliable feature

Hi there, thanks so much for taking the time to leave a review. We'll be sure to forward your feedback to all relevant teams.

Monday allowed us to input all useful data into one software. I am so grateful for it!

So Convenient

I have used Monday with two startups and one enterprise role now and it's basically our business or customer operating system. Sort of can't live without it at this point.

Nothing Really Like Monday.com

User friendly, great for task management and viewing large quantities of data

Overall, I love Monday. I use it every day for my business to manage clients and projects. I have enjoyed using it so much that it has become a service that I now provide to my customers.

A Sales CRM that is as bespoke as it can get without paying for a custom system of your own.

Great system - need a tool like this to run the business day to day. 

Monday.com Review 

Helpful for keeping track of customers at all stages of a sale; helpful for tracking follow up emails so that I can maintain engagement with customers even after their purchase. Easy to use, visually pleasing, and with tons of customization tools that I haven't yet fully explored so I'd recommend checking out tutorials or watching demos in order to get the most out of it.

Helpful for making sure potential customers don't fall in the cracks

Overall, the flexibility to customize the tool for whatever you need to track is very good. The learning curve is minimal, at least to get started. I believe there is more functionality that can be tapped that I'm only starting to understand. In a good way, the challenge with using this tool is envisioning what can be done with it and bringing that vision to life. 

Super customizable with powerful features

Quite good for managing a few dozen leads and projects. I imagine this possibly wouldn't scale very well for hundreds or thousands of contacts.

Monday.com for engineering

I really like it, I was able to connect my Gmail account without problems and manage all my emails directly from the platform.

A total success in sales management.

I think it's great because it has extensive documentation and support resources, which has been of great help to me to resolve any questions or problems that may arise.

A successful experience for my business.

We used limited functionality in our roles but found the product strong

Monday.com is my love language. It is soothing to my brain to create boards and processes in the system that I know are going to improve efficiency, communication, and customer experience. 

Monday.Com simplifies our business and streamlines our communication. 

We continue to love our choice to manage all of our workflows on Monday. We've reduced the times that we've said "I sent you an email about that, let me find it" to practically zero. We have "delegated" tiny reminders and handoffs to the Monday.com automations, reducing human oversight. And we love the confetti when a status changes to "done."

Does the thinking for you!

Affordable, All-in-One Tracking for a Small Staffing Business

tedious but effective at reminding me to contact clients, more context to my calls would be ideal. 

Edward Martin - Taylor Mammon

Hi there. Thanks so much for taking time to leave a review and for providing us with your feedback. 

Simple and easy

Our overall experience has been positive from the sales team to the support team.  

The Most Adaptable and Scalable CRM

Monday CRM Streamlines Everything

we have used the Monday CRM in my past organization and we used this for project management and operations work, i like the best about it is that monday crm gives you details dashboard report for your whole team and you can do the analysis from that and manage the work easily. overall experience was good

monday CRM Features

Features Summary

Screenshots

Contenders comparison

Common monday CRM comparisons

Reviewers who mentioned features said: