TL;DR - Monday Sales CRM
- AI-first CRM with intelligent workflows and code-free automations to accelerate sales cycles.
- Features AI sales agents, AI Notetaker, and AI-driven data processing to automate lead management, tasks, and reporting.
- Offers extensive customization, real-time dashboards, and integrations with over 500 apps to manage the entire revenue cycle.
Pricing: Paid only
Best for: Enterprises & pros
4.6/5 across review platforms
Pros & Cons
Pros
- AI sales agents can source, qualify, prioritize leads, and book meetings 24/7 directly from the CRM.
- AI automates data entry and activity logging by pulling information from calls, emails, and files, and can auto-assign reps and set alerts.
- AI Notetaker summarizes calls, suggests next steps, and drafts follow-ups.
- Code-free automations and customizable workflows save significant time on repetitive tasks like lead assignment and follow-ups.
- Highly customizable dashboards with over 50 widgets provide real-time insights, reporting, and resource management without coding.
Cons
- The product description heavily emphasizes AI capabilities, but specific details on the underlying AI models or their accuracy are not provided.
- While integrations are mentioned, the depth and functionality of each integration are not detailed, making it unclear how seamlessly all 500+ apps truly connect.
- The information does not specify pricing tiers or feature limitations across different plans, which is crucial for evaluating cost-effectiveness.
Ratings Across the Web
4.6(1,577 reviews)
Ratings aggregated from independent review platforms. Learn more
Preview
Key Features
Pipeline managementLead trackingEmail syncAutomationsDashboards
Pricing Plans
14-day Free TrialFree
Free
- Up to 2 users
- Unlimited contacts
- Unlimited pipelines
Basic
$12/user/month
- Unlimited boards
- Web forms
- Basic templates
Standard
$17/user/month
- Email sync
- 250 automations/mo
- Basic dashboards
Pro
$28/user/month
- Forecasting
- Time tracking
- 25k automations/mo
What is Monday Sales CRM?
Monday Sales CRM is a fully customizable CRM built on the monday.com platform. Track leads, manage pipelines, automate sales processes, and collaborate with your team.
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Monday Sales CRM FAQ
How does monday CRM leverage AI to assist with lead management and qualification?
monday CRM utilizes AI sales agents that can source, qualify, and prioritize leads automatically. These agents can also book meetings directly from within the CRM, operating 24/7 to streamline the lead management process.
What specific AI features are available to help sales representatives during and after calls?
The AI Notetaker feature listens to calls and provides summaries of key points. It also suggests next steps and drafts follow-up communications, helping sales representatives turn conversations into actionable tasks.
Can monday CRM integrate with other business tools and applications?
Yes, monday CRM is designed to connect with over 500 apps and tools that teams commonly use. This allows for integration with existing tech stacks to reduce administrative time and improve workflow efficiency.
How does monday CRM support marketing efforts in addition to sales activities?
monday CRM includes a built-in marketing platform that allows users to create, launch, and optimize marketing campaigns directly within the CRM. This helps to increase sales by integrating marketing efforts with the sales process.
What kind of customization options are available for tailoring the CRM to specific sales cycles?
monday CRM offers code-free customization, enabling users to adapt the CRM to any sales cycle with just a few clicks. Users can drag and drop deals, edit stages, and update processes without needing any coding knowledge.
Source: monday.com