Monday.com is a cloud-based Work Operating System (Work OS) that provides a versatile platform for teams to build custom workflows, manage projects, and enhance collaboration. Among its diverse functionalities, Monday.com offers a robust Customer Relationship Management (CRM) system designed to streamline sales processes, centralize customer communications, and drive business growth.
- ✓ Agent Scheduling
- ✓ Video Chat
- Unlimited customizable pipelines
- Unlimited contacts
- Unlimited boards
- Templates for lead and contact & deal management
- iOS & Android apps
- Unlimited free viewers
- Create a dashboard based on 1 board
- Advanced account and contact & deal management
- 2 way email integration with Gmail and Outlook
- AI email generator
- Activity management
- Merge duplicate data
- Custom CRM automations with up to 250 actions per month.
- Custom CRM integrations with up to 250 actions per month.
- Create a dashboard that combines 5 boards
- 500 AI credits per month per account
- Sales forecasting
- Email templates
- Email tracking & automations
- Sequences
- Quotes & invoices
- Mass emails
- Google Calendar sync
- Sales analytics
- Custom CRM automations with up to 25k actions per month.
- Custom CRM integrations with up to 25k actions per month.
- Create a dashboard that combines 20 boards
- 500 AI credits per month per account
- Lead scoring
- Mandatory fields
- Team goals
- Advanced analytics dashboards up to 50 boards
- Account management
- Documents for sales
- Enterprise scale automations & integrations
- Enterprise grade security & governance
- Multi level permissions
- HIPAA Compliance
- 500 AI credits per month per account
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monday sales CRM by monday.com offers 4 pricing plan(s):
- Basic — USD12.00 seat / month
- Standard — USD16.50 seat / month
- Pro — USD28.00 seat / month
- Enterprise — USD0.00
monday sales CRM by monday.com is a CRM Software solution. Top features include:
- Agent Scheduling
- Video Chat
Yes, monday sales CRM by monday.com offers a 0-day free trial.
monday sales CRM by monday.com provides Phone,Email,Online (Ticket) support.
monday sales CRM by monday.com is Cloud Hosted software.
monday sales CRM by monday.com provides Help Guides,Video Guides,Blogs for training.