monday CRM
What is monday CRM?
monday CRM is a customizable customer relationship management platform built on the monday.com Work OS. It helps sales teams manage leads, contacts, deals, and pipelines from first touch through post-sale, using Kanban, list, or timeline views. The platform includes AI-powered tools such as an AI notetaker for calls, AI sales agents for lead qualification, automations for repetitive tasks like follow-ups and status updates, and customizable dashboards for tracking forecasts and team performance.
It integrates with over 500 apps including Gmail, Outlook, Slack, Microsoft Teams, Zoom, LinkedIn, and Docusign, and offers mobile apps for iOS and Android. monday CRM is used by small and medium businesses as well as larger organizations across industries like real estate, financial services, professional services, and construction. Plans require a minimum of 3 seats, and a 14 day free trial is available with no credit card required.
Key Features of monday CRM
Here are the powerful features that make monday CRM stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.
- Contact and lead management
- Customizable sales pipelines with Kanban, list, and timeline views
- AI notetaker for call transcription and summaries
- AI sales agents for lead qualification and meeting booking
- No-code workflow automations
- Customizable real-time dashboards and forecasting
- Email sequences and mass email with AI-assisted writing
- Quote and invoice generation
- Mobile apps with automatic call logging
- 500+ third-party integrations
monday CRM Pricing
Here are the pricing plans for monday CRM. Choose the plan that best fits your requirements and budget.
Basic
$12/seat/month (billed annually); $18/seat/month (billed monthly)
1,000 active contacts & deals, 1 custom dashboard, min. 3 seats
Includes automations, 5 max board columns, 20 quotes/invoices per month, 1 workspace
Standard
$17/seat/month (billed annually); $25/seat/month (billed monthly)
10,000 active contacts & deals, 5 custom dashboards
250 automations/month, 15 max board columns, 50 quotes/invoices per month, 3 workspaces
Pro
$28/seat/month (billed annually); $41/seat/month (billed monthly)
100,000 contacts & deals, 50 custom dashboards
Most popular plan; 25,000 automations/month, 75 max board columns, 250 quotes/invoices per month, 15 workspaces
Ultimate
Custom
Unlimited contacts, deals, dashboards, and workspaces
Includes HIPAA compliance, advanced security, and 24/7 priority support
monday CRM Specifications
Get a closer look at the technical specifications and system requirements for monday CRM. Find out if it's compatible with your operating system and other software.
- cloud based
- web app
- ios
- android
- freelancers
- startups
- smes
- agencies
- enterprises
- live support
- tickets
monday CRM Videos
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Alternatives of monday CRM
AlternativesExplore alternative software options that can fulfill similar requirements as monday CRM. Evaluate their features, pricing, and user feedback to find the perfect fit for your needs.
Visual sales CRM that helps teams manage pipelines, automate follow-ups, and close more deals
monday CRM Comparisons
Compare monday CRM with other similar options available. Explore the key differences to see why it's the top choice for businesses and individuals.
Overall monday CRM Reviews
Here's our unbiased review of monday CRM. Discover how our team of experts rates its features, ease of use, customer support, and other aspects that contribute to its overall appeal.