monday.com Sales CRM
Manage your entire sales cycle in one place.
Overview
Built on the highly flexible monday.com Work OS, the Sales CRM product provides a visual and customizable way to manage leads, contacts, and sales pipelines. It leverages the core strengths of monday.com, such as automations, dashboards, and integrations, to create a CRM that can be tailored to any sales process. It's designed for teams that want to manage their entire workflow, from pre-sales to post-sales activities, in one collaborative space.
✨ Key Features
- Customizable Sales Pipelines
- Lead and Contact Management
- Deal Management
- Task and Activity Tracking
- Workflow Automation
- Customizable Dashboards and Reporting
- Email Integration and Tracking
- Quotes and Invoices
🎯 Use Cases (3)
✅ Best For
- Building a visual sales pipeline that matches a team's specific stages
- Automating repetitive tasks like moving deals or sending notifications
- Creating comprehensive dashboards to track sales performance
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Teams looking for a traditional, out-of-the-box CRM with rigid structure
- Individuals who only need a very simple contact list
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Dedicated Support (Enterprise tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: Up to 2 users. Includes basic lead and contact management.
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