monday sales CRM Overview

Monday-sales-crm enhances lead collection and customer experience. It provides full sales funnel visibility and automates repetitive tasks.

Use Cases

Customers recommend Workflow Management, Collaboration, Engagement Management, as the business use cases that they have been most satisfied with while using monday sales CRM.

Other use cases:

  • Sales Document Management
  • Lead Management
  • Training & Onboarding
  • Contact List Management
  • Communication Management
  • Lead Tracking
  • Generation Of New Leads
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Business Priorities

Improve Internal Communications and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using monday sales CRM.

Other priorities:

  • Acquire Customers
  • Increase Sales & Revenue
  • Scale Best Practices
  • Enter New Markets Internationally Or Locally
  • Improve Efficiency
See all business priorities See less business priorities

monday sales CRM Use-Cases and Business Priorities: Customer Satisfaction Data

monday sales CRM works with different mediums / channels such as E-Mail. and Website.

monday sales CRM's features include Templates, Dashboard, Personalization, etc. and monday sales CRM support capabilities include 24/7 Support, Email Support, Phone Support, etc. also monday sales CRM analytics capabilities include Custom Reports, and Analytics.

Reviews

"...Asana lacks the customizability that Monday.com has and its more narrowly focused on team collaboration...." Peer review by Thomas, Managing Partner, Stratera Partners LLC

monday sales CRM, Less Annoying CRM, Floify, Sertifi, CobbleStone Contract Insight, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for monday sales CRM

Top Industries

  • Marketing and Advertising
  • Information Technology and Services
  • Construction

Popular in

  • Small Business
  • Mid Market
  • Enterprise

monday sales CRM is popular in Marketing And Advertising, Information Technology And Services, and Construction and is widely used by Small Business, Mid Market, and Enterprise.

monday sales CRM Customer wins, Customer success stories, Case studies

How does monday sales CRM address your Workflow Management Challenges?

What Are the key features of monday sales CRM for Collaboration?

What makes monday sales CRM ideal for Engagement Management?

What benefits does monday sales CRM offer for Sales Document Management?

Why is monday sales CRM the best choice for Lead Management?

11 buyers and buying teams have used Cuspera to assess how well monday sales CRM solved their CRM needs. Cuspera uses 1077 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

 

Monday.com Stock May Rise As CRM Drives 25,000 New Accounts - Forbes

Monday.com may see a stock rise as its CRM system helps gain 25,000 new accounts.

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Zippo Manufacturing Company - Retail

Zippo Manufacturing Company faced challenges with outdated tools and methods for managing new product categories. It took 60 hours to update their product workbook each month. They adopted monday.com... Work OS, which allowed them to create customizable boards, reducing update time to seconds. This solution provided transparent management and faster market expansion. As a result, they achieved an 8x ROI, saved $351,336, and saved 6,970 hours on average per month.

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Canva - Technology

Canva faced challenges in managing creative operations during a period of hypergrowth. The team lacked stable processes and systems, leading to inefficiencies. They used multiple tools and had no str...eamlined workflow. To address this, Canva's team audited their processes and utilized monday.com as a Work Operating System. They automated creative requests and improved transparency with production boards. As a result, Canva produced 60,000 ads, tripled creative output, and achieved 40% faster production time.

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Call Box - Technology

Call Box faced challenges with outdated project management tools that couldn't handle their scale. They struggled with managing sprints and planning long-term goals, risking customer satisfaction. Ca...ll Box chose monday dev for its ease of use and flexibility. The solution allowed them to plan up to eight months in advance and standardize workflows. As a result, they saw a 15% increase in quarterly throughput, a 90% decrease in new developer training time, and a 66%+ decrease in post-release bugs and defects.

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Compass - Real Estate

Compass is a real estate technology company that needed to support its growing number of agents. The existing tools were not effective, causing silos, friction, and manual work. Compass decided to us...e monday.com to improve collaboration and automate processes. This change led to a 12X ROI, saving $173K and 5,000+ hours per month. The saved time is reinvested into helping agents grow their businesses.

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Flight Centre - Travel And Tourism

Flight Centre faced challenges with managing over 200 initiatives using various systems and complex workflows. They needed a unified platform to streamline processes. They chose monday.com for its si...mplicity and flexibility. The platform allowed them to create project templates and automate notifications, reducing manual work. As a result, Flight Centre saved 517 hours and $17.4K per month, achieving an 8x ROI.

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monday sales CRM overview | monday.com tutorials

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Frequently Asked Questions(FAQ)

for monday sales CRM

What is monday sales CRM?

monday Sales CRM is a CRM tool that aids in gaining visibility into the sales pipeline in order to increase productivity. It centrally tracks and manages all aspects of the sales cycle, customer data, and more.

monday Sales CRM can easily tailor the CRM software to fit the sales cycle without the need for development assistance. By integrating email, it is possible to communicate more effectively with contacts while also saving time by automating sales processes.

Some of its features are email sync and tracking, activity management and tracking, sales forecasting, import data and merge duplicate data, lead capturing and so on.

What is monday sales CRM used for?

monday sales CRM is a CRM Software mainly used by its customers to Improve Internal Communications and Enhance Customer Relationships by Workflow Management, Collaboration and Engagement Management .

What are the top features of monday sales CRM?

Templates, Dashboard and Personalization are some of the top features of monday sales CRM.

Who uses monday sales CRM?

monday sales CRM is used by Marketing And Advertising, Information Technology And Services and Construction among other industries.

What are monday sales CRM alternatives?

Less Annoying CRM, Floify, Sertifi and CobbleStone Contract Insight are popular alternatives for monday sales CRM.

Where is monday sales CRM located?

monday sales CRM is headquartered at 52 Menachem Begin road , 13 Floor, Tel Aviv, Israel 6713701, IL.
lightning

Peers used monday sales CRM for workflow management and collaboration

monday sales CRM Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.21/5 ★

Read Reviews (204)
Analytics

3.57/5 ★

Read Reviews (13)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.21/5 ★

Read Reviews (204)
Analytics

3.57/5 ★

Read Reviews (13)

Software Failure Risk Guidance

?

for monday sales CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for monday sales CRM

monday.com Ltd News

Product

Cutting Through the Noise: What Sets monday.com??s AI Risk Insights Apart? - UC Today

monday.com has introduced AI Risk Insights, a new feature designed to proactively identify potential project risks before they become problems. This tool scans structured and unstructured data to flag issues such as unclear ownership and stalled progress, assigning risk levels with explanations. The feature operates at the portfolio level, offering transparency and scalability for large enterprises. The company plans to evolve the AI to take more active roles, like assigning tasks and triggering workflows.

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Product

monday.com puts AI to work in Singapore with new 360° campaign

monday.com has launched a 360-degree brand campaign in Singapore to promote its AI-powered digital worker, 'monday sidekick.' The campaign highlights how the platform automates routine tasks, allowing teams to focus on strategic work. This initiative coincides with the opening of monday.com's new regional hub in Singapore, emphasizing the company's commitment to AI innovation and expansion in the APAC region.

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Product

Three New AI Tools from monday.com That Could Transform How You Work - UC Today

monday.com has launched three AI-driven tools: monday magic, monday vibe, and monday sidekick. These tools aim to enhance work execution by automating workflows, enabling no-code app development, and providing personalized digital assistance. This strategic shift positions monday.com as a comprehensive work execution platform, emphasizing AI-generated workflows and low-code solutions to empower non-technical users while maintaining enterprise-grade security.

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Awards

monday.com Named a Leader in the 2025 Gartner Magic Quadrant f

monday.com has been recognized as a Leader in the 2025 Gartner Magic Quadrant for Adaptive Project Management and Reporting for the fourth consecutive year. The company was noted for its strong innovation and ability to execute, with recent enhancements in strategic alignment, resource management, and AI integration. These advancements help organizations manage complex projects and improve team collaboration.

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monday.com Ltd Profile

Company Name

monday.com Ltd

Company Website

https://monday.com/

HQ Location

52 Menachem Begin road , 13 Floor, Tel Aviv, Israel 6713701, IL

Employees

101-250

Social

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Financials

SERIES D