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
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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

"...This program works great for trying to keep track of multiple clients and follow up, keeping everyone on the same page, and enabling your contact storage and document storage all in one place...." Peer review by Hannah, Associate, MBS

monday sales CRM, Sertifi, CobbleStone Contract Insight, MeisterTask, NetHunt CRM, 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 can monday sales CRM optimize your Workflow Management Workflow?

What makes monday sales CRM ideal for Collaboration?

How efficiently Does monday sales CRM manage your Engagement Management?

What solutions does monday sales CRM provide for Sales Document Management?

How does monday sales CRM facilitate 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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SPH Media - Media

monday.com helped SPH Media manage media campaigns faster. The team used monday.com to track hundreds of campaigns in one platform. Over 130 people managed work together. The platform supported 40 br...ands across Asia. SPH Media improved visibility, reduced manual work, and increased productivity. Automated alerts and centralised communication made campaign management easier.

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Seer Interactive - Marketing And Advertising

monday.com Work OS helped Seer Interactive improve project management and team collaboration. Seer replaced Google Sheets with monday.com to give leadership better visibility into client projects. Th...e team created consistent templates and used automations to save time. Seer saved 1.6 hours per person per week, automated 603,000 human actions, improved collaboration by 65%, and achieved a 95% adoption rate. The platform made onboarding and project tracking easier for everyone.

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San Diego County Office of Education - Education

monday.com Work OS helped San Diego County Office of Education improve project management. The ITS division faced problems with visibility, communication, and collaboration. They used leadership supp...ort, custom training, and a champions program to drive adoption. After rollout, 90% of survey respondents said project communication improved, 89% saw better tracking, and 87% noted better collaboration. Leaders now have full visibility into all projects.

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RMI - Non Profit Organization Management

monday.com helped RMI streamline HR processes and improve candidate experience. RMI faced challenges with rapid growth, remote work, and scattered tools. The People Team used monday.com to centralize... candidate tracking and automate workflows. This led to better collaboration and less manual work. RMI saved over 85,000 hours per year, achieved a 16X ROI, and saved $2.9 million annually.

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Ray White - Real Estate

monday.com helped Ray White improve lead management. The team used monday work management to customize their CRM for daily needs. This made workload and data more accurate. Production boards became m...ore transparent. Stakeholder questions went down. Ray White saw better results in sales and customer success.

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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?

Sertifi, CobbleStone Contract Insight, MeisterTask and NetHunt CRM 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

Partnership

monday.com Named Official Global Work Management Partner of Bonds ...

monday.com has entered a three-year partnership with the Bonds Flying Roos, an Australian SailGP team co-owned by Hugh Jackman and Ryan Reynolds. As the Official Global Work Management Partner, monday.com's AI-powered Work OS will centralize the team's operations, enhancing collaboration and decision-making. This partnership aims to support the team in their pursuit of a fourth championship in the global racing series.

Awards

monday . com tops Gartner report for vision & execution in 2025

monday.com has been recognized as a Leader in the 2025 Gartner Magic Quadrant for Collaborative Work Management, achieving the highest position for both 'Completeness of Vision' and 'Ability to Execute'. This marks the first time monday.com has topped both metrics, highlighting its strategic and executional strengths. The platform integrates AI to enhance workflow automation and productivity, supporting over 250,000 global customers in optimizing team alignment and operational efficiency.

Financial

monday.com Announces Third Quarter 2025 Results - Business Wire

monday.com reported its second quarter 2025 financial results, with a 27% year-over-year revenue increase to $299 million. The company added a record number of new customers with over $100k in ARR, and its CRM reached $100 million in ARR. New AI capabilities were introduced, and key executive appointments were made.

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.

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

Financials

SERIES D