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
See all use cases See less use cases

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

"...We loved the designs and easy ways to communicate and collaborate work together...." Peer review by Dana, CRM Consultant, Student Luxe / BE London

Peer review evidence (same sources as the product rating summary)

"...The automations make designing a workflow for your team incredibly straight forward...." Peer review by Dominic, Chief Product Officer, Avail AI
"...Easy to follow, clients will love it, my collaborative teams will love it...." Peer review by Rebecca, Founder and CEO, The Homeless Entrepreneur
"...Easy to use Fun Engaging...." Peer review by Sarah, Director, Media Beard

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?

How does monday sales CRM facilitate Collaboration?

How does monday sales CRM facilitate Engagement Management?

How can monday sales CRM enhance your Sales Document Management process?

How does monday sales CRM address your Lead Management Challenges?

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's 25% Surge Shows AI Is Turning Workflow Automation Into a ...

monday.com experienced a 25% stock surge following its Q1 2026 earnings, driven by its shift to an AI work platform with consumption-based pricing. The company reported $351.3 million in revenue, a 2...4% YoY increase, and raised its FY2026 revenue outlook to $1.47 billion. The introduction of AI features like Sidekick and a credit-based model aims to enhance revenue through AI-driven automation.

Read on →

Budgy Smuggler - Retail - Small

Sydney, Australia

Budgy Smuggler used monday.com to manage rapid business growth and complex custom orders. The platform automated alerts and centralized project management, saving 2,561 hours and $86,179 per month. S...taff, suppliers, and customers now stay informed at every stage, reducing manual work and stress. monday.com helps Budgy Smuggler launch new products faster and manage sales, CRM, and manufacturing workflows. The team tracks goals and progress, supporting global expansion and a 53x ROI.

Agora - Real Estate - Small

New York, USA

Agora used monday.com and monday vibe to build a custom OKR tracking app. Before, directors and VPs spent 30 hours each quarter making manual OKR reports. The new solution gave real-time visibility a...nd cut reporting time by 30 hours per quarter. Ten VPs now use the app to track and present OKRs. Leadership can see live performance data and make faster decisions. Agora plans to expand the tool to 100 team members for full alignment.

Cleveland Clinic Abu Dhabi - Hospital & Health Care - Large

Abu Dhabi, UAE

Cleveland Clinic Abu Dhabi automated 60% of IT admin work using monday.com. The hospital migrated from legacy systems to a new platform in just six weeks. Over 100 IT users now operate within a singl...e source of truth. monday.com dashboards give leaders real-time project visibility. The IT team can focus on digital initiatives that support world-class patient care. This shift improved collaboration and reduced manual tasks across the organization.

Chinburg Properties - Real Estate - Small

USA

monday.com unified Chinburg Properties’ operations, sales, and marketing on one platform. The company automated vacancy workflows, saving 5,850+ hours annually and achieving a 6x ROI. Over 25,000 con...tacts are managed in monday campaigns, connecting marketing with sales and operations. Real-time dashboards replaced manual reporting, giving instant insight. Automated processes led to zero missed vacancies and faster leasing cycles.

Plante Moran - Accounting - Very Large

Southfield, USA

Plante Moran used monday.com to standardize tax engagement workflows and improve collaboration. In Phase 1, 400 tax engagements were onboarded and 500 users began collaborating on the platform. The f...irm replaced long email threads with a unified workspace, increasing transparency and reducing stakeholder questions. monday.com enabled secure handling of sensitive tax data with granular permissions. High adoption rates and a waiting list showed strong enthusiasm for the new system.

monday sales CRM overview | monday.com tutorials

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Frequently Asked Questions (FAQ)

What buyers ask before choosing 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

The pricing model for monday AI portfolio

monday.com introduces a new pricing model for its AI portfolio, using AI credits as a unified measure across all AI capabilities. Customers purchase seats and AI credits, with credits covering AI usage. This model simplifies management and aligns with industry standards. It applies to new customers from May 6, 2026, and offers flexibility in scaling AI usage.

Financial

Monday.com Reports 10% of New Revenue From AI Pricing Models

Monday.com reports that 10% of its new annual recurring revenue in Q1 2026 is from AI-powered pricing models. This marks a shift towards monetizing AI features, setting a benchmark for AI revenue capture in the enterprise software sector. The company also executed a $553 million share buyback, indicating confidence in its future performance despite current stock valuation pressures.

Financial

Monday.com (MNDY) Q1 Put AI Revenue On The Board And Backed It With ...

Monday.com reported that 10% of its net new annual recurring revenue in Q1 2026 came from AI-powered pricing models. The company also executed a significant share repurchase, buying back roughly 10% of its outstanding shares. This reflects management's confidence in its long-term prospects despite current stock price pressures.

Company

monday.com Names Singapore Its Second APAC Base

monday.com has named Singapore as its second Asia-Pacific headquarters and appointed Chris Jordan as Regional VP for Southeast Asia. This move underscores its commitment to the region, aiming to leverage Singapore's AI infrastructure to support its growth strategy. The company has seen 23% year-on-year growth in Southeast Asia and serves over 4,700 customers in the region.

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