Monday.com CRM Software Review

Pricing and Plans

Monday.com CRM offers tiered pricing based on the number of users and the feature set required. While specific prices may fluctuate, the platform typically provides several plans to accommodate businesses of all sizes, from small teams to large enterprises. Each plan includes core CRM functionality, with higher tiers unlocking advanced automation, analytics, integrations, and customization options.

Key aspects of Monday.com CRM pricing:

• Per-user, per-month model: Pricing scales with team size.
• Free trial available: Businesses can test the CRM before committing.
• Feature-based tiers: Basic, Standard, Pro, and Enterprise plans, each adding more advanced features and support.
• Custom quotes: For larger organizations or unique requirements, custom pricing is available.

For the most current and detailed pricing, it’s recommended to visit Monday.com’s official pricing page.

Core CRM Features

AI-Powered Productivity

• Automated Task Generation: Instantly turn meeting outcomes or ideas into actionable tasks, helping teams move deals forward efficiently.
• AI Email Tools: Compose, rephrase, and summarize emails using AI, ensuring professional and timely communication.
• Content Generation: Create and summarize sales content or meeting notes automatically.
• Formula Building: Use natural language to build complex formulas for pipeline reporting.

Customization and Flexibility

• No-Code/Low-Code Customization: Easily tailor pipelines, deal stages, columns, and workflows without developer assistance.
• Multiple Pipelines: Manage several sales pipelines simultaneously, each with its own stages and processes.
• Custom Views: Switch between Kanban, timeline, Gantt, and more for different visualization needs.

Automation and Efficiency

• One-Click Automations: Automate repetitive tasks such as lead assignment, follow-up reminders, and notifications when leads interact with emails.
• Sequences and Mass Emails: Send personalized email sequences or mass communications, with tracking and analytics built in.

Integrations

• App Ecosystem: Integrate seamlessly with popular tools for email, calendars, marketing, and more, centralizing workflows and data.
• API Access: Advanced users can build custom integrations as needed.

Mobile Access

• Dedicated Mobile App: Manage pipelines, log calls, check reports, and update activities on the go, ensuring sales teams are always connected12.

360° Customer Management

• Lead Management: Collect, centralize, and qualify leads from any source, with customizable scoring criteria.
• Deal Management: Drag-and-drop deals between stages, automate manual work, and track all interactions.
• Account & Contact Management: Maintain comprehensive records, log activities, and send emails from a unified interface.
• Post-Sales Management: Oversee client projects, collections, and ongoing customer engagement after the sale.
• Sales Operations: Support hiring, onboarding, and resource planning for sales teams.

Analytics and Reporting

• Live Dashboards: Visualize sales data in real time with customizable widgets and dashboards.
• Advanced Reporting: Analyze pipeline health, team performance, and sales forecasts with robust analytics tools.
• Data Visualization: Multiple views (Kanban, timeline, Gantt) and customizable reports for deep insights.

User Experience and Support

Monday.com CRM is praised for its intuitive, visual interface that reduces the learning curve and minimizes the need for extensive training. Users highlight the platform’s organizational benefits, time savings, and ease of customization. The CRM is suitable for a wide range of industries, including business services, real estate, IT, media, manufacturing, finance, consumer goods, and healthcare.