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8.3

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monday sales CRM by monday.com - CRM Software

monday sales CRM by monday.com Review: Is It The Right CRM Software For Your Team?

Best for SMB teams · Mid-market · Enterprise

Free Trial & Free Plan Available

SOC 2
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Starts from $12 / user / month when yearly, also offers free forever plan

AdobeAdobe
NBCNBC
Coca-ColaCoca-Cola
BBC StudiosBBC Studios
Universal Music GroupUniversal Music Group

Trusted by many companies including Adobe

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What is monday sales CRM by monday.com?

Monday Sales CRM by Monday.com is a user-friendly customer relationship management (CRM) software designed to enhance sales and customer satisfaction. In the past, companies relied on spreadsheets and lists to manage their customer interactions. However, with the evolution of CRM technology, you can now easily customize your CRM without any development expertise. This includes editing deal stages, managing multiple pipelines, and integrating your email for efficient communication. With automatic email logging, conversation tracking, and customizable email templates, you can save time and never miss a potential lead. Receive timely notifications when a lead opens or responds to an email, allowing you to follow up at the perfect moment.

Pricing

  • Starts from $12 / user / month when yearly

  • Free Trial available

Best For

Suited for solo users, small teams, SMBs, and enterprise

Security & Compliance

SOC 2
  • Data residency:Global

monday sales CRM by monday.com Software Demo

monday sales CRM by monday.com was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.

Who should consider monday sales CRM by monday.com

Use cases
Industries: Martech, Revtech, Fintech
Team types
Job Titles: Sales Managers, Account Executives
Company size
50-500 employees.

Why teams choose monday sales CRM by monday.com

  • Intuitive drag-and-drop interface and simple design, making it user-friendly and accessible even for novices.

  • High-quality graphic design and organized color schemes, enhancing visual appeal and usability.

  • Efficient task management through features like assigning tasks, monitoring progress, and organizing boards.

Is monday sales CRM by monday.com right for you?

What buyers should know before shortlisting monday sales CRM by monday.com

Dapulse is a project management platform with a clean interface and visual board layouts. The drag-and-drop task assignment, customizable columns, and file/email integration cover core workflow needs.

Task progress tracking and permission controls let teams coordinate work without external tools. Before shortlisting, verify that Dapulse's subtask functionality matches your needs—users report that creating nested subtasks requires multiple steps compared to competitors.

Test the mobile app during your demo, as some teams find it less feature-complete than the desktop version. Check integration availability for tools your team relies on; while email and file attachments work natively, third-party app connections depend on Zapier or API setup.

Confirm pricing tiers cover your user count and storage needs, as overage costs can accumulate quickly with large teams. The onboarding process takes 1–2 weeks for teams unfamiliar with board-based project management.

If your team prefers Gantt charts or timeline views, Dapulse's board-first design may require workflow adjustment. Clarify whether custom fields and automation rules are included in your plan tier, as some advanced features sit behind higher pricing levels.

Pros and cons

monday sales CRM by monday.com pros and cons

  • monday sales CRM by monday.com pros
  • Intuitive drag-and-drop interface and simple design, making it user-friendly and accessible even for novices.

  • High-quality graphic design and organized color schemes, enhancing visual appeal and usability.

  • Efficient task management through features like assigning tasks, monitoring progress, and organizing boards.

  • monday sales CRM by monday.com cons
  • Initial learning curve for some users due to feature depth and customization options.

  • Lack of functionality for creating subtasks, limiting advanced task breakdowns compared to competitors like Asana.

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monday sales CRM by monday.com reviews and ratings

What buyers like

  • Intuitive drag-and-drop interface and simple design, making it user-friendly and accessible even for novices.
  • High-quality graphic design and organized color schemes, enhancing visual appeal and usability.
  • Efficient task management through features like assigning tasks, monitoring progress, and organizing boards.

Common complaints

  • Initial learning curve for some users due to feature depth and customization options.
  • Lack of functionality for creating subtasks, limiting advanced task breakdowns compared to competitors like Asana.
  • Some features may feel incomplete, such as no dedicated support for personal use outside organizational needs.

Rating Distribution

Excellent

(12)

Very Good

(8)

Good

(0)

Poor

(0)

Poor

(0)

What users are saying

M

Miranda

12/10/21

4 out of 5

This is flexible tool for streamlining projects

PROS: I like how simple it is to get running the functional state. Also, the drag&drop UI is amazing. The graphic design choices are with high ...

Read more

M

Miranda

12/10/21

4 out of 5

This is flexible tool for streamlining projects

PROS: I like how simple it is to get running the functional state. Also, the drag&drop UI is amazing. The graphic design choices are with high ...

Read more

J

Jenny

11/11/21

5 out of 5

Task Management and Organization Tool That Works!

PROS: The software presents a very balancedd interface in terms of design. On top of its simple design and organized color scheme, you get features ...

Read more

J

Jenny

11/11/21

5 out of 5

Task Management and Organization Tool That Works!

PROS: The software presents a very balancedd interface in terms of design. On top of its simple design and organized color scheme, you get features ...

Read more

T

Tiffany

09/21/21

4 out of 5

We can keep our team members well organized and keep track of their productivity

PROS: I like Dapulse’s interface, comparing to other similar products this one has friendly and organized UX that can be used by almost everyone. Our ...

Read more

T

Tiffany

09/21/21

4 out of 5

We can keep our team members well organized and keep track of their productivity

PROS: I like Dapulse’s interface, comparing to other similar products this one has friendly and organized UX that can be used by almost everyone. Our ...

Read more

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What are the features of monday sales CRM by monday.com?

26%

Feature coverage

7 of 27 tracked features

Call logging is the process of gathering, examination, and reporting technical and statistical data regarding phone calls. It excludes call…

Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most bas…

Customer support is a term used to describe services that assist customers in making the most cost-effective and proper usage of a product.…

Lead scoring is a sales and marketing tool for determining the sales readiness of leads. You score leads based on their level of interest in…

Publishing data cards and boosting sales through promotional efforts are part of list management. Processing orders, organizing approvals wi…

Marketing automation is a technology used to assist marketing departments, and businesses promote more effectively across different internet…

Project management is used to supervise a team's efforts to meet all project objectives while staying within budget. The information is desc…

Security & Compliance

monday sales CRM by monday.com security and data handling

Key compliance certifications and security features for IT and security teams evaluating monday sales CRM by monday.com.

Certifications

SOC 2✓ Certified
HIPAA✗ Not certified

Developer & data

Data residency
🌐

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Why buyers keep looking beyond monday sales CRM by monday.com

  • Users may seek alternatives if they find monday sales CRM lacking in specific features or customization options that better fit their unique sales processes and workflows.

  • Some businesses might prefer more advanced analytics and reporting tools that offer deeper insights into their sales performance, which could be limited in monday.com's offerings.

  • Companies with strict budget constraints may look for more cost-effective CRM solutions that still provide essential functionalities without the additional costs associated with monday.com.

  • Organizations that require seamless integration with existing software and tools might explore alternatives that offer better compatibility and ease of use within their current tech ecosystem.

  • Teams looking for dedicated customer support or training resources may find other CRM solutions more responsive and tailored to their needs, enhancing user experience and onboarding.

monday sales CRM by monday.com Customers

Adobe-logo

Adobe

NBC-logo

NBC

Coca-Cola-logo

Coca-Cola

BBC Studios-logo

BBC Studios

Universal Music Group-logo

Universal Music Group

Help & Contact

monday sales CRM by monday.com Support Options

Customer ServiceOnline
LocationTel Aviv, Israel

Frequently Asked Questions About monday sales CRM by monday.com

Common questions buyers ask before choosing monday sales CRM by monday.com.

monday sales CRM by monday.com is a CRM Software. monday sales CRM by monday.com offers List Management, Customer Support, Marketing Automation, Project Management, Lead Scoring and many more functionalities.

Buyers commonly note the following limitations of monday sales CRM by monday.com: Initial learning curve for some users due to feature depth and customization options.; Lack of functionality for creating subtasks, limiting advanced task breakdowns compared to competitors like Asana.; Some features may feel incomplete, such as no dedicated support for personal use outside organizational needs..

Some top alternatives to monday sales CRM by monday.com includes Bigin by Zoho CRM, ClickUp, Zoho CRM, Freshsales and Sales Bytes CRM.

monday sales CRM by monday.com offers Free Trial, Freemium, Subscription, Quotation Based pricing models

We don't have information regarding integrations of the monday sales CRM by monday.com as of now.

The starting price of monday sales CRM by monday.com is $12/user/month when yearly

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About the reviewer

Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

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