Top monday sales CRM Alternatives & Competitors
Customer relationship management software, like monday.com sales CRM, does more than increase a company’s revenue. By keeping contacts, accounts, and customer information organized, sales teams can easily track down important data, reduce their day-to-day stress, and perform more effectively. If it’s not the right fit, users looking for monday sales CRM alternatives can find several options readily available.
Table of Contents
- monday sales CRM Alternatives: What to Look for
- Top monday sales CRM Alternatives and Competitors
- What Is monday sales CRM?
- Our Top Picks
- Ready to Try a monday sales CRM Alternative?
monday sales CRM Alternatives: What to Look for
monday.com is a flexible work OS where users can easily build a sales CRM that’s fit for their business needs. Aside from flexibility, CRM software should have the following features to make it a valuable tool for any sales representative:
- Intuitive interface that doesn’t require a lot of time for familiarization and training
- No-code, drag-and-drop customization tailored to a team’s way of working
- Centralized client communication through email, SMS, and social media integration
- Tracking of user activities and client interactions with automated notifications
- Email templates that are configurable or ready to use
- Task automation for repetitive tasks, such as assignment of leads and follow-up activities
- Multiple dashboards and views, such as an overview of opportunities, leads, and deals
- Simple integration with other apps and services
Top monday sales CRM Alternatives and Competitors
monday sales CRM enables users to track and manage all aspects of the sales lifecycle and customer data, with the option to expand capabilities on a flexible platform. Here are the top monday sales CRM alternatives and competitors that will let users handle all their tasks and clients in one place.
SugarCRM is a customer relationship management platform with tools for sales automation, marketing automation, and customer service. Sugar Sell is its sales automation solution, enabling users to build lasting customer relationships and win more deals with intelligent tools built into the platform. As a result, the platform does the work for the users, providing complete customer views and accurate predictions.
SugarCRM includes an AI engine that gives business-critical predictions and helps accelerate deals. It provides actionable insights from a broad range of social and business sources, as well as sending real-time alerts when key accounts get updated. Other features include omnichannel customer communications, sentiment analysis, customer journey mapping, renewals management, automation, mobile apps, and integration with other SugarCRM products and select third parties.
- Module customization
- Easy conversion of leads into contacts and opportunities
- Detailed sales console
- Report creation can be complicated
- Limited integration options
Zendesk Sell is CRM software within an all-in-one sales platform. Teams gain access to integrated tools that provide the full context of a customer account. Automated data capture helps both sales reps and support agents to keep track of tickets, questions, and opportunities.
Zendesk Sell simplifies sales management by keeping the team focused on the highest value leads and deals. Users can build and manage pipelines aligned with business goals, allowing sales reps to prioritize the right customers and prospects. An intuitive interface lets teams make calls, send emails, schedule meetings, view deal history, and automatically track activities. It also has real-time leads segmenting and filtering, mobile apps, open APIs, pre-built dashboards, and custom reports.
- Ease of use
- Document and image storage
- Custom fields
- Missing shared calendars
- Complex report creation
Freshsales is sales force automation software from Freshworks. It provides tools and features that allow users to personalize customer engagement and streamline their sales cycle to help grow business. Users can run website chat campaigns with AI-powered chatbots and customizable web forms. They can also track page visits and actions.
Freshsales enables sales teams to have contextual conversations with other teams and customers. Users can communicate across phone, chat, email, and SMS. An activity timeline and predictive contact scoring help show the best opportunities. It also has AI-generated insights, dynamic forecasting, automated sales campaigna, and integration with Freshdesk, Slack, and other apps.
- Unified view of customer information
- Task automation
- Email integration
- Missing filtering capabilities
- Limited customization
Wrike is versatile work management software that is customizable for various workflows, including as a CRM. Custom dashboards, workflows, and automation enable all types of teams to gain full visibility of leads, accounts, and customer interactions. The software has features that users can set up to track leads and manage projects in one place.
Wrike can help users streamline their entire sales process to quickly turn prospects into clients. It has blueprint tasks that include checklists to help standardize the scoping process and capture critical information. Automation reduces administrative tasks, real-time reporting enables lead tracking and performance analysis, and hundreds of available integrations allow teams to create the most suitable sales CRM workspace.
- Team collaboration
- Task management
- Leads tracking
- Mobile functionality needs improvement
- Issues with some integrations
Salesforce Essentials is a combined sales and service tool ideal for users looking for a monday sales CRM alternative. It is easy to set up, use, and maintain, so teams can focus on growing their business. It has tools to help users build and manage their sales pipeline through streamlined and automated processes.
Salesforce Essentials enables users to see all their customer information in one place. It has in-app tutorials, guided setup, and email integration for quick CRM deployment. The software automatically captures information from customer emails and meetings. This data is accessible across the system to facilitate effective sales. Also included are a mobile app, automated support for repetitive requests, customer history info, add-ons from AppExchange, and a branded self-service portal.
- Opportunity and pipeline management
- Contact and account management
- Built-in analytics
- Pricing is on the high side
- Steep learning curve
Keap, formerly known as Infusionsoft, is all-in-one CRM, sales, and marketing automation software. It has features that help users organize their lead and client data in one place. With a comprehensive set of CRM, email, text messaging, landing page, and payment tools, companies are able to run their business more efficiently.
Keap has automated lead capture that collects and organizes contacts through custom forms, landing pages, and social media. Users can tag and segment contacts, triggering automations personalized to the client’s data and activity. It also has simple integrations, sales pipeline management, reporting and analytics, and appointment scheduling.
- Sales and marketing automations
- Email template library
- Customization capabilities
- Pricing is on the high side
- Users need time to learn the many features
Copper is perhaps the ideal CRM software for Google Workspace users. It works seamlessly with Google tools like Gmail, Calendar, and Drive so Workspace users do not have to switch apps or browser tabs. They can easily add leads, track email conversations, and manage tasks within their existing sales and marketing processes.
Copper lets users manage contacts by adding them directly from Gmail and Calendar. They get detailed, contextualized communication and activity details by hovering on any contact in these apps. Users can attach files from Drive into CRM records, or get reminders and view tasks alongside the inbox or calendar, giving users more flexibility. Other features include sales management, account and contact management, task and calendar management, collaboration, automation, customization, and integrations.
- Direct integration with other apps
- Simple contact and account management
- Note-taking features
- Limited analytics and reporting
- Google Workspace is required for seamless operation
Sellsy is a CRM suite that provides customers the tools and professional services to help them grow their business. It has a collection of features like pipeline management, sales automation, email marketing, and invoicing to help teams save time, owners simplify accounting, and companies get paid faster.
Sellsy has prospecting and sales tools to help identify prospects, automate actions, and improve collaboration among the sales team. It has contact management, an opportunities pipeline view, and quotes and e-signature functionality. Other features include automations, tracking and scoring, email and SMS marketing, a dynamic document redactor, email sync, shared team calendar, appointment scheduler, and task management. For admin and financial teams, it also has an invoicing and management module.
- Ease of use
- Integrated invoicing
- Responsive support
- Occasional performance and reliability issues
- Limited integration to other apps, tools, and services
Nimble CRM is easy-to-use software that works where users work, whether in their inbox, social media apps, or browser. It includes features that help users set up the software and build out CRM automatically. It automatically organizes contacts into segmented lists and unifies history. From the same view, users can take bulk actions, send group messages, and set follow-up tasks.
Nimble integrates seamlessly with other apps, so users can work within Outlook, Teams, Word, Excel, or Gmail. Browser extensions and mobile apps give users more flexibility to manage prospects and accounts. It syncs with hundreds of apps, so users can unify their contact data. Other features are task, event, and call tracking; sales process management; sales intelligence; pipeline management; and forecasting and analytics.
- Ease of setup
- Social media, email, and app integration
- Easy contact and account management
- Pipeline management needs improvements
- Email limits are on the low side
Salesflare is a simple CRM for small businesses, especially those in B2B. It helps users save time, as the software automatically inputs data from contact lists. It gathers contact info from emails, email signatures, and social profiles to build out its address book. The software also logs calls and meetings while organizing files exchanged between clients.
Salesflare provides an opportunity overview so users can quickly spot which ones need attention and action. It tracks customer engagement in emails, links, and websites, and also notifies users with real-time alerts. Other features include team collaboration, integration with Outlook and Gmail, and — through Zapier — integrates with thousands of other apps.
- Opportunity and pipeline management
- Contact and account management
- Data import and export tools
- Custom dashboards feature is only on the higher-tier plan
- Users wish for a UI refresh
What Is monday sales CRM?
monday sales CRM runs on the monday Work OS platform. It is a specially configured product with features such as CRM templates, lead management, contact management, deal management, and an unlimited, visual sales pipeline. Several plans are available, offering additional features such as more views, integrations, automations, and permissions.
monday sales CRM offers lead management features, enabling users to collect and centralize data from multiple sources, qualify leads, and automatically score leads based on custom criteria. It also has deal management with custom pipelines, account and contact management, project management, tracking, and sales operations tools.
Our Top Picks
Today, it would be impossible for sales reps to manually keep up with the sheer volume of market and customer data coming in from multiple channels. Luckily, there are tons of great CRM solutions on the market. Here are our top CRM software picks for small businesses and enterprises alike.
Ready to Try a monday sales CRM Alternative?
monday sales CRM builds on the monday.com platform to provide sales teams a flexible, intuitive, and centralized system to track and manage all aspects of the sales process. For users looking for a monday sales CRM alternative, check out our top recommendations to find the best CRM solution for your needs.