How Can Be Used as a CRM?

monday sales CRM

monday sales CRM is a cloud-based customer relationship management (CRM) system designed for sales teams of any size. Running on the monday Work OS platform, it helps business owners, sales leaders, sales teams, and account managers increase their sales revenue while simplifying administrative tasks and improving team productivity.

Table of Contents

What Can monday sales CRM Do?

Streamline Operations with One Tool

monday sales CRM is an easy-to-use tool that can streamline existing sales processes. Sales teams can track client communications throughout the entire sales cycle while connecting marketing activities and after-sales projects using the same tool. It has versatile lead capturing features that captures information through integration with existing tools, by adding forms on a website, or by manual entry.

Teams can easily manage their sales activities by logging calls, documenting meetings, or recording notes so the team can quickly review the current status of a lead or contact in the sales cycle. They can also keep records of contacts and accounts, sync with their email tools, and get automatic notifications of any email activity, such as when leads open or reply to an email. Users can connect it with many tools through integration and API to reduce switching between tabs or apps.

Identify Growth Opportunities

monday sales CRM provides sales teams an intuitive tool that they can quickly adopt. This allows sales managers to get a better view of team performance and make informed decisions to help teams achieve their goals. Its Team Goals features enable managers to look at a team’s quota attainment over time, track wins, and view goals — for a specific team member or for the whole team.

Sales forecasting features let users set deal values and close probabilities, and teams can generate reports to compare forecasts against actual sales, with the option to examine a forecast by month, by sales rep, or by another criterion. Other tools that can help team growth include custom dashboards, headcount planning, and team onboarding to fast-track the sales team hiring and training process.

Hit Goals Faster

monday sales CRM is a modern tool that helps users optimize work and simplify administrative jobs. Its no-code workflow automations handle manual work so teams can spend more time selling. It has deal management capability that lets users create custom pipelines without coding, and its visual boards enable teams to drag and drop deals between stages.

Sales teams are automatically notified via an email tracking feature so they can provide timely follow-ups. They can choose from pre-built email templates that the CRM software personalizes using autofill based on contact information. Other features include team activity management and client contact management.

Retain Customers, Grow Relationships

monday sales CRM helps promote lasting customer relationships. Teams can quickly reference a past client communication so customers never have to repeat themselves or feel unimportant, and sales team leaders can monitor accounts and see if the accounts are doing well or at risk.

Customized dashboards allow managers to quickly view accounts and manage related projects. These dashboards quickly aggregate and display deal progress information, sales figures, and team performance, and with a 360-degree view of customers, teams can act quickly to connect with customers and improve engagement.

Back to top

monday sales CRM Pricing

monday sales CRM pricing is available in different plans for teams and companies with different CRM requirements. Customers can opt to pay yearly with a discount or monthly, and you can try any of the plans for free for 14 days. All plans include unlimited pipelines, contacts, boards, and read-only viewers and start with a minimum of three seats.

  • The Basic CRM plan is $10 per seat, per month billed annually (or $12.50 per seat billed monthly). It’s ideal for organizing leads, contacts, and deals across teams. It has ready-made templates, a customizable dashboard based on just one board, and mobile access.
  • The Standard CRM — at $14 per seat, per month billed annually — includes all features in the Basic CRM plan and additional features such as advanced account, contact and deal management, Gmail and Outlook integration, activity management, quotes and invoices, custom CRM automation and integration actions, and more inclusive dashboards.
  • The Pro CRM — at $24 per seat, per month billed annually — includes all Standard CRM features plus sales forecasting, email tracking and automations, sales analytics, Google Calendar sync, flexible dashboards, and higher number of automation and integration runs.
  • There’s also an Enterprise CRM plan that has advanced features like account management, lead scoring, team goals, multi-level permissions, and advanced analytics, among others, and you can contact monday’s sales team for a quote.

Back to top

Who Uses monday sales CRM?

monday sales CRM is for businesses of all sizes in need of a customizable sales CRM software. Its automation and integration capabilities make it a preferred product by teams who would rather spend time on leads and prospects than on administrative and technical tasks. Customers include Uber, Hulu, Genpact, Frontier, Zippo, Nissan, Oscar, Ray White, and Deezer.

Back to top

monday sales CRM Supported Languages

monday sales CRM, through the platform, supports English, Spanish, French, German, Portuguese, Russian, Japanese, Polish, Dutch, Italian, Korean, Swedish, Traditional Chinese, and Turkish.

Back to top

How Do Customers Use monday sales CRM?

Kyle Dorman is the department manager for operations at a large real estate services company with an office serving the Victoria/Tasmania area. The company provides residential and commercial services that range from sales to rentals. One of the frustrations of Dorman and team is not having the right CRM for their business needs. Another Australian branch introduced them to monday sales CRM and it was a game-changer for Dorman.

The operations team is able to customize the CRM on top of the Work OS to fit the needs of their day-to-day activity. In fact, they now have over 1,200 different automations and integrations running on the CRM, with a workflow of automated emails, notifications, and prompts for the sales teams to follow up on certain steps. They also continue to see increased efficiency in managing admin tasks while using the software for lead management, checklists, and other processes.

Yoav Banai is the Vice President of Customer Engagement for a global music streaming service based in Paris. The company needed to improve the focus and relevance of each CRM campaign to improve its relationship with its customers, and their CRM software had grown outdated. So there was little to no collaboration happening between the teams, and activity slowed to a halt.

Banai started to integrate the company’s old request pipeline into monday sales CRM and slowly migrated all the processes over. With monday, the team has become more engaged, creating and requesting more campaigns. With a centralized CRM, everyone has visibility and can collaborate more — teams in Saudi Arabia can see the campaigns of teams in Istanbul, so they can effortlessly share ideas with encouraged inspiration.

Back to top

Why Choose monday sales CRM?

monday sales CRM is a business tool that enhances sales and marketing efforts. It is highly customizable so companies can tailor the software to fit specific business needs. With monday sales CRM, users can:

  • Create custom pipelines and stages to track leads and prospects according to their own sales process
  • Automate workflows to reduce manual tasks
  • Integrate with popular apps and services for seamless data transfer
  • Get real-time analytics and insights for performance monitoring and decision-making

These features and capabilities can result in improved efficiency and productivity, increased visibility to identify areas of improvement, and better business outcomes.

Back to top

Ready to Try monday sales CRM?

monday sales CRM builds on’s project management platform to give sales teams a flexible, intuitive, and centralized system to track and manage all aspects of the sales process. For users looking for a solid CRM system that is easy to set up and use, give monday sales CRM a try.

If you’d like to look at some other options, consider some of these popular solutions:


Visit website Work OS is an award-winning no-code work management platform that helps teams manage projects and workflows more efficiently.

Used by 152,000+ customers worldwide, this fully customizable software lets you plan, manage, and track every project in one place. offers time-saving and easy-to-use features such as automations, time tracking, document sharing, and real-time collaboration. Multiple board views such as Gantt and Kanban help you structure and navigate tasks and projects the way you prefer, and dashboards give a high-level overview of your progress.

In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools from within the platform. also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

Learn more about

2 Rocketlane

Visit website

Rocketlane’s collaborative customer onboarding platform helps businesses accelerate time-to-value, streamline implementation journeys, and deliver exceptional customer experience. By replacing generic project management and document collaboration tools with a unique, unified workspace, Rocketlane helps improve communication, collaboration, and project visibility for businesses and their customers. We help businesses consistently hit their goals by making onboarding more delightful and friction-free.

Learn more about Rocketlane

3 Wrike

Visit website

Wrike is the most powerful work management platform on the market, enabling teams to plan projects and collaborate in real time. Our award-winning software is trusted by 20,000+ companies across the globe, including Sony, Estée Lauder, and Siemens.

Wrike’s customizable features include Gantt charts, request forms, dashboards, cross-tagging, time tracking, and proofing. Integrate with 400+ apps from the likes of Microsoft, Google, and Salesforce. Automate repetitive tasks and achieve 50% faster planning. Work from anywhere with 100% access to your files via our mobile and desktop apps.

Whether you’re a small startup or an established brand, Wrike has the solution for you. Paid plans start at $9.80/user/month. Join our community of 2.3 million — start your free two-week trial today.

Learn more about Wrike

4 Smartsheet

Visit website

Smartsheet is a leading work execution platform that has real-time work management features, collaboration and automation tools. Users are presented with a familiar and easy-to-use spreadsheet-like interface. However, it has enterprise-grade capabilities that even Fortune 500 companies like Cisco, Bayer, HP, and PayPal are confident to adopt in their business. Strong project management features enable teams to utilize different views of real-time data, and switch easily from Gantt, card, grid and calendar views. Smartsheet has automatic update requests, and can be used for waterfall and agile projects, product launch, sprint planning, and more. The resource management feature provides users the visibility who is busy, and who is not, in real-time. They can also attach files, share sheets, get notified, view the activity log, export, email, and print.

Learn more about Smartsheet

5 BigTime

Visit website

BigTime is a leading Professional Services Automation (PSA) software that helps you scale your business by giving you the ability to track and act on your operational metrics. Even with remote work, easily manage time, expenses, and billing for multiple projects all at once, and quickly identify areas of opportunity with advanced features like resource allocation and custom reporting. With BigTime Wallet and client portal, you can get paid faster using custom invoicing and payment processing.

Learn more about BigTime

Jose Maria Delos Santos Avatar
Get the Free Newsletter!
Subscribe to Project Management Insider for best practices, reviews and resources.
This email address is invalid.
Get the Free Newsletter!
Subscribe to Project Management Insider for best practices, reviews and resources.
This email address is invalid.

Demos, trials & More information

Check out our library of 60+ pm books