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monday.com Sales CRM, is it good? [Review 2023]

Updated: Aug 18, 2023

 monday.com CRM Logo
monday.com CRM & Sales

Introduction

CRM is a versatile modular platform that allows sales teams to scale and also automate workflows between supporting functions like Customer Support, Marketing, Product, Legal and Finance teams.

Is monday.com a good CRM?

monday.com is a hyper flexible low-code and no-code CRM platform which makes it the perfect CRM platform for virtually any industry. Also coined as an XRM (X=Anything Relationship Management) which helps monday.com manage any relationship including Tenders, Partners, Vendors, Talent Recruitment and customers across all industries.

Why use monday Sales CRM?

Is Monday com similar to Salesforce?

monday.com Sales CRM vs. Salesforce

Which is better monday.com or Hubspot

Here are 10 reasons why you should buy monday.com Sales CRM


Excel import into monday.com board
monday.com CRM Deals

Monday.com CRM provides a centralised hub to store and manage customer information. It allows you to create custom fields and track relevant data like contact details, interactions, sales history, and more, enabling a comprehensive view of your customers.


2. Configuration Options:


The platform offers extensive configuration options to tailor your CRM workflows according to your business needs. You can create custom Sales workflows to minimise missed opportunities by enabling Sales accountability

monday.com opportunities board
monday.com CRM Deals board


Monday.com CRM helps minimise sales onboarding so teams can spend more time in front of their clients with a simple easy to use platform that scales with you as you grow.



With Monday.com CRM, you can collaborate with your team members and external guests, assign tasks, and track progress in real-time. This facilitates effective teamwork, improves communication, and ensures everyone is on the same page regarding customer interactions and follow-ups.



list of all monday.com integrations
monday.com integrations

Monday.com integrates with various third-party tools and applications, including email clients, communication tools, and other CRM platforms. This integration allows you to streamline your workflow, sync data across platforms, and automate routine tasks, resulting in increased efficiency, monday.com also provides you with an Open API which means developers can create bespoke integrations with applications such as ERPs, HRIS & Finance Systems. For technically minded Low code integrations are also possible with Make & Workato.


sales pipeline in a monday.com CRM
monday.com CRM Sales pipeline interface

6. Workflow Automation:


Automation features in Monday.com CRM enable you to automate repetitive tasks, such as sending follow-up emails, updating customer information, or assigning tasks based on specific triggers. This saves time, reduces manual effort, and improves productivity.



CRM Dashboard in monday.com
monday.com Dashboards

Monday.com CRM offers robust analytics and reporting capabilities. It allows you to generate customized reports, track key performance indicators (KPIs), and gain valuable insights into your sales pipeline, customer interactions, and team performance.


Different view in monday.com mobile app
monday.com Mobile App

Monday.com has mobile apps for iOS and Android, ensuring you can access your CRM data and collaborate with your team even when you're on the go. This flexibility enhances productivity and enables you to stay connected with your customers and team members from anywhere.



9. Scalability & Flexibility:


Whether you have a small team or a large enterprise, Monday.com CRM can scale to meet your needs. It accommodates growing databases, supports multiple user types and departments, and adapts to changing business requirements, making it suitable for Small-Medium size businesses.



Monday.com provides excellent customer support through various channels, including live chat, email, and knowledge base resources. Their support team is responsive and knowledgeable, ensuring you receive timely assistance whenever you encounter any issues or have questions. support@monday.com

It's worth noting that the effectiveness of a CRM system may vary depending on your specific business requirements. Therefore, it's recommended to evaluate your needs and consider a trial or demo of Monday.com CRM to determine if it's the right fit for your organisation.


Top review websites & their ratings for monday.com Sales CRM

​Review Website

Rating

4.7/5

8.6/10

4.7/5

4.7/5

​4.5/5


CRM Comparison Chart with Implementation Costs


CRM Comparison Chart with Implementation Costs
CRM Comparison table with pricing 2023

Get your free monday.com CRM Trial:

Schedule your complimentary 30-minute presentation to compare top CRM on the market


Chances are you're doing your due diligence and comparing monday.com VS Hubspot, Salesforce or ClickUp as your CRM platform - it's important to make an informed decision as each CRM player in the market has its strengths and more importantly, investment. We


monday.com  Partner for Sales CRM
monday.com partner Sales CRM

About Fruition:


Fruition Services is a monday.com Partner because we adore the product capabilities, its flexibility and how it helps transforms our client's business operations to be resilient and scalable.


How Fruition Services helps set up and scale your Sales team for success as your monday.com CRM Partner



Every CRM is unique, we focus on understanding your lead, quote to cash, opportunity pipeline management and integration with core systems like VoIP Telephony and Marketing tools like Hubspot Marketing, Hootsuite and many others.


Large and small-scale PMO framework consulting and implementation, we have expertise in transforming internal and client project management, delivery & scheduling



We help build a structured Marketing framework to connect your Marketing strategy and execution of campaigns to deliver measurable and reportable ROI.



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