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

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?

monday.com CRM can be stood up and a fully working CRM within days, and larger implementations can be weeks not months or years. It's also flexible enough to grow with you business as your business scales making it the perfect fit for sales teams that are smaller than 100 people.

Is Monday com similar to Salesforce?

Wall St. Television personality Jim Cramer recently refered to monday.com as 'junior Salesforce' due to its large growth which resembled Salesforce in the 2000s. The key differences are that monday.com are focused on Small-Medium-size business (0-1000 Employees) vs. Salesforce being better suited to Enterprise customers (1000 Employee+)

monday.com Sales CRM vs. Salesforce

In the short time monday.com (2011) has been around half the time of Salesforce, monday.com but has managed to collect over 200,000 clients globally compared to its contender Salesforce [2023], which has just over 150,000 globally even though being in operation for almost twice as long as monday.com. As monday.com continues to grow it has made itself at home as the go-to CRM for small and medium size Sales teams that require flexibility and scalability.

Which is better monday.com or Hubspot

According to G2 Crowd, HubSpot Sales Hub rates 4.4/5 stars with 10,496 reviews. By contrast, monday.com rates 4.7/5 stars with 8,127 reviews.

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

monday.com CRM Deals

1. Centralised Customer Data:

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 CRM Deals board

3. Visual and Intuitive Interface:

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.

4. Collaboration and Team Coordination:

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.

monday.com integrations

5. Integration Capabilities:

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.

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.

monday.com Dashboards

7. Advanced Analytics and Reporting:

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.

monday.com Mobile App

8. Mobile Accessibility:

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.

10. Excellent Customer and Partner support:

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. [email protected]

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

GetApp

4.7/5

Trust Radius

8.6/10

G2 Crowd

4.7/5

Capterra

4.7/5

​Software Advice

​4.5/5

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 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

Sales & CRM:

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.

Project Management:

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

Marketing:

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