monday sales CRM Overview

Monday-sales-crm enhances lead collection and customer experience. It provides full sales funnel visibility and automates repetitive tasks.

Use Cases

Customers recommend Workflow Management, Collaboration, Engagement Management, as the business use cases that they have been most satisfied with while using monday sales CRM.

Other use cases:

  • Sales Document Management
  • Lead Management
  • Training & Onboarding
  • Contact List Management
  • Communication Management
  • Lead Tracking
  • Generation Of New Leads
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Business Priorities

Improve Internal Communications and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using monday sales CRM.

Other priorities:

  • Acquire Customers
  • Increase Sales & Revenue
  • Scale Best Practices
  • Enter New Markets Internationally Or Locally
  • Improve Efficiency
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monday sales CRM Use-Cases and Business Priorities: Customer Satisfaction Data

monday sales CRM works with different mediums / channels such as E-Mail. and Website.

monday sales CRM's features include Templates, Dashboard, Personalization, etc. and monday sales CRM support capabilities include 24/7 Support, Email Support, Phone Support, etc. also monday sales CRM analytics capabilities include Custom Reports, and Analytics.

Reviews

"...If other teams like legal, finance, IT, and marketing use monday.com Work OS, sending documents for approval and doing other important processes can be run unhindered within the platform which means more efficient work processes and cross-department collaboration...." Peer review

monday sales CRM, Less Annoying CRM, Floify, Sertifi, CobbleStone Contract Insight, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for monday sales CRM

Top Industries

  • Marketing and Advertising
  • Information Technology and Services
  • Construction

Popular in

  • Small Business
  • Mid Market
  • Enterprise

monday sales CRM is popular in Marketing And Advertising, Information Technology And Services, and Construction and is widely used by Small Business, Mid Market, and Enterprise.

Comprehensive Insights on monday sales CRM Use Cases

What benefits does monday sales CRM offer for Workflow Management?

How does monday sales CRM address your Collaboration Challenges?

How can monday sales CRM enhance your Engagement Management process?

How does monday sales CRM address your Sales Document Management Challenges?

How can monday sales CRM enhance your Lead Management process?

39+ more Business Use Cases

11 buyers and buying teams have used Cuspera to assess how well monday sales CRM solved their CRM needs. Cuspera uses 1077 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Case Studies

Education

CASE STUDY San Diego County Office of Education

monday.com Work OS helped San Diego County Office of Education improve project management. The ITS division faced problems with visibility, communication, and collaboration. They used leadership supp...ort, custom training, and a champions program to drive adoption. After rollout, 90% of survey respondents said project communication improved, 89% saw better tracking, and 87% noted better collaboration. Leaders now have full visibility into all projects.

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CASE STUDY The Student Hotel

monday.com Work OS helped The Student Hotel find and fix bottlenecks in their operations. The team used monday work management to improve workload tracking and data accuracy. They made their producti...on boards more transparent, which reduced questions from stakeholders. The platform gave leaders a clear overview they could trust. This led to better results across the company.

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Non-Profit Organization Management

CASE STUDY RMI

monday.com helped RMI streamline HR processes and improve candidate experience. RMI faced challenges with rapid growth, remote work, and scattered tools. The People Team used monday.com to centralize... candidate tracking and automate workflows. This led to better collaboration and less manual work. RMI saved over 85,000 hours per year, achieved a 16X ROI, and saved $2.9 million annually.

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Marketing and Advertising

CASE STUDY Seer Interactive

monday.com Work OS helped Seer Interactive improve project management and team collaboration. Seer replaced Google Sheets with monday.com to give leadership better visibility into client projects. Th...e team created consistent templates and used automations to save time. Seer saved 1.6 hours per person per week, automated 603,000 human actions, improved collaboration by 65%, and achieved a 95% adoption rate. The platform made onboarding and project tracking easier for everyone.

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Professional Training & Coaching

CASE STUDY TIG Freight

monday CRM helped TIG Freight fix problems with their old CRM. The team had low adoption and went back to spreadsheets. With monday CRM, they finished setup in four weeks. Sales reps now use the mobi...le app for real-time reporting. TIG Freight saw a 27% increase in speed to market, a 40% reduction in onboarding time, and a 20% increase in outbound sales calls.

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Design

CASE STUDY SPH Media

monday.com helped SPH Media manage media campaigns faster. The team used monday.com to track hundreds of campaigns in one platform. Over 130 people managed work together. The platform supported 40 br...ands across Asia. SPH Media improved visibility, reduced manual work, and increased productivity. Automated alerts and centralised communication made campaign management easier.

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Video

monday sales CRM overview | monday.com tutorials

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Frequently Asked Questions(FAQ)

for monday sales CRM

What is monday sales CRM?

monday Sales CRM is a CRM tool that aids in gaining visibility into the sales pipeline in order to increase productivity. It centrally tracks and manages all aspects of the sales cycle, customer data, and more.

monday Sales CRM can easily tailor the CRM software to fit the sales cycle without the need for development assistance. By integrating email, it is possible to communicate more effectively with contacts while also saving time by automating sales processes.

Some of its features are email sync and tracking, activity management and tracking, sales forecasting, import data and merge duplicate data, lead capturing and so on.

What is monday sales CRM used for?

monday sales CRM is a CRM Software mainly used by its customers to Improve Internal Communications and Enhance Customer Relationships by Workflow Management, Collaboration and Engagement Management .

What are the top features of monday sales CRM?

Templates, Dashboard and Personalization are some of the top features of monday sales CRM.

Who uses monday sales CRM?

monday sales CRM is used by Marketing And Advertising, Information Technology And Services and Construction among other industries.

What are monday sales CRM alternatives?

Less Annoying CRM, Floify, Sertifi and CobbleStone Contract Insight are popular alternatives for monday sales CRM.

Where is monday sales CRM located?

monday sales CRM is headquartered at 52 Menachem Begin road , 13 Floor, Tel Aviv, Israel 6713701, IL.
lightning

Peers used monday sales CRM for workflow management and collaboration

monday sales CRM Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.21/5 ★

Read Reviews (204)
Analytics

3.57/5 ★

Read Reviews (13)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.21/5 ★

Read Reviews (204)
Analytics

3.57/5 ★

Read Reviews (13)

Software Failure Risk Guidance

?

for monday sales CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for monday sales CRM

monday.com Ltd News

Product

monday.com's AI Evolution: Cementing Leadership in Workflow Automation - AInvest

monday.com is advancing its leadership in workflow automation with AI toolsMonday Magic, Monday Vibe, and Monday Sidekick. These tools enhance execution, enabling non-technical users to automate workflows and build applications without coding. The company reports a 150% quarterly AI adoption growth and 26 million AI-driven actions since 2024, solidifying its position in the $20 billion market.

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Product

B2B Payments: monday.com Boosts High Order Value in Brazil With Cash And Installment Payments Through EBANX - Financial IT

monday.com has integrated EBANX payment solutions in Brazil, enabling customers to pay for its work management platform using local cash and installment options. This move aims to increase average order values and expand access for Brazilian businesses, supporting B2B digital transformation with flexible payment methods tailored to the market.

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Executive

monday.com Appoints Harris Beber as Chief Marketing Officer - Business Wire

monday.com has appointed Harris Beber as its new chief marketing officer. Beber will lead global marketing strategy, focusing on brand growth and customer acquisition for monday.coms work management platform. His experience in scaling SaaS brands is expected to drive further expansion in key markets.

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Executive

Google Workspace Global CMO Is Leaving For Software Firm Monday.com - CRN Magazine

Harris Beber, former global chief marketing officer for Google Workspace, will join monday.com as CMO effective July 3. Beber brings experience in leading global marketing and driving AI adoption at Google Workspace and Waze. His appointment signals monday.com's focus on expanding its brand and marketing leadership in the work management software sector.

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monday.com Ltd Profile

Company Name

monday.com Ltd

Company Website

https://monday.com/

HQ Location

52 Menachem Begin road , 13 Floor, Tel Aviv, Israel 6713701, IL

Employees

101-250

Social

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Financials

SERIES D