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
See all use cases See less use cases

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
See all business priorities See less business priorities

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

"...Collaboration is incredible, and transparency for timelines is great...." Peer review by Edward, Project Manager, Taylor Mammon

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 solutions does monday sales CRM provide for Workflow Management?

Why is monday sales CRM the best choice for Collaboration?

What makes monday sales CRM ideal for Engagement Management?

What benefits does monday sales CRM offer for Sales Document Management?

What benefits does monday sales CRM offer for Lead Management?

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

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.

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.

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.

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.

Professional Training & Coaching

CASE STUDY Backswing Golf Events

monday CRM helped Backswing Golf Events organize their sales and event management. Before, they used spreadsheets and email, which made it hard to track leads and manage details. With monday CRM, the...y built a system that fit their business and allowed over 200 freelance golfers to access it for free. The team now tracks leads, manages sales, recruits golfers, and runs events in one place. This change saved the sales team a lot of time and made their workflow much faster.

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.

Video

monday sales CRM overview | monday.com tutorials

Video Thumbnail

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

Cutting Through the Noise: What Sets monday.com??s AI Risk Insights Apart? - UC Today

monday.com has introduced AI Risk Insights, a new feature designed to proactively identify potential project risks before they become problems. This tool scans structured and unstructured data to flag issues such as unclear ownership and stalled progress, assigning risk levels with explanations. The feature operates at the portfolio level, offering transparency and scalability for large enterprises. The company plans to evolve the AI to take more active roles, like assigning tasks and triggering workflows.

Product

Three New AI Tools from monday.com That Could Transform How You Work - UC Today

monday.com has launched three AI-driven tools: monday magic, monday vibe, and monday sidekick. These tools aim to enhance work execution by automating workflows, enabling no-code app development, and providing personalized digital assistance. This strategic shift positions monday.com as a comprehensive work execution platform, emphasizing AI-generated workflows and low-code solutions to empower non-technical users while maintaining enterprise-grade security.

Executive

Monday.com recruits rising AI duo behind GitMCP in quiet talent grab - CTech

Monday.com has strategically acquired Liad Yosef and Ido Salomon, the AI architects behind GitMCP, to enhance its AI capabilities. This move signifies an acqui-hire aimed at integrating AI into Monday.com's enterprise work management platform. The duo, known for their innovative AI infrastructure tools, will lead AI-driven UI initiatives, aligning with Monday.com's vision to advance human-machine interfaces.

Partnership

monday.com Partner, Fruition Launches UK Operations with Confirmed Exclusive Channel Partnership - Yahoo Finance

Fruition, a monday.com consulting partner, has launched its UK operations, establishing an exclusive channel partnership to enhance monday.com's presence in the region. The expansion aims to transform business workflows for UK SMEs and enterprises through end-to-end implementation services, AI solutions, and custom development. Fruition's UK team, based in London, seeks to deliver operational efficiencies and significant ROI for monday.com users.

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

Financials

SERIES D