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monday CRM

monday CRM is a customer relationship management (CRM) tool designed to track and optimize sales processes. It offers a visual and fully customizable pipeline, no-code automations, as well as dashboards and reporting to analyze performance. Integrated with the monday work suite, it enables quick onboarding and adapts to various operational needs.

Category
CRM
Coverage
Global
Pricing model
Per-seat subscription
Website
monday.com ↗

Key features

Visual, customizable pipelineNo-code automationsDashboards and reporting

Strengths

  • Highly customizable, quick to start
  • Integrates with the monday work suite

Keep in mind

  • Generalist CRM, less prospecting-specialized

Who it’s for and use cases

monday CRM is suitable for sales teams looking for a flexible solution to manage their pipeline and automate repetitive tasks. Its generalist approach makes it adaptable to various workflows, but it can be complemented by specialized prospecting tools to enrich data before import. It is particularly useful for teams already using the monday work suite.

Frequently asked questions

Is monday CRM suitable for small teams?

Yes, its customization and quick onboarding make it accessible to both small and larger teams.

Can processes be automated without technical skills?

Yes, the tool offers no-code automations to simplify workflow management.

Is monday CRM specialized in prospecting?

No, it is a generalist CRM. For prospecting, it can be combined with dedicated tools.

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Listed in Listar’s Sales tools directory
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