Things We Love About Monday CRM

We recommend Monday CRM for its exceptional ability to streamline workflows and enhance team collaboration....

What Is Monday CRM?  

Monday. com is a comprehensive project management software that aims to streamline collaboration and boost productivity. It offers intuitive task management, automated workflows, and customizable templates to facilitate efficient planning and execution. Suitable for businesses of all sizes, Monday. com equips teams with the necessary tools to stay organized, productive, and improve customer relationships. From project initiation to completion, it provides a versatile platform for effective work management in any organizational environment.  

What Is Monday CRM Best For?

A standout feature of Monday. com is its versatility in meeting the diverse needs of teams in various industries and sizes. Whether in HR, marketing, IT, operations, product development, or other fields, Monday. com provides customizable templates and tools tailored to specific project management requirements. By consolidating project management tools on one platform, Monday. com enables teams to create customized apps that suit their workflow, promoting effective collaboration and productivity.

Monday CRM Pricing

Monday CRM offers different pricing plans to suit various needs. For 10 seats, the pricing is as follows:

  • Free - $0
  • Basic - $12 per seat per month
  • Standard - $14 per seat per month
  • Pro - $24 per seat per month
  • Enterprise - Custom Pricing
As the seat volume increases, the price per seat decreases, providing better value for larger teams. Get a custom Monday CRM pricing plan .

Disclaimer: The pricing is subject to change.  

Monday CRM Integrations

The platform integrates with the following third-party applications:

  • HubSpot
  • Microsoft Teams
  • Jira Cloud
  • Mailchimp
  • Slack  

How Does Monday CRM Work?  

Setting up Monday. com software is a simple process that enables you to streamline workflows and enhance team collaboration effectively. Here's a guide to help you get started:

  • Personalize your workspace by choosing project categories that suit your team's needs
  • Set up your first project board by naming the project, assigning team members, and defining tasks within the board to kickstart your workflow
  • Use the task management tools to assign tasks, set deadlines, and track progress
  • Simplify repetitive tasks and ensure smooth workflow transitions with the automation feature
  • Invite team members to join your workspace, assign roles and permissions, and encourage collaboration
  • Make use of data visualization tools to create interactive dashboards that provide clear insights into your team's progress
Want to see the software in action? Schedule a Monday CRM demo today!

Who Is Monday CRM For?  

The software is used by the following:

  • Project managers
  • Marketing teams
  • Designers
  • CRM professionals
  • IT teams
  • Product development teams

Is Monday CRM Right For You?

With its robust features and cloud-based platform, Monday. com offers versatility, ease of use, and powerful tools to streamline your project management process. Trusted by over 225,000 customers, from startups to enterprises, Monday. com provides industry-leading data security to protect your sensitive information. The platform is scalable, allowing you to quickly adapt to changing business needs.  

The platform offers customizable solutions to meet your specific needs, with drag-and-drop functionality for building workflows. Whether you are a product manager, creative professional, or task appraiser, Monday’s intuitive adoption and tailored onboarding services make it a compelling choice for organizations of all sizes.

Still unsure whether this software is the right fit? Contact us today at (315) 215-3447 and let us help you make an informed decision.

Monday CRM Features

With drag-and-drop functionality, users can easily organize projects and workflows to suit their specific needs. This feature empowers teams to streamline processes and adapt structures efficiently, ensuring flexibility and customization.

how it worksSee How It Works

Monday.com incorporates artificial intelligence to streamline tasks and processes through automation. This technology enhances productivity and efficiency by automating repetitive tasks, setting triggers and actions, and customizing reports and visualizations, saving time and resources while ensuring workflow consistency.

how it worksSee How It Works

The software offers one-click automations, enabling users to streamline repetitive tasks. It automatically assigns leads to sales reps, sets reminders for upcoming activities, and sends notifications when a lead opens an email, enhancing efficiency and helping teams close more deals.

how it worksSee How It Works

The software provides robust lead management capabilities, allowing users to collect leads from various sources, centralize and qualify them in one location, and automatically score them using custom criteria for better prioritization.

how it worksSee How It Works

Monday CRM Pricing

Free

$0

/month
What's Included
  • iOS and Android apps

  • Unlimited docs

  • 8 column types

  • 200+ templates

  • Up to 3 boards

Basic

$12

/month
What's Included
  • All Free plan features, plus:

  • Unlimited free viewers

  • Create a dashboard based on 1 board

  • 5GB file storage

  • Prioritized customer support

  • Unlimited items

Standard

$14

/month
What's Included
  • All Basic plan features, plus:

  • Guest access

  • Automations (250 actions per month)

  • Create a dashboard that combines 5 boards

  • Timeline & Gantt views

  • Integrations (250 actions per month)

  • Calendar View

Pro

$24

What's Included
  • All Standard plan features, plus:

  • Formula Column

  • Private boards

  • Chart View

  • Automations (25K actions per month)

  • Create a dashboard that combines 20 boards

  • Time tracking

  • Integrations (25K actions per month)

Enterprise

Custom Pricing
What's Included
  • All Pro plan features, plus:

  • Multi-level permissions

  • Enterprise-grade security & governance

  • Advanced reporting & analytics

  • Tailored onboarding

  • Enterprise support

  • Create a dashboard that combines 50 boards

  • Enterprise-scale automations & integrations

Monday CRM Reviews

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Frequently Asked Questions

Monday.com CRM software currently supports the following languages: English, Spanish, French, German, Portuguese, Russian, Japanese, Dutch, Italian, Korean, and Swedish.