monday sales CRM

The customizable sales CRM that's simple to set up and easy to use.

by monday.com · CRM & Sales Automation

monday sales CRM screenshot

Executive Summary

monday sales CRM is a dynamic and highly customizable platform built on monday.com's Work OS, designed to streamline sales activities from pre- to post-sales. It empowers sales teams of all sizes, from SMBs to enterprises, to manage leads, contacts, deals, and customer interactions in one centralized place. The platform's key value lies in its intuitive visual interface, robust automation capabilities, and AI-powered features that reduce manual work and provide deep insights, enabling teams to boost productivity and close more deals faster.

Use Cases

  • Managing and tracking sales leads from various sources.
  • Streamlining the sales pipeline and deal progression.
  • Centralizing customer communication and activity tracking.
  • Automating repetitive sales tasks and workflows.
  • Forecasting sales and analyzing team performance.
  • Generating quotes and invoices directly from the CRM.

Features

Visibility

  • Customizable Sales Pipelines: Create and modify sales pipeline stages with flexible column types, subitems, and customizable views to fit specific business needs.
  • Real-time Dashboards & Widgets: Build intuitive dashboards with prebuilt widgets to gain instant overviews of deals, expected revenue, and team performance.
  • 360-Degree Customer View: Access all customer activity, interactions, and information in one place, providing a comprehensive understanding of each client.
  • Lead & Opportunity Tracking: Track leads from multiple sources, qualify, score them automatically, and monitor opportunities through various stages.

Intelligence

  • Automation Workflows: Automate repetitive tasks like lead assignment, reminders, email notifications, and status changes to save time and streamline processes.
  • AI-Powered Email & Summarization: Use AI to auto-compose emails, generate instant timeline summaries of contact history, and summarize sales calls and meeting notes.
  • Lead Scoring & Data Enrichment: Automatically score leads based on custom criteria and use AI to clean, enrich, and validate customer records, eliminating duplicates.
  • Sales Forecasting: Gain insights into sales pipeline and expected revenue to improve forecasting accuracy.

Support

  • Knowledge Base & Guides: Access a comprehensive knowledge base, guides, and CRM academy for learning resources and tutorials.
  • 24/7 Support: Provides continuous support to assist users with any issues or questions.
  • Webinars & Videos: Offers webinars and video tutorials to help users understand features and optimize their CRM setup.

Technical Specifications

Architecture
Cloud-native SaaS
Deployment
Cloud/SaaS
Authentication
SSO, SAML 2.0, MFA, OAuth 2.0 (inferred from monday.com general capabilities)
API Available
Yes
MCP Server
No

Infrastructure

  • AWS
  • Azure
  • GCP

AI/ML Stack

  • Machine Learning
  • NLP

Integrations

  • Outlook
  • Gmail
  • Slack
  • Zoom
  • QuickBooks
  • Google Workspace
  • DocuSign

Security & Compliance

Certifications: SOC 2 Type II, ISO 27001, GDPR, HIPAA

Encryption: AES-256 at rest, TLS 1.2+ in transit (inferred from monday.com general security practices)

Pricing

Model
Per user/month (tiered subscription)
Starting Price
Starting at $12/seat/month (Basic, annual billing), $17/seat/month (Standard, annual billing), $28/seat/month (Pro, annual billing). Enterprise plan requires contacting sales.
Target Customer
SMB to Enterprise
Contract Type
Annual (discounted), Monthly available
Free Trial
Yes, 14 days (Pro plan), up to 4 weeks (via partners) (credit card required)

About monday.com

monday.com is a work operating system (Work OS) that allows organizations of any size to create processes and manage every aspect of their work. It is a work platform built with AI to power faster, smarter work at any scale.

Founded: 2012 · Headquarters: Tel Aviv, Israel · Employees: 1,001-5,000 · Public

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