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monday CRM

Brand : monday

Starting at $ 15

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monday CRM helps businesses manage leads, sales pipelines, and client communications in one place. ...Read more

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monday CRM Software Pricing, Features & Reviews

What is monday CRM?

monday CRM is a customizable, no-code sales CRM software designed to streamline sales processes. It enables teams to manage leads, track deals, automate tasks, and centralize communication all within a single platform.

With features like AI-powered email composition, automated task generation, and seamless integrations with tools like Gmail, Outlook, and Slack, monday CRM enhances team collaboration and efficiency.

Why Choose monday CRM Software?

  • AI-Powered Insights: Utilize AI for email composition, sentiment analysis, and summarizing meetings.
  • Automated Task Generation: Automatically create tasks from meeting outcomes to keep deals moving forward.
  • Email Integration: Sync with Gmail and Outlook for seamless communication tracking.
  • Deal Pipeline Management: Visualize and manage your sales pipeline with drag-and-drop functionality.
  • Email Sequences: Automate follow-up emails to nurture leads and maintain engagement.

Benefits of monday CRM Software

  • Duplicate Detection: Identify and merge duplicate records to maintain clean data.
  • Document Management: Store and manage documents related to deals and contacts.
  • Custom Fields: Add custom fields to capture specific information relevant to your business.
  • Audit Logs: Track changes and activities within the CRM for accountability.
  • API Access: Integrate with other tools and systems using monday.coms API.

monday CRM Pricing

monday CRM price in India starts at $15 at techjockey.com.

The pricing model is based on different parameters, including extra features, deployment type, and the total number of users. For further queries related to the product, you can contact our product team and learn more about the pricing and offers.

monday CRM Pricing & Plans

Basic
  • Unlimited customizable pipelines
  • Unlimited contacts
  • Unlimited boards
  • Templates for lead, contact & deal management
    • Quantity
    • Monthly
Starting at $ 15
Standard
  • Advanced account, contact, & deal management
  • 2-way email integration with Gmail and Outlook
  • AI email generator
  • Activity management
    • Quantity
    • Monthly
Starting at $ 20
Pro
  • Sales forecasting
  • Email templates
  • Email tracking & automations
  • Quotes & invoices
    • Quantity
    • Monthly
Starting at $ 33

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monday CRM Features

Customer Data Management (CDM)

  • icon_check Contact Management Store, organize, and access customer contact details for easy retrieval and updates.
  • icon_check Account Management Track and manage business relationships with key accounts and clients.
  • icon_check Customer Profiles Build comprehensive profiles with data on preferences, interactions, and purchase history.
  • icon_check Contact Segmentation Group contacts based on behavior, demographics, or interests for personalized engagement.
  • icon_check Activity History Record and review all past customer interactions, including calls, emails, and meetings.

Lead Management

  • icon_check Lead Generation Capture and create leads through multiple channels for sales growth.
  • icon_check Lead Nurturing Engage with leads over time through automated follow-ups and relevant content.
  • icon_check Lead Tracking Track lead activity and behavior across multiple channels and touchpoints.
  • icon_check Lead Qualification Assess lead quality based on criteria to focus on high-potential prospects.
  • icon_check Lead Assignment Assign & distribute leads to specific reps or teams based on predefined rules.
  • icon_check Lead Prioritization Rank leads by their potential to close, ensuring focus on the most promising.

Sales Pipeline Management

  • icon_check Opportunity Management Manage and track sales opportunities from prospect to closed deal.
  • icon_check Deal Management Manage the entire deal lifecycle, from negotiation to final agreement.
  • icon_check Quote & Proposal Management Create and send tailored quotes and proposals for potential clients.
  • icon_check Territory Management Organize and assign sales territories to optimize coverage and performance.
  • icon_check Deal Rotting Flag and manage deals that are stalling or not progressing as expected.
  • icon_check Task Management Assign, track, and manage tasks and activities to ensure team productivity and accountability.
  • icon_check Order Management Handle order processing and ensure smooth transaction flow post-sale.

Collaboration and Communication

  • icon_check Internal Communication Enable real-time internal communication between teams with built-in messaging or chat features.
  • icon_check Document Sharing & File Storage Store and share important files, documents, and customer resources easily.
  • icon_check Activity Logging Recording all customer interactions like calls, emails, meetings, and text messages within the CRM system
  • icon_check Bulk Email and SMS Send emails & SMS in bulk to leads or clients for promotions or updates.
  • icon_check Built-in Dialer Call prospects directly from CRM in just one click to ensure high compliance and productivity.
  • icon_check Call Tracking and Recording Track and record sales calls for better analysis and performance review.

Integrations

  • icon_check API Access Customizable API for integrating with other business applications or extending CRM capabilities.
  • icon_check Calendar Integration Sync CRM with calendars to schedule and manage appointments and follow-ups.
  • icon_check Third Party Integrations Connect CRM with a variety of third-party tools and services to enhance functionality.
  • icon_check Email Marketing Tools Connect CRM with email tracking tools like Mailsuite or LeadSquared for measuring open rates.
  • icon_check Interactive Voice Response (IVR) Integration Integrate CRM with IVR systems to manage customer calls and enhance support.

Workflow Automation and Management

  • icon_check Workflow Automation Automate repetitive tasks and workflows to improve sales team efficiency.
  • icon_check Task Automation  Automate tasks like follow-up emails, lead assignment, and reminder notifications.
  • icon_check Lead Capture Automation Automatically capture leads from forms, websites, and social media.
  • icon_check Customizable Workflows Create, modify, and automate sequences of tasks, actions, or processes within the CRM.
  • icon_check Auto Qualify Leads Automatically evaluate leads for sales readiness using predefined criteria.

Security & Compliance

  • icon_check Audit Logs Maintain a log of all user actions for accountability and security auditing.
  • icon_check Data Encryption Encrypt data both at rest and in transit to safeguard customer information.
  • icon_check IP Whitelisting Prevents unauthorized access from unknown or unsecure locations.
  • icon_check Role-Based Access Control (RBAC) Control user access based on their roles, limiting access to sensitive data.
  • icon_check Audit Trails Used for auditing and compliance purposes to ensure transparency and traceability.
  • icon_check Backup & Disaster Recovery Ensure business continuity with secure backups and disaster recovery plans.
  • icon_check GDPR and CCPA Compliance Comply with regulations such as GDPR, HIPAA, and CCPA. to protect customer privacy.

AI Capabilities

  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Lead and Deal Scoring Score leads and deals to prioritize efforts based on engagement or value.
  • icon_check Chatbots Automate customer interactions with AI-driven chatbots to assist or direct inquiries efficiently.

Analytics and Reporting

  • icon_check Sales Forecasting Predict future sales revenue based on trends, historical data, and leads.
  • icon_check Custom Dashboards Create personalized dashboards to visualize key metrics and data relevant to your business.
  • icon_check Sales Funnel Analysis Monitor and analyze real-time data to make timely, informed decisions.
  • icon_check Conversion Reports Track individual and team sales metrics, including revenue, win rates, and pipeline health.
  • icon_check Activity Overview Reports Analyze customer behavior and interactions to gain actionable insights for better engagement.
  • icon_check Sales Performance Tracking Monitor team performance across sales activities, tracking progress against KPIs.
  • icon_check Forecasting & Trends Use historical data to forecast future sales and trends for improved business planning.
  • icon_check Customizable Pipeline Views Create customized views of sales pipeline stages for better oversight.

Alerts & Notifications

  • icon_check Event-Triggered Notifications Automatically notify users of key events, such as new leads, meetings, or customer actions.
  • icon_check Custom Workflow Alerts Create custom alerts for specific workflows or actions, ensuring nothing gets missed.
  • icon_check Customer Interaction Alerts Get notified when customers engage with emails, forms, or other touchpoints.
  • icon_check Workflow Trigger Alerts Alert users when specific workflow conditions or triggers are met.
  • icon_check Lead Activity Alerts Get alerts when leads take important actions (e.g., filling out a form or making a purchase).
  • icon_check System Errors/Failures Receive immediate notifications for any system failures or errors for quick resolution.
  • icon_check SLA Violations Receive notifications when service level agreements are breached or approaching deadlines.

Others

  • icon_check Customization Options
  • icon_check Touchpoint Monitoring
  • icon_check Data Import/Export
  • icon_check Campaign Management

monday CRM Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • Windows iOS Android
  • DesktopMobile
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Startups, Medium Business, Enterprises, SMBs, SMEs, MSMBs, MSMEs
  • Phone, Email
  • Videos
  • English

monday CRM Reviews and Ratings

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monday Company Details

Brand Name monday
Information The monday.com Work OS is a low code- no code platform that democratizes the power of software so organizations can easily build work management tools and software applications to fit their every need.
Founded Year 2012
Director/Founders Eran Kampf, Eran Zinman, Roy Mann
Company Size 1000+ Employees
Other Products Monday.com

monday CRM FAQ

A monday CRM pricing in India starts from $15, as listed on techjockey.com.
A Yes, monday CRM is available as an iOS and Android mobile app.
A monday CRM is compatible with Windows only.
A Yes, monday CRM offers a free trial to test its features.
A monday CRM is a customizable, visual platform that helps teams manage leads, contacts, and sales pipelines through boards, automations, and integrations.
A Businesses of all sizes, including companies like Uber, Hulu, and Nissan, use monday CRM for its flexibility and automation capabilities.
A Yes, monday CRM offers a free demo.
A monday CRM has a free plan for up to 2 users with limited features; for full functionality, a paid plan is required.

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