monday.com Sales CRM
One platform to manage your entire sales cycle.
Overview
monday.com Sales CRM is a highly customizable customer relationship management solution built on the flexible monday.com Work OS. It allows teams to design their own workflows for lead capture, deal management, and post-sale account management using visual boards, automations, and dashboards. Its main strength is its adaptability; it can be configured to manage almost any kind of customer-facing process, making it ideal for teams with unique needs that don't fit into a standard CRM mold.
✨ Key Features
- Customizable Pipelines & Workflows
- Lead & Contact Management
- Deal Management
- Email Integration & Tracking
- Automations
- Customizable Dashboards
🎯 Key Differentiators
- Extreme flexibility and customizability (Work OS)
- Highly visual and intuitive interface
- Combines CRM, project management, and other workflows in one tool
Unique Value: Provides a completely flexible and visual platform to build and manage any customer-facing process, breaking free from the constraints of traditional CRMs.
🎯 Use Cases (3)
✅ Best For
- Building a CRM from the ground up that perfectly matches a company's unique process
- Managing post-sale onboarding projects alongside customer relationship data
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Teams looking for a traditional, out-of-the-box CRM with pre-built, rigid structures
- Companies needing advanced, sales-specific features like territory management or complex forecasting
🏆 Alternatives
Offers significantly more customization than traditional CRMs like Pipedrive, and is often considered more user-friendly and visually appealing than other flexible platforms like Airtable.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Dedicated Support (Enterprise tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: Up to 2 users. Includes basic boards and contact management.
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