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Bonfire Rating: 4.6/5 Monday Sales CRM is for sales teams who want to take their sales pipeline to the next level!
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Monday Sales CRM
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/*! elementor - v3.13.1 - 09-05-2023 */
.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block} Sales CRM (Customer Relationship Management) software has become a crucial tool for businesses across multiple industries to increase their sales efficiency and effectiveness. Without the proper CRM tools, businesses face a much more difficult task of managing customer data, online communications, and sales interactions. But with so many different CRMs on the market, it can be tough for entrepreneurs and small business owners to know which one is best for their needs. That’s where I come in! My name is AJ! Throughout my career, I’ve owned and sold my own digital agency and have experience contacting and managing multiple clients simultaneously. So I know the ins and outs of building strong relationships with customers, but I also understand the struggles that come with owning and operating a business. It is now my goal to help sales teams and managers get the right CRM software for their sales process. That brings me to this review! The Small Business Bonfire Team (SBB) and I have put Monday Sales CRM through rigorous testing to determine if it is the right tool for your business! Let’s get into the nitty-gritty!
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You Can Trust Small Business Bonfire Since 2009 Small Business Bonfire has been testing and rating thousands of business software to help you (our small business owners) start & scale your organizations. If you want to know more about how we test, please read this article here.
/*! elementor - v3.13.1 - 09-05-2023 */
.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px} What Is Monday Sales CRM?
Monday Sales CRM is customizable CRM software that is specifically designed for sales teams and managers looking to enhance their entire sales pipeline. The product provides an array of features like: Contact list Lead capturing Sales forecasting Deal management Account management Sales pipeline tracking Resource management With this platform, our sales team was able to easily manage our leads and automate the sales process, resulting in increased efficiency and improved customer relationships . In our opinion, what was really great about it is that it was simple to use and easy to customize, giving us the ability to tailor each board to suit the unique needs and workflow of our team. In short, Monday Sales CRM is an all-in-one platform that empowers businesses to close more deals and build stronger customer connections .
Is Monday a CRM?
Monday is a project management tool that is also optimized for customer relationship management . It can help any dedicated customer success manager with storing contacts and accounts, tracking leads and deals, and monitoring sales operations. What’s more, this CRM provides in-depth reports and sales analytics, giving you valuable insights into the behavior of your customers. So, whether you’re a solo entrepreneur or part of a bigger sales team, Monday Sales CRM could be a really useful tool to help you stay organized and efficient .
Can Monday Sales CRM Also Do Project Management?
As recently stated, Monday Sales CRM is not just restricted to sales management, it has an extensive set of features for managing projects as well ! Throughout our research, the SBB found that this CRM software could potentially double as a project management platform. This gave us the ability to take advantage of all the features both tools have to offer such as task management, tracking project progress, and monitoring client projects at every stage. Overall, if you’re looking for a CRM that can also support robust project management capabilities, this product is definitely worth considering!
Pros and Cons of Monday Sales CRM
Throughout our demo testing, we noticed that this platform has many strengths and weaknesses small businesses should be aware of. Let’s take a closer look at its main pros and cons!
Monday Sales CRM Pros
Time tracking
Customer support
Private boards
Third-party integrations
14-day free trial
Customizable templates
Monday Sales CRM Cons
Customer support is slow
Some feature limitations with the free plan
Up to two users with the free version
Advanced features only available on higher-tiered plans
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Who Is Monday Sales CRM Best Suited For?
If you’re in the market for a CRM system, then Monday Sales CRM could be the perfect fit for you! This CRM software is best suited for small businesses and large enterprises that want to boost business growth. With its user-friendly interface and customizable features, it’s easy to use and can help streamline daily operations. Our team at SBB was able to effectively utilize Monday Sales CRM to track our customer interactions and pipeline while helping them close more deals . We were also able to integrate many of our favorite applications with this product, which improved our workflow and increased productivity across multiple platforms. Whether you’re a startup or an established business, if you’re looking for a CRM that’s affordable, efficient, and tailored to your needs, Monday Sales CRM should definitely be on your radar!
Who Is Monday Sales CRM Not Suited For?
While Monday Sales CRM is an incredibly versatile and useful tool for businesses of all shapes and sizes, it’s not the right choice for everyone. For example, if you’re a solo entrepreneur or freelancer who doesn’t have a lot of contacts to manage, you might find that this CRM software offers more features than you need. Moreover, while the platform offers a lot of customizability, users who need more advanced features will have to scale up their plans in order to gain access to them, which might be an issue for larger businesses on a tight budget. Overall, it’s important to consider your team’s needs and the features offered by this product to determine if it’s the right fit for your business.
Monday Sales CRM Pricing: How Much Does It Cost?
Monday Sales CRM provides competitive pricing plans for its CRM features that are either billed annually or monthly depending on your budget. It offers users four paid plans to choose from: Basic Plan : $10 per user a month Standard Plan : $14 per user a month Pro Plan : $24 per user a month Enterprise Plan : Custom pricing One of the coolest things about this Monday CRM software is that it also offers a 14-day free trial , so you can test it out before committing to anything. However, if your business only needs the most basic CRM capabilities, it is important to keep in mind that this platform is available with Monday’s free forever plan. At SBB, we chose to sign up for Monday’s annual Pro Plan at $16 a month for three users , giving us access to this and other products provided by the platform.
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How Does Monday Sales CRM Pricing Compare?
When it comes to pricing, Monday Sales CRM is one of the more affordable options on the market. Take, for instance, PipeDrive. This CRM software’s pricing billed annually begins at $14.90 per user each month for the Essential plan and can go up to $99 per user every month for its Enterprise plan. While this platform also offers a 14-day free trial of its services, it doesn’t provide a free plan to users as Monday CRM does . This makes Monday Sale CRM’s pricing more flexible and customer-friendly than PipeDrive and other CRM alternatives, making it an ideal option for businesses looking for a cost-effective and scalable solution for any business.
How Does Monday Sales CRM Pricing Compare?
During our testing period, we noticed a few tips that can help you make the most of your investment . Let’s discuss the different ways you can save!
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Annual Plans Save By selecting the yearly subscription, you can save up to 18% on your monthly charges. This is particularly advantageous for businesses and enterprises that use the service often, as the savings can accumulate significantly over time.
Students Save Big Only students who are currently enrolled in a college or university are eligible for the Student Program discount, which provides them with reduced pricing on the product as they balance their academic responsibilities.
Start Ups Get Discounts Startups can receive a discount of up to 20% on their annual pricing plans from Monday Sales CRM. To see if they qualify, startups should apply online and meet the platform's requirements.
Non Profits Save Too If they meet the criteria, nonprofits may be able to receive the discount. To check if they are eligible for a discount on Monday Sales CRM, these organizations need to contact the platform directly to learn about the requirements.
Monday Sales CRM Features
This product is a powerful tool for any sales team. The platform offers a range of features to enhance your sales processes . It also helps you track the progress of the deals your business makes in real time , which could lead to higher client retention and satisfaction. Plus, the tool easily integrates with third-party apps like Zapier, Slack, Dropbox, Microsoft Teams, and more, making it easy to automate your sales tasks and keep your team in the loop. Furthermore, each feature provided by this CRM is entirely customizable, which makes it simple to add a personal touch to your workflow. One of the key features our team thoroughly enjoyed was the ability to visualize and manage our sales pipeline with ease. Let’s go over some of the main features of this CRM!
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Lead Management & Capturing
First off, Monday Sales CRM provides excellent lead capturing and management features. This is perfect for sales teams who need to monitor customer interactions on a constant basis . We used the Lead Management board to manage the leads we were currently working on, as well as the new leads we had just acquired. It was easy for us to see who each lead was, the company they worked for, and their job title, along with which of our team members were in charge of each lead and the contact status. This board also provides a contact form that you can customize and share on your business website or favorite social media platform, which can help increase the number of leads you receive. So whether you're a solopreneur or a large team, Monday Sales CRM's lead capturing and management capabilities will help you stay organized, streamline your sales process, and ultimately drive more revenue for your business.
Deal Management
With the Deal Tracker template, you'll never miss another deadline or forget an important detail again ! This board allows you to easily track all of your deals every step of the way and monitor their progress actively. And if you're working on deals with a team, the collaboration tools make it seamless to keep everyone informed. For us, we were able to see each of our deals, who they were commissioned by, the specific account it was for, the value and priority of each one, and what needed to happen next in order for us to close them. It also helped us organize all the deals we won and lost and oversee the deals that were currently active, so all of our team members were on the same page. Plus, you can attach any relevant documents like proposals and contracts to each deal, making it easy to refer back to them as the deal progresses. Additionally, the board provides different ways in which you can view your deal information, including a Kanban board and sales forecast (above) for teams who prefer a more visual representation. In our opinion, the deal management feature is a complete game-changer for sales teams who want to stay organized and productive.
Sales Pipeline Management
The sales pipeline management tool is another great and simple way to visualize and track every deal your team is working on, from first contact to closed-won, with the Sales Dashboard. You can customize your dashboard to match the needs of your business and sales process by adding as many views as you need with the Widgets Center. You can easily add, change, or remove widgets to ensure your sales pipeline aligns and reflects with your sales goals. This made it easy for our team to identify trends in our pipeline , see where each deal stood, and the total revenue we received for each one. It also provides teams with insightful analytics , so you can identify areas that need improvement and optimize your sales strategy. All in all, the Sales Dashboard is a powerful tool that can help improve your sales process and drive revenue growth.
Customer Onboarding
The onboarding process is a critical aspect of any successful business. It is essentially the first stage of your customer's journey once they have signed up to use your services or products. With the Customer Onboarding template, you can automate onboarding processes and manage your customer lifecycle with ease. In our experience, we were able to quickly add new leads and start creating tailored onboarding processes for them. It was also easy to organize the stage of the onboarding process each of our customers was currently in, which helped our team prioritize the clients that needed our attention first.
