monday.com CRM
The new era of CRM: flexible, intuitive, and built for you.
Overview
monday.com CRM is a highly customizable customer relationship management solution that allows teams to build their own sales workflows. It provides visual pipelines, contact management, and sales forecasting capabilities within the flexible monday.com Work OS environment.
✨ Key Features
- Customizable Sales Pipelines
- Sales Forecasting
- Contact and Lead Management
- Sales Automation
- Dashboards and Reporting
🎯 Key Differentiators
- Extreme flexibility and customizability (Work OS)
- Highly visual and intuitive interface
- Combines CRM with project management capabilities
Unique Value: A highly flexible and visual CRM that can be customized to fit any sales process, built on a powerful work operating system.
🎯 Use Cases (4)
✅ Best For
- Flexible CRM for teams with unique sales processes
- Visual project and pipeline management
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Teams looking for a traditional, out-of-the-box CRM with deep, sales-specific features
- Enterprises needing advanced, AI-driven revenue intelligence
🏆 Alternatives
Offers unparalleled flexibility compared to traditional CRMs, allowing teams to build their perfect workflow instead of adapting to a rigid system.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Dedicated Support (Enterprise tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: Up to 2 users, basic features.
🔄 Similar Tools in Forecast Accuracy
Salesforce Sales Cloud
A customizable CRM platform that helps sales teams manage leads, opportunities, and customer relatio...
Gong
A revenue intelligence platform that uses AI to analyze customer-facing conversations and provide in...
Clari
A revenue operations platform that uses AI to improve forecast accuracy, pipeline management, and ov...
Aviso AI
An AI-powered revenue intelligence platform that provides forecasting, deal guidance, and conversati...
Anaplan
A connected planning platform for enterprise-level sales, finance, and supply chain forecasting and ...
Workday Adaptive Planning
A comprehensive planning, budgeting, and forecasting solution that helps organizations align sales, ...