monday CRM

monday CRM

monday.com
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About

Popl captures, enriches, and syncs in-person leads, turning real-world interactions into CRM-ready pipeline. The platform eliminates manual data entry, badge scanners, CSV uploads, and the inefficiencies of traditional lead capture. Powered by AI, Popl instantly routes new contacts to your CRM and fetches enriched details like job title, email, phone number, and LinkedIn profile. Its intuitive dashboard lets teams customize capture flows, qualify leads on the spot, trigger automated follow-ups, and measure ROI in real time. Popl integrates seamlessly with Salesforce, HubSpot, and other leading CRM platforms. Used by 90% of Fortune 500 companies, Popl helps teams consistently 3x lead volume and drive measurable ROI from every in-person interaction.

About

monday CRM is an AI-powered customer relationship management platform designed to help businesses manage their sales processes more efficiently. It centralizes leads, contacts, deals, and communications into a single, easy-to-use workspace. The platform uses automation to handle repetitive tasks such as lead assignment, follow-ups, and activity tracking. It offers customizable workflows that can adapt to different sales cycles without requiring coding. monday CRM provides real-time dashboards and reports to give visibility into performance and pipeline progress. It also includes tools for email sequences and engagement tracking to improve customer interactions. The platform integrates with a wide range of business tools to streamline operations. By combining automation and visibility, monday CRM helps teams close deals faster and increase revenue.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Teams in need of a powerful digital business card platform to create leads faster, maximize revenue, and never miss another deal

Audience

monday CRM is ideal for sales teams, businesses, and organizations looking for an AI-driven, customizable platform to manage customer relationships and accelerate their sales growth

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

Free
Free Version
Free Trial

Pricing

$10/seat/month
Free Version
Free Trial

Reviews/Ratings

Overall 4.8 / 5
ease 4.7 / 5
features 4.7 / 5
design 4.8 / 5
support 4.5 / 5

Reviews/Ratings

Overall 4.9 / 5
ease 5.0 / 5
features 4.9 / 5
design 5.0 / 5
support 4.7 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Popl
Founded: 2020
United States
popl.co

Company Information

monday.com
Founded: 2012
Israel
monday.com/crm

Alternatives

Alternatives

HubSpot CRM

HubSpot CRM

HubSpot
LionO360

LionO360

LionOBytes
HubSpot CRM

HubSpot CRM

HubSpot

Categories

Popl is the smart, professional, and trackable upgrade to traditional business cards. Share your name, title, contact info, social profiles, website, and scheduling link—all through a sleek digital profile shared via tap or QR code. Your info stays updated in real time, and every interaction is automatically logged, allowing you to see who viewed your profile and when. Popl can capture leads directly from your card, sync them into your CRM, and trigger automated follow-ups. It’s paperless, customizable, and infinitely reusable—ideal for networking events, first impressions, and growing your brand with style.

Popl modernizes contact management by collecting accurate, complete, and contextual contact data at the first point of engagement. Reps use Popl to share dynamic digital profiles with a tap, automatically capturing names, emails, roles, and interaction history—then syncing that data into your contact database or CRM. Contacts can be tagged, segmented, and routed into specific workflows, ensuring smoother follow-ups and smarter outreach. Whether networking at events or meeting clients in the field, Popl keeps your contact database clean, current, and actionable—giving your team a more efficient way to manage relationships at scale.

CRM

Popl acts as a powerful CRM enhancer by capturing rich lead data at the moment of interaction—digitally, instantly, and with full context. Each tap or scan shares a custom profile and collects contact info, time, rep attribution, and source. That data syncs directly into your CRM (like HubSpot or Salesforce), ensuring clean, real-time visibility across marketing and sales. With Popl, you can assign leads to workflows, track engagement, and follow up immediately. It's built for teams who want to streamline contact capture, improve data quality, and increase CRM-driven pipeline without slowing down field or event reps.

Popl gives demand generation teams a smarter, scalable way to grow pipeline from real-world interactions. Every time a rep shares their digital profile, Popl captures full lead data—including who, when, and where—then pushes it directly into your CRM. Each profile is fully customizable and can include videos, downloadable content, and CTAs aligned with your demand gen campaigns. Segment by persona or source to feed your nurture streams. Popl provides top-of-funnel visibility and real-time performance tracking, helping teams drive more leads, shorten handoff time, and prove ROI with clean data and clear attribution.

Popl replaces outdated paper business cards with a digital-first networking tool that’s dynamic, trackable, and fully customizable. Share your contact details, social links, calendar, and website with a tap or scan—no app required. You can update your info in real time, tailor it for specific events or audiences, and track who’s viewed or engaged. Better yet, leads are automatically stored and can be synced directly to your CRM. Popl gives professionals a polished, eco-friendly way to network while making it easier to follow up, close deals, and keep relationships organized.

Popl turns every handshake, scan, and booth visit into a trackable lead with full contact data, timestamps, and source information. Whether you're hosting or attending, Popl makes it easy to share branded digital profiles instantly—complete with CTAs, videos, and lead forms—while capturing detailed interaction data. All leads are automatically routed to your CRM, tagged by event and rep. Managers can monitor real-time metrics, see who’s performing, and evaluate event ROI more clearly. Popl replaces clipboards and printed flyers with a digital solution that scales, tracks, and converts your in-person event efforts.

Popl transforms lead capture by making it instantaneous, accurate, and fully digital. With one tap or scan, your team can share custom profiles and simultaneously collect detailed lead data—including contact info, time of interaction, and rep attribution. No more clipboards, scanners, or post-event data entry. Leads are automatically routed to your CRM, where they can be tagged, scored, and added to nurture workflows. Popl gives marketing and sales teams a high-converting entry point to build pipeline from any in-person interaction—be it at trade shows, retail events, field campaigns, or networking meetups.

Popl elevates lead generation by making every real-world interaction a scalable, trackable, and high-quality entry point into your funnel. Whether at trade shows, retail events, field campaigns, or networking meetups, Popl allows your team to instantly share branded digital profiles while automatically capturing contact data—name, email, company, role, time, location, and rep attribution. These leads sync directly to your CRM in real time, eliminating manual entry and enabling immediate follow-up. With customizable CTAs, content embeds, and segmentation tools, Popl helps convert first touches into qualified pipeline—making it a powerful tool for teams focused on filling the top of the funnel efficiently.

Popl enhances lead management by capturing full-funnel context from the very first interaction and syncing it into your CRM for real-time action. Each contact is saved with metadata like rep attribution, event name, and engagement type, enabling smart routing, segmentation, and follow-up. You’ll know who’s interacting, where, and when—allowing you to score leads, assign ownership, and personalize outreach faster. Popl empowers your team to manage in-person leads just as effectively as digital ones, improving visibility, velocity, and conversion across every pipeline stage. It brings structure to human connections—without slowing them down.

Popl streamlines lead nurturing by ensuring that no high-intent lead slips through the cracks. When a rep uses Popl to share a digital profile, the platform captures the lead’s info and syncs it into your CRM—complete with context like who made the contact, where, and when. These leads can be enrolled in automated nurture flows right away, personalized by source or behavior. Popl keeps your database clean and your follow-ups fast, allowing marketing teams to close the gap between initial engagement and long-term conversion. It’s the perfect bridge from real-life conversation to sustained digital nurturing.

Popl makes lead retrieval instant and effortless. With a simple tap or scan, your reps share digital profiles and automatically capture the lead’s contact info, timestamp, and rep attribution—no scanners or paper forms required. All data syncs directly into your CRM, ensuring every lead is clean, complete, and actionable. Popl supports custom notes, real-time performance dashboards, and full lead tracking across events and reps. Whether at a trade show booth or networking mixer, Popl ensures every connection is stored, measured, and ready for follow-up—giving you full pipeline visibility from first contact to conversion.

Popl blends real-world interactions with digital CRM strategy, making it ideal for social CRM. When reps meet leads in person, Popl captures full contact data, engagement time, source, and social profiles with one tap or scan. This information flows into your CRM and can be used for segmentation, nurturing, and tracking cross-channel activity. It gives your team a clear picture of each relationship, from event chat to social follow-up, all in one place. Popl makes it easy to manage the personal side of sales with the same precision as your digital touchpoints.

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Social CRM Features

Calendar/Reminder System
Customer Support
Email Marketing
Lead Capture
Lead Nurturing
Live Chat
Marketing Automation Integration
Multi-Channel Social Integration
Social Media Monitoring
Task Management

Business Card Features

Contact Management
Data Extraction
Design Templates
Image Editor
Print Management
Step-by-Step Wizard

Event Marketing Features

Audience Segmentation
Campaign Management
Email Marketing
Event Calendar
Landing Pages / Web Forms
Location-Based Marketing
Reporting/Analytics
Social Media Promotion
Surveys & Feedback
Website Management

Lead Capture Features

Business Card / Badge Scanning
Dashboard
Data Extraction
Lead Distribution
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Scoring
Online Forms

Lead Generation Features

Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification

Lead Nurturing Features

A/B Testing
Campaign Management
Drip Campaigns
Lead Capture
Lead Notifications
Lead Scoring
Lead Segmentation
Performance Metrics
Personalization
Pipeline Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Social CRM Features

Calendar/Reminder System
Customer Support
Email Marketing
Lead Capture
Lead Nurturing
Live Chat
Marketing Automation Integration
Multi-Channel Social Integration
Social Media Monitoring
Task Management

Automotive CRM Features

Call Logging
Contact Management
Customer Support
Inventory Management
Lease Management
List Management
Marketing Automation
Product Catalog
Quotes / Proposals
Service Department Management
Showroom Management
Territory Management

Construction CRM Features

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Customer Reference Management Features

Nomination Tracking
Program Notices
Reference Usage Tracking
Reward Distribution
Search

Email Tracking Features

A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Healthcare CRM Features

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Inside Sales Features

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Real Estate CRM Features

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Sales Acceleration Features

Campaign Management
CPQ
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Content Management Features

Audio / Video Recording
Audio File Management
Branded Sales Content
Centralized Sales Content Repository
Collaboration Tools
Content Recommendations
Email Management
Engagement Analytics
Interaction Tracking
Personalization
Sales Partner Management
Sales Training / Onboarding
Video File Management

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Forecasting Features

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sales Tracking Features

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Integrations

HubSpot CRM
HubSpot Customer Platform
Microsoft Outlook
Microsoft Teams
Pipedrive
Salesforce
Slack
Zoom
monday AI work platform
Active Directory
Chief
EasySend
Eventbrite
Made For Law
Meta Ads
Nango
Okta
Pipedrive Dealbot
VinSolutions Connect CRM
Workers by Delos

Integrations

HubSpot CRM
HubSpot Customer Platform
Microsoft Outlook
Microsoft Teams
Pipedrive
Salesforce
Slack
Zoom
monday AI work platform
Active Directory
Chief
EasySend
Eventbrite
Made For Law
Meta Ads
Nango
Okta
Pipedrive Dealbot
VinSolutions Connect CRM
Workers by Delos
Claim Popl and update features and information
Claim Popl and update features and information
Claim monday CRM and update features and information
Claim monday CRM and update features and information