monday CRM

monday CRM

monday.com
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About

Salesgem is a customer relationship and lead-management platform for small-business sales teams and agencies. It collects leads from Facebook and Instagram, WhatsApp, website forms, and Google Sheets, then organizes them in a shared workspace. Teams can assign leads to representatives, track opportunities through sales pipeline stages, schedule follow-ups, and keep notes and activity history with each record. WhatsApp conversations can be handled alongside lead records, while task queues and notifications help teams coordinate responses and handoffs. Reporting tools show lead sources, pipeline progress, and team activity. Salesgem also provides mobile apps for iOS and Android, with features including push notifications and one-tap calling. The product is aimed at businesses with inquiry-driven sales processes, including real estate firms, clinics, training providers, auto dealerships, and marketing agencies managing client leads.

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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Small-business sales teams and marketing agencies that capture and follow up on inbound leads from social channels, messaging, and web forms. Relevant users include sales managers, business owners, sales representatives, and agency teams managing client pipelines; the site highlights B2C businesses such as real estate firms, clinics, training institutes, and auto dealerships.

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 Not Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$15/user/month
Monthly plan: $15 per user per month. Annual plan: $12.45 per user per month, billed annually. The site states no setup or onboarding fees and offers volume discounts for teams of 10 or more users.
Free Version Not Supported
Free Trial Supported

Pricing

$10/seat/month
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

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

Pros & Cons from Real Users

Pros

  • It is simple to capture, generate and retain leads and customers with monday Sales CRM. It automates and streamlines our sales processes.It is possible to close more sales deals faster with this tool.It is possible to build strong relationships with our customer using this tool. It is a reliable tool for lead nurturing and scoring.
  • The customizations behind the board setups, integrations, and automations. Additionally, the implementation of the rollup dashboards are fantastic to help give a bird-eyes view of the overall project health and status.
  • Monday sales CRM is a user-friendly tool with a simple and intuitive interface that makes it easy to use even for beginners. The visual sales pipeline feature of Monday sales CRM provides a clear overview of sales leads, making it easy to track and manage deals.
  • We are becoming more and more dependent on Monday.com as our Real Estate business grows. Everyday we find something new to assist us and in making our business more organised.
  • User-friendly and flexible. Easy to customize, start with basics and build on with automation. Works well with Microsoft applications. We have implemented it into our sales tracking, warehouse workflows, accounts, marketing, and inventory digital asset management.

Cons

  • It's fully-featured and very functional hence I lack anything to dislike as it meets our sales automation and CRM needs.
  • Would prefer some AI integrations to help enhance my workflows. The gantt charts should have more options to include subtasks within certain views.
  • One potential drawback of Monday sales CRM is that it may not be the best fit for larger businesses or enterprise-level sales teams, as it may lack some of the advanced features and customization options they require.
  • No Cons at all. New features are rolled out regularly.
  • My only issue to date is that there is no column option for a unique identified number field. This would be useful for our sales order numbers to avoid double entry.

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Salesgem
India
salesgem.io

Company Information

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

Alternatives

No Alternatives

Alternatives

HubSpot CRM

HubSpot CRM

HubSpot
LionO360

LionO360

LionOBytes

Categories

CRM Supported
Lead Management Supported

Categories

AI CRM Supported
Automotive CRM Supported
Construction CRM Supported
Contact Management Supported
CRM Supported
Email Tracking Supported
Financial CRM Supported
Healthcare CRM Supported
Hotel CRM Supported
Inside Sales Supported
Insurance CRM Supported
Lead Management Supported
Legal CRM Supported
Real Estate CRM Supported
Sales Supported
Sales Acceleration Supported
Sales Enablement Supported
Sales Forecasting Supported
Sales Tracking Supported
Social CRM Supported

CRM Features

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

Lead Management Features

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

Automotive CRM Features

Call Logging Supported
Contact Management Supported
Customer Support Supported
Inventory Management Supported
Lease Management Supported
List Management Supported
Marketing Automation Supported
Product Catalog Supported
Quotes / Proposals Supported
Service Department Management Supported
Showroom Management Not Supported
Territory Management Supported

Construction CRM Features

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

Contact Management Features

Activity Management Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Not Supported
Group Management Not Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Supported
Shared Contacts Not Supported
Social Media Integration Supported

Customer Reference Management Features

Nomination Tracking Supported
Program Notices Supported
Reference Usage Tracking Supported
Reward Distribution Supported
Search Supported

Email Tracking Features

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

Financial CRM Features

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

Healthcare CRM Features

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

Inside Sales Features

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

Real Estate CRM Features

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

Sales Acceleration Features

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

Sales Content Management Features

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

Sales Enablement Features

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

Sales Force Automation Features

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

Sales Forecasting Features

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

Sales Tracking Features

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

Social CRM Features

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

Integrations

1stContact.ai Not Supported
COZYROC SSIS+ Suite Not Supported
Chief Not Supported
Clearbit Not Supported
Clerx Not Supported
CommPeak Not Supported
Dropbox Not Supported
EasySend Not Supported
Enzy Not Supported
GitHub Not Supported
Google Drive Not Supported
Jira Not Supported
Made For Law Not Supported
Odella Not Supported
Pipedrive Not Supported
ThinkOwl Not Supported
WellBox Not Supported
Workers by Delos Not Supported
Zoom Not Supported
monday dev Not Supported

Integrations

1stContact.ai Supported
COZYROC SSIS+ Suite Supported
Chief Supported
Clearbit Supported
Clerx Supported
CommPeak Supported
Dropbox Supported
EasySend Supported
Enzy Supported
GitHub Supported
Google Drive Supported
Jira Supported
Made For Law Supported
Odella Supported
Pipedrive Supported
ThinkOwl Supported
WellBox Supported
Workers by Delos Supported
Zoom Supported
monday dev Supported
Claim Salesgem and update features and information
Claim Salesgem and update features and information
Claim monday CRM and update features and information
Claim monday CRM and update features and information