monday CRM

monday CRM

monday.com
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About

VeloxyIO Inc. makes AI-powered sales enablement and predictive forecasting software for Salesforce CRM. Our mission is to help Sales Reps engage in Salesforce and get more out of it than they put in, while giving Sales Management better forecasts and the analytics to see which actions truly drive the pipeline. The right data at the right time! Veloxy Mobile and Inbox automatically log actions like calls, emails sent, opens and replies, and make it painless to add and maintain information on the go, as a natural step in the sales workflow. These tools feed Sales Reps the right data at the right time based on their context, location and upcoming events, so they focus on priorities without having to look for anything. See which actions truly drive pipeline! Veloxy Analytics gives Sales Managers and Ops more accurate forecasts based on historical analysis of biases, plus the analytics tools to examine how different sales activities correlate to pipeline growth.

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

Sales professionals who want to spend more time on activities that produce sales and less time on those that don’t.

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

$49 user/month
Free Version
Free Trial

Pricing

$10 seat / month
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 4.9 / 5
features 4.9 / 5
design 4.9 / 5
support 4.8 / 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

Veloxy
Founded: 2015
United States
veloxy.io

Company Information

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

Alternatives

Alternatives

HubSpot CRM

HubSpot CRM

HubSpot
Proton.ai

Proton.ai

Proton
LionO360

LionO360

LionOBytes
Freshsales

Freshsales

Freshworks

Categories

Categories

Email Tracking Features

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

Inside Sales Features

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

Lead Management Features

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

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

Email Marketing Features

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Lead Capture Features

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

Marketing Analytics Features

A/B Testing
Campaign Management
Channel Attribution
Customer Journey Mapping
Dashboard
Performance Metrics
Predictive Analytics
ROI Tracking
Social Media Metrics
Website Analytics

Sales Analytics Features

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Engagement Features

Call Scripts / Call Steps
CRM Integration
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Sales Intelligence Features

CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting

Social Selling Features

Automated Publishing
Compliance Management
Content Discovery
Content Management
Employee Advocacy
Gamification
Lead Engagement
Performance Metrics
Pre-Approved Content Library
Single Sign On
Social Media Monitoring

Email Tracking Features

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

Inside Sales Features

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

Lead Management Features

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

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

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

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

Construction CRM Features

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

Customer Reference Management Features

Nomination Tracking
Program Notices
Reference Usage Tracking
Reward Distribution
Search

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

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 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

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

Integrations

Gmail
Google Calendar
Microsoft Outlook
Salesforce
1stContact.ai
Clerx
CommPeak
EasySend
HubSpot Customer Platform
LinkedIn
Meta Ads
Microsoft 365
Microsoft Teams
Oki-Toki
Outdoo AI
Shopify
Stripe
ThinkOwl
WhatsWaves
Zoom

Integrations

Gmail
Google Calendar
Microsoft Outlook
Salesforce
1stContact.ai
Clerx
CommPeak
EasySend
HubSpot Customer Platform
LinkedIn
Meta Ads
Microsoft 365
Microsoft Teams
Oki-Toki
Outdoo AI
Shopify
Stripe
ThinkOwl
WhatsWaves
Zoom
Claim Veloxy and update features and information
Claim Veloxy and update features and information
Claim monday CRM and update features and information
Claim monday CRM and update features and information