SoftwareGlimpse
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monday sales CRM Review

CRM SOFTWARE

monday sales CRM scores reflect first-party research — not hands-on product testing.

Last updated 2026-08-19Independent editorial review
  • Starting price

    €12.00/user/month

  • Free plan

    No

  • Free trial

    Yes

  • Best for

    Teams already on monday.com

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SoftwareGlimpse review

7.3/10

Good

  • Ease of use8
  • Pipeline management8
  • Sales automation8
  • Email capabilities7
  • Reporting7
  • Customization8
How we score →

Setting up your first pipeline

Official vendor tutorial for onboarding and configuration. It is not a SoftwareGlimpse implementation plan — use our independent guides for rollout judgment.

Official vendor tutorial

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Official vendor tutorial

Getting started with basic CRM template

What this shows

  • monday.com basic CRM template setup
  • getting-started CRM orientation as presented by monday.com

Source: Official monday.com

What to prepare before this step

  • • Agree pipeline stages that match how your team sells
  • • Decide who owns deals, activities, and reporting
  • • List must-have fields before importing contacts

What this video covers

  • monday.com basic CRM template setup
  • getting-started CRM orientation as presented by monday.com

monday sales CRM guides

Practical walkthroughs for setup, rollout, migration, plan choice, and fit — linked from this review so you can decide and implement without hunting the guides hub.