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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 →

How monday sales CRM fits different sales scenarios

Use cases pair SoftwareGlimpse fit analysis with official workflow demos when ResearchMedia is linked — not brand promo videos from Overview.

  • 1Use case

    Pipeline management

    Track deals through stages, keep ownership clear, and see where opportunities stall.

    • Track deals through stages, keep ownership clear, and see where opportunities stall.
    • Teams already on monday.com
    • monday sales CRM is positioned around monday sales CRM applies monday.com’s Work OS boards to sales pipelines, automations, and collaborative deal management. That focus is useful when buyers want a clear primary job rather than an everything-platform.

    SoftwareGlimpse fit analysis

    Advance deals visually across customizable stages.

    Explore use case →
    monday sales CRM pipeline management use-case workflow diagram
    SoftwareGlimpse original workflow: how monday sales CRM supports pipeline management.

    Official vendor tutorial

    This video is hosted on YouTube

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    Official vendor tutorial

    Getting started with monday sales CRM - Ch. 2 'Overview' | monday.com webinars

    What this shows

    • monday sales CRM overview walkthrough
    • product orientation as presented by monday.com

    What this workflow demonstrates

    • monday sales CRM overview walkthrough
    • product orientation as presented by monday.com

    Source: Official monday.com. This is vendor training/demo content — not SoftwareGlimpse instruction.

  • 2Use case

    Lead management

    Capture, qualify, and route leads before they become pipeline deals.

    • Capture, qualify, and route leads before they become pipeline deals.
    • Visual pipeline operators
    • Visual board-based pipelines

    SoftwareGlimpse fit analysis

    Capture inbound or outbound leads into the CRM.

    Explore use case →
  • 3Use case

    Sales automation

    Reduce repetitive follow-ups with workflows that still need human judgment.

    • Reduce repetitive follow-ups with workflows that still need human judgment.
    • SMB sales wanting configurable boards
    • Strong automation culture

    SoftwareGlimpse fit analysis

    Clear EUR Basic/Standard/Pro ladder

    Explore use case →
  • 4Use case

    Reporting

    Forecast and pipeline reporting managers can trust without spreadsheet rebuilds.

    • Forecast and pipeline reporting managers can trust without spreadsheet rebuilds.
    • Clear EUR Basic/Standard/Pro ladder

    SoftwareGlimpse fit analysis

    Review pipeline health and outcomes in reporting views.

    Explore use case →
  • 5Use case

    Outbound sales

    Run targeted outbound sequences with ownership, logging, and clear next steps in CRM.

    • Run targeted outbound sequences with ownership, logging, and clear next steps in CRM.
    Explore use case →
  • 6Use case

    Inbound sales

    Capture inbound demand, assign owners fast, and qualify into pipeline without inbox chaos.

    • Capture inbound demand, assign owners fast, and qualify into pipeline without inbox chaos.
    Explore use case →
  • 7Use case

    High-volume lead management

    Route and work large inbound or outbound lead volumes without losing ownership or SLAs.

    • Route and work large inbound or outbound lead volumes without losing ownership or SLAs.
    Explore use case →
  • 8Use case

    Customer follow-up

    Never drop promised next steps — tasks, reminders, and history attached to the right record.

    • Never drop promised next steps — tasks, reminders, and history attached to the right record.
    Explore use case →
  • 9Use case

    Sales forecasting

    Build forecasts from pipeline truth — stages, categories, and hygiene — not optimistic storytelling.

    • Build forecasts from pipeline truth — stages, categories, and hygiene — not optimistic storytelling.
    Explore use case →

Use case information is based on product evidence and common customer workflows. Official demos illustrate vendor workflows; they are not SoftwareGlimpse testing claims.