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— Monday CRM —

The Ultimate Guide to Monday CRM


Is CRM Right for You? Read This Before You Decide

Monday.Com CRM is a cloud-based consumer courting control (CRM) device designed to help agencies manage all aspects in their client interactions. Built within the monday.Com platform, it permits users to centralize client data, tune sales pipelines, automate workflows, and collaborate efficiently with their teams.

Select below and find the best fit for your sales team’s SUCCESS.


About Monday

Who Uses it





Pros & Cons

What is is a cloud-primarily based project management platform designed to assist groups of all sizes plan, manipulate, and track tasks greater successfully. It boasts a customizable interface that lets in customers to tailor the platform to their specific desires and workflows. is thought for its visual technique to project control, the use of boards, columns, and playing cards to represent responsibilities, closing dates, and progress. This visual format is praised for its simplicity and simplicity of use, making it appropriate for teams with various tiers of technical expertise.


Who Uses Monday CRM?


Monday.Com caters to a wide range of customers, together with:

Teams of all sizes:

From small startups to large organizations, monday.Com can adapt to the desires of teams with various undertaking control requirements.

Various industries:

The platform’s versatility makes it suitable for a wide variety of industries, inclusive of advertising, sales, software improvement, human assets, and plenty of greater.


    Monday.Com offers a freemium pricing version, meaning there is a unfastened version with restricted capabilities and paid plans with extra functionalities.

    Free Trial: Yes (14 days)
    Free Version: Yes, with constrained capabilities for up to 2 users.

    Paid Plans:

    Individual: $9 in step with consumer/month
    Basic: $15 per person/month
    Pro: $24 consistent with person/month

    Enterprise: Custom pricing

    Key Features


    Visual Boards:

    Organize to-dos, deadlines, and follow up using a Kanban-style board with customizable columns and cards.


    Multiple views:

    Switch between unique perspectives along with kanban boards, calendars, timelines and Gantt charts to visualize your projects internally in a way that best suits your needs.


    Automate repetitive tasks to save effort and time.
    Integration: Connect monday.Com with your favorite tools and packages to streamline your workflow.


    Tailor the platform to your specific wishes through growing custom workflows, automations, and views.


    Implementation and Support


    Monday.Com is primarily a cloud-based platform, so there is no software to download or set up. You can access it from any tool with an internet connection. The platform offers many resources to help you get started, consisting of:


    Step-by-step guides to help you study the platform.


    Comprehensive documentation covering all aspects of the platform.

    Customer Support:

    monday.Com provides email and chat support for paid plans.

      Pros & Cons


      Ease of use:

      monday.Com is known for its intuitive interface and user-friendly options, making it suitable for customers with varying degrees of technical expertise.

      Visual method:

      The visible format of boards, columns and playing cards makes it easier to recognize the progress of the project and reveal bottlenecks.


      The platform allows for a great deal of customization according to the specific wishes and workflows of each team.


      Automate repetitive tasks to save time and effort.
      Integration: Connect monday.Com with your favorite equipment and applications to streamline your workflow.




      Limited features inside the non-fixed version:

      The free version of monday.Com has limited features and is most effective for small teams.


      Paid plans can be expensive for large teams, especially the custom priced organization plan.

      Learning curve:

      While the platform is normally considered hassle-free, there can still be a learning curve associated with mastering all of its features and functions.

      Alternatives to consider

      Several assignment management platforms provide similar features to monday.Com, such as:

      ClickUp: A popular alternative recognized for its robust features and aggressive pricing.
      Concept: A universal workspace platform that can be used for challenge management, word writing and more.
      Asana: A nicely set up business management platform with a strong emphasis on task management and collaboration.

      Zoho: zoho projects make it easy to collaborate and manage tasks. you can create, assign and track tasks. 


      Reviews generally receives positive reviews from users, who praise its ease of use, visual approach, and extensive customization options. However, some users mention the limitations of the free version and the potentially high cost of paid plans for larger teams.

      Ericson Da Silva.

      Ericson has been Working on with CRM and Marketing Automation since 2013 with clients all over the US, UK, Switzerland, Norway, China and Spain. If you have any questions or you want someone to help you implement your CRM solution, you can book a FREE consultation here.