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Monday

Monday.com

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Pros
  • Free trial
  • Integration capabilities
  • Easy-to-use interface
  • Mobile app
  • Customizable pipelines
Cons
  • Limited features in basic plan
  • Lack of extensive AI tools
  • Restricted number of automation actions
  • Email management is unavailable in basic plan
Summary

Monday.com, founded in 2012 and headquartered in New York City, offers a cloud-based platform with project management and CRM software. Our review highlights their services, focusing on features such as customizable pipelines, advanced contact and lead management, and automation capabilities. The platform integrates with tools like Gmail and Outlook, facilitating data management and communication. The CRM has an intuitive user interface and mobile accessibility, allowing teams to manage customer data and interactions effectively. Security features include SOC 2 Type II compliance, HIPAA compliance, and two-factor authentication. Various pricing plans are available, including special options for nonprofits and NGOs. Customer feedback often mentions the platform’s ease of use and flexibility, though some users point out limitations in the basic plan and pricing concerns for smaller teams. With features designed to streamline operations, Monday.com CRM supports businesses in managing their sales processes and customer relationships. Read the full review for a comprehensive look at Monday.com CRM’s features, pricing, and customer reviews. This will help you determine if the platform aligns with your business needs and can enhance operational efficiency.

Quick Stats
  • Cloud-Based Software : True
  • Cost : Starting at $13 per monthly seat or $16 per seat monthly when billed annually
  • Free Trial : Available
  • Mobile App : True
  • Business Size Supported : Any
Selling Points
  • 360 customer view
  • Activity tracking
  • Robust data security
Pricing Options
  • Annual Subscription
  • Free Trial
  • Freemium
  • Monthly Subscription
Features & Services
  • Activity Logging
  • AI-Powered Tools
  • API & Developer Tools
  • Undisclosed
    Automated Workflow Builder
  • Contact Management
  • Deal Tracking
  • Email Campaigns
  • Email Syncing & Templates
  • Field Customization
  • Lead Management
  • Performance Reports
  • Pipeline Management
  • Reporting & Insights
  • Workflows
Integrations
  • Accounting Software
  • Lead Generation
  • Marketing Automation
  • Productivity Tools
  • Project Management
Security Features
  • Compliance Certifications
  • Data Encryption
  • Role-Based Permissions
  • Single Sign-On (SSO)
  • Two-Factor Authentication (2FA)
Customer Support
  • Email
  • FAQs
  • Help Guides
  • Live Chat
  • Mobile Application
  • Phone
FAQs
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