Country of Origin: Israel
Available Languages: 13+, including English, Spanish, German, French, Italian, and Hebrew.
Summary: Known for its vibrant, color-coded project management roots, Monday expanded into CRM to provide a visually pleasing, easy-to-use platform. It’s an excellent choice for teams already using Monday.com for project management and looking to manage sales without switching tools.
Little Known Fact: Monday originally branded itself as “dapulse” before rebranding in 2017 to better reflect its wide appeal.
Features Users Love: Highly visual and customizable interface with drag-and-drop boards and automation options. It integrates seamlessly with other Monday.com tools for a one-stop project-sales solution.
Features Users Hate: Advanced reporting and forecasting features are limited compared to more specialized CRMs. Some users find it less intuitive for traditional CRM workflows.
Strengths:
- Easy onboarding and customization for non-technical users.
- Aesthetic, visually engaging design.
- Perfect for teams already using Monday.com for other functions.
Weaknesses:
- Lacks depth for advanced CRM-specific needs.
- Limited offline functionality.
Best For:
Small to medium-sized teams or businesses already embedded in the Monday.com ecosystem who want a lightweight, visually appealing CRM.
- Pro Insight:
“Monday CRM works best for visually-driven teams or those transitioning from Monday.com project management. It’s great for organizing workflows at a glance.” - Quick Tip:
“Use Monday’s automation recipes to streamline repetitive sales tasks—everything from follow-up emails to deal progression can be automated in minutes.”
Expert Takeaway Summary:
- “Love Monday.com? You’ll love Monday CRM. It’s like adding sales steroids to your favorite project management tool.”
- “A visual CRM for visual thinkers—perfect for those who like their sales data colorful and clear.”
- “Monday CRM makes sales look less like work and more like art.”
