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monday CRM

4.4 (20 reviews)

Verified profile

What is monday CRM?

monday CRM is a CRM platform for sales tasks for small and medium sized businesses. monday CRM builds on the Work OS from monday.com and allows business owners and sales teams to manage the entire sales cycle and all customer data in one place. monday sales CRM gives managers control over their sales pipeline. It provides an overview of processes and optimizes workflows: the automation of manual tasks, the capture and import of leads, contact management, and the optimization of aftersales processes and sales enablement. monday CRM complies with the provisions of the General Data Protection Regulation (GDPR). Enterprise customers also have the option to store their data in the EU data center in Frankfurt (DE).

This is how users rate the product

Ease of use

CRM

Average: 8.5

8.7

Meets requirements

CRM

Average: 8.9

7.5

Customer Support

CRM

Average: 8.6

8.7

Ease of setup

CRM

Average: 8.2

Global features

Setup & support

Cloud

On-premise

24/7 support

German-speaking support

Data Privacy

Server location DE

Server location EU

Only EU companies affiliated

EU standard contract

Versions

Free version

Free trial

Screenshots & Videos

monday CRM Features

Sales force automation

Contact & account management

Opportunity & pipeline mgmt.

Task / activity management

Territory & quota management

Desktop integration

Quote & order management

Customer contract management

Customer support

Case management

Customer support portal

Knowledge base

Support analytics

Reporting & analytics

Reporting

Dashboards

Forecasting

Marketing automation

Campaign management

Lead management

Marketing roi analytics

Mobile & social

Mobile user support

Social collaboration features

Social network integration

Data availability

Contact data availability

Company data availability

Features

monday CRM Pricing

Pricing details

Last edited: January 2025

Basic CRM

€10.00/ User / month

Organisiere alle Leads, Kontakte und Deals des Teams

Unbegrenzte, personalisierbare Pipelines

Unbegrenzte Kontakte

Unbegrenzte Anzahl an Boards

Vorlagen für die Verwaltung von Leads, Kontakten und Deals

Apps für iOS und Android

Unbegrenzte Anzahl an kostenfreien Betrachtern

Dashboard basierend auf einem Board erstellen

Standard CRM

€14.00/ User / month

Automatisiere Vertriebsprozesse und optimiere die Kommunikation

Erweitertes Konto-, Kontakt- & Geschäftsmanagement

Wechselseitige E-Mail-Integration mit Google Mail oder Outlook

Aktivitätenmanagement

Angebote & Rechnungen

Datenduplikate zusammenführen

Individuelle CRM-Automatisierungen (250 Vorgänge pro Monat)

Individuelle CRM-Integrationen (250 Vorgänge pro Monat)

Dashboard erstellen, das 5 Boards kombiniert

Pro CRM

€24.00/ User / month

Gewinne Erkenntnisse über den gesamten Verkaufsprozess und Prognosen

Umsatzprognosen

Nachverfolgung & Automatisierung von E-Mails

Synchronisierung von Google Calendar

Umsatzanalysen

Personalisierbare E-Mail-Signaturen

Anpassbare CRM-Automatisierungen (25.000 Vorgänge pro Monat)

Anpassbare CRM-Integrationen (25.000 Vorgänge pro Monat)

Dashboard erstellen, das 10 Boards kombiniert

Enterprise CRM

Upon request

Manage die Vor- und Nachbearbeitung von Verkäufen mit Hilfe von Funktionen auf Enterprise-Niveau

Bewertung von Leads

Teamziele

Erweiterte Analysen (Dashboards mit bis zu 50 Boards)

Kontomanagement

Vertriebsunterlagen

Automatisierungen und Integrationen für Unternehmen

Sicherheit und Kontrolle

auf Unternehmensniveau

Mehrebenen-Berechtigungen

HIPAA-Konformität

Here you can find the prices on the provider's website

monday CRM Reviews (20)

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