Monday CRM Review | PerkPilot

Product Overview

Monday CRM is a sales-focused CRM built on the Monday.com Work OS. It enables teams to manage leads, track deals, automate sales workflows, and collaborate in real time using customizable boards, dashboards, and automations.

Rating Breakdown

Ease of Use

5/5.0

Features

5/5.0

Value for Money

4/5.0

Support

4/5.0

Performance

5/5.0

4.0

Based on 890 Reviews

Pros

Very visual and easy to use

Highly customizable sales pipelines

Strong automation without coding

Excellent dashboards and reporting

Cons

Advanced CRM features require higher plans

Not ideal for very complex enterprise sales

Email marketing features are limited

Can become expensive as team grows

Best Use Case

Sales Pipeline Management

Track leads and deals visually from first contact to close.

4.5/5.0

SMB CRM System

Manage customer relationships without complex setup.

4.6/5.0

Sales Team Collaboration

Align sales reps, managers, and ops teams in one workspace.

4.3/5.0

Automated Sales Follow-Ups

Reduce manual work with automated reminders and workflows.

4.5/5.0

Revenue Forecasting

Monitor pipeline value and predict future revenue accurately.

4/5.0

Sales Pipeline Management

Track leads and deals visually from first contact to close.

4.5/5.0

Sales Team Collaboration

Align sales reps, managers, and ops teams in one workspace.

4.3/5.0

Revenue Forecasting

Monitor pipeline value and predict future revenue accurately.

4/5.0

SMB CRM System

Manage customer relationships without complex setup.

4.6/5.0

Automated Sales Follow-Ups

Reduce manual work with automated reminders and workflows.

4.5/5.0

Popular Integrations

Slack

Jira

Notion

Miro

Zeplin

Abstract

Principle

Protopie

Frequently Asked Questions

Monday CRM is used for managing leads, sales pipelines, contacts, and sales workflows.

Monday CRM

Product Overview

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