How to use Monday Sales CRM

CRM stages contained in three circle connections

Efficient customer relationship management (CRM) is crucial for any organization. Companies require powerful tools that streamline processes, enhance communication, and provide valuable insights. was developed as a Work OS and they’ve been able to expand on this by creating an additional set of specialized products complete with integrations, workflows, templates, and features that allow for a robust package.

Considering the need for a specific tool for sales pipelines, has developed an integrated Customer Relationship Management (CRM) solution.

General Overview

monday sales crm logo

The Monday sales CRM product is an intuitive and time-saving solution to ensure your entire organization has visibility and control within every aspect of the sales process. Within the sales CRM product, you can manage and track all workflows, sales pipelines, and customer data in one centralized place, resulting in faster closed deal cycles, positive goal attainment, and data-driven decision-making.


The sales CRM product was created to be a centralized platform for all your data. This allows for easy integration with the tools you use today. Everyone is aligned through the transparency and accountability provided by assigning, communicating, and updating team members at every stage.

What is the difference between work management and Monday sales CRM?

While the traditional focuses on managing any kind of work with flexibility. Monday com CRM covers the complete sales process. Both platforms complement each other.

How to get sales CRM?

You can subscribe to a free plan 15 days version of Sales CRM demo on the main page of in the products sectio

What is the pricing of Sales CRM?

You can subscribe to a free plan for 15 days. After that, Monday CRM pricing can range from 10 to more than 30 dollars per month, depending on the solution you opt on. The enterprise plan will have customized solutions and costs, so you should contact directly with a sales representative to have an estimate.

Monday sales CRM pricing chart at Nov 14, 2023

Why Sales CRM?

Even when ‌there are several companies that use CRM work management for sales processes. There are certain characteristics that make CRM Monday a powerful tool for a Sales team. Monday is dedicated to develop more solutions along the way.

Monday Sales CRM features

Monday. com has a real-time visual interface, which is intuitive to use and easily customizable to your specific needs. This product integrates with your existing tools, allows for a fast setup, and has a simple data migration process for existing contacts and sales pipelines. 

This is a centralized platform that instantly gives every sales rep, manager, and senior executives tools and insights.

Customizing Your CRM Workflow

One of’s standout features is its flexibility in creating custom workflows. You can tailor your CRM processes to align with your specific needs. Define the stages of your customer journey, from lead generation to post-sale support, and set up your boards accordingly. Each board can represent a different aspect of your CRM strategy, such as leads, clients, or support tickets.

Collaborative Workspace promotes seamless collaboration, allowing your team to work together effectively. Utilize shared boards to foster a collaborative environment where all team members, whether in sales, marketing, or customer support, can access and contribute to the CRM data, making sure everyone stays on the same page.

Integration Capabilities’s integration capabilities allow you to connect with your other tools, such as email marketing software, calendar applications, or data analytics platforms. This integration not only reduces manual data entry but also provides a more holistic view of your customer interactions.

Data Analytics and Reporting provides robust data analytics and reporting features, enabling you to gain insights into your CRM performance. By tracking lead conversion rates, customer response times, and other key metrics, you can make informed decisions and fine-tune your CRM strategy for better results.

Automations offers automation recipes that trigger actions based on specific conditions (e.g. set up automated reminders for follow-ups, assign leads to the right sales representatives, or update CRM records based on predefined rules). 

Document Management

You can attach important documents directly to CRM items, making it easy for your team to access and share essential files within the platform. This feature is particularly useful for contracts, invoices, and support documentation.


As an end-to-end sales CRM product, enables you to connect the dots between each moving part of your operation. You can oversee every element of the sales procedure, ranging from contact information to emails, tasks, price estimates, invoices, documents, and additional items. This can all be observed, controlled, and monitored from a single unified platform. This will provide you with increased visibility with visual dashboards that instantly report your most important numbers and status updates.

CRM Products: How to choose the right option

As with any product, the sales CRM comes in different flavors. Start by choosing what the desired business outcomes each department is looking for:

  • Close more deals
  • Be on top of their pipeline
  • Meet sales goals
  • Increase sales reps’ productivity
  • Meet goals & increase revenues.

The next step is to focus on the areas of the business that require attention:

  • Data entry: make sure sales reps enter data so they can reflect their status to management.
  • Operations: team development, hiring, tasks, etc. 
  • Revenue: track forecasting vs. actual sales volume.
  • Achieve team efficiency: track team performance and capacity.
  • Sales Pipeline: get immediate insights on sales pipeline status, deal stages, etc.

The final step to choosing the right product is to address their concerns and what are they worried about day-to-day.

  • Productivity: The sales rep’s time is being wasted on administration.
  • They are worried about the CRM adoption among sales reps. It is important that it would be easy to use and time-saving.
  • Visibility: Data centralized: they need sales reps to enter the data into the CRM, so they can track where things stand.
  • Being able to reflect status to management on a weekly and monthly basis.

Quick setup and simple adoption

  1. Migrate existing contacts, accounts, and opportunities with just a few clicks.
  2. Integrate with your existing tools so you work lives in one place
  3. Tailor the sales pipeline to meet your unique workflow
  4. Analyze all data by using pre-made dashboards or by building your own CRM offers all the strength of a CRM with none of the strain associated with a complex tool. This product gives you the ability to manage your entire sales cycle within one platform, connecting all your other processes under the same umbrella.

Let DeltaPMO, a implementation partner, guide you through product implementation, tool migration, and workflow definition. When your CRM can automate repetitive tasks, gather key data, and offer deep insights, your organization can spend more time on what really matters: selling!

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