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Average Ratings 7 Ratings

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support

Description

The leading platform for enterprise sales engagement designed for revenue-driven teams. It enables your sales personnel to connect with potential buyers more swiftly. By leveraging AI powered by Real Data™, it revolutionizes sales engagement software, surpassing basic cadence tools. This results in a more robust pipeline and facilitates better customer expansion strategies. Additionally, it fosters impactful dialogues with both prospects and existing customers, ultimately driving faster revenue growth. Playbooks transcends the capabilities of a standard sales auto dialer or sequencing tool. Instead of merely increasing productivity, it empowers teams to focus on the most effective actions. Sales representatives receive insights on additional contacts along with tailored suggestions on the optimal timing and methods for outreach, enhancing the efficiency of their efforts. Furthermore, leadership gains critical visibility into the performance of their remote sales teams, allowing for an understanding of effective strategies and areas that require improvement. This comprehensive approach ensures that everyone is aligned towards achieving the best possible outcomes.

Description

monday CRM is a modern, AI-driven platform designed to help businesses manage customer relationships and streamline their sales processes. It brings leads, contacts, deals, and communication into one centralized workspace for better organization. The platform uses automation to handle repetitive tasks like lead assignment, follow-ups, and activity logging. It offers code-free customization, allowing teams to easily adapt workflows to their specific sales processes. monday CRM provides real-time dashboards and analytics to track performance and predict outcomes. It includes email sequencing tools that help teams engage with prospects throughout the sales cycle. The platform integrates with over 500 apps, enabling seamless connectivity with existing tools. It is designed to support both small teams and large enterprises. The system improves efficiency by reducing manual work and increasing data accuracy. It also enhances collaboration across departments involved in the sales process. By combining AI, automation, and flexibility, monday CRM helps businesses accelerate growth and improve sales performance.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Gmail Yes 
Microsoft Outlook Yes 
Salesforce Yes 
Act-On Yes 
Bond No 
Chief No 
Clerx No 
Docusign No 
Enzy No 
Facebook Ads No 
Jiminny Yes 
Max No 
Microsoft Dynamics 365 Yes 
Quizell No 
Roomote No 
SAP Store Yes 
Slack No 
Targenix No 
dolfyn No 

Integrations

Gmail Yes 
Microsoft Outlook Yes 
Salesforce Yes 
Act-On No 
Bond Yes 
Chief Yes 
Clerx Yes 
Docusign Yes 
Enzy Yes 
Facebook Ads Yes 
Jiminny No 
Max Yes 
Microsoft Dynamics 365 No 
Quizell Yes 
Roomote Yes 
SAP Store No 
Slack Yes 
Targenix Yes 
dolfyn Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$10/seat/month
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

InsideSales

Founded

2002

Country

United States

Website

www.insidesales.com

Vendor Details

Company Name

monday.com

Founded

2012

Country

Israel

Website

monday.com/crm

Product Features

Email Tracking

A/B Testing No 
Audience Segmentation No 
Campaign Management Yes 
Event-Based Notifications No 
Location Tracking No 
Team Management No 

Inside Sales

Auto-Dialing Yes 
Call List Management Yes 
Call Recording Yes 
Campaign Management Yes 
Dashboard Yes 
Data Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Scoring Yes 
Performance Management Yes 

Predictive Analytics

AI / Machine Learning Yes 
Benchmarking Yes 
Data Blending Yes 
Data Mining Yes 
Demand Forecasting Yes 
For Education No 
For Healthcare No 
Modeling & Simulation Yes 
Sentiment Analysis Yes 

Predictive Dialer

Call Monitoring Yes 
Call Recording Yes 
Call Results Yes 
Call Transfer Yes 
Callback Scheduling Yes 
Campaign Specific Caller ID Yes 
Contact Management Yes 
FCC Compliance Yes 
FTC Compliance Yes 
Lead Capture No 
Lead Management No 

Sales Enablement

Collaboration No 
Contact Management Yes 
Content Management Yes 
Document Management No 
Goals / Quota Management Yes 
Lead Management Yes 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

Sales Engagement

CRM Integration Yes 
Call Scripts / Call Steps No 
Email Sequences Yes 
Email Tracking / Automation Yes 
Lead Management Yes 
Reporting / Analytics No 
Sales / Voice Dialer Yes 
Sales Automation Yes 
Search Yes 
Task Management No 
Templates No 
Workflow Management Yes 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management No 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management No 
Lead Management No 
Opportunity Management No 
Performance Metrics No 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

Product Features

Automotive CRM

Call Logging Yes 
Contact Management Yes 
Customer Support Yes 
Inventory Management Yes 
Lease Management Yes 
List Management Yes 
Marketing Automation Yes 
Product Catalog Yes 
Quotes / Proposals Yes 
Service Department Management Yes 
Showroom Management No 
Territory Management Yes 

Construction CRM

Client Tracking Yes 
Contract Management Yes 
Forecasting Yes 
Project Management Yes 
Quote Management Yes 
Sales Management Yes 
Scheduling Yes 
Time Management Yes 

Contact Management

Activity Management Yes 
Appointment Management Yes 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing No 
Group Management No 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools Yes 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation Yes 
Shared Contacts No 
Social Media Integration Yes 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Customer Reference Management

Nomination Tracking Yes 
Program Notices Yes 
Reference Usage Tracking Yes 
Reward Distribution Yes 
Search Yes 

Email Tracking

A/B Testing Yes 
Audience Segmentation Yes 
Campaign Management Yes 
Event-Based Notifications Yes 
Location Tracking Yes 
Team Management Yes 

Financial CRM

Account Alerts Yes 
Asset Management Yes 
Expense Tracking Yes 
Household Tracking Yes 
Influence Tracking Yes 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management Yes 

Healthcare CRM

Audience Targeting Yes 
Campaign Management Yes 
Marketing Automation Yes 
Medical History Records Yes 
Patient Communications Yes 
Patient Management Yes 
Physician Management Yes 
Predictive Analytics Yes 

Inside Sales

Auto-Dialing Yes 
Call List Management Yes 
Call Recording Yes 
Campaign Management Yes 
Dashboard Yes 
Data Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Scoring Yes 
Performance Management Yes 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools Yes 
Source Tracking Yes 

Real Estate CRM

Campaign Management Yes 
Client / Property Matching Yes 
Contact Management Yes 
Dashboard Yes 
Email Marketing Yes 
Interaction Tracking Yes 
Lead Management Yes 
Property Alerts Yes 
Referral Tracking Yes 
Segmentation Yes 

Sales Acceleration

CPQ Yes 
Campaign Management Yes 
Dialer Yes 
Email Sequencing Yes 
Email Templates Yes 
Email Tracking Yes 
List Building Yes 
Meeting Scheduler Yes 
Predictive Analytics Yes 
Reporting Yes 
Sales Gamification Yes 
Sales Intelligence Yes 
Sales Workflow Management Yes 

Sales Content Management

Audio / Video Recording Yes 
Audio File Management Yes 
Branded Sales Content Yes 
Centralized Sales Content Repository Yes 
Collaboration Tools Yes 
Content Recommendations Yes 
Email Management Yes 
Engagement Analytics Yes 
Interaction Tracking Yes 
Personalization Yes 
Sales Partner Management Yes 
Sales Training / Onboarding Yes 
Video File Management Yes 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management Yes 
Document Management Yes 
Goals / Quota Management Yes 
Lead Management Yes 
Meeting Management Yes 
Performance Management Yes 
Presentation Management Yes 
Proposal Management Yes 
Territory Management Yes 
Training Management Yes 

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management Yes 
Commission Management Yes 
Contact Management Yes 
Contract Management Yes 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation Yes 
Referral Tracking Yes 
Sales Forecasting Yes 
Territory Management Yes 

Sales Forecasting

Competitor Analysis Yes 
Correlation Analysis Yes 
Dashboard Yes 
Dynamic Modeling Yes 
Exception Reporting Yes 
Graphical Data Presentation Yes 
Modeling & Simulation Yes 
Performance Metrics Yes 
Sales Trend Analysis Yes 
Statistical Analysis Yes 

Sales Tracking

Activity Dashboard Yes 
Alerts / Notifications Yes 
Appointment Scheduling Yes 
Call Logging Yes 
Comments / Notes Yes 
Custom Reports Yes 
Document Management Yes 
Email Templates Yes 
Interaction Tracking Yes 
Lead Management Yes 
Lead Scoring Yes 
Pipeline Management Yes 
Reporting / Analytics Yes 
Task Management Yes 

Social CRM

Calendar/Reminder System Yes 
Customer Support Yes 
Email Marketing Yes 
Lead Capture Yes 
Lead Nurturing Yes 
Live Chat Yes 
Marketing Automation Integration Yes 
Multi-Channel Social Integration Yes 
Social Media Monitoring Yes 
Task Management Yes 

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