Home > CRM Software > monday sales CRM > monday sales CRM vs SalesNow

monday sales CRM vs SalesNow

Last Updated: November 18th, 2024

Our analysts compared monday sales CRM vs SalesNow based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots

Get Free Demo Demo Request Pricing Pricing

Product Basics

monday.com sales CRM is a cloud-based solution that helps businesses manage their end-to-end sales and sales enablement processes. It optimizes productivity by providing complete visibility into the sales pipeline. Users can access sales, customer and company data in a centralized location.

It allows sales teams to manage multiple sales funnels, update deal stages and add columns to the interface. Build custom, real-time dashboards to gain insights on business-critical metrics. Other capabilities include lead management, contact management, automation and native integrations.

SalesNOW is a mobile and web-based platform that helps nurture customer relationships. Designed for sales and service reps, it helps increase management visibility, enhance the sales team’s effectiveness, optimize reporting and access visual reports. Customer service, lead management, its product database, consulting services and email integration are some of its notable strengths.

$12/User, Monthly, Freemium

Free Trial is available →

Get a free price quote

Tailored to your specific needs

$19.95/User, Monthly

Free Trial is available →

Get a free price quote

Tailored to your specific needs

Small

Medium

Large

Small

Medium

Large

Windows

Mac

Linux

Android

Chromebook

Windows

Mac

Linux

Android

Chromebook

Cloud

On-Premise

Mobile

Cloud

On-Premise

Mobile

Product Assistance

Documentation

In Person

Live Online

Videos

Webinars

Documentation

In Person

Live Online

Videos

Webinars

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Product Insights

Intuitive Interface: We found the solution intuitive to navigate. Create new boards, manage workflows and add contacts with a compact and uncluttered interface with color-coding for deals, deadlines and stages. Extra marks for the dark theme.
No-Code Custom Automations: Use a logic-based automation builder to create custom automations for next steps, notifications, tags and lead assignments. For example, we created an automation to change the status of a deal to stuck one day before the expected close date arrives. Scroll through automation templates and modify them to fit your business needs.
Real-Time Data Insights: Connect boards to your sales dashboard and enable live data for real-time insights into your company’s performance. We were also able to search for custom widgets built by monday.com, or build our own. Export individual widgets and the entire dashboard as a PDF.
Easy Quote and Invoice Creation: Click on the Quote and Invoice tab on the Deals board to access a quote template that can be modified for invoices. We could add product items along with discounts and tax in the adjustments section.
Offline Mobile Capabilities: Use the offline mode on the native app to make changes to your boards remotely and without data access, that will sync once the internet is reconnected.

Easy Implementation: Set up teams using multi-level team structure, determine security clearance for each individual and import data using custom utility or standard templates. The import tools help remove redundant records and share information about import progress, including which tools aren’t imported and why.
Free Training: Free web-based training is available for team members. Resources include personalized web training for new hires and pre-recorded training sessions.
Affordable: For a low price-per-user, its wide range of offerings include unlimited custom fields, 2 GB document storage, geolocation, advanced admin controls and in-depth sales insights.
Improved Sales Performance: Provide a framework for collaborative sales efforts and improve productivity by eliminating redundancy, delays and confusion. Notify team members while assigning and sharing deals, tasks, cases and leads with them.
Compact Lead Import: Gather leads from trade shows, purchased lists, seminars and web capture. Perform deduping to ensure clean data and perfect merging. Allocate the most promising leads to competent sales reps and track follow-up calls, activities and leads at every stage.
Customized Services: The vendor offers customized consulting services according to modified requirements. An open REST API allows the consulting team or the development team to integrate the platform into both in-house and off-the-shelf apps.
Loyal Customer Relationships: Resolve customer issues quickly and build profitable customer relationships and quality customer experiences. Ensure issues are resolved in a timely manner using escalations, automatic workflows, notifications, dashboards and reports.
Improved Marketing Campaigns: Deploy campaigns and track their effectiveness directly from the platform and target particular market segments with specific campaigns. Monitor campaign responses closely and track ROI.
End-to-End Lead Management: Efficiently manage leads from different sources by organizing and assigning them. Monitor all activities related to each lead to avoid redundancy and wasted efforts. Can also track and manage sales leads on mobile devices and capture leads from websites.
Efficient Customer Management: Track client and prospect interactions in a centralized system. Monitor content, share important files with team members in real time, view the relationships between contacts and accounts, and leverage flexible modules like day planning, calendar integrations and custom activity records.

Activity Management: Store customer-related activities like phone calls, meetings, notes and other interactions. Monitor staff’s upcoming or pending tasks for easy planning. Meet deadlines by setting dependencies on projects. Follow-up at the right time by keeping track of post-sales activities.
Email: Manage email communications within the system by syncing with Gmail and Outlook.
- Set up automated alerts to receive notifications when a prospect opens or replies to emails.
- Personalize interactions by accessing customizable templates. Automatically fill fields according to customer information.
- Automatically save all emails as drafts to prevent data loss.
Dashboards: Create custom dashboards to visualize data like sales reps’ performance, team goals, pipelines, budget and sales figures. Monitor metrics such as total wins, conversion probability and quota reached per team or employee.
Lead Management: Capture leads from multiple sources and qualify them in a centralized location. Set up custom criteria to assign scores to leads. Manually add leads into the system.
Automation: Reduce manual dependency by configuring no-code automation workflows from scratch or by modifying templates.
- Set up automated reminders for upcoming deadlines.
- Automatically route leads to the right sales rep.
- Instantly receive notifications after task completion.
- Automatically send emails on the due date.
Integrations: Access integrations with third-party solutions, including Dropbox, Slack, Microsoft Teams, Zoom, LinkedIn, Zapier, Mailchimp, SurveyMonkey and GitHub.
Collaboration: Coordinate with team members, share files and finalize decisions in a centralized space.
- Communicate directly on files and tasks to speed up work and avoid constant back and forth.
- Automatically add new versions of a file and store them in a logical way. Sync updates to files in real time.
- Secure data by setting up user access and permissions.
- Automate project workflows to keep everyone in the loop.
- Plan projects and centralize communication via kanban boards and Gantt charts.
Deal Management: Use the drag-and-drop functionality to move deals to different stages. Customize sales pipelines, calculate funnel coverage and view deal results.

Cloud-Hosted: Accessible from any web browser as and when needed, it offers online data access and training, setup and user provisioning, nightly backups, database maintenance, flexible licensing and technical support through phone and email, along with automatic upgrades.
Account Customization: Customize fields and modules to match business needs. Customize the default deal stages — qualified, unqualified, committed, differentiated and closed — and associated sales probabilities to fit existing processes. Add multiple revenue streams to track different products and quantities.
Knowledge Base: Find quick and relevant answers to questions. Once cases are created and categorized, they’re assigned to support reps and managed through the predefined case workflow. Monitor cases using unique case numbers and look for red and yellow color-coded cases that aren’t closed within deadlines.
Sales Management: Monitor sales pipelines, deal statuses and team members’ activities in a central place. Share deal and customer records with sales reps and assign tasks, calls or meetings to suitable candidates. Analyze sales data using specific attributes such as deal status, custom field data and type of sale.
Automated Notifications: Automatically sends notifications for opening and closing cases to various groups. Templates are available in multiple languages to cater to different customer groups.
Product Listing: Set product status to active or inactive, store standard fields such as price, quantity, dimensions and size, and associate products with different suppliers.
Reports and Dashboards: Visual sales dashboards offer snapshots of team performance, while sales insights include reports on forecasts and individual members’ activities. Add customized dashboards to check sales funnels, receive real-time updates and get reports from custom fields.
Email Integration: Integrations with major email clients such as Gmail and Outlook help gather relevant information about accounts, leads and deals. Connect email campaigns to leading marketing programs such as Constant Contact and AT&T Messaging Toolkit. Additionally, real-time chat functionality is available.
Product Module: Get a 360-degree view of all products including associated suppliers, brochures and other documents. Search and organize solutions with up to three levels of categorization.
Lead Conversion: Convert leads into opportunities and get a glance of related information including meeting notes, emails, call notes, attachments and more from the deal records. Follow each deal to identify inactive leads and know about the time taken for follow-ups, number of converted leads and more.
Quotes and Sales Orders: Create sales orders and quotes directly from deal records. Merge quote data with customer information to create official quotes, and then save those as attachments to deal records.
Chat Support: Stay connected with customers using chat, communicate with team members in real time and gather valuable insights to collaborate on critical deals. Access old and new chat sessions from mobile.
Mobile: Available on iOS, Android and Blackberry, it offers a lot of web features and native mobile functionalities. Allows direct integrations with the email, calendar, contacts, map and camera apps on various devices. Local data storage enables seamless offline work.
Lead Source Tracking: Create a customized list of lead sources, link them to campaigns to track their success and get valuable insights into lead generation programs in real time.
Custom Filters and Fields: Define custom fields within contact and account records to enter, find and sort relevant information. Narrow down searches using attributes such as industries, zip codes and more.

Product Ranking

#54

among all
CRM Software

#51

among all
CRM Software

Find out who the leaders are

Analyst Rating Summary

we're gathering data

100

we're gathering data

Show More Show More

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

monday sales CRM

SalesNow

+ Add Product + Add Product

71%

29%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

54%

46%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

100%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

80%

20%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

57%

43%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

57%

43%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

75%

25%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

100%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

81%

19%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

100%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

67%

33%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

50%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

67%

33%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

77%

23%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

100%

we're gathering data

N/A

we're gathering data

N/A

we're gathering data

N/A

User Sentiment Summary

92%

of users recommend this product

monday sales CRM has a 'excellent' User Satisfaction Rating of 92% when considering 1296 user reviews from 4 recognized software review sites.

we're gathering data

4.6 (768)

n/a

4.7 (390)

n/a

4.1 (7)

n/a

4.2 (131)

n/a

Awards

Synopsis of User Ratings and Reviews

Easy-To-Use: Users mentioned the solution was user friendly and easy to deploy and set up.

Customization: Creating customizable workflows and automations that are adaptable as the business grows was a plus for users.

Dashboard and Reports: Reviewers appreciated teh real time updates to customizable dashboards and simple reporting.

Intuitive Interface: Users praise SalesNOW for its user-friendly design, making it easy to navigate and adapt to various business processes.

Customization: The software allows for tailoring to meet specific business needs, ensuring a personalized experience for users.

Affordability: SalesNOW is lauded for its cost-effectiveness, especially when compared to competitors, making it a budget-friendly choice for businesses.

Strong Customer Support: Users consistently highlight the responsiveness and helpfulness of the support team, contributing to a positive overall experience.

Lags: Users mentioned that the system would occasionally lag and load slowly.

Learning Curve: To fully utilize the system, reviewers mentioned a need for time and program knowledge.

Integrations: According to reviewers the APIs needed needed finetuning and doesn’t integrate with some products.

Performance Issues: Users have reported occasional slow loading times which can hinder productivity.

Limited Business Card Scanning: The software's business card scanning feature has limitations, potentially requiring manual data entry.

Navigation Challenges: Some users find navigation within certain areas of the platform to be cumbersome and not intuitive.

monday.com sales CRM is a user-friendly CRM solution for small and medium businesses. Key strengths include an intuitive interface, custom workflows and automations and real-time data dashboards. Its customization capabilities mean it caters to an array of industries and offers features like lead management, activity tracking, email integration, and multiple pipeline deal views. During our free trial, we appreciated the no-code automation builder, easy contact creation and simple board creation.However, user reviews mentioned occasional lag times, a learning curve for full utilization, and limited API integration capabilities. Overall, monday.com Sales CRM is an excellent starter CRM for businesses thanks to its ease of use, customization options and affordability.

Users consistently applaud SalesNow for its user-friendly interface, making it a breeze to navigate and tailor to their specific needs, much like a well-organized toolbox that simplifies daily tasks. This ease of use, coupled with its affordability, positions SalesNow as a compelling choice for businesses seeking a practical CRM solution without breaking the bank. Users particularly appreciate the seamless integration options, allowing them to connect with existing tools and streamline their workflows. However, some users have expressed concerns about the email functionality, finding it less intuitive than desired, and the mobile experience on iPhones, which has been reported to be less polished compared to other platforms. A standout feature consistently highlighted in user reviews is SalesNow's exceptional customer support. Users rave about the responsive and helpful nature of the support team, who go above and beyond to assist with any queries or issues. This personalized touch sets SalesNow apart from competitors and provides users with peace of mind knowing that help is readily available. Overall, SalesNow emerges as an ideal CRM solution for small to medium-sized businesses looking for an intuitive, budget-friendly platform with stellar customer support. Its strengths lie in its simplicity, affordability, and exceptional support, making it a practical choice for businesses seeking a reliable CRM solution to enhance their sales processes.

Screenshots

Top Alternatives in CRM Software

Copper CRM

Creatio

Dynamics 365 Sales

Freshsales

HubSpot Sales

Insightly

Nimble CRM

Oracle Sales Cloud

Pipedrive

Pipeliner CRM

Salesforce Sales Cloud

SAP Sales Cloud

Sugar Sell

Zendesk Sell

Zoho CRM

Related Categories

Android CRM Software

Casino CRM Software

CRM Software For Project Management

Customer Data Platforms

Distribution CRM Software

Market Intelligence Software

Marketing Agency Software

Marketing Automation Software

Marketing Resource Management Software

Accounting CRM Software

Android CRM Software

Automotive CRM Software

Casino CRM Software

Channel Management Software

Church CRM Software

Cloud CRM Software

Complaint Management Software

Construction CRM Software

CRM For Commercial Real Estate

CRM For Consulting

CRM For Macs

CRM Insurance

CRM Software For Project Management

Custom CRM Software

Customer Analytics Software

Customer Database Software

Customer Engagement Platforms

Customer Journey Mapping Software

Customer Profile Software

Customer Retention Software

Customer Success Software

Distribution CRM Software

Ecommerce CRM Software

Email Tracking Software

Financial Services CRM Software

Fundraising CRM Software

Higher Education CRM Software

Hotel CRM Software

Influencer Marketing Software

IT Ticketing Systems

Knowledge Base Software

Legal CRM Software

Marketing Analytics Software Tools

Marketing Attribution Software

Mortgage CRM Software

Online CRM Software

Pharmaceutical CRM Software

Press Release Distribution Software

Restaurant CRM Software

Retail CRM Software

Sales Acceleration Software

Sales Management Software

Sales Mapping Software

Travel Agency Software

Venue Management Software

Compare other software products using the SelectHub platform

FAQ

How can I do a in-depth comparison of monday sales CRM and SalesNow? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

What are the top-rated propducts for CRM Software? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Which CRM Software is rated the highest by users? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

Is there a requirement template for CRM Software? Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.

WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more...

SelectHub Products Reporting and Analytics

Build Your Requirements

SelectHub Products Cost and Pricing Guide

Get Your Free Comparison Report

Table settings

Expand all details

Expand all scores

Collapsed view

Priority order