Monday.com Review 2025: The Right Sales Tool for Your Business?

Monday.com Review 2025: The Right Sales Tool for Your Business?

Anyway you can get ahead in today’s competitive landscape as a business is a win.

There’s so much to do, trends to consider, apps and platforms to onboard and figure out, leads to manage, relationships to nurture, and deals to secure. Many tools are welcome.

The trick, however, is getting a tool that actually helps you close deals effectively rather than just being another money and time dump that you end up regretting and frustrating your team with.

Monday.com is one such platform. I had a ton of experience with Monday when I was freelancing during my early days, and it was my first team project management app when I expanded.

The question is, is it right for your sales team?

We’re taking a deep dive into the Monday.com ecosystem, exploring what all the fuss is about, what it offers, how it benefits you (or doesn’t), how much it costs, and whether you should give it a second glance.

All your questions have been answered, so let’s get into it.

What is Monday.com?

Monday.com is a work management platform that puts everything to do with your sales team (or pretty much any team, but we’re focusing on sales) in one central location.

What is Monday.com pricing and review

We’re talking about all your workspaces, notes, to-do lists, CRM, projects, ticketing – the works.

Back in the day, it was primarily used as a simple project management tool, but it’s come a long way since. Now, you can use dozens of templates and build custom applications to help you achieve whatever your tailored needs are.

From team collaboration features to task tracking, Monday.com seems to have it all, and that’s really the core of the suite.

Think of it as a digital Lego set where you can mix and match different blocks to create the perfect solution for your team.

The flexibility you get with it.

Whether you’re in marketing, sales, software development, or any other department, you can adapt Monday.com to fit your specific workflows.

With its intuitive interface, powerful features, and growing popularity, Monday.com is definitely a force to be reckoned with in the world of work management.

How to get started with Monday.com

Say you like what you see and think of giving Monday.com a whirl. How easy is it to onboard and get everything set up and running, as well as get your team involved? 

Well, let’s break it down.

Step 1: Sign up and create your account

Head over to Monday.com’s website and click that shiny “Get Started” button. 

You’ll be asked to enter your email address and create an account name – usually, your company name works best. 

Then, answer a few quick questions about your role, team size, and how you plan to use the platform. 

This helps Monday.com tailor the experience to your specific needs. Based on your responses, it’ll create a workspace based on your needs with all the features set up and ready.

It saves having to set everything up yourself, which can be a little overwhelming when starting out or just wanting to give it a try. But you can skip through and set up as many workspaces as you want later as well, so don’t think this is the be-all-end-all.

I’d also recommend starting out on the free plan (you can get a 14-day free trial of the Pro tiers as well) so you can actually try out all the features and get a feel for things.

Step 2: Set up your workspace

Once you’re logged in, you’ll land in your main workspace. 

Set Up Your Workspace in Monday.com

Think of this as your command center for all things Monday.com. 

In good fashion, you can invite your team members (if you haven’t already during the setup wizard and customize your profile. 

Add a picture, name, and bio to keep the social side of things up. To personalize your profile, click on your profile picture in the top right corner.

Step 3: Create your first board

Boards are pretty much the bread and butter of Monday.com.

Create Your First Board with Monday.com ai

Click on the “Add” or “+” button, and you’ll be presented with a plethora of options. You can choose from over 200 customizable templates or start with a blank canvas if you’re feeling adventurous. 

add templates in monday.com review

Give your board a catchy name and select the board type that aligns with your goals, whether it’s a project, task list, or something else entirely. 

Step 4: Customize your board

Then, it’s simply a case of putting all the info you’re working with into the board.

My suggestion here is that you don’t try to do everything at once, and instead get an elementary version working and then allow yourself and the team time and space to build it up over time.

There’s this notion that everything needs to be perfect from launch, but that’s problematic and usually a waste of time.

Say you’re setting up project management on Monday.

Create a project management board for all the projects, add the subtasks, and assign the people.

When you start looking for project updates, then add the status column. Need better management on the dates, add a data column. Need to add documentation? Then add a link column.

Take a slow and steady approach and let your team know what they need. Don’t just assume you know best from the off.

Step 5: Collaborate and communicate

That’s pretty much it.

You and your team can now come and go throughout the app, stay connected, and work on tasks.

Collaborate and Communicate in monday com review

Use the Updates section to have conversations within the context of your work. As a standard, you can tag team members using “@” mentions to notify them directly.

And if you need to share files or information, you can attach them directly to items. 

Step 6: Enhance your board with views & dashboards

To visualize your data in different ways, explore the various views like Kanban, Gantt chart, calendar, and timeline. You can customize these views to display the most relevant information to your team. 

You can also create dashboards that give you a good oversight of your entire sales team, what you’re up to, the status of leads and projects, and other information you deem important. 

Step 7: Set Up Automations and Integrations

And finally, don’t forget to integrate Monday.com with your existing workflow. 

Set Up Automations and Integrations in Monday.com

There are dozens, if not hundreds, of automations and integrations in the Automation Center, plus compatibility with platforms like Zapier. Native integrations include Slack, Google Drive, Jira, and more.

Native integrations in all of Monday.com pricing

Automating tasks helps free up time on repetitive tasks so the team can focus on more important matters and activities.

Say goodbye to manual outreach!

Free up your time and boost your results. Automate your outreach with Reply and see how much easier sales can be.

Start automating today!

Step 8: Continuously optimize

Remember, Monday.com is all about customization and flexibility. 

This means you’ll get the most out of it when you slowly chip away at making things better as you continue to develop your needs, goals, and team requirements. 

Regularly review your workflows and board structures to ensure they’re still serving your needs. Collect feedback from your team and make adjustments as needed. 

And stay updated with new features and improvements by checking out Monday.com’s blog and update announcements.

That’s it! You’re now well on your way to mastering Monday.com. Just remember to start simple, experiment, and adapt the platform to fit your unique business needs.

What are Monday.com’s main features?

Monday.com has developed and added a lot of features over the years, and while you’ll probably never use them all, it’s worth knowing what’s on offer. After all, you need to know what’s available to actually improve your workflow.

So, let’s talk about features and everything that makes Monday.com a powerhouse for sales teams.

Work management

At its core, Monday.com excels at work management. 

You can easily create boards to track leads, manage sales pipelines, and monitor deal progress. It’s like having a digital whiteboard, but it’s way more powerful. 

You can assign tasks to team members, set deadlines, and track progress all in one place. Plus, with its collaboration tools, you can keep all your communication within the context of your work, so you never miss a beat.  

CRM

Monday.com has surprisingly robust CRM capabilities. You can use it to manage your contacts, track interactions, and visualize your sales pipeline. 

It’s like having a personal assistant who keeps all your customer information organized and accessible. With the available integrations, this is a pretty fluid system.

Dashboards

Want to see how your sales team is performing at a glance? Monday.com’s customizable dashboards have got you covered. 

You can create visual representations of your data, track key metrics, and generate reports to monitor your progress. It’s like having a crystal ball that shows you where your sales are headed.  

Automations

Now, this is where Monday.com really shines. Its automation capabilities can save you a ton of time and headaches. 

Imagine automatically assigning leads to the right sales reps, sending follow-up emails, or updating deal stages without lifting a finger. That’s the power of Monday.com’s automations. 

In a nutshell, Monday.com’s main features provide a comprehensive toolkit for sales teams to:

  • Manage tasks and projects efficiently.  
  • Track leads and deals effectively.  
  • Visualize sales pipelines and monitor progress.  
  • Automate repetitive tasks and streamline workflows.  
  • Collaborate seamlessly with team members

What AI features does Monday.com have to offer?

Now, let’s talk about the real game-changer: Monday.com AI. This is where things get really interesting.  

Monday.com ai features

Monday.com has been busy integrating artificial intelligence into its platform, and the results are impressive. They’ve recently introduced a suite of AI features called “Monday AI” that can seriously boost your productivity and streamline your workflows.  

Here’s a glimpse of what Monday.com AI can do:

  • AI Assistant Apps: These handy apps can automate various tasks, like generating project plans based on your input, summarizing complex topics, and even creating formulas to complete tasks efficiently. It’s like having a virtual assistant who can anticipate your needs and take care of the grunt work.  
  • AI Automations: Take your automations to the next level with AI-powered actions. You can categorize items, summarize text, and even improve the quality of your writing, all with the help of AI.  
  • AI Columns: Imagine having AI capabilities embedded directly into your columns. With AI columns, you can leverage AI for text, status, and dropdown columns, making your data more intelligent and dynamic.  
  • AI Templates: Monday.com offers pre-built templates for various workflows, including sales, IT support, feedback analysis, creative processes, and finance requests. These templates can save you time and effort by providing a ready-to-use framework for common tasks.  

But that’s not all. Monday.com is constantly developing and expanding its AI capabilities. 

They’re working on new features and functionalities based on customer feedback and industry trends.  

Here are some key things to keep in mind about Monday.com AI:

  • It’s currently in beta, so you can expect new updates and improvements in the future.  
  • There are no usage limits, but Monday.com plans to implement them eventually.  
  • External developers will soon be able to create their own AI-powered apps, further expanding the possibilities of Monday.com AI. You’ll also be able to use custom apps you develop yourself.

With its ever-evolving AI capabilities, Monday.com is positioning itself as a leader in the AI-powered work management space. It’s an exciting time to be a Monday.com user, and I can’t wait to see what they come up with next.

Need AI to do the heavy lifting?

Imagine having an AI-powered sales assistant that works 24/7. Let Reply’s AI help you close deals while you focus on what matters.

Get started with AI!

What are the Monday.com pricing plans?

Of course, we need to talk about cost. Monday.com offers a variety of pricing plans to suit different needs and budgets.

What are the Monday.com Pricing Plans

They’ve got options for everyone, from solopreneurs to large enterprises.

Here’s a quick rundown of their main plans:

  • Free: This plan is perfect for individuals or small teams just starting out. It gives you access to basic features, including unlimited docs, 200+ templates, and up to 3 boards.
  • Basic: Starting at €9 per seat/month (billed annually), this plan unlocks unlimited items, 5GB of file storage, and prioritized customer support.
  • Standard: For €12 per seat/month (billed annually), you get everything in the Basic plan plus timeline and Gantt views, calendar view, guest access, and automations.
  • Pro: At €19 per seat/month (billed annually), this plan offers private boards, chart view, time tracking, formula columns, and increased automation limits.
  • Enterprise: This plan is designed for large organizations with advanced needs. It includes enterprise-scale automations and integrations, multi-level permissions, advanced reporting and analytics, and 24/7 priority support. Pricing for this plan is customized based on your specific requirements.

Here are a few things to keep in mind when choosing a Monday.com plan:

  • You can save 18% by opting for annual billing instead of monthly.
  • They offer a 14-day free trial of the Pro plan, so you can test out the advanced features before committing.
  • Nonprofit organizations may be eligible for discounted pricing, so inquire if you qualify.

Ultimately, the best plan for you will depend on your team’s size, needs, and budget. It’s worth evaluating your requirements and comparing the different plans to find the perfect fit.

What are the Monday.com reviews by real users?

There’s no better way to gauge a tool’s effectiveness than hearing from those who use it daily.

The good

  • User-friendly interface: Many users rave about how easy Monday.com is to use and navigate. Even if you’re new to project management software, you’ll likely find it intuitive and visually appealing.
  • Customization: One of the biggest pluses is the level of customization Monday.com offers. You can tailor it to fit your specific workflows and needs, making it a versatile tool for various teams and projects.
  • Collaboration features: The collaboration tools are top-notch, with features like commenting, @mentions, and file attachments. These make it easy to keep everyone on the same page and foster seamless teamwork.
  • Visual project management: The different views, such as Gantt charts, Kanban boards, and calendars, are a big hit with users. They provide a clear visual representation of project progress and timelines, making it easier to stay on track.

The not-so-good:

  • Learning curve: While generally user-friendly, some users find that setting up complex workflows or automations can be a bit challenging initially.
  • Mobile experience: There’s room for improvement in the mobile app. Some users find it less functional and user-friendly compared to the desktop version.  
  • Pricing: For smaller organizations or teams with limited budgets, Monday.com’s pricing can be a barrier. Scaling up can become quite expensive.  When I was freelancing, and I was hired by the first person, we needed to pay for 3 seats, and it ended up being something like $40 per month for the two of us. I moved to a free alternative.
  • Feature overload: With so many features, Monday.com can feel overwhelming to some users. It’s important to manage your workspace carefully to avoid clutter and confusion.  

Despite some minor drawbacks, Monday.com generally receives positive feedback. Users appreciate its flexibility, visual appeal, and collaboration features. It’s a powerful tool that can adapt to various industries and project types.  

Most users agree that Monday.com excels in project management and team collaboration. Its customizable workflows and automations are standout features that can significantly improve productivity. 

However, be prepared for an initial learning curve as you familiarize yourself with the platform’s full capabilities.

What are the best Monday.com alternatives?

While Monday.com is a powerful platform, it’s always good to explore other options to see what else is out there. After all, the best tool for your business is the one that perfectly aligns with your specific needs and goals.

Reply.io:

If your primary focus is sales engagement and automation, Reply.io is a fantastic alternative to consider. 

Reply.io is Monday.com alternative

While Monday.com offers a broad range of project management features, Reply.io specializes in streamlining sales processes and boosting lead management.

Here’s why Reply.io might be a better fit for your sales team:

  • Email automation: Reply.io excels at automating your email outreach, allowing you to create personalized sequences, track engagement, and nurture leads effectively.
  • Seamless integrations: It integrates seamlessly with popular CRMs like Salesforce and HubSpot, ensuring a smooth workflow and data synchronization.
  • Focus on sales: Reply.io is specifically designed for sales teams, with features tailored to lead management, sales pipeline visualization, and deal tracking.
  • Affordable pricing: Compared to Monday.com, Reply.io offers more budget-friendly pricing plans, making it an excellent option for smaller businesses or teams with limited resources.

Whereas Monday.com works well for handling data and project management, Reply.io is more of an actual sales tool.

With real-time AI SDR agents and a huge LinkedIn database with automated message outreach and lead nurturing, this is the kind of tool you’re looking for if you really want to scale up your sales efforts and operations.

If you’re looking to keep working on these tasks yourself manually but want to streamline the functionality of that, Monday.com is probably your go-to.

Or, why not get the best of both worlds and use both? It can be an incredibly dynamic duo to automate your pipeline and your project management at the same time.

Then, all your sales reps need to do is sell.

Take your sales to the next level!

Stop limiting yourself to one channel. Reach prospects everywhere with Reply’s multichannel outreach – and watch your sales soar.

Try it now!

Other notable alternatives

Besides Reply.io, there are several other Monday.com alternatives worth exploring:

  • HubSpot: This all-in-one platform offers a comprehensive suite of marketing, sales, and customer service tools. It’s known for its powerful automation capabilities, robust CRM functionality, and user-friendly interface.
  • Salesforce: As a leader in the CRM space, Salesforce provides advanced sales CRM features, marketing automation tools, and extensive customization options. It’s a powerful solution, particularly for larger businesses with complex needs.
  • Zoho CRM: This versatile and affordable alternative offers comprehensive contact and performance management, good pipeline management features, and a wide range of integrations. It’s an excellent choice for small to medium-sized businesses seeking a cost-effective solution.
  • ActiveCampaign: This platform excels in customer experience automation and offers extensive integration options, pre-built automations, and machine learning capabilities for data analysis. It’s well-suited for businesses with an established web presence seeking powerful marketing and sales automation.

Ultimately, the best Monday.com alternative for you will depend on your specific requirements, budget, and desired features. It’s crucial to evaluate your needs carefully and compare the different options to find the perfect fit for your sales team.

How to choose your AI-powered sales tool

With so many AI-powered sales tools available, it can be overwhelming to choose the right one for your business. Let’s explore the process.

1. Identify your specific business needs

Before you even start looking at tools, take some time to reflect on your current sales challenges and objectives. 

What are your pain points? 

Which processes do you want to optimize? 

What are your key performance indicators (KPIs)?

Once you have a clear understanding of your needs, you can narrow down your options and focus on tools that address those specific areas.

2. Assess AI capabilities

Not all AI is created equal. Each tool has its own strengths and weaknesses. Evaluate the AI features offered by different tools and see how they align with your sales tasks. 

Do you need AI for lead scoring and qualification?

Conversational intelligence?

Predictive analytics?

Personalization?

Make sure the tool’s AI capabilities match your specific requirements.

3. Ease of use and integration

The most powerful AI tool in the world won’t do you any good if your team can’t use it effectively. Consider the user interface, integration capabilities, and training requirements. 

Choose an intuitive tool that integrates seamlessly with your existing tech stack and has a manageable learning curve.

4. Scalability and flexibility

Your business is constantly evolving, and your sales tools should be able to keep up. 

Look for a tool that can handle an increasing volume of data and users, offers customization options to adapt to your changing needs, and is flexible enough to accommodate changes in your sales processes.

5. Data security and compliance

Data security is paramount, especially when dealing with sensitive customer information. Ensure the tool complies with relevant data protection regulations (e.g., GDPR, CCPA) and that the vendor has robust data security measures in place.

6. Pricing and ROI

Of course, budget is always a consideration. Compare pricing models and calculate the potential return on investment (ROI) based on expected productivity gains and increased sales. 

Sometimes, investing in a more expensive tool can pay off in the long run if it significantly improves your sales performance.

7. Vendor reputation and support

Do your research on the tool provider. Read customer reviews, case studies, and evaluate the quality of customer support. You want to choose a vendor with a good track record, financial stability, and a responsive support team.

8. Trial and evaluation

Most AI sales tools offer free trials or demos. Take advantage of these to test the tool in your own environment and see how it fits into your workflow. Involve your sales team in the evaluation process and gather their feedback.

9. Implementation and adoption strategy

Once you’ve chosen a tool, have a clear implementation plan in place. Develop a strategy for rolling out the tool across your organization, identify champions within your team to drive adoption, and set up proper training and onboarding processes.

By following this framework, you can make an informed decision and choose the AI-powered sales tool to empower your team and drive revenue growth.

Wrapping up

So, there you have it – a comprehensive look at Monday.com in 2025. It’s a powerful platform with a lot to offer, especially for teams seeking robust project management and collaboration features. 

Its AI capabilities are evolving rapidly, making it an exciting tool to watch in the coming years.

However, it’s important to remember that Monday.com isn’t a one-size-fits-all solution. While it excels in certain areas, it may fall short in others, particularly when it comes to specialized sales engagement and automation.

If you’re looking for a tool that’s laser-focused on streamlining your sales processes, boosting lead engagement, and maximizing your outreach efforts, Reply.io is a compelling alternative worth considering. 

With its intuitive interface, powerful automation features, and affordable pricing, Reply.io can empower your sales team to achieve new levels of productivity and success.

Ready to take your sales game to the next level? 

Explore Reply.io today and discover how its AI-powered sales engagement platform can transform your outreach and drive revenue growth.

Subscribe to our blog to receive the latest updates from the world of sales and marketing.
Stay up to date.

Related Articles

Lead Generation and Marketing Automation: Why, How, and Tools to Know

Lead Generation and Marketing Automation: Why, How, and Tools to Know

Lead Generation and Marketing Automation: Why, How, and Tools to Know
New Integration: Reply.io + Persana AI

New Integration: Reply.io + Persana AI

New Integration: Reply.io + Persana AI
Is Affiliate Marketing Worth It: Easy Money or a Waste of Time in 2025?

Is Affiliate Marketing Worth It: Easy Money or a Waste of Time in 2025?

Is Affiliate Marketing Worth It: Easy Money or a Waste of Time in 2025?