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	Descript	2
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monday.com CRM

monday.com

Summary

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monday.com CRM is a comprehensive customer relationship management platform designed to help businesses manage their sales pipeline, track leads, organize customer data, and automate sales processes. It offers features for lead management, deal tracking, account and contact management, post-sales activities, and sales operations, aiming to streamline the entire sales cycle.

Features
0/16

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No common features found

Pricing
Tiered

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Basic

$12.00 per user

Unlimited customizable pipelines
Unlimited contacts
Unlimited boards
Templates for lead, contact & deal management
iOS & Android apps
Unlimited free viewers
Create a dashboard based on 1 board

Standard

$17.00 per user

Includes Basic features
Advanced account, contact, & deal management
2-way email integration with Gmail and Outlook
AI email generator
Activity management
Merge duplicate data
Custom CRM automations (250 actions per month)
Custom CRM integrations (250 actions per month)
Create a dashboard that combines 5 boards
500 AI credits per month per account

Pro

$28.00 per user

Popular

Includes Standard features
Sales forecasting
Email templates
Email tracking & automations
Sequences
Quotes & invoices
Mass emails
Google Calendar sync
Sales analytics
Custom CRM automations (25,000 actions per month)
Custom CRM integrations (25,000 actions per month)
Create a dashboard that combines 20 boards
500 AI credits per month per account

Enterprise

Custom

Includes Pro features
Lead scoring
Mandatory fields
Team goals
Advanced analytics (dashboards up to 50 boards)
Account management
Documents for sales
Enterprise-scale automations & integrations (250K actions per month)
Enterprise-grade security & governance
Multi-level permissions
HIPAA Compliance
500 AI credits per month per account

Rationale

monday.com CRM is a customer relationship management platform, not an asynchronous video communication platform. It focuses on sales cycle management, lead tracking, customer data organization, and sales automation. None of the core features of Loom (screen recording, camera recording, instant shared links, basic video editing, viewer analytics) are present in monday.com CRM. While monday.com offers integrations and a mobile app, these are general features and do not align with the specific video communication functionalities of Loom.