Best CPQ software for 2026 reviewed and compared

Every sales team reaches a breaking point with manual quoting. Spreadsheets get messy, pricing becomes inconsistent, and reps lose hours trying to build proposals instead of closing deals. That friction doesn’t just slow momentum — it creates errors, delays approvals, and causes customers to question your reliability. CPQ software changes that. It replaces disconnected tools and manual steps with a fast, guided quoting process that keeps every deal accurate, compliant, and moving forward.

The right platform gives sales, finance, and operations a single source of truth, helping teams work from the same data and the same rules.

Join us for a few minutes as in this article you’ll discover how modern CPQ tools improve quote-to-cash speed, strengthen deal control, and support industries with complex configurations. You’ll also learn how to evaluate platforms and choose the one that helps your team sell with clarity and confidence.

Key takeaways

• CPQ software automates complex quoting processes: by eliminating manual errors and tedious spreadsheet work, CPQ frees your sales teams to focus on what truly drives revenue.
• Modern CPQ platforms integrate seamlessly with CRM systems: this integration creates a single source of truth that aligns sales, finance, and operations throughout the entire quote-to-cash cycle.
• Industries with complex product configurations benefit most: manufacturing, SaaS, telecommunications, financial services, and healthcare technology companies face intricate pricing rules and strict compliance requirements that demand automation.
• Implementation success depends on clean data migration and user adoption: prioritizing hands-on training, empowering internal champions, and executing a clear change management strategy from day one transforms your CPQ rollout.
• Platforms offering no-code CPQ capabilities: these intuitive solutions like monday CRM empower sales operations teams to build and adjust pricing rules without IT involvement.

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What is Configure, Price, Quote (CPQ) software?

Configure, Price, Quote (CPQ) software is the strategic engine that automates the quoting process, empowering sales teams to construct flawless quotes with consistency and speed. It replaces manual processes and eliminates the costly errors that can derail a deal, equipping your team with the platform to move faster and with absolute confidence.

At its core, the system provides intelligent guidance, navigating sales reps through even the most labyrinthine product catalogs to ensure every item and service is a perfect fit. Simultaneously, it applies the correct pricing logic, from special discounts to complex volume tiers, so every quote is both accurate and profitable without endless internal reviews.

The culmination of this process is a polished, branded proposal ready for the customer’s signature. This seamless journey from configuration to a professional quote liberates your team from building documents so they can focus on closing deals. It’s about aligning the entire sales motion to get deals over the finish line, faster.

Essential features of modern CPQ platforms

A modern CPQ platform functions as a strategic co-pilot for your sales team, steering them toward the ideal product combination for any customer. It employs intelligent rules to validate every configuration, preventing impossible combinations while instantly calculating pricing as components are added.

This capability empowers reps to build complex, accurate quotes live during a call, confidently addressing any ‘what if’ scenarios a customer might propose.

Once the quote is assembled, the platform’s true power is revealed in its ability to accelerate the journey from draft to deal. An effective system automates approval workflows, ensuring discounts and custom terms receive the necessary sign-offs without getting lost in email chains. Through seamless CRM integration, it establishes a single source of truth for everyone from sales to finance.

Ultimately, these features deliver complete visibility and control over the entire sales cycle, from the initial conversation to the final signature. This unified approach not only amplifies efficiency but also instills in your team the confidence to pursue larger deals and expand into new markets.

Key benefits of implementing CPQ solutions

The right CPQ platform transforms your entire sales operation, turning complex quoting into a competitive advantage. By automating manual processes and connecting every step of the revenue cycle, you empower your team to close deals faster while maintaining complete control over pricing and profitability.

Here’s how a modern CPQ solution drives measurable impact:

• Accelerate quote-to-cash cycles: compress your revenue cycle by automating quotes and approvals, eliminating the manual back-and-forth between sales, legal, and finance. The right system creates one fluid, automated path from initial quote to closed-won, removing bottlenecks that stall deals and improving cash flow to fuel sustainable growth.
• Eliminate pricing errors: establish a single source of truth that automates calculations and enforces discounting rules to safeguard your margins on every deal. With automated pricing, your strategy is consistently enforced, allowing reps to configure complex deals without worrying about accidental discounts.
• Boost sales team productivity: free your sellers to focus on selling by automating quote creation and approvals. Reps can generate polished, accurate proposals in minutes, liberating them to concentrate on what truly drives revenue: building relationships, prospecting, nurturing leads, and identifying lucrative upsell opportunities.
• Improve deal visibility and control: give managers a crystal-clear dashboard view of the entire pipeline, enabling them to spot stalled deals, track pricing trends, and identify where the team needs support.
• Scale revenue operations efficiently: build a scalable sales engine capable of handling growing deal volume without adding administrative headcount. The platform adapts with you as you expand into new products, markets, or pricing models, so you can scale your revenue at the speed of your ambition, not the speed of your paperwork.

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Top CPQ software platforms reviewed

Selecting the right CPQ software is a high-stakes decision, with a wide array of options available on the market.

Some platforms are engineered for massive enterprise needs, offering deep and complex functionality, while others are nimble playmakers designed for fast-moving mid-market teams. The key is to identify the solution that aligns with your team’s specific game plan.

Making the correct choice is also about look at more than just features; it’s about empowering your reps to build quotes and close deals without friction. To help you cut through the noise, we’ve assembled a scouting report on the top contenders, outlining each platform’s core strengths and ideal user profile.

1. monday CRM

For teams seeking powerful quote generation without the typical technical overhead, monday CRM integrates intuitive CRM functionality with flexible CPQ capabilities. The platform transforms complex quoting processes into streamlined workflows that sales teams actually want to use. Built on monday’s no-code foundation, it connects your entire revenue operation from lead to close.

Example:

Delivering a unified platform where sales teams can manage leads, deals, and quotes without switching between multiple systems, monday CRM creates a seamless revenue operation from first contact to closed deal.

Key features:

• Native quote generation: with easy-to-use templates and automated calculations (available on Pro and Enterprise plans).
• Visual sales pipeline management: with drag-and-drop deal progression.
• Centralized customer data management: with unified contact profiles.

Pricing:

• Free: $0 for up to two users.
• Basic: $9/month per seat (billed annually).
• Standard: $12/month per seat (billed annually).
• Pro: $19/month per seat (billed annually).
• Enterprise: contact sales for custom pricing.
• Minimum requirements: paid plans require a minimum of three users.
• Annual billing: offers an 18% savings over monthly plans.
• Special pricing: nonprofit discounts are available.

Why it stands out:

• No-code customization and visual workflows: teams build workflows that match their exact sales process without IT involvement, while the visual interface makes adoption effortless for teams transitioning from spreadsheets or more complex systems.
• AI-powered sales intelligence: an AI email assistant crafts personalized outreach based on deal context, sentiment analysis evaluates customer communications to identify engagement levels, and AI forecasting provides data-driven revenue predictions by analyzing pipeline health and historical performance patterns.
• Flexible automation at scale: pre-built automation recipes handle routine tasks like lead assignment and deal progression, while a no-code automation builder lets teams create custom workflows for quote approvals and contract renewals — with automation limits scaling from 250 actions/month on Standard up to 250,000 actions/month on Enterprise.
• Seamless integrations and marketplace partnerships: native integrations with popular tools like Slack, Microsoft Teams, and Google Workspace keep communication centralized, while API access and marketplace partnerships with specialists like PandaDoc, QuoteCloud, and salesElement extend quoting capabilities for complex configurations.
• Built-in CPQ capabilities: the “Quotes & Invoices” app (Pro and Enterprise plans) generates professional PDFs directly from deal records with automated pricing calculations and multi-currency support, while the integration marketplace connects to specialized partner solutions like pricebook CPQ for AI-powered pricing and complex product catalogs.

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2. Salesforce CPQ

Deeply embedded within the Salesforce ecosystem, Salesforce CPQ provides comprehensive quote-to-cash automation for organizations with sophisticated sales processes. The platform is engineered for native CRM integration and enterprise-grade configurability, making it a strong choice for handling complex pricing rules and multi-layered approval workflows.

Example:

Salesforce CPQ streamlines complex product configuration and pricing for enterprise sales teams while maintaining seamless integration with existing Salesforce CRM data and workflows.

Key features:

• Advanced product bundling: with constraint-based logic to prevent configuration errors and ensure compatibility.
• Dynamic pricing rules: with automated discount controls and multi-level approval workflows for margin protection.
• AI-powered guided selling: that recommends optimal product configurations based on customer responses and historical data.

Pricing:

• Pricing information: is not publicly available.
• Requires contacting Salesforce sales representatives: for custom enterprise quotes.
• Pricing: based on specific organizational needs and user requirements

Considerations:

• Steep learning curve and complex initial setup: often requiring specialized implementation expertise and ongoing administrative support.
• Performance can lag: with large, multi-dimensional quotes, and the user interface lacks spreadsheet-like flexibility for bulk data editing.

3. Oracle CPQ

Handling intricate product configurations and deep ERP integrations is the specialty of Oracle CPQ, an enterprise-grade solution for complex B2B sales. The platform is designed for large enterprises with sophisticated manufacturing processes and multi-tier pricing requirements, offering robust automation across the quote-to-cash cycle.

Example:

Oracle CPQ excels at automating complex quote-to-cash processes for enterprises with highly configurable products, dynamic pricing models, and multi-system integrations across CRM and ERP platforms.

Key features:

• AI-powered configuration engine: with guided selling pathways that handle complex product rules and bill of materials mapping.
• Real-time pricing intelligence: with automated discount optimization, multi-tier pricing, and dynamic approval workflows.
• Comprehensive integration capabilities: supporting 20+ ERP systems including SAP, Oracle E-Business Suite, and Microsoft Dynamics.

Pricing:

• Pricing information: not publicly available.
• Requires direct contact: with Oracle sales for customized quotes.
• Pricing based on: specific business requirements and organizational needs.

Considerations:

• High implementation costs and complex setup process: that may require specialized expertise and extended deployment timelines.
• Steep learning curve: for users, particularly when dealing with highly complex configurations or customizations.

4. SAP CPQ

For organizations with complex product catalogs and intricate pricing structures, SAP CPQ offers enterprise-grade automation. The platform’s strength lies in its seamless integration with existing SAP infrastructure, making it a natural fit for manufacturing and industrial companies that must manage sophisticated configurations and global operations.

Example:

SAP CPQ streamlines the entire quote-to-cash process by automating complex product configurations and pricing calculations while maintaining tight integration with SAP’s broader enterprise ecosystem.

Key features:

• Configuration optimization: generates error-free quotes with over 10,000 line items in seconds using rule-based configurations to ensure product compatibility.
• AI-powered guided selling: provides intelligent recommendations for up-selling and cross-selling opportunities to increase deal size and improve sales effectiveness.
• Dynamic pricing and margin protection: implements complex pricing rules with automated discount controls and margin-protecting guardrails to ensure profitability.

Pricing:

• Standard Edition: $99/month per user (minimum 50 users).
• Commerce Add-on: $11,658/month for 50,000 orders per year.
• Contract durations: range from one to five years with auto-renewal options.

Considerations:

• Initial setup and configuration: can be challenging and time-consuming, requiring significant technical expertise.
• User interface may feel less intuitive: compared to competitors, with some users reporting a steep learning curve for new team members.

5. DealHub CPQ

DealHub provides a unified quote-to-revenue platform that translates complex pricing into guided, error-free sales motions. With a focus on no-code configuration and interactive buyer experiences, the platform is well-suited for mid-market B2B companies navigating complex pricing models and long deal cycles.

Example:

DealHub CPQ empowers sales teams to generate accurate quotes in minutes rather than hours while maintaining pricing guardrails and automating approval workflows for faster deal execution.

Key features:

• Guided selling workflows: that walk sales reps through question-based configuration to eliminate errors and speed up quote creation.
• Digital DealRoom: that creates a branded micro-website for each deal where customers can review quotes, access content, and sign contracts.
• Headless API capabilities: that enable automated quoting across e-commerce, self-service, and partner-led sales channels.

Pricing:

• CPQ+: custom pricing available (for generating professional price quotes and proposals).
• CPQ + CLM: custom pricing available (for connecting quotes and contracts).
• Quote-to-Revenue: custom pricing available (complete automated solution from Sales to Finance).
• All pricing: requires contacting DealHub for a custom quote tailored to business needs.

Considerations:

• No transparent pricing available publicly: requiring sales engagement for cost information.
• Learning curve: when setting up complex workflows and customizations.

6. Conga CPQ

Conga CPQ offers comprehensive quote-to-cash automation engineered to manage the most complex product configurations and pricing scenarios. The platform’s document-centric approach, featuring robust proposal generation, makes it a strong contender for enterprises with intricate legal and compliance requirements.

Example:

Conga CPQ excels at managing complex sales scenarios for mid-market and enterprise customers with revenues exceeding $500 million who need advanced contract lifecycle management and document automation capabilities.

Key features:

• Unlimited product configurations: handles complex nested bundles and attribute-based configurations with rule-based guidance to ensure accuracy and compliance.
• Advanced pricing optimization: supports multiple pricing models including one-time, recurring, and usage-based charges with automated discount controls and margin protection.
• Integrated document generation: seamlessly connects with Conga Composer to instantly create branded proposals and contracts with automated workflow approvals.

Pricing:

• Custom pricing: contact Conga directly for personalized quotes tailored to your business needs, budget, and processes.

Considerations:

• Steep learning curve: the platform’s extensive customization options require specialized developer resources and can be complex for new users to master.
• Performance concerns: users report occasional system lag and slow load times, particularly when handling large quotes with thousands of line items.

7. PROS Smart Configure Price Quote

PROS Smart Configure Price Quote leverages AI for dynamic pricing optimization and complex product configuration, targeting enterprise sales teams. Its specialization in pricing intelligence and large-scale quote management makes it particularly effective for manufacturers and distributors dealing with intricate product catalogs and fluctuating market conditions.

Example:

PROS Smart CPQ helps enterprise sales teams win more deals faster by delivering accurate quotes for complex selling scenarios while maximizing deal profitability through AI-driven pricing recommendations.

Key features:

• AI-powered pricing optimization: machine learning analyzes market data and customer behavior to provide real-time, optimized price recommendations that increase win rates by 20%.
• High-performance quoting: handles complex quotes with up to 100,000 line items without performance degradation, supporting large-scale RFPs and multi-product configurations.
• CRM-agnostic integration: seamlessly connects with Salesforce, Microsoft Dynamics 365, SAP, and Oracle for unified sales processes across existing tech stacks.

Pricing:

• PROS Smart CPQ Essentials: $60/month per user for digitizing and streamlining basic quoting processes.
• PROS Smart CPQ Advantage: $75/month per user for managing complex product configurations and sales agreements.

Considerations:

• Implementation: can be more complex and time-consuming than anticipated, particularly for businesses with intricate product catalogs.
• Some integration challenges: with CRM systems, especially Salesforce, where data may not pass seamlessly between platforms.

8. Zuora CPQ

Zuora CPQ provides subscription-focused quoting software that redefines how recurring revenue businesses manage complex pricing. The platform is built to manage the entire subscriber lifecycle—from initial quotes to renewals, upgrades, and amendments—making it ideal for companies with intricate subscription models that traditional CPQ tools often fail to support.

Example:

Zuora CPQ enables subscription businesses to quote complex multi-year ramp deals, usage-based pricing, and dynamic service terms while maintaining seamless integration with billing and revenue recognition systems.

Key features:

• Subscription lifecycle quoting: handle new deals, upsells, cross-sells, renewals, and amendments within a single platform designed for recurring revenue models.
• Multi-year ramp deals: create and manage complex agreements where pricing, quantity, or discounts change over specified intervals throughout the contract lifecycle.
• Quote-to-revenue automation: automatically trigger downstream processes including change orders, provisioning, invoicing, and revenue reallocation based on subscription changes.

Pricing:

• Quote-based pricing model: costs vary depending on subscriber volume and billing complexity, requiring direct contact with Zuora’s sales team for specific pricing information.
• Flexible pricing structures: supports one-time charges, recurring subscriptions, and consumption-based pricing to accommodate diverse business models.
• Custom enterprise quotes: pricing tailored to your specific business needs and scale, with no publicly available cost information.

Considerations:

• Salesforce dependency limitations: while operating within Salesforce provides familiarity, the integration can create technical debt and require manual processes to ensure proper data synchronization between systems.
• Product catalog complexity: managing various pricing and billing scenarios often requires creating multiple versions of the same product, leading to a cluttered and difficult-to-manage product catalog.

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“There’s probably about a 70% increase in efficiency in regards to the admin tasks that were removed and automated, which is a huge win for us.“

Kyle Dorman | Department Manager - Operations, Ray White

"monday CRM helps us make sure the right people have immediate visibility into the information they need so we're not wasting time."

Luca Pope | Global Client Solutions Manager at Black Mountain

“In a couple of weeks, all of the team members were using monday CRM fully. The automations and the many integrations, make monday CRM the best CRM in the market right now.”

Nuno Godinho | CIO at Velv

CPQ integration with your existing tech stack

Disconnected sales tools create friction, costing your team momentum and putting deals at risk. Your technology stack should be an asset, not an obstacle. Platforms like monday CRM are designed to be the central hub connecting all your essential systems, from CRM to ERP, creating a seamless flow of information that keeps your team operating at peak velocity.

Imagine pulling customer data from your CRM and real-time inventory levels from your ERP to construct a perfect, accurate quote in seconds; this is the power of a connected system. Solutions like these automate administrative work by syncing data and organizing documents, providing your team with a single source of truth so they can focus on building relationships.

This unified workflow extends all the way to the finish line. You can move from quote to e-signature without ever switching tabs, transforming a process that once took days into a matter of minutes.

Industries that excel with CPQ technology

While every sales team has a unique playbook, certain industries face such intricate challenges that a generic approach just dpn’t work. When products have endless configurations or pricing is tied to strict regulations, manual quoting becomes a significant bottleneck. In these scenarios, teams rely on powerful tools to convert that complexity into a competitive advantage.

Manufacturing and complex products

Teams building custom solutions, from intricate machinery to bespoke products with thousands of variations, often face a slow, frustrating loop between sales, engineering, and production just to generate a quote. The constant revisions and accuracy checks can stall momentum and jeopardize deals.

A guided selling process built within platforms like monday CRM empowers your reps to configure even the most complex orders independently. The system automatically enforces engineering rules and calculates pricing in real-time, instantly generating the accurate specifications manufacturing needs.

Software and SaaS companies

The subscription economy introduces unique challenges that can quickly overwhelm revenue teams:

• Usage-based billing complexity: tracking and pricing variable consumption across multiple tiers and customer segments.
• Upgrade and downgrade management: handling mid-cycle changes while maintaining accurate proration and revenue recognition.
• Renewal coordination: managing hundreds of renewal dates, terms, and pricing adjustments without manual tracking.
• Pricing inconsistency risks: manual processes that create discrepancies and leave revenue on the table.

Modern solutions like monday CRM deliver a unified platform that manages the complete customer lifecycle: from initial quote through every renewal cycle. By automating subscription management and complex billing calculations, the system ensures pricing consistency while transforming renewals into a streamlined, hands-off process.

Telecommunications providers

Bundling services, configuring network requirements, and navigating regional regulations can easily tie a sales team in knots. A single incorrect component in a package can lead to a failed installation and an unhappy customer, making reps hesitant to quote complex solutions. They need a system that guarantees every package they build is viable.

By creating a quoting system where all the pieces are designed to fit, solutions such as monday CRM act like a set of smart building blocks. You can establish rules that ensure service and equipment compatibility, empowering your team to confidently assemble complex bundles that are always accurate and deliverable.

Financial services organizations

For financial teams, every quote represents a high-stakes balance between meeting customer needs and satisfying strict regulatory demands. The immense pressure to maintain compliance can slow teams down, forcing them to manually double-check complex calculations and risk factors. This creates a bottleneck in an industry where speed is a key competitive advantage.

Automated guardrails can be built directly into your sales process, embedding compliance checks and risk assessments into every quote. Connected solutions like monday CRM ensure that complex calculations are handled automatically and all necessary documentation is included from the start.

Healthcare technology vendors

Selling in the healthcare sector leaves zero room for error. Product configurations directly impact regulatory compliance and patient safety, creating unique challenges:

• Regulatory complexity: navigating FDA requirements, HIPAA standards, and facility-specific compliance rules for every quote.
• Configuration accuracy: ensuring every product setup meets strict safety and integration requirements without manual verification.
• Documentation burden: maintaining complete audit trails and compliance documentation that can slow sales cycles to a crawl.
• High-stakes decisions: where any mistake can derail a deal or create serious risk for both vendor and customer.

How to select the right CPQ platform for your business

Choosing a CPQ platform is a big decision which, when done right, equips your sales team for success.

Your goal is to find a platform that not only fits your process today but also scales with your ambition for tomorrow. By eliminating clunky workflows, you can give your team a streamlined process they’ll actually love using. Let’s build a quoting engine that helps you win.

Define your configuration requirements

A successful selection process begins with a clear blueprint of your ideal quote. Map out exactly how your team builds a winning proposal, identifying the non-negotiable rules that protect your margins and the custom options that help close the deal. This clarity ensures you find a platform with the power you need, without overpaying for complexity you don’t.

Think of it as creating a detailed plan for your ideal quoting process. When you know what a perfect quote requires, you can easily spot the platform that can deliver it every single time.

Evaluate integration capabilities

A great CPQ platform should not operate in a silo; it must feel like a natural extension of your CRM and other critical tools. Look for a solution that connects seamlessly, pulling customer information and pushing quote data automatically. This eliminates the dreaded double-entry of data and keeps everyone on the team perfectly aligned.

The real magic happens when your entire tech stack functions as one unified system. This provides your sales reps with a single source of truth, freeing them to focus on what they do best: building relationships and selling.

Assess scalability and flexibility

Your business is built for growth, and your CPQ platform must be ready to scale with you. Can it handle double your quote volume next year without skipping a beat? A truly scalable system supports more reps, more products, and evolving sales strategies with ease.

Choose a flexible partner that allows you to adapt on the fly. The right platform won’t just solve today’s challenges; it will provide the foundation to seize tomorrow’s opportunities without being held back by your software.

Compare pricing models

When evaluating pricing, look beyond the sticker price to the total value it delivers to your team. Consider how each model aligns with your growth trajectory, factoring in implementation and training costs. The best investment is one that delivers a clear return through faster deal cycles and fewer errors.

A powerful CPQ should pay for itself by boosting your team’s efficiency and accuracy. It’s not just a line item on a budget; it’s an engine for revenue growth.

Test user experience and adoption

Perhaps the most critical step is determining if your team will actually enjoy using the platform. The most feature-rich system is useless if it’s clunky or confusing. Have your reps test-drive it with real-world scenarios to see how it performs in action.

A great CPQ is intuitive from day one, empowering your team to build quotes confidently with minimal training. Prioritizing a clean, user-friendly experience is what transforms a software purchase into a genuine competitive advantage.

Overcoming common CPQ implementation challenges

Deploying any new sales tool can feel like a significant undertaking, but the best teams don’t just avoid hurdles: they use them as stepping stones.

These common challenges are not roadblocks but opportunities to build a faster, smarter sales process from the ground up.

• Streamlining data migration: clean data is the foundation of every accurate quote, making its migration into a new CPQ system a make-or-break moment. Inconsistent or outdated information can quickly undermine your team’s confidence and slow down the entire sales cycle. Begin with a full data audit to clean, standardize, and map everything before making the switch.
• Driving user adoption: a powerful CPQ is only as good as the team using it, and achieving full adoption is the final-mile challenge. The biggest hurdle is often a natural resistance to change, as reps may worry a new system will slow them down. Build confidence with hands-on training that demonstrates exactly how the new tool helps them close deals faster.
• Managing customization needs: it’s easy to get caught in the debate between configuring your platform with built-in tools versus custom-coding new features. Configuration is faster and easier to maintain, whereas heavy customization can introduce complexity and increase costs down the line. Stay focused on what drives revenue and makes your team more efficient, prioritizing changes that deliver a real impact.
• Ensuring successful change management: a successful CPQ rollout is about more than just technology; it’s a fundamental shift in how your entire sales organization operates. This requires clear leadership and alignment across sales, IT, and finance to ensure everyone is moving in the same direction. Create a communication game plan that keeps everyone informed and excited about the benefits ahead.

How monday CRM transforms the CPQ experience

Many CPQ platforms feel disconnected from the daily realities of a sales team but your tools should work for you, not the other way around.

With enterprise-grade CPQ capabilities built directly into monday CRM, your team has a powerful, intuitive way to build quotes and close deals without the usual complexity.

Forget wrestling with clunky integrations or waiting months for IT to make a simple change. Here are some of monday CRM’s most powerful features:

No-code configuration power

Empower your team to move at the speed of your business, not at the speed of your IT queue. Our no-code, drag-and-drop interface means your sales ops team can build and adjust pricing rules, product bundles, and quote templates themselves.

This creates a massive competitive edge. While other teams wait weeks for technical help, yours can respond to market changes in minutes, instantly rolling out new pricing or promotions to the field.

Seamless CRM integration

A disconnected CPQ creates a blind spot in your sales process. We built our CPQ capabilities natively within the CRM, creating one unified workspace where your customer data, pipeline, and quotes all live together.

This single source of truth gives your reps the complete customer story at their fingertips, leading to smarter conversations and faster closes. It’s a seamless flow of information that eliminates app-switching and keeps your entire team perfectly in sync.

Flexible pricing and quote management

Rigid pricing structures don’t win deals—creative, flexible ones do. Our platform empowers you to build the pricing models your business needs, from tiered discounts and subscriptions to complex, multi-product bundles.

The platform helps you showcase that value with beautiful, branded quotes that stand out. Your team gets the freedom to create compelling proposals while automations ensure every number is accurate and approved, giving you both control and creativity.

AI-powered sales acceleration

AI can act as a co-pilot for every salesperson on your team. Our platform intelligently recommends optimal pricing based on past deals and suggests relevant upsells, giving your reps the data-backed confidence to build the perfect quote every time.

By automating repetitive tasks like calculations and approval routing, we help your team get accurate quotes out the door in a fraction of the time. Reps spend less energy on admin work and more time building momentum and closing deals.

Transform your sales process with monday CRM

Sales teams shouldn’t be forced to work around rigid, disconnected tools. A sales platform should adapt to your team’s winning plays, not the other way around, giving them a single source of truth to move deals forward with confidence.

The platform is built to get your team out of the weeds and back to what they do best: selling. By automating repetitive tasks and customer communication, the platform eliminates the administrative drag that slows deals down, freeing up valuable time and resources so teams can focus on closing.

The content in this article is provided for informational purposes only and, to the best of monday.com’s knowledge, the information provided in this article  is accurate and up-to-date at the time of publication. That said, monday.com encourages readers to verify all information directly.

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