Softcat Limited

monday.com Sales CRM

monday.com sales CRM is a fully customizable, dedicated sales platform. No code needed.

Features

• Gantt charts - track scope, schedule, milestones, dependencies, and metrics
• Project dashboards - Visualise and access real-time, goals, schedules, resources
• Workload view - Manage team resources, burnout, easily assign work
• Milestones - Mark significant checkpoints in your projects
• Dependencies Keep all stakeholders informed of when they are due
• Baseline Define your baseline to easily compare to your plan
• Advanced integrations - Connect your most important tools
• Project templates - Choose from a variety of pre-built templates
• Manage your marketing strategy & Digital Assets
• Easily build agile workflows to drive impact

Benefits

• Configure Enterprise-grade security
• Set up custom automations in just a few clicks
• Connect all moving parts of your projects
• Eliminates the need for long email threads and unnecessary meetings
• Extremely easy to use, the interface is clean and intuitive
• Plan, execute and collaborate to deliver better products faster
• Break down silos to drive effective collaboration

£17 a user a month

• Free trial available

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at psitq@softcat.com. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 14

Service ID

342442831468209

Contact

Charles Harrison
01628 403403
psitq@softcat.com

Service scope

• Software add-on or extension: No
• Cloud deployment model:
  • Public cloud
  • Private cloud
• Service constraints: There are various features of monday.com which are only available on our Enterprise plan. A full list of these is maintained on this webpage: https://monday.com/crm/pricing
• System requirements: Monday.com's platform is accessible through any online browser

User support

• Email or online ticketing support: Email or online ticketing
• Support response times: Monday.com has a customer support team that is online 24/7 across all time zones, with a response SLA of 24 hours.; Enterprise customers also benefit from a Support response time of 12 hours as well as a dedicated customer success manager contact.
• User can manage status and priority of support tickets: No
• Phone support: Yes
• Phone support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support: Web chat
• Web chat support availability: 24 hours, 7 days a week
• Web chat support accessibility standard: None or don’t know
• How the web chat support is accessible: Monday.com is currently VPAT certified and working towards enhanced Accessibility. monday.com also have a roadmap dedicated to accessibility for our users. Both our accessibility roadmap and VPAT can be shared with users upon signing an NDA with monday.com
• Web chat accessibility testing: None
• Onsite support: Onsite support
• Support levels: Monday.com provides varying levels of support depending on the plan tier and the number of users on each customer's plan.; Specific questions about the support levels should be discussed with your monday.com account manager and partner manager (if relevant).
• Support available to third parties: Yes

Onboarding and offboarding

• Getting started: All users have access to a full suite of support articles, online videos and training to help them use monday.com.; Enterprise customers also have access to a monday.com Customer Success Manager and Account Manager, who will be able to provide support in getting the most out of monday.com and building workflows which suit their needs.; Users can also apply for monday.com certification to further enhance their mastery of the platform.
• Service documentation: Yes
• Documentation formats:
  • HTML
  • Other
• Other documentation formats:
  • Online training
  • Online webinars
  • Personalised training (dependent on plan and customer)
• End-of-contract data extraction: Admins of monday.com accounts have the ability to download the entire account's data at any time. All board-level data can be exported as .zip files directly from monday.com's platform.
• End-of-contract process: Monday.com's account team will engage with customers ahead of time to renew their contracts at the end of each term.; If a customer decides to not renew for another term, there is no additional cost applied to cease using the platform.

Using the service

• Web browser interface: Yes
• Supported browsers:
  • Internet Explorer 11
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
  • Opera
• Application to install: Yes
• Compatible operating systems: Other
• Designed for use on mobile devices: Yes
• Differences between the mobile and desktop service: There are a number of difference between the mobile and desktop version of monday.com. A full list is maintained in this article: https://support.monday.com/hc/en-us/articles/360015779760-Key-differences-between-the-mobile-app-and-your-browser
• Service interface: No
• User support accessibility: None or don’t know
• API: Yes
• What users can and can't do using the API: Users can use monday.com's API to make changes to both monday.com data and to synchronise data into other software outside of monday.com.; Admin, member and guest users are all able to utilize the monday.com API. Admins and members will have access to their own API tokens.; Rate limits and other information on monday.com's API can be found here: https://developer.monday.com/api-reference/docs/rate-limits
• API documentation: Yes
• API documentation formats: Open API (also known as Swagger)
• API sandbox or test environment: Yes
• Customisation available: Yes
• Description of customisation: Monday.com is a flexible no-code and low-code platform. Users can customise their usage of monday.com to suit specific workflows and processes for their organisations with a high degree of customisation. There are almost endless use cases that monday.com can be used for.

Scaling

• Independence of resources: Monday.com offers a 99.9% uptime SLA for customers using our Enterprise tier as standard

Analytics

• Service usage metrics: Yes
• Metrics types: Number of active users per month; Automation usage per month; Integration usage per month; Number of users; Number of boards created; Number of dashboards created; Usage per team
• Reporting types: Regular reports

Resellers

• Supplier type: Reseller (no extras)
• Organisation whose services are being resold: Monday.com

Staff security

• Staff security clearance: Other security clearance
• Government security clearance: Up to Security Clearance (SC)

Asset protection

• Knowledge of data storage and processing locations: Yes
• Data storage and processing locations:
  • United Kingdom
  • European Economic Area (EEA)
  • Other locations
• User control over data storage and processing locations: Yes
• Datacentre security standards: Supplier-defined controls
• Penetration testing frequency: At least once a year
• Penetration testing approach: ‘IT Health Check’ performed by a CHECK service provider
• Protecting data at rest: Physical access control, complying with CSA CCM v3.0
• Data sanitisation process: Yes
• Data sanitisation type:
  • Explicit overwriting of storage before reallocation
  • Deleted data can’t be directly accessed
• Equipment disposal approach: Complying with a recognised standard, for example CSA CCM v.30, CAS (Sanitisation) or ISO/IEC 27001

Data importing and exporting

• Data export approach: Admins of monday.com accounts have the ability to download the entire account's data at any time. All board-level data can be exported as .zip files directly from monday.com's platform.
• Data export formats: Other
• Other data export formats:
  • .zip files
  • Via API into a system of their choice
• Data import formats:
  • CSV
  • Other
• Other data import formats:
  • XLS files
  • XLSX files
  • Via native integrations
  • Via API
  • Via middleware integrations

Data-in-transit protection

• Data protection between buyer and supplier networks: TLS (version 1.2 or above)
• Data protection within supplier network: TLS (version 1.2 or above)

Availability and resilience

• Guaranteed availability: Monday.com offers a 99.9% uptime SLA for customers using our Enterprise tier as standard.; Should monday.com not be able to keep this SLA, we issue customers with account credits proportional to downtime outside of the SLA.; Customer can discuss this directly with their monday.com account team
• Approach to resilience: To achieve high availability and resiliency, our service is hosted on Amazon Web Services (AWS); infrastructure in multiple regions, primarily Northern Virginia (US) and Frankfurt (Germany),; 1; across several Availability Zones, with dedicated disaster recovery (DR) deployments established; in different regions. Customer accounts are bound to a single region.; ; More information about monday.com's Security and Privacy practices can be found on our Security and Privacy white paper, hosted here: https://dapulse-res.cloudinary.com/image/upload/security/monday.com_Security_and_Privacy_white_paper_V1.1.pdf
• Outage reporting: Monday.com has a publically available, live status page which outlines any outages or disruptions: https://status.monday.com/

Identity and authentication

• User authentication needed: Yes
• User authentication:
  • 2-factor authentication
  • Username or password
  • Other
• Other user authentication: Monday.com supports the following authentication methods:; Credentials; Google single sign-on (SSO); Identify provider (IdP); Two-factor authentication
• Access restrictions in management interfaces and support channels: Access to systems is granted by our IT Team based on role through our enterprise identity; provider (IdP) solution, as dictated by HR and in accordance with the need-to-know and least; privilege principles.; User access is modified within up to 24 hours following change in employment or termination.; Additionally, quarterly user access reviews are conducted to ensure the appropriateness of; access privileges. Any access that is no longer required is removed and documented.
• Access restriction testing frequency: At least once a year
• Management access authentication:
  • 2-factor authentication
  • Username or password
  • Other
• Description of management access authentication: Access to systems is granted by our IT Team based on role through our enterprise identity; provider (IdP) solution, as dictated by HR and in accordance with the need-to-know and least; privilege principles.; User access is modified within up to 24 hours following change in employment or termination.; Additionally, quarterly user access reviews are conducted to ensure the appropriateness of; access privileges. Any access that is no longer required is removed and documented.

Audit information for users

• Access to user activity audit information: Users have access to real-time audit information
• How long user audit data is stored for: At least 12 months
• Access to supplier activity audit information: Users have access to real-time audit information
• How long supplier audit data is stored for: At least 12 months
• How long system logs are stored for: At least 12 months

Standards and certifications

• ISO/IEC 27001 certification: Yes
• Who accredited the ISO/IEC 27001: N/A
• ISO/IEC 27001 accreditation date: N/A
• What the ISO/IEC 27001 doesn’t cover: N/A
• ISO 28000:2007 certification: No
• CSA STAR certification: Yes
• CSA STAR accreditation date: N/A
• CSA STAR certification level: Level 1: CSA STAR Self-Assessment
• What the CSA STAR doesn’t cover: N/A
• PCI certification: No
• Cyber essentials: No
• Cyber essentials plus: No
• Other security certifications: Yes
• Any other security certifications:
  • ISO 27001, 27017, 27018, 27032, and 27701
  • SOC 1, SOC 2 and SOC 3
  • Could Security Alliance (CSA)
  • The Health Insurance Portability and Accountability Act (HIPAA)
  • The General Data Protection Regulation (GDPR)

Security governance

• Named board-level person responsible for service security: Yes
• Security governance certified: Yes
• Security governance standards:
  • CSA CCM version 3.0
  • ISO/IEC 27001
  • Other
• Other security governance standards: Monday.com is compliant with:; ISO 27001, 27017, 27018, 27032, and 27701; SOC 1, SOC 2 and SOC 3; Could Security Alliance (CSA); The Health Insurance Portability and Accountability Act (HIPAA); The General Data Protection Regulation (GDPR)
• Information security policies and processes: All monday.com's employment agreements contain confidentiality provisions and provisions; allowing for immediate termination upon breach of certain duties and undertakings.; Additionally, monday.com maintains an HR security policy which defines the required security; activities and responsibilities during the employment period, from recruitment until departure.

Operational security

• Configuration and change management standard: Supplier-defined controls
• Configuration and change management approach: The capacity management of the existing systems, and the process for accepting; new updates within company systems, should be conducted according to the; company policies. A change management process is in place to ensure that; changes are well controlled. For more information, please refer to the company's IT; Change Management Procedure (MDY-IT-PRD-01
• Vulnerability management type: Supplier-defined controls
• Vulnerability management approach: Vulnerabilities are centralized in a development backlog and are classified based on our; evaluation of their impact on the confidentiality, integrity, and availability of the service and of; customer data. The vulnerability’s severity rating is determined by the Common Vulnerability; Scoring System (CVSS). Our R&D department then carries out remediation within predefined,; severity-based timeframes according to our internal Patch Management Policy.
• Protective monitoring type: Supplier-defined controls
• Protective monitoring approach: Monday.com collects and monitors network logs using a network intrusion detection system; (NIDS), traffic logs from edge locations, application-level logging for tracing and auditing events,; and system-level logging for auditing access and high-privilege operations. Logs are streamed; into our security information and event management (SIEM) solution, where they are continuously; (24/7/365) monitored by a managed SOC team.
• Incident management type: Supplier-defined controls
• Incident management approach: In accordance with the terms of section 7 of our Data Processing Addendum (""Data Incident; Management and Notification"") after becoming aware of a Data Incident, monday.com will notify; affected customers without undue delay .; Affected customers will be informed of the nature of the breach, the harmful effects of which; monday.com is aware, actions monday.com has taken, and plans to remediate or mitigate the; incident at the time of the notification.

Secure development

• Approach to secure software development best practice: Independent review of processes (for example CESG CPA Build Standard, ISO/IEC 27034, ISO/IEC 27001 or CSA CCM v3.0)

Public sector networks

• Connection to public sector networks: No

Social Value

• Social Value:

  Social Value

  • Fighting climate change
  • Tackling economic inequality
  • Equal opportunity
  • Wellbeing

  Fighting climate change

  Softcat are dedicated to reducing our environmental impact and actively promoting sustainability. Our commitment to sustainability is a core aspect of our business strategy, driving us to innovate and lead in the creation of a more sustainable future for our company and the communities we serve. This commitment is embedded in our policies, operating procedures, and training programs.; ; We are proud to be the first FTSE 250 company to be awarded 5-star status in relation to the United Nations Sustainable Development Goals. ; ; We aim to achieve a Carbon Net-Zero Value Circle by 2040 by prioritising renewable energy, reducing natural resource use, minimising waste, and safeguarding biodiversity in compliance with environmental legislation.; ; At Softcat, we have taken significant steps towards securing renewable energy across our organisation, reducing our scope 1 & 2 emissions. We had the target of using 100% Renewable Energy across all our locations by 2024. We successfully delivered against this target ~2 years early.; ; In May 2023 we took delivery of 15 electric vehicles, replacing all existing fossil-fuelled company cars used by employees for business means. The implementation of the EV pool fleet will see a saving of over 80 tons of CO2e per year. A huge impact on our Net Zero targets.

  Tackling economic inequality

  As a value-add reseller, Softcat outsources the products, services, and solutions through our extensive network of partners, to best suit the needs of our broad client base. We always consider and promote SMEs and local providers where appropriate, particularly for the products and services we offer via the G Cloud framework.; ; We remain dedicated to improving employability and educational awareness across schools, colleges, and universities to help break down the barriers to joining technology organisations.; ; We work collaboratively with many schools that are close in proximity to our offices, to ensure we are actively supporting the community as well as schools from lower socio-economic backgrounds. ; ; We visit the schools to talk about the IT sector and the roles in our organisation, as well as promoting work-experience opportunities during the summer. In particular, we actively encourage students from diverse backgrounds to engage in work experience to appreciate the roles available in our sector.; ; For ambitious school and college leavers, a Softcat Apprenticeship is a great first step into the world of work, with 94% of our apprentices offered a permanent position at Softcat post apprenticeships, which goes to show the amazing opportunity available with us.; ; We were ranked 1st in IT & Consultancy, and 10th overall in by RateMyApprenticeship.com - Best 100 Apprenticeship Employers 2023-2024 list.; ; Softcat now also offer 12 month paid internships to University students looking to complete a year in industry as part of their undergraduate studies.

  Equal opportunity

  Our approach to diversity and inclusion is introduced first during our induction training, as part of our Softcat values, outlining responsibility to uphold our principles. This message is reinforced by our process and policies, networks, Allyship Training and Inclusion Awareness campaigns.; ; Softcat supports diversity and inclusion through various networks including:; - Supporting Women in Business (SWIB); - The Ethnic and Cultural Network; - The Pride Network; - The Family Network; - The Empowering Disability and Neurodiversity Network (EDN); - The Faith at Work Network; - Armed Forces & Veterans Network; These networks aim to create a supportive and inclusive work environment for all employees, regardless of gender, ethnicity, sexual orientation, disability, or family commitments.; ; Our allyship programme, Stronger Together, is a mixture of event and workshop-based training available to all staff. Programme topics include, bias, power, privilege, and being a greater ally. ; ; Inclusion Awareness campaigns include race, disability, sexual orientation, gender, faith, and caring responsibilities. These sessions highlight and celebrate minority groups, through panel sessions, Q&A sessions and training, providing an opportunity to discuss and understand ways to be more inclusive. ; ; Our efforts to improve diversity and inclusion have been incredibly successful. Since 2020, the number of female employees below management level has increased to 35%, and the number of ethnic minority employees rose to 17%.

  Wellbeing

  At Softcat, all employees are provided with access to our multidimensional wellbeing programme which includes flexible work arrangements, free nutritious breakfast, mental health support, employee benefits scheme, health and wellbeing week activities, and online workshops.; ; Giving back to the community is an innate part of who we are as a company. All Softcat employees are therefore given two volunteer days per year to support a charitable or community cause. ; ; Each of our 10 regional offices also support local charities through fundraising, donations and events. For example, our Manchester office has raised over £30,000 for the WeLoveMCR charity. This funding has supported young, disadvantaged Manchester citizens in gaining qualifications to broaden their work opportunities and supporting local groups in delivering indispensable services that enable community cohesion.

Pricing

• Price: £17 a user a month
• Discount for educational organisations: No
• Free trial available: Yes
• Description of free trial: Free trials are available on our Pro plan. A full summary of our plans can be found at www.monday.com/pricing
• Link to free trial: Www.monday.com/pricing

Service documents

• Pricing document

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

Request an accessible format

If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at psitq@softcat.com. Tell them what format you need. It will help if you say what assistive technology you use.