Monday CRM
What is Monday CRM?
Monday combines project management with CRM to great effect, earning high ratings from both users and industry experts. The CRM lets you manage customers, leads, and campaigns, while the project management tool tracks your projects, budgets, and teams. Date flows freely between all your departments, eliminating hundreds of hours of manual entry and ensuring no delay between winning a deal and delivering a project. You can expect a tidy, colorful layout that is easy to understand and customize, making onboarding a snap.
Pricing per user is affordable, with seats beginning at just US$ 9/month. However, they do have a minimum number of seats required for each subscription. Ease of Use & Customization Ease of use is one of Monday CRM`s greatest assets. Users rave about the clean, intuitive, and user-friendly interface. You can organize your projects, pipelines, tasks, and more with simple drag and drop tools. It also offers color coding--a basic yet powerful visual cue that many CRMs overlook. For example, leads are tracked with a progress bar, and color changes signify their progress down the sales pipeline. Navigation is also a cakewalk.
The layout has a grid structure, and you choose what goes where. You can break out your company information into charts, timelines, and Kanban boards so that the interface is relevant and engaging to you. And if you lose sight of anything (tasks, contacts, projects, etc.), there is a “search everything bar.” Almost every aspect of Monday CRM is customizable, including the projects, automations, pipelines, notification systems, and virtual whiteboards. Monday CRM keeps track of every step of your business, from pre-sale to post-sale and everything in between.
Some features include: Contact management:Managing the customer journey has become an essential part of the sales process. Monday CRM stores phone calls, emails, meetings, chat histories, support tickets, and any other customer interaction. You can use this data to interpret buyer intent and make the right pitch at the right time. You`ll also have all of the client`s personal details on hand so you can personalize every conversation. Automation: Automating business processes frees you up to focus on business-building vs. administrative tasks.
This is an advantage to all your teams across marketing, sales, management, and service. The Standard Plan ($US 10/user/month) comes with 250 automations. Upgrade to their Pro plan (US$ 16/user/month) and see that number rise to 25,000 automations. The setup is simple. You define the triggering event (for example, a date) and then set the automated action (like sending out your monthly newsletter).
Task management: Many CRMs are interruptive, with too many notifications and no way to control when and how you receive alerts. Monday CRM gives you complete control over task notification. It also offers time-tracking and calendar sharing.
Data and analytics: Monday CRM never rests; it is always in the background, sifting company data. You can sort data, create your own filters, and break down the information into charts, dashboards, and reports. Get a snapshot of your sales cycle or drill down into the specifics such as conversion rates by source. It`s fully customizable, so you can view and assemble data in a way that makes sense to you.
Lead management: Monitor sales team activity and automate follow-ups and updates using Monday`s pipeline template. It`s easy to track the status of every deal and see how your team is performing. Monday also offers lead scoring so you can prioritize the right accounts. Marketing features: The CRM can keep track of all the moving parts of your creative projects and deliver important KPIs, such as your marketing ROI. Monday CRM also integrates with major players, like HubSpot, Mailchimp, Adobe Creative Cloud, and Facebook Ads.
Project Management Monday CRM comes packed with over 200 project templates. Your team can dive right into the action. Naturally, you also have the option to create a project from scratch or add on to a premade template. You can organize and track projects with highly visual boards and easy communication between team members. Monday can automate a lot of tedious, repetitive tasks, like issuing invoices and data entry.
It can also automatically orchestrate handoff between teams. For example, once the sales team wins a deal, it can automatically open a project for your order fulfillment department. The project management tool helps you manage:Project costs and budgets Documentation, files, and updates Planning and tracking costs and completion Resources and time allocation Collaboration One of Monday CRM`s standout features is the ability to share your project boards with clients and outside contractors. It`s as simple as signing them up as guests and granting permission to review a given board.
You can easily collaborate with external teams or demonstrate your progress to a customer. The boards (digital whiteboards) create a centralized workspace for teams, allowing them to share documents, tasks, reports, and ideas. However, it doesn`t have an internal chat feature. You`ll need to rely on the message boards or integrate with a chat app.
Features
- 360 Degree Feedback Access
- Controls/Permissions Account
- Alerts Account Management
- Activity Planning Activity/News
- Feed Administrator Level Control
- Advertising Management
- Agile Methodologies
- Alerts/Notifications
- Analytics/ROI Tracking
- Applicant Tracking
- Approval Workflow
- Archiving & Retention
- Artwork Management
Pricing
- Free trial - yes
- Individual - free plan forever
- Basic- $24 per month, paid annually
- Standard - $30 per month, paid annually
- Pro - $48 per month, paid annually
- Enterprise - View detailed pricing plans
Support
- Help Desk
- FAQs
- Forum
- Knowledge Base
- Phone Support
- 24/7 (Live Rep)
- Chat
- In-person training
- Live Online
- Webinars
- Documentation
- Videos
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Is monday.com a CRM?
Yes. The CRM platform that is simple to install and easy to use. Whether you need to handle leads, sales funnels, or onboard clients, monday.com is completely configurable, allowing your team to get started right away with no training required.
Is there a free version of monday.com?
Yes! The Individual Plan is designed for self-employed professionals who want to keep track of their responsibilities and activities. This is the plan for you if you want to use simply the most important elements of Monday.com!
What is Monday CRM?
Monday.com has a great reputation as a project management software. It's praised for having a user-friendly interface that puts collaborative functions in the spotlight. In addition, it is useful for synchronizing data between work apps. It allows you to organize workflows and simplify activities.
What are competitors and alternatives to monday.com?
- Smartsheet
- Microsoft Project Online
- Wrike
- Clarizen One
- Zoho Projects
- Clarity PPM
- Workfront
- ServiceNow IT Business Management
What is Monday com good for?
Monday.com is a Work Operating System (Work OS) that enables teams to confidently manage projects and workflows. It's a basic but intuitive Work OS that allows teams to build workflows, adapt to changing demands, establish transparency, collaborate, and avoid doing manual grunt work. Monday.com facilitates teamwork.