Know All About CRM Software Monday: CRM Monday Review

Overview:

CRM stands for Customer Relationship Management. Monday.com (hereinafter mentioned as ‘CRM Monday’) is basically a Project Management Software, which has CRM as one of the many other features that this SaaS software offers. It is a top-notch project management tool in its category. It has a comprehensively feature-rich user interface without any lag. This CRM tool is designed to help entrepreneurs make effective business plans, expand their businesses and convert the non-paying leads and prospects into their long-paying customers. Tens of thousand of companies and businesses are utilizing the state-of-the-art CRM functionality and other services of the most sought-after monday.com software tool.

If you want to know all about this project management software Monday.com, you are at the right place. I assure you will not have to visit any other website. This ‘CRM Monday Guide’ will cover each and every aspect of the SaaS software Monday.com.

Note: The provider is offering several promotional offers.

Different Business Project Categories That The CRM Monday Deals In:

CRM Monday.com Work OS equally deals in the following fields and categories with the same efficiency and expertise:

• Project Management
• Sales and CRM
• Marketing
• Creative and Design
• Software Development
• Task Management
• Operations
• HR and Recruitment
• Information Technology
• and 200+ other Workflows

Core Features of CRM Monday.Com:

This wonderful software platform is packed with amazing features for its users. Some of the main features of the software have been detailed underneath.

Dashboards:

A CRM Dashboard is your go-to place if you want to know at a glance about all of your sales funnels in a single place, and also if you want to analyze how your sales projects are doing. It makes decision-making simple for you with all the real-time data insights.

The Monday.com CRM dashboard is very intuitive and user-friendly. It is a data-driven page that lays out stats, matrix, and other insights pertaining to specific sales funnels or projects. The Monday’s dashboard also includes the latest, up-to-the-minute, and easily-readable KPIs i.e. Key Performance Indicators. KPIs are very significant for the success of any business.

Automation:

You cannot deny the fact that we are living in the automation age. If you are not making use of this awesome feature of today’s technology, you are sure to lag behind your competitors in your niche or business field.

CRM Monday.com gives you the real power of automation. It can automate almost each and every task of your business team, saving time and money so that your team can focus on some other important tasks. You can create and initiate sequences of triggers and actions as per your need in the monday.com CRM.

For example, you can set up a trigger in the software like, “If a prospect comes up to the payment page and subsequently leaves without completing the transaction, the automation software triggers a message to the xyz person”, so that the prospect can be instantly followed up and converted into a paying customer.

Reporting and Analytics:

Reporting and analytics are the backbones of any business whether online or offline. Reporting is what’s happening in your business presented in a digestible and user-friendly manner, while analytics is why it’s happening and how it can be scaled up many folds.

CRM Monday.com has an easy to understand reporting system, and a robust, data-driven, AI based analytics system. The software pulls in the customer data through its powerful reporting mechanism, and serves the data to the sales teams in a very presentable manner. Your sales teams can dive into this customer data and analyze it right there through its analytics system. Thus, enhancing the sales performance of your business organization.

Lead Management:

In CRM, Lead denotes to some person or entity who can possibly become your customers in the near future. They are your future prospects with respect to your business or sales of your products. Capturing your to-be customers’ details and their data is an important aspect of any CRM Software or Company, so that these leads can be converted into real paying customers.

Monday.com has a very robust Lead Management system. It properly tracks the leads and grabs the full sales cycles of your customers. The lead management system of the CRM Monday even prioritizes the follow-ups as per the scores given to the leads by the software itself. Thus, your team or sales representatives know which leads/prospects to follow up first, leaving the less important leads for later.

Customization:

CRM monday.com offers a variety of customization options as per your needs. Customization of CRM features includes Drag and Drop functionality in addition to custom rows and columns in your application. You can manage projects in the manner you wish to. There is no other project management tool in the market that is as customizable as this software is. Its user interface can also be customized according to the necessity.

Tracking System:

Tracking of various actions and interactive behavior of your leads, prospects as well as customers is much needed task to be performed by any CRM or Project Management System. Without a good tracking system in place, no CRM software or company can be much beneficial to its clients.

CRM Monday.com has a very powerful AI based tracking system. It has various tracking modules in its interface like sales tracking, preferences tracking,  history tracking, email tracking, time tracking, activity tracking, lead tracking, customer service tracking, task tracking, change tracking, etc. It also captures and tracks phone calls, support queries and tickets, meetings, live chat, and any other activities that you must be knowing at any point of time.

Ease of Use:

CRM Monday has a really good User Interface (UI). The tool is simply workable to show your projects and tasks through dashboards and board views. It’s  state-of-the-art, captivating and user-friendly interface really makes the software tool easy to use for even a novice.

Mobile App:

CRM Monday Mobile App comes in handy whenever you are on the go. It is a CRM platform that you can access anywhere on your smartphone.  You can access all of the CRM Monday’s features on the web as well as an intuitive and easy-to-use mobile app.

Team Management:

This is your team that does all the manual chores with respect to your business, converting the leads into your paying customers. And, you need to know very well which of your teammates are bringing you exponential results and which are lagging behind. You have to ensure that your team is moving the leads through the funnel pipeline.

Monday.com CRM tool has an amazing team management system in place. It automates day to day activities and workflows of your team members apart from linking your backend with the frontend. Thus you are always in-the-know with respect to the potential information regarding your team.

Sales pipeline:

CRM monday.com has a wonderful tool of sales pipeline. It is the process of visually tracking all your prospects, leads, meetings, outbound emails, sales calls, and all the other processes and sales tasks that your sales reps need to perform at different stages. Monday.com has ready-made sales pipeline templates for your sales team to easily use for the purpose.

Integrations in the CRM Monday

In the current online era, every business company having an online presence has to depend upon so many software tools. Keeping this in mind, no project management software or any other tool can be said complete without the functionality of being able to add various integrations into its core user interface.

CRM Monday is a one-stop software tool that has the ability to integrate almost every other software tool into its own user interface. You can connect integration tools and software according to your team categories viz. CRM team, sales team, marketing team, project management team, software development team, and so on. Some of the category wise integrations are mentioned below for your ready reference:

Integrations for your CRM team:

• Salesforce
• Zendesk
• Copper
• Shopify
• Twilio
• Stripe
• Woocommerce
• Pipedrive
• and more

Integrations for your marketing team:

• SurveyMonkey
• MailChimp
• Facebook Ads
• HubSpot
• Typeform
• Clearbit
• JotForm
• Box.com
• Eventbrite
• Adobe Creative Cloud
• Data Studio
• Hootsuite
• and many more

Integrations for your software development team:

• GitLab
• Jira
• GitHub
• PagerDuty
• and much more

Integrations for your project management team:

• Toggl
• Basecamp
• Asana
• Trello
• Harvest
• Todoist
• and several more

Some of the teams’ favorite other integrations:

• Zapier
• Gmail
• Outlook
• Dropbox
• Microsoft Teams
• Slack
• Zoom
• Zyro Website Builder
• Google Calendar
• Google Drive
• Excel
• LinkedIn
• OneDrive
• Docs
• Kanban
• Gantt
• and a lot more…

Using Monday.com as a CRM Tool

Monday.com tool can handle all of your projects in a single place, no matter what business model you are in. Apart from many others, it can also be used as a CRM Tool i.e. Customer Relationship Management Tool. Some of the salient features of the monday.com software toolkit as a CRM tool are listed below.

• Build your contact list; import it from excel or create and embed a Monday Form in your site and get all your leads straight into the board of your CRM Monday account.
• Categorize your contact list in as many groups and categories as you wish.
• Use sub-items for multiple contact names.
• Customize your board with more than 30 types of columns to fit the needs of your teams, ranging from basic types to advanced ones. Some of the basic column types are: People, Status, Phone, World Clock, and Numbers columns.
• Display information from some other boards (like sales pipeline board, marketing board, etc.) through the Mirror Columns without leaving your CRM board.
• Streamline and automate your CRM workflows.
• Through the Emails & Activities app, you can send and receive emails, grab events and meeting notes, build your own email stylesheets and templates,  and more, in a single visually optimized timeline on CRM Monday Platform thus keeping all of your communication centralized.
• Thanks to the Clearbit integration, now refine the input info of your prospects and leads and augment it into a data that is actually useful to your business firm.
• Chart view functionality for advanced analytics and reporting.
• Observe and control your KPIs through a Dashboard that facilitates monitoring various reports at one single spot. The dashboard of the CRM Tool has more than 20 widgets for keeping track of your KPIs.
• Collaborate with your team members with the CRM Monday Mobile App even when you are on the go. View and update data right from the palm of your hand. The mobile app can be used in offline mode too.

Also Read: How to know if someone has installed SentryPC on your computer

Monday.com Plans and Prices

Monday.com offers 5 plans as listed below.

• Individual Plan: This plan is a free one with a few features and with a maximum of 2 seats (members/users).
• Basic Plan: Price- $10/seat/month, or $8/seat/month when billed yearly (total $96) with a minimum of 3 seats and basic features only.
• Standard Plan: Price- $12/seat/month, or $10/seat/month when billed yearly (total $120) with a minimum of 3 seats and expanded features.
• Pro Plan: Price- $20/seat/month, or $16/seat/month when billed yearly (total $192) with a minimum of 3 seats and advanced features.
• Enterprise Plan: This plan is for large organizations seeking enterprise-level features and support with large teams. To know about the pricing, you will have to contact monday.com Support.

Payment Methods: You can pay through all of the major Credit Cards and PayPal. Debit Cards are not accepted at CRM Monday.

Pro Tips:

• We suggest you go for the 14-day free trial first to know more about the CRM Monday Software, and also to know whether the software fits your business needs or not.
• The Standard plan is the best deal breaker with a decent price and a mix of all the essential features that a medium-size business requires for all of its tasks.
• If you are a student, a school, college, university, or any other educational organization, CRM Monday offers a special Student Program for you.
• CRM Monday also offers discounted pricing for non-profit organizations and NGOs through its Nonprofit Program.

CRM Monday Customer Support

CRM Monday has a great Customer Support System in place. You can contact the monday.com support team by filling out their embedded form, live chat, and email at support@monday.com. Apart from that, you can raise a support ticket for any platform-related problems and queries.

Monday.com has several other support features and resources as well. Some of them are: Knowledge Base/Guides, Video Tutorials, Solutions, Community Forum, Live Webinars, Meet Monday.com in 60 Seconds, VIP Training Package, Discover Success Stories from Existing Monday.com Users, Marketplace Partners, and much more.

Summary About CRM Monday

CRM Monday.com is the best software tool in its category, and a first-class project management tool. The SaaS application software was created to assist entrepreneurs in developing successful business strategies, expanding their enterprises, and converting non-paying leads and prospects into loyal clients. Thousands of firms and businesses are using the most popular monday.com software tool’s cutting-edge CRM capabilities and other services.

CRM monday.com is a Work OS software toolkit that powers your teams and groups to run project/sales activities and work processes with great confidence and certainty. It’s a basic, yet natural, SaaS Application for your organization to shape work processes, acclimate to moving necessities, make straightforwardness, interface cooperatively, and quit accomplishing manual work. CRM monday.com makes collaboration so simple for you.

The software toolkit is really customizable and can be utilized for any of the objectives mentioned above. It additionally has portable applications accessible from both mobile platforms i.e. iOS and Android, so you can deal with your monday.com account from your smartphone! It tends to be utilized for anything – across groups, divisions, pioneers, and associations – and for a wide range of activities and cycles.

On CRM monday.com you can see all your teams’ undertakings, tasks, and assignments with a solitary look. You can see your improvement and what steps to take to continue to push ahead. This is an extraordinary method for getting an unmistakable outline of every one of your tasks and having your whole sales team mindful of everything that’s coming ahead! The software toolkit additionally makes it simple to work together across project categories, niches, areas, and groups. All of your cross-platforms collaboration issues are addressed at CRM monday.com! Isn’t it great!

At CRM monday.com, they love to make everything visual: colors, figures, graphs, diagrams, shapes…you name it. Along these lines, we concocted the astonishing board views to assist you with seeing sheets from different viewpoints. The board view lets you visualize your board’s data from various perspectives. You can make outlines, and reports, and get a general perspective on all that is essential to you in the Dashboard view.

You may streamline and automate your CRM workflows using CRM Monday as a CRM tool. You may either import your contact list from Excel or put a Monday Form on your website to obtain all of your leads into your CRM Monday account’s board. You may send and receive emails, grab events and meeting notes, and create your own email stylesheets and templates using the Emails & Activities app.

You’re 30-40 percent more efficient and productive with the CRM monday.com software toolkit when it comes to accomplishing thousands of campaigns for millions of your clients and users. Now that you have CRM monday.com Work OS as the foundation of your business, we believe you have a clear picture of what you can rely on. The amazing software can save you hundreds of hours of staff time, and thousands of dollars of money as well every month.

On the whole, we suggest you try CRM monday.com at least once, see the magic happen for the progress of your company/firm/organization. CRM monday.com software toolkit really rocks!

Want to give CRM monday.com a try? Get started right now by creating your Free Trial Here!

If you have any queries whatsoever, please reach out to CRM Monday’s Support Staff Here. They’re available 24/7 and happy to help!

CRM Monday Alternatives and Competitors

If you are still not convinced and want to explore more, below are some of the monday.com  alternatives and competitors.

• Zoho CRM / Zoho.com
• Pipedrive
• Clickup
• Trello
• Jira
• Asana
• Wrike
• Workfront
• Teamwork
• Smartsheet
• Nifty PM
• Workzone
• Airtable
• Avaza
• Samepage

Individual plan — Free Subscription

You can join the CRM Monday Individual Plan for FREE HERE.

Note: No credit card is required to join the Free Plan of Monday.com. Moreover, you get unlimited time on the Free Plan.

Monday.com vs Zoho CRM

You can Click Here (Coming Soon) for a comparison between CRM Monday.com and Zoho CRM.

Monday.com vs Freshsales CRM

You can Click Here (Coming Soon) for a comparison between CRM Monday and FreshSales.

CRM Monday.com vs Other CRMs

To get an overview of the comparison between CRM Monday.com and other CRMs, Click Here (Coming Soon).

CRM Monday FAQs (Frequently Asked Questions)

• Why should you pay for monday.com when there are so many cheaper alternatives to the software tool out there?
• Is monday.com Free?
• Why was DaPulse renamed as monday.com?

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