Customer relationship management (CRM) software has become a near-essential tool for all organizations. It can offer many benefits to small businesses, from automating key tasks to organizing contacts.
CRM software can also be an organized, centralized hub that allows consistent communication within the company and with clients. That’s especially vital as more businesses move to remote work.
What you may not know is that monday.com, popular for its project management tool, also has a very versatile CRM tool.
In this piece, we’ll take a look at monday.com’s easy-to-use and feature-packed CRM platform. Let’s get started!
What is Monday sales CRM?
Monday sales CRM is built on top of the Monday.com Work OS platform. The intrusive, easy-to-use, simple CRM platform allows you to manage all the sales workflow in one place. Business owners use it to handle their:
- Lead management
- Sales Pipeline
- Lead capturing
- Contact management
- Customer projects
- Marketing activities
- Customer onboarding or offboarding
- Team projects and tasks
- And more
It is a highly customizable CRM platform and a strong sales tool to assist sales teams to collect and nurture their qualified leads.
Monday sales CRM has efficient features such as quotes, Gantt charts, templates, forms, workflows, and dashboards to make sales management effortless. Its functionalities and features perform well, regardless of how small or big your data is.
It enables a sales team to create no-code automation to minimize mundane, repetitive tasks. It also provides quality support and inexpensive pricing options fit for companies of different sizes and types.
Many users trust this CRM platform because of its performance, features, usability, etc.
Monday sales CRM features
Monday.com sales CRM is packed with features, allowing a sales team to do so much with one tool. It offers features to centralize your user interactions, automate almost every repetitive task, and organize data in one place along with several customization and integration options. The features include:
1.Dashboard
Monday CRM has a highly visual custom dashboard that will keep your team members on the same page. The dashboard shows information such as team performance, deal progress, sales figures, and much more. That also helps your team detect problems faster and make quick decisions.
2. Automation
Monday CRM platform allows your sales team to automate repetitive and manual work so that they can invest in more crucial tasks. You can even set up reminders and alerts to ensure that your Monday sales staff is informed when to take action on a user.
Particularly, the CRM system provides ‘automation recipes’ that are combinations of actions and triggers you can easily set up.
3. Organizing data
Monday CRM allows you to organize your customer data strategically. It connects smoothly with your new and current data and enables you to store, synchronize, and organize them in no time.
4. Lead information
Monday’s lead information or lead management system is great for project management software, enabling your team to manage the sales life cycle and track their clients and prospects. Monday products include the full workflow platform.
5. Mobile app
The Monday application is easy-to-use and lets business owners bring up their workflow, the day’s tasks, and inbox regardless of where they are.
6. Integration
In this CRM platform, a sales team can set up integrations in no time without needing codes. And integrations available are for marketing, CRM, software development, project management, and more. Popular integrations include Google Calendar, Excel, Dropbox, Gmail, Microsoft Teams, Zoom, etc.
Which pricing plan is right for you?
Whether you’re a small business, an enterprise, or a startup, this sales CRM platform has pricing options suitable for all. It has four plans:
- Basic plan
- Standard plan
- Pro plan
- Enterprise plan
The platform also offers a free trial for 14 days so you can see how it works for you.
In addition, monday.com CRM offers 24\7 customer service or customer support. Freshsales and Zoho CRM are some other quality monday.com alternatives you can try.
Monday.com CRM Training
This sales CRM platform is effortless to use, provides different pricing plans, and comes with a great combination of advanced and primary features. Intimately, it comes down to your Monday.com sales staff’s specific requirements.