What is monday sales CRM?

monday sales CRM is a cloud-based project management service, a flexible CRM system for all types of businesses. It is considered one of the best platforms with a comprehensive set of features.

What sets monday sales CRM apart from other similar programs is the comprehensive set of project management and CRM tools, robust integrations and a lot of other basic and additional features.

The platform has various gimmicks to improve workflow productivity, teamwork and efficiency without overloading your senses. Everything is simplified and optimized to make project management as convenient as possible.

Work management software allows teams to create flexible workflow solutions with standard features like integration, whiteboard views, widgets, task automation and more.
Working with these building blocks is like playing with Lego parts. Each block can be dragged and dropped, allowing you to customize projects according to your personal and organizational needs and preferences. You start with a simple grid and decide what to build on top of it. The program has similarities to Kanban boards. 

It 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.

monday sales CRM is an impressive platform that offers a plethora of features tailored for efficient task and project management. One of its standout strengths is its ability to streamline and organize work processes seamlessly.

• The task management system provided by monday sales CRM empowers teams to effectively plan, monitor, and oversee their tasks. With the ability to create tasks, assign responsibilities, set deadlines, and track progress, users are always in the loop regarding ongoing tasks and those requiring immediate attention.
  
  
• Furthermore, monday sales CRM boasts robust project automation tools. By setting up automatic actions, users can automate repetitive tasks, receive timely notifications, and stay updated effortlessly. This automation feature saves valuable time, allowing users to allocate their efforts towards more critical aspects of their work.
  
  
• Another noteworthy aspect of monday sales CRM is its extensive integration capabilities. The platform seamlessly integrates with popular tools such as Slack, Google Drive, and Jira, among others. This ensures reliable and efficient data synchronization, enabling users to work seamlessly across multiple platforms within a centralized workspace.
  
  
• monday sales CRM further enhances user experience through customizable templates. These templates expedite project creation by providing ready-made options that align with specific needs. Users can easily select and customize templates to kickstart their projects promptly. This feature proves particularly valuable for teams working on similar project types.
  
  
• User-friendliness is a top priority for monday sales CRM, reflected in its intuitive interface and user-centric design. Navigating the platform is a breeze, making it accessible to users of all levels of technical expertise. New users can quickly familiarize themselves with the platform and begin leveraging its features without facing significant hurdles.
  
  
• To cater to users' dynamic work styles, monday sales CRM offers both desktop and mobile applications. This versatility empowers users to stay connected and productive on the go. Whether receiving notifications, tracking tasks, or staying updated, users can effortlessly manage their projects, ensuring flexibility and convenience.
• Data security and privacy are paramount for monday sales CRM. The platform employs advanced measures such as data encryption at rest and in transit, along with regular data backups. These stringent security protocols create a safe and secure environment for storing and managing sensitive project data.
  
  
• Lastly, monday sales CRM provides excellent customer support. Their dedicated support team is readily available to assist users with any inquiries or concerns they may have. Users can rely on their prompt and knowledgeable assistance to maximize their utilization of the platform.

In summary, monday sales CRM offers a comprehensive suite of features that make it an invaluable tool for task and project management. From its robust task management and automation capabilities to its seamless integrations, customizable templates, and commitment to data security, monday sales CRM caters to the diverse needs of users, ensuring successful project execution.

This program is truly a giant among project management applications. However, it may not fit everyone's budget, needs and preferences. By no means is it a one-size-fits-all solution.

monday sales CRM's subscription levels are complex and may require careful consideration before signing up.

Nevertheless, while the tool is a bit more expensive compared to its closest competitors such as Asana, it is still worth the investment if you are charged with a large remote team and a huge amount of work.

Features

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Pricing

• Free trial - yes
• Basic- $10 per month, paid annually
• Standard - $14 per month, paid annually
• Pro - $24 per month, paid annually
• Enterprise - View detailed pricing plans

Support

• Email
• Help Desk
• FAQs
• Forum
• Knowledge Base
• Phone Support
• 24/7 (Live Rep)
• Chat
• In-person training
• Live Online
• Webinars
• Documentation
• Videos

FAQs