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.

CRM

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 of Monday CRM

    • 360 Degree Feedback
    • Access Controls/Permissions
    • Account Alerts
    • Account Management
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    Monday CRM Screenshots (6)

    Monday CRM Videos (1)

    Pricing

    • Free trial – yes [Try Free Trial]
    • 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

    View detailed pricing plans

    Support and Integration

    Support
    • Email
    • Help Desk
    • FAQs
    • Forum
    • Knowledge Base
    • Phone Support
    • 24/7 (Live Rep)
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    Integrations
    • Dropbox
    • Microsoft Teams
    • Outlook
    • Slack
    • Zoom
    • Google Calendar
    • Google Drive
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    FAQs

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