crm software monday

Monday.com CRM software (Customer Relationship Management) is a highly customized  sales tool that assists in the collection and nurturing of quality leads all the way through the fulfillment process. The dashboard is divided into folders and boards, with up to 50 columns for managing groups such as leads, qualifying leads, and ineligible leads. Some key benefits are;

  • You can collect and score leads from any software with Monday.com Sales CRM.
  • Anyone can create time-saving automation to eliminate tedious tasks and manual labor.
  • All five accessible Monday.com CRM plans include 24/7 customer support.
  • This review is intended for small business owners that want to utilize Monday.com’s sales CRM software.

To centralize your complete sales pipeline, Monday.com offers an open API and numerous native CRM integrations with lastest software applications such as Gmail, Outlook, Excel, Salesforce, DocuSign, and Shopify. Setting up automation with third-party programs is simply because of “recipes” that don’t require any coding knowledge to implement.

You can, for example, integrate with Mailchimp and select to track and organize the results in real-time (“When a new campaign goes live, add an item in marketing campaigns”). Each automation template has populated fields serving simple triggers and actions for various time-saving chores.

Why Did We Select Monday.com for Project Management?

Many of the time-saving and organizational capabilities associated with a project management platform can be provided by Monday.com’s accessible automation for your CRM software. The sales CRM also includes a primary work management platform that can run and scale any workflow.

While automation in software is not unique to Monday.com Sales CRM, the simple trigger and action templates that integrate with many third-party programs make it extremely simple to automate a seemingly unlimited list of conceivable operations. Instead of holding weekly status meetings, you may set up a notification to send a message via Slack when a project’s status is tagged as ready for review.

You could also get very specific and guarantee that whenever an email is opened, one of your sales reps receives a notification via their Slack account. The software also provides centralized client communication, which may automatically log emails, keep a record of customer contacts, and save time using tailored email templates.

Standard’s most common plan is ideal for small teams looking to automate some chores and streamline communication. However, the Pro and Enterprise options are better suited for bigger teams using high-frequency automated actions, sales forecasting, and lead scoring.

Pros of CRM Software Monday.com

  • Every plan includes an unlimited number of boards for organizing projects, clients, and procedures.
  • Automations that save time are extremely simple to create and deploy.
  • Monday.com Sales CRM plans include round-the-clock customer service for using the software.

Cons of CRM Software Monday.com

  • All paid Monday.com Sales CRM plans require a minimum of three seats.
  • Automation can only do a certain number of actions each month.
  • The Enterprise plan includes HIPAA compliance and some security measures.

Usability

Monday.com ranks well in terms of usability, thanks to hundreds of available templates and simple custom automation with numerous third-party integrations. With a single click, you can quickly build a complete CRM process to capture leads, follow sales pipelines, and manage contacts, using integrations with HubSpot, Gmail, Mailchimp, Facebook Ads, SurveyMonkey, and Salesforce.

Based on the answers you supply throughout the setup process, the platform will also offer you a list of recommended templates so your system can launch swiftly, utilizing correctly created processes that conform to best practices. Everything from creating a high-level marketing budget to creating an effective visual sales pipeline can be done quickly and easily through the template center and changed over time to meet your team’s needs adequately.

Monday.com CRM Software Highlights

Monday.com Sales CRM software has all the capabilities you’ll need to handle your entire sales pipeline from lead to closure without switching between apps or tabs. Simple automation solutions can help post-sale activity by sending automatic alerts to your financing staff 30 days after a sale.

The Standard package is suitable for most organizations to get the most out of Monday.com’s CRM software. Still, for more extensive operations, considerably more desirable features and activity limitations are available at the Pro level. We’ve found a few key characteristics that set this CRM apart from others. All monday.com products contain the primary work management platform, which allows you to plan, organize, and track your company’s work in one location.

Recipes for Automation

Monday.com’s CRM stands out for its straightforward integrations and automation in software, which can be built using simple if-then statements rather than complicated coding. You can, for example, utilize “When a task is overdue, notify the project manager” to ensure that nothing crucial falls between the gaps.

You may also use automation with various third-party apps, such as Slack, to send messages when a fresh lead is converted into a qualified lead based on defined criteria. Understanding that automation and integration are measured in terms of activities is critical. These actions become available with the standard subscription, although each kind is limited to 250 per month. This restriction is increased to 25,000 for the Pro and 250,000 for the Enterprise plans.

Management of Work with CRM Software

Monday.com’s job management software is a separate five-tier solution that comes with the sales CRM and can be accessed from the home dashboard. The most popular standard plan is built for cross-team collaboration. It includes workflows with timeline, Gantt views, calendar, guest access, five dashboards per account, whiteboard collaboration, and six-month activity history. Other plans include time monitoring, hierarchical permissions, private boards, and formula columns, among other things.

Leading Scorer

Lead scoring is a feature available only to Enterprise customers that automatically scores each of your leads based on specific criteria. The standard settings will provide a score based on the job title of the lead contact, the company’s income, and the number of employees. You can use scoring to ensure that your best-qualified leads have the quickest wait times and are served by your top salesperson.

The Center for Templates

The template center is a significant part of Monday.com’s platform which is so easy to use at a high level. Everything from an entire sales pipeline to customer onboarding and new-seller training is accessible and ready for use. Many of these templates include useful integrations and automation that would be difficult to visualize or build from scratch if you did not have extensive experience with similar technologies.

Even if you already have a working sales pipeline, it’s always helpful to see how the pros at Monday.com have built their CRM dashboards to make the best use of their available software and tools. There are dozens of time-saving templates in 19 areas, including sales and CRM, marketing, operations, and project management.

CRM Software Monday.com Price

In addition to the free individual edition, Monday.com Sales CRM software offers four premium plans — Basic, Standard, Pro, and Enterprise — with monthly seat pricing ranging from $8 to $16 with an annual plan. Annual members can save up to 18%, and students and NGOs may be eligible for free or reduced access.

Customers should keep in mind that most programs have a three-seat minimum. The free plan is limited to two seats, and firms purchasing more than 40 must contact sales for a tailored price. Our Freshsales and Keep reviews show that Monday.com is far less expensive than its competitors. A 14-day trial of the Pro plan is available for free.

Pricing for the Enterprise plan is opaque, requiring you to contact the company, but this is standard for the highest-tier plans. Interested companies should contact the Monday.com sales team for a customized quote.

Setup CRM Software Monday

Setting up Monday.com’s CRM software is a simple and painless procedure that can be completed in a couple of hours for most small firms that do not have thousands of active leads to move. However, the difference between a basic setup and a completely optimized sales pipeline can be enormous with so much flexibility.

As with any CRM setup, time and effort are heavily influenced by the size and complexity of the operation. Small firms could anticipate up and running in one day, with a few weeks of fine-tuning to create the most effective bespoke boards, automation, and processes.

Customer Service

All Monday.com Sales CRM plans include email and chat support 24 hours a day, seven days a week for the software. Enterprise customers receive priority assistance and a dedicated customer success manager who will provide customized onboarding, extended training hours, and ongoing personal support. During our guided demo, we found the support personnel at Monday.com to be highly knowledgeable and helpful.

The CRM Learning Center in-app has articles and videos to assist you in learning how to import data from Microsoft Excel, manage leads, connect boards, and execute other operations to make the most of the CRM’s possibilities. This section also includes popular features such as automation and integrations and training modules sorted by difficulty from beginning to master.

Drawbacks

Some of the most coveted CRM capabilities, such as automation and integrations, are restricted to a certain number of actions each month, which varies by subscription. Automations become available with the Standard plan, but its monthly restriction of 250 automated activities limits their availability to all but the smallest enterprises and teams. Subscribers on the Standard plan who require more activities in a given month must upgrade to the Pro or Enterprise plan. Changes to your plan can be made anytime, and refunds are prorated for yearly members.

All four paid Monday.com Sales CRM software plans to require a minimum of three seats, and no plans can be mixed and matched for various team members. The individual plan is always free and has a limit of two seats.

Methodology

In 2022, our editorial team and contributing writers reviewed all of the leading CRM software suppliers. After conducting a preliminary study on each platform, we chose 11 leading CRM solutions for small businesses: Salesforce, Monday.com, Freshworks, Keep, Zoho, Oracle NetSuite, HubSpot, Insightly, Pipedrive, SugarCRM, and Zendesk.

We selected the optimal use case for 11 providers after spending many hours engaging in live product presentations and evaluating each platform through trial or paid accounts to help small business owners and managers choose the best CRM software for their needs. We’ve also gone further with six of our top performers, providing more information about the features and technologies that set these CRMs apart from the competition.

Monday.com’s Sales CRM is a plug-in software module to the company’s job management platform that can execute and expand any workflow. The platform’s simple automation recipe templates give you many time-saving project management software platforms.

7 Steps to Using Monday.com as a CRM Software

Monday.com is well-known for its project management and team collaboration features. Still, it can be transformed into a customer relationship management (CRM) system by building boards, items, and columns to match your company’s specific sales requirements. It is also less expensive than many standard CRMs, making it a good choice for users looking for an essential tool for organizing sales prospects and clients.

We’ll show you how to use the software of Monday.com as a CRM in seven steps and recommend additional user-friendly CRM alternatives.

  1. Establish Your Sales Process.
  2. Create Your Very Own Monday.com Workspace
  3. Make a Board Using Groups
  4. Customize Your Columns
  5. Include Items
  6. Utilize Board Power-Ups (Optional)
  7. Control Your Sales Team

Alternatives to Using Monday.com as a CRM Software

Even while Monday.com provides a strong CRM alternative software, you may choose another visual collaboration tool that you are already familiar with or find easier to use. For individuals that do not want to invest in a typical CRM, Airtable and Trello are excellent alternatives. Similar to Monday.com, they provide product simplicity and multi-view and integration opportunities.

Airtable is better suited for companies that require a real-time picture of their sales opportunities and operations. Trello, on the other hand, provides power-up capabilities to assist in workflow automation, interaction with other apps and even predesigned visual boards for sales management professionals searching for easy-to-add complex CRM tools.

We recommend Bitrix24 for organizations searching for classic CRM software with some of the same compelling features as Monday.com, such as low cost and robust project management tools. Bitrix24 offers a free subscription for an unlimited number of users. It allows them to organize contacts, handle leads and deals, collaborate with team members, and manage projects, including budgets and tasks.

In conclusion,

Monday.com is renowned for its graphically beautiful and user-friendly project and workflow management features. However, when the boards, columns, and items are appropriately adjusted, Monday.com can become a low-cost, essential CRM alternative software to investing in a traditional CRM software system. Users can also implement optional integrations and automation into their systems to mimic some of the advanced features of a traditional CRM.

Monday.com Frequently Asked Questions

Is Monday.com CRM Software available for free?

Yes. Monday.com provides free versions of its sales, CRM, marketing, projects, and development software. The free version is severely limited in features, with a maximum of two seats per account. The free individual edition of the sales CRM includes lead gathering web forms, lead contact templates, deal management, and a mobile app.

Is Monday.com a project manager or a CRM Software?

Monday.com was founded as a work management tool, and its products are designed with that in mind. Monday.com’s sales CRM has evolved over the last two years into a comprehensive software for modern organizations to handle the sales cycle, from lead generation to fulfillment.

Monday.com is owned by who?

Roy Mann and Eran Zinman co-founded Monday.com. The company went public on June 10, 2021, and trades under MNDY on the Nasdaq stock exchange.

Overall worth

Monday.com Sales CRM Software is recommended for;

  • Businesses seeking to save time through simple automation.
  • Small businesses need basic CRM capabilities through free or low-cost subscriptions.
  • Monday is not a good day.
  • Small businesses and independent contractors who may be unable to achieve Monday’s user minimum.
  • Users who dislike using Gantt charts or Kanban cards.
  • Businesses that refuse to use third-party integrations.