In this blog post, I will discuss monday.com CRM and explain how it differs from other CRM platforms available in the market.

CRM stands for “Customer Relationship Management,” which helps organizations gain customers, develop relationships, and grow the business.

It provides a better way to manage relationships with customers and suppliers by storing customer data, recording service issues, identifying sales possibilities, leading marketing campaigns, etc.

Evolution of CRM

In the 80s, CRM helped organizations to generate personalized communications using customer databases. It was challenging as the information was disorganized, tedious to update, and tracking was cumbersome.

In the 90s, database marketing evolved into sales force automation, and Siebel started its first mobile CRM, the Siebel Sales Handheld.

In 2000, the dot-com crash affected the CRM market, and big Software-as-a-Service (SaaS) suffered heavy losses in revenue.

However, it recovered, and since then, it has been continuously improving.

We now have SCRM; i.e., Social CRM, which is enhanced with fast internet connectivity and robust cloud infrastructure. CRM software is no longer a slow or time-consuming system but offers smooth processes that make our tasks easier.

monday.com CRM

monday.com was established in 2012 and is regarded as one of the most successful project management collaboration tools in the market. 

It offers CRM functionality that lets you add a CRM board to manage customer relations. monday.com CRM can be used for small to big organizations. 

It has many features to help pipeline management. You will have absolute visibility and contact information data in a central database. You can customize the customer portal based on the need. 

Other noticeable monday.com CRM features include progress monitoring, an incentive system, and a user-friendly interface.

Read my monday.com review

monday.com CRM Features

User-Friendly Interface

monday.com CRM has a different interface than its competitors. CRM platforms are usually list-based and pretty much like Excel sheets. The monday.com CRM interface has a colorful design, allowing you to grasp the leads’ stage quickly, and you can see with a glimpse if any lead has any open action. The overall layout helps understand processes visually.

Drag-and-drop Function

You can shift leads to different locations within a table or to a different table by drag and drop. This makes monday.com unique; you can move leads according to their stages quickly.

The Project management device

The monday.com CRM is a part of organization project management collaboration. It helps organizations manage all processes from one place instead of striving from various platforms to accomplish different project aspects.

Sales Acceleration

Below are a few monday.com CRM features that will help to improve sales performance:

  • Lead management
  • Tracking Interaction
  • Activity of Team
  • Analytics and reporting
  • Dashboard
  • Automation
  • Mobile app

Marketing Automation

monday.com CRM includes marketing automation.

The monday.com marketing automation features are as follows:

  • Email marketing
  • Lead management
  • Lead scoring and qualification
  • Landing page creation
  • Web forms
  • Marketing analytics

Customer Service & Support

monday.com CRM offers support in the following forms:

  • Knowledge base
  • Ticketing systems
  • Live chat
  • Customer support portals

Additional Features & Considerations

monday.com CRM includes project management and social media management capabilities.

  • On-premise vs. hosted deployment
  • Customization options
  • Usability/UX
  • Mobile access
  • Security and privacy
  • Ease of integration
  • Scalability

monday.com CRM Benefits

The advantages of monday.com CRM are its strong features, devices, and capabilities. 

It has robust collaboration, unprecedented project and task management modules, reporting and analytics highlights, and essential integrations. 

Below are more details:

Powerful CRM Solution

monday.com is an ideal and powerful CRM solution. It reduces third-party dependency and condensing data from other applications. This platform efficiently handles customers and projects with transparency.

monday.com is a lightweight and fast platform. The learning curve is small and does not require long, costly training.

Efficient Assistance and Contribution

It allows different teams and team members to collaborate seamlessly. A team member can contribute to different projects and tasks, create comments, trigger conversations, propose questions, intimate solutions, and more. 

This specialty is conferred through the social media-like interface; you can upload and share files.

Project Management Characteristics

You can manage the complete project with monday.com; it is a full-fledged project management collaboration platform. You can track the performance and review how your support team provides support to your customers. 

It allows co-workers and external users to observe the project progress and notify with alerts if customers are not registered to monday.com.

Analytics and Reporting Tools

The platform consolidates tasks and projects and sorts them into one historical datasheet. Project managers have clear, systematic, and operable values and metrics. The database is updated in real-time, and you can export it to a third application if required.

Integration Assistance

monday.com can mingle seamlessly to any software ecosystem and connect to external applications. It has native integration assistance for several leading systems such as Zapier, Dropbox, and Google Drive.

monday.com CRM Integrations

monday.com CRM provides the following integrations:

  • Slack
  • Trello
  • Asana
  • Gmail
  • Google Drive
  • Pipedrive
  • Github
  • Email
  • Google
  • Calendar
  • Zapier
  • JIRA
  • Dropbox

monday.com CRM Pros and Cons

Below are the pros and cons of monday.com CRM:

monday.com CRM Pros

  • Easy to use
  • Great intuitive design
  • Unique features

monday.com CRM Cons

  • Limited features in low-end plans
  • Costly for small teams

monday.com Pricing Plans

monday.com offers a free plan with limited features. This includes a basic CRM. Apart from it, monday.com offers four pricing plans.

  1. 1
    Basic: This plan begins at 25 USD/month for 5 users and includes boundless team boards, basic search, full collaboration, messaging, notifications, and Wiki boxes, Native iOS and Android apps, Storage of 5GB,
    Simple contact list filter.
  2. 2
    Standard: This plan begins at 39 USD/month for 5 users and includes all features of Basic plan plus shareable boards with guest access, timeline, advanced cross-board & file search, advanced board filters, external integrations, basic usage stats, 50GB of storage, priority support, API access, etc.
  3. 3
    Pro: The Pro plan starts at 59 USD/month for 5 users and include Standard features, plus private boards with controlled access, infinite guests, Google authentication, advanced usage and engagement stats, unlimited storage, 24/7 support, user profile customization, etc.
  4. 4
    Enterprise: This plan starts at 118 USD/month for 5 users and includes include all Pro features, plus two-factor authentication, audit log, advanced security features, higher API rate limit, dedicated account manager, personal training for team members

For over 200 users, you have to contact the monday.com sales team to get a customized quote. All packages are billed monthly, annually, or every 2 years.

Using monday.com as CRM

Now we will use monday.com as a CRM.

2.1 using monday.com CRM

Building Contact List

If you have a contact list, you can import it from Excel into monday.com. You can also collect leads from your website using a contact form. monday.com will provide code for this form, and you can embed it on the site. 

Visitors can fill the form and subscribe to your newsletter.

2.2 build contact list

Classify Board Information

Groups help divide information into categories. For example, you can split the monday.com board into three categories:

Incoming Contacts

Leads that have opened a trial account and haven't made a purchase yet.

Active Users

This group is active and paying customers.

Leads Lost

Leads reached out to by the sales team but who are not ready to purchase.

2.3 lead lost

Subitems for Various Contact Names

Subitems show contact data from identical customers. In the below example, Nike is a distinct customer. The parent item will show the client’s primary contact information - POC, phone, location, etc. 

The sub-items represent the different locations and telephone numbers of clients.

2.4 SubItems for various contact names

Board Customized with Columns

There is no limit to customizing the board to fit the team's needs.

2.5 Board Customized with Columns

For example, you can have the following columns:

  • People Column: Lead assigned to a sales representative.
  • Status Column: The status column tracks each sales stage
  • World Clock column: World Clock avoids the mistake of calling someone too early (or too late).
  • Phone Column: The phone column will hurry things up by starting the default communications app once you snap the phone number.
  • Numbers Column: Numbers columns would add the deal size.

Workflow Automation

Automation helps streamline workflow. 

Let's say you create a form to collect new leads from your site. Automation on the CRM board will notify every time a new user is registered and send the subscriber a welcome email.

2.6 workflow automation

Automatic Email Integration

Sending emails to leads. With Gmail and Outlook integrations, you can send workflow emails to your leads.

2.7 Automatic Email Integration

Free CRM Software

Free CRM software can be excellent tools for new users to get accustomed to it. These platforms have restricted functionality compared to paid tools. Free CRM platforms are well suited for small businesses and startups. 

Cons of Free CRMs:
  • Limited functionality.
  • Fewer integrations.
  • Lacks essential automation.

Below is the list of free and freemium CRM platforms:

  • Agile CRM
  • Apptivo
  • Bitrix24
  • Capsule
  • Flowlu
  • HubSpot CRM
  • Insightly
  • Really Simple Systems
  • Zoho CRM

Conclusion

monday.com is an excellent CRM platform, and you can test it for free. It is suitable for all sizes of organizations. Its colorful interface and drag and drop feature are remarkable. 

If you are looking for a CRM platform or a complete project management tool with a CRM system, monday.com can be a good choice. 

Are you using monday.com CRM in your organization? If yes, please share your experience with it in the comments section.