monday.com crm 1

In this blog post, I will discuss Monday Sales CRM and explain how it differs from other available CRM platforms.

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 and 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 continuously improved.

We now have SCRM, i.e., Social CRM, 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 Sales 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 Sales 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 Sales CRM features include progress monitoring, an incentive system, and a user-friendly interface.

monday.com CRM Features

User-Friendly Interface

Monday Sales CRM has a different interface than its competitors. CRM platforms are usually list-based and pretty much like Excel sheets. The Monday Sales 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. Even if you are not tech-savvy, you can design your workflows with an intuitive, visual, and easy-to-use interface. Since it is a no-code platform. The overall layout helps understand processes visually. 

Drag-and-drop Function

As a user, you can customize column types, views, detailed subitems, and more. 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 quickly move leads according to their stages. 

The Project management device

The Monday Sales CRM is a part of the organization’s 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 Sales CRM features that will help to improve sales performance:

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

Marketing Communication

Monday Sales CRM helps you with the first and end stages of marketing communication. In other words, it gives you web forms to capture leads. You can manually add these web forms to websites and pages. If you have an existing list, you can also import it easily. When duplicate lead information is entered, you get alerts. This is a very helpful notification to have.

Once you have the list ready, Monday Sales CRM will also help you with email composition. With their AI assistant, you can quickly draft email reach-outs. You can also use their advanced HTML editing or customizable email templates.

Monday Sales CRM allows you to send personalized emails and shoot bulk emails. You can further sync your Gmail or Outlook. The syncing notifies you when a lead opens your email.

Have a quick glimpse of what marketing automation features Monday Sales CRM provides:

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

Customer Service & Support

Monday Sales CRM offers support in the following forms:

  • Knowledge base
  • Ticketing systems
  • Live chat
  • Customer support portals
  • Monday.com Community

You can also request a call from their support team. And if your issue is way too big, you can directly write to the CEO.

Activity Management

Monday Sales CRM’s activity management is a streamlined and easy-to-use process. You can log the notes, calls, and meetings of your contacts or leads. This helps you know where communication stands with each lead. 

Contact Management

Like any good CRM tool, you can see a detailed contacts database. Their information, past interactions, opportunities, and projects are all in one place. These help you get instant access to past communications so you are all informed. You can contact them on the go, send quick emails through the mobile app, and close more sales.

Log Interaction

With Monday Sales CRM, you can communicate with your clients or accounts and log all your calls, meetings, and interactions in one place. You can view your calls quickly and respond quickly from the preset message templates.

Sales Forecasting

What is a CRM that is not sales-oriented? To help you align with sales estimation, they offer a feature called sales forecasting. Here, you can set the close probability with the deal value and track the sales forecast vs. actual sales with the help of leveraging reports and drill-down forecasts by month, sales rep, and more.

Additional Features & Considerations

Monday Sales CRM includes project management and social media management capabilities.

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

Click here to visit monday.com

Monday Sales CRM Benefits

The advantages of Monday Sales 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 condenses 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, a full-fledged project management collaboration platform. You can track the performance and review how your support team supports 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 with any software ecosystem and connect to external applications. It has native integration assistance for leading systems such as Zapier, Dropbox, and Google Drive.

Monday Sales CRM Integrations

monday.com CRM provides the following integrations:

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

Click here to try monday.com CRM for free

Monday Sales CRM Integrations

A business requires a bunch of tools in its day-to-day operations. Go for tools that provide you with the flexibility of integrations. Monday Sales CRM understands this, allowing you to integrate your CRM with 100+ applications. Below are some examples:

Monday Sales CRM provides the following integrations:

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

Click here to try monday.com CRM for free

Monday Sales CRM Pros and Cons

Below are the pros and cons of Monday Sales CRM:

Monday Sales CRM Pros

  • Easy to use
  • Great intuitive design
  • Unique features
  • Integration flexibility
  • The marketing automation feature is robust
  • The platform has a 99.99% uptime status.

Monday Sales CRM Cons

  • Limited features in low-end plans
  • Costly for small teams
  • Training videos is missing

Monday Sales CRM Ratings

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On GetApp, a popular review platform, Monday Sales CRM has received a great score of 4.7 stars out of 5, rated by 381 users. I have read their reviews, and they have spoken highly of the platform.

Monday Sales CRM Pricing Plans

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Monday Sales CRM offers four pricing plans.

  1. Basic CRM: This plan begins at 15 USD per seat per month for 3 users and includes boundless team boards, basic search, unlimited customizable pipelines, unlimited contacts, 200+ leads, contacts and deal management templates, unlimited items, 1 week of activity log, messaging, notifications, Wiki boxes, Native iOS and Android apps, Storage of 5GB, Simple contact list filter.
  2. Standard CRM: This plan begins at 20 USD per seat per month for 3 users and includes all features of the Basic plan plus 6 months of activity log, AI email generator, shareable boards with guest access, timeline, advanced cross-board & file search, advanced board filters, external integrations, basic usage stats, 20GB of storage, priority support, API access, etc.
  3. Pro CRM: The Pro plan starts at 33 USD per seat per month for 3 users and includes Standard features, plus private boards with controlled access, infinite guests, Google authentication, advanced usage and engagement stats, 100 GB storage, 24/7 support, user profile customization, etc.
  4. Enterprise CRM: This plan is for large organizations. The plan includes all Pro features, an audit log, advanced security features, a higher API rate limit, a dedicated account manager, and personal training for team members.

For over 200 users, you must contact the monday.com sales team to get a customized quote. All packages are billed monthly or annually. The above prices are taken on a monthly subscription basis. If you subscribe annually, You will get an 18% discount.

Click here to visit monday.com

Using monday.com as CRM

Now, we will use monday.com as a CRM.

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 Sales CRM will provide a code for this form, and you can embed it on the site. 

Visitors can fill out the form and subscribe to your newsletter.

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.

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.

Board Customized with columns

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

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 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.

Automatic Email Integration

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

Free CRM Software

Free CRM software can be an excellent tool 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

Why Should You Believe in this Monday Sales CRM Review?

I am glad you asked! That’s a great thought to occur in your mind. While writing this review, I opened the website simultaneously. All this information is based on the updated information provided on the website as of January 20, 2024.

Apart from this, to write with more accuracy, I tested the platform by signing up for their Basic Plan free trial. 

My Experience of Monday Sales CRM

That was detailed information on what the Monday Sales CRM has to offer. I tested this software to write this review. And this is what I liked about the platform.

I have used the Monday.com project management software. And I loved its interface compared to others. So, I had similar expectations from the Monday Sales CRM tool. And it did not disappoint me either. The platform has a well-designed and colorful interface. That makes you want to explore it. Drag a tab here, and there is fun.

I liked how streamlined the contact information stores were and how easily you could write emails or send them messages from their respective account page.

I also liked that it was available on both iOS and Android phones. This makes the communication go without any excuses. And those alerts and notifications are super helpful.

In the end, I give the ease of use of this platform a good 8/10. It is not difficult to comprehend the platform, making it a worthy CRM software.

Conclusion

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

Disclosure: Some links in this post are affiliate links, and I will earn a commission if you purchase after clicking. Please understand that I recommend these resources because they are useful, not just because of my commissions. Please do not purchase unless you need the materials to achieve your goals. Read the disclaimer.

Fahad Usmani, PMP

I am Mohammad Fahad Usmani, B.E. PMP, PMI-RMP. I have been blogging on project management topics since 2011. To date, thousands of professionals have passed the PMP exam using my resources.