Monday.com is quickly becoming one of the most popular CRM software options on the market. And for good reason – it offers a wide variety of features to help businesses manage their operations more efficiently.
But with so many different options to choose from, how do you pick the ones that will best serve the specific needs of your business?
I wrote this blog post to help you piece together the puzzle and understand the best Monday CRM features that will help you grow your customer base and build a profitable business.
Let’s get started!
Monday CRM Features Overview
Monday.com is a cloud-based customer relationship management (CRM) and project management software that helps businesses increase productivity and grow their customer base.
The Monday CRM features help businesses keep track of customer interactions, manage sales opportunities, and streamline communication between sales and customer service teams.
The monday.com’s dashboard feature is a great way for users to see an overview of your tasks and projects. It includes a variety of charts and graphs that allow you to see how your projects are progressing over time.
In addition, the dashboard includes a list of upcoming tasks and deadlines, as well as a news feed that keeps you up-to-date on the latest project news.
You can see which tasks are due soon, which projects are in progress, and which ones are complete.
You can also add new tasks and projects, and track the progress of each one. The Dashboard is a great way to stay organized and on top of your work.
Furthermore, You can customize the dashboard and tailor it to your specific needs.
This makes the dashboard an integral part of the Monday CRM features.
There’s quite a wide range of Monday CRM automation features that can help you streamline your workflows.
With Monday.com, you can automate repetitive tasks so your sales team can focus on developing prospects.
For example, you can set up email templates and workflows so your team can quickly send follow-up emails after initial contact with a prospect.
You can also track prospect activity in the CRM so you never miss an opportunity to follow up.
You can even create automatic reminders for upcoming deadlines, and set up email notifications to alert you when a task is completed.
To get the most out of your team you can use auto-assignment to automatically assign tasks to team members based on their skills and availability.
With its comprehensive automation capabilities, Monday.com is an essential tool for any sales team looking to increase efficiency and close more business.
Get started with Monday.com today.
3. Mobile App
The comprehensive mobile app is one of the best Monday.com CRM features that you and your team will love. It includes features such as task management, chat, file sharing, and video conferencing.
With the mobile app, you can access all of your project data from anywhere, at any time.
There’s quite a lot that you can do on the app.
- The task management feature allows you to create and assign tasks, set deadlines, and track progress.
- The chat feature enables real-time communication between team members, and the file sharing feature allows for easy collaboration on documents and other files.
- The video conferencing feature allows team members to meet face-to-face even if they are not in the same location.
Overall, the Monday.com mobile app is a powerful tool that can help teams work together more effectively.
Now let’s talk about the Monday.com integration features. The software offers a variety of integrations that can make your workflows more efficient and streamlined.
For example, the Google Calendar integration allows you to view your Monday.com calendar alongside your Google Calendar, so you can easily see everything you have going on in one place.
An integration with Slack, allows you to receive notifications in Slack whenever there is activity on your Monday.com account
Furthermore Monday.com’s Zapier integration allows you to connect to a wide range of third-party apps and services, giving you even more possibilities for automating your workflows.
Here’s the list of some Monday CRM integrations
- Google Calendar
- Google Drive
- Microsoft Teams
5. Interaction Tracking
The “Interactions” tab shows who has interacted with whom, and how often.
This can be helpful for understanding team dynamics and for identifying potential areas of conflict.
The “Activity Log” tab provides a detailed record of all interactions, including the date, time, and type of interaction.
This can be useful for identifying patterns of behavior, or for troubleshooting problems that may arise.
Overall, the interaction tracking Monday.com CRM feature is very helpful for team management and collaboration.
Now moving on to the workload feature. This feature is designed to help teams better balance their workloads and avoid burnout.
By allowing users to see how much work is assigned to each team member, the Workload feature makes it easy to identify when someone is starting to feel overwhelmed.
Additionally, the feature provides users with the ability to add custom fields and task dependencies, which makes it easy to track progress and ensure that tasks are properly prioritized.
It also allows users to see what everyone is working on, how much progress has been made.
With these tools, teams can effectively manage their workloads and avoid becoming bogged down by unimportant tasks.
Want to get tasks done quickly? Then the wide range of Monday.com CRM templates will help you get started with your project management in no time.
With templates for everything from agile development to product launch plans, there is a template to suit every need.
The templates are highly customizable, so you can tailor them to your specific project requirements.
In addition, the templates can be easily shared with team members, so everyone is always on the same page.
8. Lead/Pipeline Management
Monday.com’s Lead Management software is designed to streamline the sales process and help sales teams close more deals.
The software starts by tracking all of your leads in one central location.
This makes it easy to see which leads are hot, which ones are cold, and which ones need more work.
From there, you can assign leads to specific sales reps and set follow-up tasks and reminders. You can also track the progress of each lead through your sales pipeline and receive real-time notifications when a lead moves to a new stage.
Monday.com’s Lead Management software makes it easy to manage your sales pipeline and close more deals.
9. Kanban Boards
And finally the last Monday.com CRM feature we shall review in this post is the Kanban Boards.
Kanban Boards are a great way to keep track of your work and get things done.
With Kanban Boards, you can see all of your tasks in one place, and you can easily move them around as needed. You can also create multiple boards for different projects.
The boards are highly customizable, so you can tailor them to your specific needs.
Whether you’re looking for a simple way to keep track of your work or a more sophisticated system for managing projects, Monday.com’s Kanban Boards are a great option.
They make it easy to see what needs to be done and when.
Monday CRM pricing comes in 3 paid plans to suit the needs of every business, small or large.
- The Basic plan starts at just $8 per month per user
- The Standard plan starts at $10 per month per user
- The Pro plan starts at $16 per month per user
- For the Enterprise plan you’ll need to contact the sales team for customized pricing.
The basic plan includes all the essential features you need to get started with CRM. While the Standard and the Pro plan are for businesses that need more advanced features.
Both of these plans include unlimited storage, custom fields, and advanced reporting, among other features.
Whichever plan you choose, you can be sure that Monday.com has the features you need to manage your customer relationships effectively.
Frequently Asked Questions
What Can Monday CRM Do?
To answer this question, lets first distiguish the between CRM tools and Project management tools.
CRM tools are typically used to manage customer data, sales processes, and marketing campaigns. Project management tools, on the other hand, are used to track tasks, deadlines, and resources.
Monday.com combines both of these functions into one handy platform. So whether you’re trying to keep track of your sales leads or your team’s progress on a project, Monday.com can help you get the job done.
Is Monday.com a CRM Or Project Management Tool?
If you’re like most people, the answer to this question is “I don’t know.” But that’s okay! Because we’re here to help.
Monday.com is actually both a CRM (customer relationship management) tool and a project management tool. It’s designed to help businesses streamline their operations and get a better overview of both their customers and their projects.
Is Monday.com Good For CRM?
The Monday.com CRM software is designed to be user-friendly and easy to use, with a range of customization options to suit businesses of all sizes.
And the software offers a free trial period, so businesses can try it out before they commit to a subscription.
Overall, Monday.com is a great choice for businesses that are looking for a comprehensive CRM solution.
With so many powerful automation Monday.com CRM features at your disposal, it becomes easy to get your work done more efficiently.
This Monday.com CRM review has revealed the wealth of features that Monday.com offers to help you streamline your sales process and close more deals.
Give this software a try and see how it can transform your business.
Get started with monday.com.