CRM Software Monday

What is the CRM Software Monday?

CRM Software Monday

CRM software Monday is a web-based customer relationship management (CRM) software that helps businesses manage their customers. This software is also know as project management software. It offers a range of features, including contact and customer management, sales and marketing automation, project management, and analytics. CRM software Monday is suitable for businesses of all sizes, from small all the way up to enterprises.

What is CRM Software?

This is a type of software helps businesses manage customer information and allows a sales team to correctly control and measure a sales pipeline. It can track customer interactions, sales, and service requests. You can also be used to create and track marketing campaigns. By using this software, small businesses can develop a better understanding of their customers.

This information can then be used to improve customer service and sales. In addition, you can help businesses to identify potential new customers.

By tracking customer information, businesses can develop targeted marketing campaigns that are more likely to increase sales.

As a result, this task management software is an essential tool for any business that wants to improve its relationships with its customers.

12 Steps to get started with Monday.com

1. You have to click the Get Started button in the top right hand corner.

2. Here you can sign up for free by entering your email address and clicking Continue.

3. You then have to enter your Full Name and create a password. You can amend the Account Name or just leave the pre-populated box as it is.

4. Agree to the Terms of Service and the Privacy Policy and click Continue.

5. You then have to select what brought you here today, wether it could be Work or Personal, etc and then hit Continue.

6. You then need to select your current role and then hit Continue.

7. You need to select how many members are on your team and your platform can scale as your team grows. You also need to select how many employees you have, then hit Continue.

8. You now need to select what you want to manage first and select Continue.

Monday.com - Manage First

9. Afterwards, you need to select what you want to focus on first, it could be email marketing, marketing research or media production. There is a large list to choose from, then you select Continue.

10. You will be asked how you were referred, then you can hit Continue.

11. The final step before being presented with your board, is to invite people to the board using email links.

12. Finally, you have to give your board a name and then you are done.

What are the Core Features of Monday.com?

Monday.com CRM platform is a project management tool designed to help businesses manage their customer relationships.

Monday sales CRM includes features to help companies track and manage customer information, including contact information, interaction history, and notes.

Monday sales CRM also provides tools for managing customer tasks and follow-ups and tracking sales opportunities throughout the sales pipeline.

In addition, the Monday sales CRM functionality offers a range of reporting and analytics features to help businesses understand their customer data.

Monday’s core features make it an essential tool for any business that wants to manage its customers effectively and improve their sales team and sales processes.

What does the Monday.com software integrate with?

CRM Software Monday Website

Monday is a project management platform that integrates with various other software to provide its users with a comprehensive solution. One of the software that it integrates with is Salesforce.

Salesforce is another software that helps businesses keep track of their customers and manage their relationships.

Monday’s integration with Salesforce allows users to sync their data and create custom reports.

Additionally, Monday sales CRM also integrates with Zendesk, another CRM provider. This integration provides users with a seamless way to manage their customer support tickets and create a knowledge base for their team.

Additionally, Monday integrates with Google Calendar, Outlook Calendar, and Apple Calendar, giving users the ability to view their schedules in one place. You can also integrate with Microsoft Teams.

Lastly, Monday integrates with Slack, allowing users to send messages and receive notifications directly through the chat application.

What is customer support like at Monday.com?

Monday.com support is responsive and helpful. The customer service team is available 24/7 to help users with any questions or issues.

In addition, their support team can be contacted via email, phone, or live chat with any issues. The support representatives are knowledgeable and can usually resolve problems quickly.

You have an in-depth ‘Help Center’, where you can watch video tutorials and guides and also watch live demonstrations. There is a ‘Getting Started’ section where it divulges the top must-have features.

You also have the ability to ‘Submit a ticket’ which is usually the best option and the quickest.

Overall, Monday.com customer support is excellent and is always available to help users, and project management teams with any questions or problems.

Plans and Pricing

At the moment, Monday.com have five different packages, and you can trial them all, bar the Enterprise version.

Individual package.

This plan includes:

  • Unlimited boards
  • Unlimited documents
  • Over 200 templates
  • Over 20 types of columns
  • Up to two team members

Pricing:

£0 and free forever, which allows up to 2 seats. This package is best suited for individuals simply looking to keep track of their work.


Basic Package

This plan includes everything in the Individual plan plus:

  • Unlimited free viewers
  • Unlimited items
  • 5GB of file storage
  • The ability to create a dashboard based on 1 board

Pricing:

£7 per seat / per month

Total £21 / month (billed yearly)


Standard Package

This plan includes everything in the Basic plan plus:

  • Timeline and Gantt views
  • Calendar view
  • Guest access
  • Automations (250 per month)
  • Integrations (250 per month)
  • The ability to create a dashboard that combines up to 5 boards

Pricing:

£9 per seat / per month

Total £27 / month (billed yearly)


Pro Package

This plan includes everything in the Standard plan plus:

  • Private boards and documents
  • Chart view
  • Time tracking
  • Formula column
  • Dependency column
  • Automations (25k per month)
  • Integrations (25k per month)
  • The ability to create a dashboard that combines up to 10 boards

Pricing:

£14 per seat / per month

Total £42 / month (billed yearly)


Enterprise Package

This plan includes everything in the Pro plan plus:

  • Enterprise-scale Automations and Integrations
  • Enterprise-grade security and governance
  • Advanced reporting and analytics
  • Multi-level permissions
  • Tailored onboarding
  • Premium support
  • The ability to create a dashboard that combines up to 50 boards
  • Pricing:

You would need to contact Monday.com for the prices of this plan.

Summary

Monday Logo

Overall, I was impressed with Monday sales CRM. The design is clean and user-friendly, and the features are robust and comprehensive. I particularly appreciate the ability to customise each workspace to fit the team’s specific needs. As an ex sales rep and manager of sales teams, I would have loved to use Monday sales CMR.  

That said, a few areas could be improved within the platform.

For example, I Would like to see more templates for common workflows, and I think the pricing could be more competitive. 

But overall, Monday.com is a powerful tool that can help any team be more productive and efficient. For which, I would definitely recommend it. Hopefully you have enjoyed my Monday sales CRM review. However, please feel free to check out other CRM providers such as Zoho.