monday CRM : Customizable CRM to optimize your sales management
monday CRM: in summary
monday CRM is a customer relationship management software designed to simplify and optimize client interaction tracking and sales processes, from managing leads to signing sales contracts. Versatile and intuitive, it helps sales teams centralize customer data in a clear pipeline view, while ensuring real-time performance tracking.
This software is suitable for a variety of sectors and users, including:
- Sales teams: to enhance lead and sales tracking,
- Marketing teams: to centralize campaigns and analyze performance,
- Real estate: to manage properties, clients, and ongoing contracts.
It suits several types of businesses:
- Growing startups looking to structure their operations.
- SMBs and large companies seeking to automate and streamline processes.
Key features include customizable sales dashboards to visualize data, automation tools to reduce repetitive tasks, and multiple integrations to connect with tools already in use. monday CRM also stands out for its user-friendly interface, which allows teams to manage projects, client accounts, and leads with just a few clicks.
What are the features of monday CRM?
Contact and account management
monday CRM centralizes all information related to leads and clients in an accessible database that updates in real time. For example, healthcare teams can organize contacts by service type or appointment history, while a sales team can personalize approaches based on previously recorded interactions.
Each contact profile includes notes, attachments, and a detailed communication history.
Sales pipeline management
The visual sales pipeline enables precise tracking of each stage in the sales cycle, with customizable statuses tailored to specific industries.
For instance, a consumer goods company can track a lead’s journey from initial contact to contract signing, automatically assigning priorities or specific actions to team members.
AI email assistant
monday CRM integrates an AI-powered email assistant that quickly generates professional messages based on a few prompts. The AI automatically adjusts email tone (formal or casual) and corrects errors to ensure clear and impactful communication. This feature, directly integrated into the platform, helps sales teams save time while maintaining high-quality client interactions.
Customizable dashboards
With monday CRM, users can configure interactive dashboards for clear, sector-specific data visualization. These dashboards feature dynamic charts and customizable filters, enabling users to focus on key metrics such as conversion rates or quarterly sales goals.
Automation of repetitive tasks
The software includes smart automation rules to streamline manual processes. A common example in financial services: when a client reaches an advanced stage in the pipeline, monday can automatically notify a manager or generate a ready-to-sign contract. Additionally, production teams can automate follow-ups with suppliers, saving time on reminders.
Multiple integrations
monday CRM’s strength lies in its native integrations with third-party tools like:
- Gmail,
- Zoom,
- Salesforce,
- LinkedIn, and
- industry-specific software.
A real estate agency, for instance, can synchronize its Google Calendar to schedule viewings directly from monday. Media and marketing companies can connect analytics tools like Google Analytics to track ad campaign performance alongside their sales pipeline.
Real-time reporting and analytics
monday CRM’s dynamic and detailed reports provide in-depth performance analysis across industries.
In marketing, for example, managers can assess campaign performance in real-time and adjust budgets accordingly.
In healthcare, administrators can track appointment occupancy rates or the average time required to close a case. These insights help anticipate needs and optimize available resources.
Why choose monday CRM?
- Unlimited customization: monday CRM perfectly adapts to your needs with predefined templates and customization options. Whether in real estate or financial services, you can configure pipelines, statuses, and workflows in just a few clicks.
- Streamlined collaboration: centralize information and simplify communication among teams. monday CRM ensures full transparency: every team member has real-time access to data, avoiding duplicates and accelerating decisions.
- Scalable solution: whether you’re a small team or a large company, monday CRM grows with you. Its modular plans let you start small and add features as your needs expand.
- Fast implementation: the software sets up quickly with no technical expertise required. Within hours, your team can be operational, benefiting from a ready-to-use CRM.
- Intuitive and visual interface: monday CRM stands out with its clean design and interactive dashboards, making it easy to use even for non-technical teams. You can quickly view key data and easily adapt the tool to your workflows.
- Optimal value for money: with its competitive plans, monday CRM offers a great balance between advanced features and cost efficiency. It’s a powerful solution accessible to businesses of all sizes.
- Responsive customer support: with a team available 24/7 and comprehensive resources (tutorials, guides), monday CRM ensures a smooth user experience. You’ll be supported every step of the way to make the most of the tool.
Its benefits
Quick Setup and Fast Adoption
Customizable to Fit Any Business Need
Advanced Automation of Repetitive Tasks
Manage the Entire Sales Cycle From one Place
GDPR, ISO 27001, ISO 27018
Its disadvantages
Mainly Made for SMBs
Appvizer's opinion
In our experience, monday sales CRM shines as a versatile tool in managing sales processes. Its quick implementation and easy customization make it particularly appealing for businesses looking to enhance productivity without a steep learning curve.
The automation features are a standout, drastically reducing manual workload and streamlining communication.
This platform not only saves us time but also ensures that all team members are synchronized, promoting efficiency and productivity.
Overall, monday sales CRM is a top recommendation for SMBs like us aiming to optimize their sales operations.
monday CRM: its rates
monday sales CRM offers 4 pricing plans per seat, based on the type of features you are looking for:
- Classic CRM plan at $13 par seat and per month, including the basic features to organize all your team’s leads, contacts, & deals, such as:
- unlimited customizable pipelines,
- unlimited contacts,
- templates for lead, contact & deal management,
- unlimited free viewers, etc.
- Standard CRM plan at $18 per seat and per month, including features for automated sales processes and streamlined communication, such as:
- 2-way email integration with Gmail and Outlook,
- AI email generator,
- quotes & invoices,
- custom CRM automations (250 actions per month),
- custom CRM integrations (250 actions per month),
- activity management, etc.
- Pro CRM plan at $30 per seat and per month, including features to gain insights into your entire sales cycle and forecasting, such as:
- mass emails,
- email tracking & automations,
- Google Calendar sync,
- customizable email and e-signature,
- custom CRM automations (25,000 actions per month),
- custom CRM integrations (25,000 actions per month), etc.
- Enterprise CRM plan available on quotation, best for managing pre- to post-sales with enterprise-level features, such as:
- enterprise-scale automations & integrations,
- HIPAA Compliance,
- multi-level permissions,
- lead scoring,
- advanced analytics (dashboards up to 50 boards), etc.
As of October 2024.
Basic
€12.00
/month /user
Standard
€17.00
/month /user
Pro
€28.00
/month /user
Enterprise
Rate
On demand
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monday CRM: the complete test
Through our testing of monday sales CRM, we figured out this tool allows us to manage every aspect of the sales cycle, from leads and contact management to sales pipeline, post-sale process, or sales enablement. As such, we were particularly impressed by features such as:
- the unlimited customizable pipelines,
- the customizable workflows,
- the lead scoring,
- the quotes and invoices features,
- or the communication features.
We were able to drastically improve our customer experience and management, while gaining time!
Of course, monday sales has other key elements that we really appreciated.
Quick Setup and User Adoption
Our hands-on testing of monday sales CRM confirmed its exceptional ease of use, making the initial setup and team onboarding remarkably smooth.
The platform’s intuitive design eliminates the need for specialized technical skills, allowing us to effortlessly establish workflows. This rapid deployment capability enabled our team to transition seamlessly and start utilizing the CRM tools within a very short period.
Customization for Every Business Need
During our evaluation, we tailored monday sales CRM to align with several business models and workflows.
The customization process was straightforward, and the ability to adjust features and workflows to suit specific business requirements proved invaluable. This adaptability not only enhanced our operational efficiency but also demonstrated the platform's potential to drive significant business impact across diverse sales environments.
Advanced Automation Capabilities
Our exploration of the automation features offered by monday sales CRM showcased its ability to significantly reduce manual workloads.
By implementing both pre-made and custom automations, we observed a notable decrease in time spent on routine tasks.
Moreover, the AI capabilities, such as automated task completion and intelligent email composition, particularly stood out, as they allowed us to gain time.
These features contributed to a more focused and strategically driven team, elevating overall productivity and effectiveness in managing sales processes.
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