Customer Relationship Management is an essential aspect of any business, because believe it or not, people still purchase products and services from other living, breathing people they know and trust!
In this article, we review the Monday Sales CRM software as a better way to manage relationships with customers and suppliers by storing customer data, recording service issues, identifying sales possibilities, leading marketing campaigns, and more!
Monday.com provides a CRM software that is reasonably priced, simple to set up, and easy to use!
The platform is highly visual complete with customizable dashboards to ensure you are there for your clients and prospects when they need you.
Further, Monday gives you the ability to customize your sales pipeline and include automations specific to your business needs.
- Best CRM Platform
- Simple & Easy To Set Up
- Full Customization
- Manage Your Prospects & Leads
- Automate Your Customer Acquisition
- Organize Your Sales Team
- Promotion: Free Trial
Ease Of Use
Help & Support
What Is Monday Sales CRM?
Monday.com’s Sales CRM is a leading customer relationship management platform designed to provide a high level of customization geared towards collecting and nurturing leads within your business.
Manage every level of your sales pipeline in an effort to provide a higher level of service to your customers and clients, with easy to follow sales tracking and follow up schedules.
Monday helps your business with the following:
- Centralize Client Communication
- Customize Sales Cycle
- Automate Processes
- Organize With Custom Dashboards
Stay on track with your potential customers and ensure they are receiving the appropriate information in order to close more deals with less effort.
Monday.com was established in 2012 and delivers the most successful project management tools and software to both large and small business.
The company has always focused on the team, helping organizations collaborate efficiently while staying on track towards a common goal.
This focus on the team allowed Monday to expand their offerings to include tools geared towards product & development teams, PMO & project management, marketing & creative teams, and of course, sales systems and processes.
Today, Monday.com is made up of over 1,200 employees serving more than 152,000 customers across all of their products!
The Monday.com CRM platform is an intuitive client relationship software designed to ensure you never lose an opportunity to grow your business. It is known for its simple design and ease of use while still delivering all the CRM features you would expect of a high-level software like Salesforce.
Increase your customer support and give your sales team members a software that allows them to keep track of every aspect of the sales process, from identifying each prospect to the day they become a customer!
Further, Monday provides the ability to customize the CRM platform to suit your business needs with drag and drop elements and dashboards that require no coding while maintaining functionality.
Overall, we recommend the Monday.com CRM software as the best CRM for small to mid-size businesses due to its ease of use and effective reporting dashboards!
Monday.com offers a number of packages to choose from when it comes to pricing. They offer a free option for those of you with 2 users and less than 1,000 contacts. The Basic Plan will run you $10 per user per month and the price goes up from there depending on which features you require for your business and sales team.
If you’re on the fence, Monday offers a free trial with no credit card required to play around with the software risk-free.
The Individual Plan provides free access to Monday.com’s CRM software for up to 2 users. The plan provides the following features and benefits:
- Store & visualize your contacts
- Access for up to 2 team members
- Compile up to 1,000 contacts
- Create web forms to capture leads
The Basic Plan will cost you $10/user per month when billed annually, offering the ability to organize all your team’s leads, contacts, and deals in one place. Additional features include the following:
- Unlimited customizable pipelines
- Unlimited contacts
- Unlimited boards
- Templates for lead, contact & deal management
- iOS & Android mobile app
- Unlimited free viewers
- Create a dashboard based on 1 board
Standard (Most Popular)
As the most popular option, we recommend the Standard Plan as the best bang for your buck at $14/user per month.
This plan provides the ability to automate sales processes and streamline communication across your sales teams and entire organization. In addition to useful automations & integrations, the Standard Plan offers the following:
- Advanced account, contact & deal management tools
- 2-way email integration with Gmail & Outlook
- Activity management
- Quotes & invoices
- Merge duplicate data
- Custom CRM automations (250 actions per month)
- Custom CRM integrations (250 actions per month)
- Create a dashboard that combines 5 boards
The Pro Plan is far more advanced and is designed for companies that manage multiple sales pipelines & teams. At $24/user per month, you’ll gain insights into your entire sales cycle and access the following features & benefits:
- Sales forecasting
- Email tracking and automations
- Google Calendar sync
- Sales analytics
- Customizable email signatures
- Custom CRM automations (25,000 actions per month)
- Custom CRM integrations (25,000 actions per month)
- Create a dashboard that combines 10 boards
Finally, we have the Enterprise Plan, which is priced based on an assortment of factors related to company size, complement of features, level of customization, etc.
The Enterprise Plan is for large businesses with a certain level of regulatory liability, such as private equity firms, fund managers, wealth management companies, and more. The Enterprise Plan offers the following:
- Lead scoring
- Team goals
- Advanced analytics (tracking up to 50 boards)
- Account management
- Documents for sales
- Enterprise-scale automations & integrations
- Enterprise-grade security & governance
- Multi-level permissions
- HIPAA Compliance
In the event your organization is comprised of over 200 users, you will need to contact the monday.com sales team to get a customized quote.
All packages are billed monthly, annually, or every 2 years. The annual packages include an 18% discount, and the 2-year packages include a 32% discount. In addition, monday.com offers a 30-day money-back guarantee.
Features & Functionality
The Monday CRM features & functionality are what have made the platform so successful. Let’s take a look at some of the top selling points.
The Monday.com Sales CRM lets you integrate with your Gmail or Outlook provider to the point where the system automatically tracks and logs all communication with prospects & clients.
In fact, it allows you to send emails from inside the platform so you can make notes, schedule follow-ups, and track performance all in one place.
Track any and all activity you have with your clients and leads in one place to refer back to later on. We all know how important it is to track your sales metrics. The Monday Sales CRM makes this quick and easy!
Similarly, this high level of tracking is great for managers and bosses. The performance of your sales team will be compiled into fully customizable dashboards to ensure everyone stays on track.
Quotes & Invoices
Rather than using different tools to prepare invoices and quotes, leverage the Monday CRM platform to send these out directly. This includes the ability to auto-populate personalized information into your documents to make this process quick & easy.
The Monday Sales CRM Google Calendar integration gives you the ability to log and manage any event or meeting from within the platform. Keep tabs on all the activities within your organization to make sure you are hitting your targets.
Ease of Use
Monday.com is built on simplicity and ease of use, and is a main reason why the company has become so successful.
Their SalesCRM is no exception. The goal of the platform is to provide a highly visual client relationship management software for sales and marketing professionals to keep themselves organize and close more deals.
They understand the need for simplicity in a project management tool that will be used differently by the various members of any company. Therefore, Monday produced a software that is user-friendly and completely customizable to suit the needs of the company, and the individual.
And if there is ever any issue with functionality, Monday offers top-notch customer support and plenty of video tutorials demonstrating proper use.
Contacts & Users
The platform makes it super easy to manage your leads and contacts, a process that is intuitive and straightforward. The sales pipeline is laid out visually to provide a clear picture of where each potential customer is in the sales journey.
Feel free to customize your pipeline without a developer using the fully functional drag and drop elements to ensure you are taking your prospects along a series of event that converts them into customers.
Again, a major reason why Monday has experienced so much success as a company is that they provide top-level customer support to their users.
Not only do they cover the main aspects you’d expect of any software company as far as support (24/7 Phone Support, Live Online Chat, Email Support, Video Tutorials, etc), Monday.com’s blog has loads of useful information to help you make the most of its CRM platform and other softwares.
10 Reasons Monday’s CRM Will Benefit Any Company
Ok, so we’ve covered most of the features and benefits, pricing, usability and other notable facets of the software in this Monday CRM review, now let’s talk about how this tool will fill your sales pipeline and impact your company’s bottom line.
#1 It Is Flexible
Let’s face it. There will never be a customer relationship management software that fits perfectly into every sales and marketing effort as a one-size-fits-all solution.
Every project is different, with it own set of needs, so we need a CRM software that we can manipulate to fit our unique process and plan.
The Monday.com CRM provides the flexibility we need to manipulate the platform to serve our sales teams in the best way that it can. This level of customization is imperative and is super simple within the platform.
#2 It Is Highly Visual
We’ve covered this to a certain extent but this is the aspect of the Monday Sales CRM that I love the most!
The entire platform is laid out right in front of you, so the information is presented in a way for you to decipher exactly what to do with it.
As a recovering Salesforce user, I really didn’t like how overwhelming their platform was. I would leave at least 80% of the fields blank, and would have to click through the various tabs and pages to actually find and input the information that was important to me.
Monday.com Sales CRM keeps it simple and easy to follow from once quick glance at the platform so you can focus on the things that truly grow your business.
#3 Intuitive Dashboards
Again, Monday allows you to compile all the important information in one place to get a snapshot of where you are, what you’ve accomplished and what you need to do next.
For managers and executives, this is great because it allows you to track the progress and efforts of your sales team members and provides up to date reports on where you stand as a company, and what you can expect to achieve going forward, making budgeting a heck of a lot easier.
#4 Improved Communication & Collaboration
So often, team members are confused with regard to who is doing what and which part of the puzzle they are supposed to be focused on. With Monday, this guessing game should be eliminated by the team lead by putting in the necessary tasks and easily delegating each one to the appropriate person.
Not only will every member of the team know who is doing what, they will know in real time which tasks have been completed, which ones are in progress, and which have yet to get started.
#5 Ability To Delegate & Track Tasks
This goes hand in hand with collaboration, but Monday makes it super easy to delegate tasks to individuals or to a team, so that the managers and executives can track which tasks are being completed, by whom, and what stage they are in.
This way, the client facing members of the team know where the project stands and can report to the client without having to run around and consult with every member of the team to figure out what information to provide the client or customer.
#6 Powerful Reporting & Analytics
Again, as business owners, we need to have our finger on the pulse at all times. Monday’s CRM platform allows us to review dashboards from every inch of the company, whether a large enterprise or a small business.
While certain aspects of the business may be moving forward as you hoped, others may be lagging behind. You’ll be able to recognize this in real time and shift your focus to those areas where you can do better.
#7 Custom Design
Not all companies and projects are the same. We need to be able to adapt to changes business environments, which means we need our platforms and softwares to do the same.
Monday allows us to create our own version of their platform to suit our needs as a business, because after all, we are the only ones that understand and know how we function at maximum efficiency!
#8 Multiple Integrations
Most integrations will save you time and money in the long run. Monday makes this simple, with its most popular integrations being email providers Outlook & Gmail to seamlessly track messages to prospects.
Other useful integrations include tools like Shopify, Twilio, Slack, Stripe, Box, Google Calendar, Zendesk and more!
#9 Mobile Friendly
This one speaks for itself, as sales teams are constantly on the go. Following the pandemic, people are working remote or spending more time at home, so having the ability to log into your CRM platform from anywhere is a necessity.
Monday’s CRM mobile app is creatively designed to provide as simple and user-friendly of a user interface as the desktop version, meaning you can easily transition from your office or desk and take all of your contacts and tasks with you on the go.
#10 Reasonably Priced
Monday.com operates on a subscription model, meaning they are able to keep the monthly costs for its users fairly low. Compared to other CRM platforms on the market, we feel that Monday is more than competitive in terms of pricing.
Of course, they also offer a free trial to make sure the platform works for your team and your business, and you only pay for people that are committed to using it to accomplish their goals and drive the bottom line revenue for your company.
Overall, we feel that Monday’s Sales CRM software is a top option for those of you looking for a client relationship management solution.
We’ve covered all the basics for selecting the CRM software that is right for your business, but what I love most about Monday is the simplicity of the platform.
There are plenty of executives & managers out there that like to overcomplicate the sales process, but I’ve found that the simpler you can make it, the easier it is on your sales team, and the easier it is to focus on the actual needs of the client, resulting in more efficient sales in the end.
So if you’re on the hunt for a simple & effective client relationship management software, make sure to check out the Monday Sales CRM and sign up for your free trial today!