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Product Review

Monday CRM

3095 Trustpilot reviews

Exceptional

white-ribbon

9.8

Monday CRM Review: A Clear Choice for Team Collaboration & Task Management

Overview

Monday is a versatile work operating system offering various tools to streamline workflows and enhance team collaboration. Monday CRM is one of the standout features of this platform, providing businesses with a robust solution for managing their customer relationships. This tool is handy for teams looking to consolidate sales processes, manage contacts efficiently, and automate routine tasks.

 

Monday’s CRM capabilities go beyond customer relationship management; they also seamlessly integrate with other project management tools within the platform, making it a holistic solution for businesses. The interface is user-friendly, visually appealing, and highly customizable, allowing teams to tailor it to their unique needs.

 

Monday CRM is not just for the big players. It is a tool that grows with your business, whether you are a small startup or a global enterprise. Its modular design allows you to customize your CRM experience, adding or removing features as needed. This flexibility ensures you are only paying for what you use, making it a cost-effective solution for businesses of all sizes.

Monday CRM Features and Functionality

Monday CRM offers many features to simplify and enhance customer relationship management processes. Its comprehensive toolset allows businesses to streamline operations, automate tasks, and maintain efficient team communication.

CRM

Here are some of the key functionalities that make Monday a standout choice for managing customer relationships:

 

  • Customizable dashboards: Create personalized dashboards to track key metrics and visualize your sales pipeline. This will give you a clear overview of your sales performance and help you make informed decisions.
  • Automation: Automate routine tasks such as sending follow-up emails, updating records, and assigning tasks. This reduces manual effort and ensures every vital task is noticed, enhancing overall efficiency.
  • Integrations: Seamlessly integrate with other tools like Gmail, Outlook, Slack, and more. These integrations enable smooth workflow continuity and allow you to manage all your operations from a single platform.
  • Contact management: Easily manage and organize your contacts with a user-friendly interface. This feature ensures all customer information is accessible and up-to-date, facilitating better communication and relationship management.
  • Pipeline management: Track sales opportunities from lead generation to closing deals. The pipeline management tools help monitor each deal’s progress and identify potential bottlenecks.
  • Reporting and analytics: Generate detailed reports and gain insights into your sales performance. This data-driven approach helps identify trends, measure success, and make strategic adjustments.
  • Collaboration tools: Enhance team collaboration with features like shared boards, task assignments, and real-time updates. These tools ensure team members are aligned and can work together seamlessly, regardless of location.
  • Mobile App: Access your CRM on the go with a fully functional mobile app. This ensures you can manage your customer relationships and stay productive even when away from your desk.

Monday CRM Pros and Cons

Monday CRM offers various features to simplify and enhance customer relationship management processes. Its comprehensive toolset allows businesses to streamline operations, automate tasks, and maintain efficient team communication. Here are some of the key functionalities that make Monday a standout choice for managing customer relationships:

Pros

  • Highly customizable: Monday boasts exceptional customization capabilities. You can tailor boards, workflows, and automation to suit your customer relationship management needs best.
  • Intuitive interface: The platform is known for its intuitive and visually appealing interface, making it easy for users with varying technical skill levels to learn and navigate effectively.
  • Scalability: Monday CRM can adapt to the needs of growing businesses. As your team and customer base expand, you can add new features and functionalities.
  • Automation capabilities: Automating repetitive tasks frees up your team’s time to focus on more strategic activities.
  • Robust integrations: Connecting with various business tools you already use helps streamline workflows and centralize data.

Cons

  • Cost: The Monday cost can be relatively high for smaller businesses, especially if you require access to advanced features and higher-tier plans.
  • Learning curve: Despite its user-friendly interface, mastering all its features and functionalities involves a learning curve.
  • Limited free plan: The free plan is limited in features, which may not be sufficient for businesses looking to leverage Monday CRM’s full power.

Pricing Plans for Monday CRM

Monday CRM offers a range of pricing plans designed to meet the needs of businesses of all sizes. The Basic plan is priced at $12 per seat per month, totaling $36 per month when billed annually for a team of three. This plan provides essential CRM functionalities, including unlimited, customizable pipelines, contacts, and boards. Users also have access to templates for lead, contact, and deal management, unlimited free viewers, Android and iOS apps, and the ability to make a dashboard based on a single board.

 

The most popular Standard plan costs $17 per seat per month, amounting to $51 for a team of three when billed annually. In addition to the features offered in the Basic plan, the Standard plan includes advanced account, contact, deal management, two-way email integration with Gmail and Outlook, an AI email generator, and activity management. It also provides quotes and invoices, the ability to merge duplicate data, custom CRM automation (250 actions per month), custom CRM integrations (250 actions per month), and the capability to create a dashboard that combines five boards.

 

For businesses requiring more advanced features, the Pro plan is available at $28 per seat per month, totaling $84 monthly for a team of three when billed annually. This plan includes all the features of the Standard plan, along with sales forecasting, email templates with custom parameters, email tracking and automation, mass emails, an HTML editor for mass email, mass email tracking, Google Calendar sync, custom CRM integrations (25,000 actions each month), sales analytics, customizable email signatures, custom CRM automation (25,000 actions monthly), and the ability to create a dashboard that combines ten boards.

 

Finally, the Enterprise plan is tailored for large organizations with complex needs. Pricing for this plan is available upon request by contacting the sales team. The Enterprise plan includes all the features of the Pro plan, along with lead scoring, mandatory fields, team goals, advanced analytics (dashboards up to 50 boards), account management, documents for sales, enterprise-scale automation and integrations, enterprise-grade security and governance, multi-level permissions, and HIPAA compliance.

 

Monday pricing is designed to provide flexibility and scalability, ensuring businesses can find a plan that fits their specific requirements and budget.

Top Use Cases for Monday CRM

Monday CRM is highly versatile and can be used in various scenarios to improve efficiency and productivity. Here are some of the top use cases:

 

  • Sales pipeline management: Track leads, manage sales processes, and close deals more efficiently with Monday’s sales pipeline features.
  • Project management: Organize and oversee projects from start to finish, ensuring all tasks are completed on time and within budget.
  • Marketing campaigns: Plan, execute, and monitor marketing campaigns to reach your target audience and achieve your business goals.
  • Customer support: Manage customer inquiries, track support tickets, and ensure timely resolution of issues with Monday’s support tools.
  • Team collaboration: Enhance collaboration and communication, keeping everyone on the same page and working towards common objectives.
  • Resource management: Allocate and track resources effectively to ensure your team has what they need to succeed.

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