Monday’s CRM is a customer relationship management platform built on the existing Monday.com platform, and is made to help sales teams manage the entire customer lifecycle – from lead generation to closing, all with the super-visual interface that Monday is famous for. Here is everything you need to know about Monday CRM:
So, unlike your old-school CRMs that oftentimes feel rather rigid and complex, Monday CRM has taken an easier, and more customizable, approach. The whole platform centers around customizable boards where sales teams can do things like:
- Track leads
- Manage contacts
- Monitor deal pipelines
Each board can then be tailor-made to match your sales process, with custom fields, integrations and automation rules.
What makes Monday CRM stand out
Sales pipelines are highly visual and displayed as colorful, easy-to-understand boards with drag-and-drop functionality. This makes it simple to move deals through different stages, update statuses, and get a quick overview of your entire sales funnel at a glance.
Who is it for?
Monday CRM works well for small-and-medium-sized businesses and sales teams that want a CRM that’s easy to set up and use, and that doesn’t require an extensive training process. It’s also great for those organizations that are already using Monday.com for project management, and want to extend it to their sales processes.
So, while it may not have all the bells and whistles of an enterprise-level CRM, it can offer a nice balance of simplicity, flexibility, and power that makes it a super-nice option for companies wanting to upgrade their sales-tech stack, and streamline their operations, without being bogged down in complex features they won’t use anyway.
Who is Monday CRM not for?
Huge organizations requiring a lot of customizations, or support for a wide range of departments and workflows, as well as those in industries that have more complex requirements, may do better with an Enterprise-level CRM like Dynamics or Salesforce.
Want to know more about Monday CRM? Then, you can read more on our Monday.com page here.
