monday.com CRM: One Place to Manage Your Entire CRM Sales Pipeline

More than a CRM | monday.com

monday.com offers a full CRM sales pipeline solution. Their easy-to-use and intuitive platform ensures that you lose no leads, save time when it comes to existing and potential customers, and keep everyone on your sales team in sync.

monday.com’s key strengths

  1. Quick setup and fast adoption

  2. Boosts team efficiency and productivity

  3. One place to manage every aspect of the sales process

  4. Real-time tracking and reporting

  5. Keeps everyone aligned and on the same page

Support all your CRM and sales needs from one holistic platform

Quick setup and fast adoption: Get started quickly without the need for developers. Import all your data and integrate existing apps and programs.

Boosts team efficiency and productivity: Automate manual work and access your projects from anywhere with the mobile app.

One place to manage every aspect of the sales process: Manage your entire sales pipeline, from capturing leads and onboarding clients to managing any client communication, all in one place.

Real-time tracking and reporting: Make data driven decisions using real-time insights with visual dashboards to track revenue, sales forecasting, performance, and more.

Keeps everyone aligned and on the same page: Give everyone access and visibility to the relevant information by storing all data in one comprehensive place.

monday.com’s CRM platform helps businesses track and monitor their entire sales funnel, from leads to customer retention. This helps you close deals faster and grow the lifecycle of existing customers.

monday.com’s CRM can help you solve the following problems:

  • Leads falling between the cracks - neatly store and organize all lead and customer information

  • Long process to close leads - fast-track hot leads to ensure that they don’t go stale

  • Wasting time searching through emails - find customer information fast with smooth email integration

  • Teams are not aligned - with easy-to-view dashboards, everyone on your team is on the same page

  • Too much scattered information - store information relating to activities, meetings, files, quotes, and more all in one place

  • Repetitive tasks keep showing up - save time and work by simply putting repetitive tasks on autopilot

  • Tasks are not properly prioritized - help your team understand and manage priorities with a ‘bigger picture’ view of all tasks

  • There is no standardized sales process - use templates to ensure your sales reps all follow the same process making it simple to follow up on any customer

As one of the most popular CRM sales pipeline platforms out there, monday.com is a top choice for handling sales and customer processes from start to finish. The dedicated customer support, range of third-party integrations, and flexibility of the platform allows any business to easily customize their CRM workflows and processes. Team members can also access all information while on the go using the monday.com mobile app, giving them access to pipelines and lead statuses wherever they are. From overseeing your sales pipeline to onboarding customers and managing their projects, monday.com’s CRM platform is hard to beat.

Editor: monday.com

Strengths of monday.com CRM

  • Quick setup and fast adoption
  • One place to manage every aspect of the sales process
  • Real-time tracking and reporting
  • Certifications: ISO 27001, GDPR, ISO 27018

monday.com CRM demo and screenshots

monday.com CRM customers

No customer reference

Other features of monday.com CRM

See all the features

monday.com CRM pricing and features

Plans & Pricing

Basic
Standard
Pro
Enterprise
€8 /month /user
€10 /month /user
€16 /month /user
Contact us

Features

Communication
Contact Manager Search and organization application for professionnal contacts
Shared Contacts Contacts viewed and updated by multiple people
Shared Inbox
Notifications Email, sms, or pop-up window that alerts you of an action
Marketing Automation
Campaigns Management
Email Marketing from RSS Feed
Mailing Campaigns
Email Templates
Email Tracking
Sales Force Automation
Contact Management Editing and follow-up of contacts for a given company
Lead Management Managing prospective customers from generation of leads to their conversion into sales and long-term relationships.
Opportunity Management Deal that can possibly be gained following the qualification of a lead
Sales Lead Lifecycle Management
Sales Process and Pipeline Customer life cycle management
Sales Report Conversion rate, team performance, best sales
Automated Reminders Notification in order to call back a prospect or a customer
Custom Quote
Quote Proposal Avoidance
Sales Forecasting Future sales numbers based on statistics
Standardized Mail Allows you to save an email as a standardized response and use it over and over again

Services

Mobility
Mobile App
Support
Configuration Support
Dedicated Account Manager
Help Desk (Phone, Email, Ticket, Chat)
Knowledge Base (tutorials, demos)
On-site Training
Online Training (Webinar)

Data hosted in the following countries: United States of America (USA)

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