We earn commission when you buy through affiliate links.
This does not influence our reviews, ranking, or recommendations.Learn more.
monday CRM
monday CRM, or monday Sales CRM, is a cloud-based customer relationship management software.
It is for businesses aiming to streamline sales cycles and improve customer relationships from one place.
How Does monday CRM Work?
Similar to other monday.com products, monday CRM offers a smooth self-onboarding process.
I could configure most of the software workflows from here.
All boards are core to monday CRM and serve a specific purpose.
For example, the Contacts board is where all your contacts are stored.
Leads board is used forlead management.
Deals board helps visualize each deals progress.
Accounts board manages firmographic data about contacts.
The Activities board lets you oversee the teams activities, like calls and meetings, in one place.
I found capturing leads super easy.
What I really like is how flexible monday CRM is.
Its a highly adaptable tool that makes managing customer relationships way easier.
I tested all of monday CRMs key features, and heres my detailed review:
1.
The board provides a consolidated view of your contacts.
When I tried importing my contact list, monday CRM automatically picked up the columns from my spreadsheet.
A special feature here is Connected columns.
These columns can be linked with other boards in your CRM.
For example, in my case, the Accounts and Deals columns are linked to their respective boards.
Any change in other boards will reflect here, and vice versa.
Additionally, you get individual customer profile pages.
The profile page stores essential customer data, activities, and interactions.
This information helps build a picture of them as people and consumers.
Lets understand it this way: if youre dealing with the marketing head of a SaaS company.
The person is your contact, while the company they work for is your client.
Hence, two separate boards for Contacts and Accounts.
Im sure B2B businesses using monday sales CRM would love it.
I loved it for two key reasons:
First, it automatically associates Contacts with Accounts.
If a domain match is found, monday CRM will associate it with the contact.
If not, monday CRM creates a new item on the Accounts board and links it to the contact.
You see, the beautiful interconnectivity I talked about!
A unique feature by monday.com for Account management is Enrichment suggestionsquite accurate, I must say.
Deal Management
monday.coms Deal management helps you track deals across your sales pipeline and even after becoming customers.
Add or customize stages to suit your business workflow.
Also, it is possible to edit deal cards to show relevant information.
Next, if I open any deal card, I get a holistic overview of my deal.
For example, with every deal card, I can:
4.
Lead Management
Marketing teams would love monday.coms lead management capabilities.
I say its par with Freshsales CRM to some extent.
Also, I like how monday CRM internally handles duplicate leads.
A much-needed function when there are multiple sources for lead generation.
Core to monday CRMs lead management is automation.
Automations allow you to automatically maintain various processes.
The process:
The result:
But this is just the tip of the iceberg.
monday.coms automation capabilities are way robust.
I review them in the next section.
Sequences are best used for automating lead nurturing and follow-ups.
A step can be an email, task, or call reminder.
I tested Freshsales CRM a few weeks ago.
Ill be honestFreshsales has this same feature, but their sequences cover a wider spectrum.
Considering that monday.coms Sequences is still in the beta stage, its soon to be at that level.
But for now, you’re free to build sequences involving Email, Tasks, and Reminders.
Read myFreshsales CRM Reviewhere.
Next, I reviewed the bread and butter of monday sales CRMAutomations.
Remember how I used automation to convert incoming emails into lead items?
you’re free to find it at the top of every customer profile.
Sending emails with the app is easy.
press Send Email and the Email Composer will pop up.
With the Email composer, you’re able to:
7. opt for items, and the Mass Email option will appear at the bottom toolbar.
You get the same options for email composition.
A special feature is Test Email.
In my testing, I found monday.coms email analytics an excellent add-on for the teams CRM software.
I can predict which deals are likely to convert and prioritize them.
What I love most is how easy it is totrack forecastsover time.
Many users praise monday.coms mobile app for its flexibility and ease of use.
However, tricky features like automation and customizations are better done with the web app.
Overall, I like how monday.com has spread its AI capabilities across functions and boards.
All of which result in more efficient and data-driven sales processes.
monday CRM Pricing
monday CRM pricing starts at$12/month(if billed annually).
monday CRM Ratings and Recognition
monday.com CRM has received high recognition from users across review platforms.
Heres a quick overview:
Who Should Use monday CRM?
monday CRM is ideal for:
Who Shouldnt Use monday CRM?
Making it a dicey choice for cost-conscious users.
