Monday.com CRM Review
- What is Monday.com CRM
- Product Quality Score
- Main Features
- List of Benefits
- Technical Specifications
- Available Integrations
- Customer Support
- Pricing Plans
- Other Popular Software Reviews
What is Monday.com CRM?Monday.com is a leading communication and project collaboration solution that simplifies project and customer management through organization and synchronization of information in a single centralized database. This provides a platform where team members are able to make their decisions together. It is versatile, compact, and is equipped with several unique features. As a CRM solution, Monday.com houses a multitude of complex operations under one platform where pipeline management is easier, complete visibility is achieved, and contact information is consolidated in a central database. The portal for customer management can be customized in numerous ways, allowing users to tailor it until it fits their needs. Furthermore, the system also connects every department in an organization, no matter the type or size of it, ensuring maximum contribution from each. Some of its many other features include progress monitoring, incentive system, user-friendly interface, and ease of use. The system employs some inexpensive pricing schemes that novice teams and small businesses will find suitable for them. A free trial is available as well, perfect for those who want to first test the system to their business. There is also a pricing model ideal for large enterprises.
Product Quality Score
Monday.com CRM features
Main features of Monday.com CRM are:
- Exportable contact database
- Total visibility
- Constant monitoring
- Open API
- Lead/Pipeline management
- Tracks prospects, clients & deals
- Consolidated contact information
Monday.com CRM Benefits
The main benefits of Monday.com are its rich features, tools, and capabilities as a CRM software, streamlined collaboration provided to users, unique project and task management modules, reporting and analytics features, and its support for all essential integrations. Here are more details:
Powerful CRM solution
Monday.com is an ideal, cost-effective, and efficient alternative to the messy spreadsheets processing. It also eliminates the need for using third-party solutions for customer management and unifying data from other productivity apps. The system provides a single platform for handling both customers and projects easily while being transparent.
It can also be used for tracking and managing projects and leads, both on the same dashboard, while giving users all the contact info they need for smoother communication. Furthermore, it has a customer hub that allows users to configure any component to make it ideal for them. And no matter how much modification is made, the system will still remain in control of the changes such as dismissed actions, replaced statuses and dates, repositioned agents, and others. Monday.com is straightforward as well, on top of being a lightweight application, making it easy to operate without the need for preparation or training.
The system empowers departments and agents to seamlessly assist each other. Each of them can contribute to projects and tasks, create comments, trigger discussions, ask questions, suggest solutions, and more. This feature is also presented through a social media-like interface, complete with uploading and sharing of files.
Out-of-the-box task/project management features
Monday.com is equipped with unique concepts for generating detailed insights on tasks and products and when information about clients or contacts are needed. Thanks to this, it is easier to track the business’ performance and ascertain the assistance given to every client that needs them. The system even allows partners and external users to monitor the project’s progress and notify them as well with special alerts if they aren’t registered to Monday.com.
Reporting and analytics tools
The platform also collects and relates arithmetically tasks and projects to sort them in one historical datasheet. On the other hand, managers are given clear, organized, and operable figures and metrics. It also ensures that the database is always up to date and can be exported to third-party applications.
Another one of the strong aspects of Monday.com is its ability to integrate with any system out there. It can blend seamlessly to any software ecosystem it’s applied to and there are also custom connections that can be created for any external applications. And of course, it has native integration support for various leading systems such as Zapier, Dropbox, and Google Drive.
- Small business
- Medium business
Monday.com CRM Integrations
The following Monday.com CRM integrations are currently offered by the vendor:
- Google Drive
- Google Calendar
Monday.com CRM pricing is available in the following plans: