Monday.com CRM Review [ Features and Pricing ]

Monday.com has quickly become a powerful CRM contender and SaaS company in the last couple of years. They feature a powerful suite of tools to help small to mid-sized businesses run their operations effectively. From project management to custom software development, Monday.com can help you do it all. In this post, we will be taking a look into Monday’s CRM system and diving into its features, benefits and pricing structure.

Monday.com CRM Overview

Monday’s CRM is a bit new to the marketplace but in that short time they have managed to expand its features and functionalities to compete with other providers. Their CRM has features that allow you to get closer to your customers, track communication effectively while being able to scale your business at the same time.

Monday CRM Features

Monday’s CRM has extensive features which can help you manage your team and stay on top of their workload. Below are some of the main features of Monday’s CRM suite:

• Sales Pipeline Management
• Contact Management
• Lead Management and Onboarding
• Lead Capturing
• Team Tasks and Projects
• CRM Learning Center

All of these tools allow you to gain visibility into your sales pipeline and increase your teams efficiency and productivity.

Sales Pipeline Management

Their sales pipeline management feature allows you to create filters to customize your current sales pipeline. You can create new sales goals, forecast revenue by month, forecast revenue by deal stage, and much more. This allows you to see where you need to focus your efforts in order to improve your sales and drive more revenue.

Recommended Reading: 4 Lead Generation Tips to Fill Your Sales Pipeline

It’s an effective way to monitor and improve you sales pipeline as you begin to grow.

Contact Management

Another great feature of Monday’s CRM is its contact management tool. This feature allows you to add or import new deal contacts that can be monitored and managed effectively.

With this feature you can:

• Add new contacts
• Assign them to an account
• Specify contact details (name, title, company, etc)
• Set their priority status
• Assign them a customer type
• Create a custom contact card

All these features allow you to quickly access any information you need about your customer and their needs.

Lead Management and Customer Onboarding

As leads enter your pipeline it’s important to have an effective method to manage and assign them to the right department or sales professional. The lead management feature helps you to add new leads to your pipeline, set up a lead status, and assign them to the right person.

This part can actually be fully automated with Monday’s automation feature. It can automatically send specific leads to target accounts or people based on automation rules that you set up.

Lead Capturing

The lead capturing feature allows you to manage and work your leads based on the type of deal they are. This feature works extremely well in helping you to sort through your leads and prioritize them based on their level of importance to your sales pipeline.

Team Tasks and Projects

The customer project features are extremely valuable in helping you track and manage specific tasks related to your customers. You can keep track of specific emails associated with an account in order to stay on track with everything that is going on with that customer and their projects.

Not only can you see emails, but you can keep track of calls, meetings, and sales activities related to a specific account. These features allow you to stay on top of your game and communication with your clients through all stages of the process.

As a manager, this allows you to have a holistic view of how your salespeople are managing their client’s needs along with how effective their communication is.

CRM Learning Center

Although Monday’s CRM is very intuitive, they have a CRM learning center that can help you learn how to best use their software based on your company’s specific needs. This is very helpful if you are moving away from one CRM provider and onto Monday.com.

You can also learn how to integrate other apps to Monday that you need for your work.

Monday CRM Pricing

Monday’s pricing is based on 2 different variables, the plan you’d like to use and the number of users you need on the platform. For the most part, their plans are very affordable and as you can see have some amazing CRM features.

Conclusion

Knowing the types of CRM features that are available to you through Monday.com is important in helping you make an informed purchasing decision. Overall, you can’t go wrong with their CRM software and it’s very affordable for small to mid-sized businesses.