Finding the right CRM software for your business can be a challenge. You might be wondering which one is the easiest, cheapest, or most feature-rich. here we recommend Workforce Software Monday.
When it comes to Monday.com and its CRM software, it's hard to ignore how powerful and simple it is. Not to mention the constant updates and features they are adding.
To help you make the best decisions for your business, I've compiled a list of Monday.com features.
This article will introduce some of the features that will help you close more deals and drive your business forward in the months and years to come.
Let's get it started!
Workforce software Monday.com is a top project management and CRM company that offers a wide range of tools and features to help its teams of all sizes manage their projects and workflows. It is very intuitive and those new to project management software will be able to Browse Monday.com with ease.
Best For Project Management
What makes a great CRM?
There are many CRM platforms to choose from on the market today. Coming from a sales background, I've highlighted three major features that make a great CRM:
1. Workflow automation
The ability to automate repetitive tasks such as assigning leads to reps, setting reminders for upcoming events/events, and being notified when a prospect opens your email is critical to closing deals.
There is no one-size-fits-all CRM. Every business is unique and must be able to customize its dashboards and workflows to its liking.
3. Third-party integrations
Any great CRM software will allow you to connect to the third-party applications you use regularly in your business. After all, a CRM platform needs to make your life easier, not more complicated.
Workforce Software Monday.com CRM Dashboard
From the moment you sign up for a free account and land on your dashboard, you'll feel the difference on Monday.com. I've personally used CRM platforms that seem so unnatural and overly complicated.
With Monday's CRM software, you'll see an attractive dashboard and an easy-to-navigate interface. Three key features on the dashboard stand out to me and they are:
Monday.com has two main groups for you on your dashboard. Your sales pipeline and closed deals are the most logical groups to grow your business.
2. Kanban Boards
You can switch between the group view and the Kanban view. Kanban is a visualization system that increases productivity and makes administrative tasks more manageable.
It has been proven that using Kanban in your business can improve communication and workflow. Make project execution faster and easier for your team.
3. Sales forecast
If you're reading this article to find out if Monday.com is a good option for growing your business, then you know the importance of sales forecasting.
Monday's intuitive and user-friendly platform makes it very easy for any business to view past sales data and have a clear vision for the future.
One of the most important features of Monday's sales forecast is its pivot board. They allow you to slice the data as you see fit, and refine it as needed.
4. Project Data Visualization and Dashboards
With workforce software Monday.com, you can choose the data that matters most for your business and your team. You'll visualize all your data for easier understanding and management. You can customize how you view data to meet your team's needs.
One of the best things about Monday is that once you've created your board, it does all the heavy lifting for you by converting the data entry into various forms. Additionally, each team member can view the data in the way that works best for them.
Customize your CRM to fit your sales cycle
Every business has its own sales cycle. There will always be unique cycles that make every business unique, somewhere that might be similar.
With Monday's CRM software, you can customize it to your needs without having to use a developer. It's all click-and-drag.
Edit your deal stages, add as many columns as you want, and manage multiple sales channels in one place.
Don't lose deals with lead management
Whether you're just starting your business or have been in business for a while, it's critical to ensure that no lead is running through the cracks.
With Monday CRM software, you can collect leads from any source on the Internet. Once you capture their information in your CRM, you can verify them all in one place.
Centralized client communication
Say goodbye to copying and pasting email addresses from spreadsheets into your Gmail or Microsoft account.
Monday makes it easy for you to communicate with prospects and clients with just one click.
You can even create personalized email templates to save you time when sending welcome or thank you emails.
Not only does Monday CRM automatically log all emails sent, but it also allows you to track every important communication with your customers.
Get your team involved and become a more transparent business with Monday.com.
Automate repetitive tasks and close more deals
Would you like to be able to automatically email sales reps as soon as a prospect opens the email?
When your sales cycle changes to qualify, do you want to make sure they are assigned as soon as possible?
Would you like to be notified of every upcoming event so you don't miss a beat?
Monday.com does all of this and more! Saving valuable time by automating specific sales processes not only eases your load but also allows you to focus more on growing your business.
Integrate with third-party apps
Having all the tools your team or business uses in one place is critical to a great CRM platform.
Monday allows you to set up any integration with just a few clicks. They even have pre-built recipes that you can use right away. If you use Slack, the recipe might look like this:
When the status changes to completion notification in the #HR channel.
Not only will this save you time, but it will also allow you and your team to take advantage of this powerful CRM software as quickly as possible.
Workforce Software Monday.com User Interface
For me, one of the most important aspects of good software is how the user interface looks and how easy it is to navigate.
You can tell that the workforce software Monday.com puts a lot of time and effort into every little detail. Make sure no one is confused about where to click next.
Monday.com's user interface is simple and colorful. Makes your day-to-day staring at data more enjoyable.
On the left side of the screen, you'll notice an easily accessible panel where you can find weekly tasks and shared items in your inbox. You don't need to scroll and click random buttons to get where you need to go.
Workforce Software Monday.com pricing
Monday has a forever free pricing model that allows up to 2 users to use its CRM software. However, the free plan is capped at 1000 projects and 500 MB of storage.
If you go beyond the free plan, you can choose the plan that best suits your growing business.
Let's review each plan and its benefits.
Individual Plan – Free
Whether you're self-employed or a team of two workforce software, Monday's Individual plans start out very generously. You can create up to 3 boards to better organize your business and workflow and unlimited documents.
Basic Plan – $8 per seat monthly
If your business or team is growing, the basic plan covers everything you need to have a better workflow. You can create dashboards based on 1 board to track performance and progress in one place. Plus, you get up to 5GB of file storage so your team can upload screenshots, videos, and more.
Standard Plan – $10 per seat monthly
This plan is Monday.com's most popular workforce software plan, and for good reason. You get everything in the Personal and Basic plans plus the following:
- Timeline & Gnatt views
- Calendar view
- Guest Access
- Automation (250 actions per month)
- Integrations (250 apps per month)
You can even take your dashboard to the next level by importing data from up to five different boards. Gives you more flexibility in how you want to focus your team's efforts.
Pro Plan – $16 per seat monthly
Professional plans were developed for larger teams and organizations to be able to manage more complex workflows. Nothing was missing from Monday's workforce software. Some upgrades that stand out to me are:
- Custom formula column
- Time tracking
- 25,000 automation tasks per month
- Up to 25,000 integration operations per month
Live and on-demand training
Monday offers free on-demand webinars that will get new users up and running, as well as content for those who have been using the software for a while.
No matter what stage you are in when using Monday CRM software, you are sure to improve your skills at any stage of your business journey.
Workforce Software Monday Mobile App
Monday.com offers free Android and iOS apps to keep you connected to your business and team anytime, anywhere.
More than 70,000 teams are using the Monday.com mobile app for work software to get more done together. It's also a 2019 Webby Award winner, which speaks volumes about its UI and UX.
Improve your teamwork
- Keep everyone informed about real-time updates
- Make a call or @mention and connect with the right person with a tap of your finger
- Sync with your favorite tools to get more done
How to manage for success
- See the state of your business at a glance
- Track time and progress within your team
- Assign owners to tasks with a few taps
- See who is working on what projects
Productivity tips and tricks
- Prioritize your workflow with custom notifications
- Automate tedious and repetitive tasks
- Real-time data synchronization at your fingertips
- Invite your team to review the progress of projects and tasks
You can collaborate from anywhere in the world as long as you are connected to wifi and keep your business growing.
Additional features using Monday.com CRM
I've tried to keep this guide concise without leaving out key features that will help grow your business in 2022.
Your best bet is to take a test drive with the Monday CRM platform and see what it can do for your business today.
Here is a list of other key features that Monday CRM software can offer your business:
- Sales pipeline
- Contact management
- Lead management
- Lead capturing
- Customer projects
- Marketing activities
- Customer onboarding
- Team tasks & projects
Whether your business is just starting out or has been around for years, Monday.com's features can help you move your business forward.
This CRM software has endless features that allow you to integrate with almost any third-party application you use in your business.
The ongoing training and support they provide to their clients are truly unparalleled.
If you need more functional CRM software, Monday.com is worth checking out.