Finding the right CRM software for your business can be a challenge. You might be thinking to yourself about which one is the most simple, the cheapest, or the most feature-rich.
When it comes to workforce software Monday.com and its CRM, it's hard to ignore how robust and straightforward it is. Not to mention the constant updates and features they are adding.
To help you make the best decision for your business, I have compiled a list of Monday.com features.
This post will cover features that will help you close more deals and push your business forward over the following days, months, and years.
Let's get it started!
What makes a great CRM?
There are many CRM platforms to choose from in today's market. Coming from a sales background, I have highlighted the top three features that make a great CRM:
1. Workflow automation
Being able to have the ability to set up automation for repetitive tasks such as assigning leads to sales reps, setting reminders for upcoming activities/events, and being notified when a lead opens your email is essential to closing deals.
2. Customization
There is no such thing as a one size fits all CRM. Every business is unique and must be able to have the ability to customize its dashboards and workflows how they see fit.
3. Third-party integrations
Any great CRM software will allow you to connect to the third-party apps you regularly use in your business. After all, CRM platforms need 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 will feel the difference with Monday.com. I have personally used CRM platforms that seem so unnatural and over complex.
With Monday's CRM software, you are met with an inviting dashboard and an easy-to-navigate interface. Three key features stood out to me on the dashboard which are:
1. Groups
Monday.com sets you up with two main groups on your dashboard. Your sales pipeline and closed-won deals are the most logical groups for growing your business.
2. Kanban Boards
You can switch between the group view and the Kanban view. Kanban Boards are a visual system that boosts productivity and makes managing tasks much more manageable.
Using Kanban boards within your business has been proven to improve communication and workflows. Allowing your team to execute projects faster and with less stress.
3. Sales forecast
If you are reading this to see if Monday.com is a good choice to grow your business, then you know the importance of sales forecasting.
Monday's intuitive and user-friendly platform makes it super easy for any business to review past sales data and have a clear vision for the future.
One of Monday's most significant features with sales forecasting is their pivot boards. They allow you to slice up your data however you see fit and get as granular as you need.
4. Project Data Visualizations & Dashboards
With workforce software Monday.com, you can choose the most important data for your business and team. You will have all your data displayed more visually so it’s easier to understand and manage. How you view the data can be customized to fit your team’s needs.
One of the best things about Monday is that it does all the heavy lifting for you by transferring data input into various forms once you create your board. Plus, each team member can view the data in the best way that works for them.
Customize your CRM to fit your sales cycle
Every business has its own sales cycle. Where some might be similar, there are always unique cycles that make each business unique.
Through Monday's CRM software, you can customize as much as you need without using a developer. It's all click, drag, and drop.
Edit your deal stages, add as many columns as you need, and manage multiple sales pipelines all in one place.
Don't lose deals through lead management
Whether you are just starting your business or have been in business for a while, it's vital to ensure no lead falls through the cracks.
Through the Monday CRM software, you can collect leads from any source on the internet. Once you have captured their info into your CRM, you can qualify them all in one place.
Centralized client communication
Say goodbye to copying and pasting email addresses from spreadsheets to your Gmail or Microsoft account.
Workforce software Monday makes communicating with your prospects and customers easy with one click.
You can even create personalized email templates that save you time when sending a welcome or thank you email.
Not only does the Monday CRM log all sent emails automatically, but it allows you to keep track of every important piece of communication you have with your customers.
Allowing your team to be in the loop and become a more transparent business through Monday.com.
Automate repetitive tasks and close more deals
Do you want the ability to automatically send an email to a sales rep as soon as your prospect opens the email?
When your sales cycle changes to qualified, would you want to ensure someone is assigned to them as soon as possible?
Do you want to be notified of every upcoming activity, so you don't miss a beat?
Monday.com does all of that and more! Saving valuable time by automating specific sales processes will not only take the weight off your shoulders but allow you to focus more on growing your business.
Integrate workforce software Monday with third-party apps
Putting all the tools your team or business uses into one place is essential to a great CRM platform.
Monday allows you to set up any integration in just a few clicks. They even have pre-built "recipes" that you can use off the bat. If you use Slack, a recipe might look like this:
When a status changes to done, notify in the #HR channel.
Not only does this save you time, but it allows you and your team to take advantage of this powerful CRM software as soon as possible.
Workforce Software Monday.com User Interface
To 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 workforce software Monday.com put a lot of time and effort into every little detail. Making sure no one gets confused about where to click next.
Monday.com’s user interface is clean, simple, and colorful. Making your day-to-day staring at data that much more enjoyable.
On the left side of your screen, you will notice an easy-to-access panel where you can find your inbox, weekly tasks, and shared projects. You don’t need to scroll and click on random buttons to get where you need to go.
Workforce Software Monday.com pricing
Monday takes a free forever approach to its pricing model, which allows up to 2 users to take advantage of its CRM software. However, the free plan caps you off at 1,000 items and 500 MB of storage.
If you outgrow the free plan, you can choose a plan that best fits your growing business.
Let’s go over each plan and its advantages.
Individual Plan
Whether you are a solopreneur or a team of two, workforce software Monday's individual plan is extremely generous right out of the gate. You can create up to 3 boards to better organize your business and workflows plus, unlimited docs.
Basic Plan - $8 per seat monthly
If you have a growing business or team, the basic plan covers everything you need to have better workflows. You can create a dashboard based on 1 board to track performances and progress all in one spot. Plus, you get up to 5GB in file storage so your team can upload screenshots, videos, and more.
Standard Plan - $10 per seat monthly
This plan is workforce software Monday.com’s most popular plan, all for good reason. You are getting everything in the individual plan and basic plan plus the following:
- Timeline & Gnatt views
- Calendar view
- Guest Access
- Automation (250 actions per month)
- Integrations (250 applications per month)
You can even take your dashboards to the next level by importing data from up to five different boards. Giving you more flexibility in terms of how you want to keep an eye on your team’s efforts.
Pro Plan - $16 per seat monthly
The pro plan was developed for large teams and organizations to be able to manage more complex workflows. Workforce software Monday didn’t leave anything out; just a few of the upgrades that stand out to me are:
- Custom formula column
- Time tracking
- 25,000 automation tasks per month
- Up to 25,000 integration actions per month
Live and on-demand training
Workforce software Monday provides free on-demand webinars that will get new users up and running and have content for those who have been using the software for a while.
No matter what stage you are at when using Monday CRM software, you are sure to be able to improve your skills at any point in your business journey.
Workforce Software Monday Mobile App
Monday.com offers a free Android and iOS app that will allow you to stay connected to your business and team on the go.
Over 70,000 teams are using workforce software Monday.com mobile app to get more done together. Also, it was a 2019 Webby Award Winner, which speaks volumes about its UI and UX.
Improve your teamwork
- Keep everyone in the loop with real-time updates
- Connect with the right people at the tap of your finger by calling or @mention
- Sync with your favorite tools to get more done
How to manage for success
- Know where your business stands 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
- Sync data in real-time at your fingertips
- Invite your team to review progress on projects and tasks
Collaborate anywhere in the world as long as you are connected to wifi and keep your business growing.
Additional features using Monday.com CRM
I tried to make this guide brief and to the point without leaving out key features that will help grow your business in 2022.
The best thing to do is take the Monday CRM platform for a test drive and see what it can do for your business today.
Below is a list of additional key features that the Monday CRM software can do for your business:
- Sales pipeline
- Contact management
- Lead management
- Lead capturing
- Customer projects
- Marketing activities
- Customer onboarding
- Team tasks & projects
Final thoughts
Whether your business is just starting or you have been in business for years, Monday.com has features that can help push your business forward.
This CRM software has endless features and allows you to integrate with just about any third-party app you use in your business.
The ongoing training and support they provide their customers with are genuinely unparalleled.
If you need a workforce software that does more, Monday.com is worth a shot.
