Workforce Software Monday: Grow Your Business

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 Monday.com and its CRM software, 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.

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.

Monday.com main dashoard

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.

Monday.com sales cycle

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.

Monday.com lead management

Centralized client communication

Say goodbye to copying and pasting email addresses from spreadsheets to your Gmail or Microsoft account.

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.

Monday.com automation

Integrate 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.

Monday.com third-party app integrations

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.

The pricing plans for Monday.com CRM are below if paid yearly:

  • Basic: $8/month
  • Standard: $10/month
  • Pro: $16/month

The pricing plans for Monday.com CRM are below if paid monthly:

  • Basic: $10/month
  • Standard: $12/month
  • Pro: $20/month
Monday.com pricing

Live and on-demand training

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.

Screenshot of monday.com on-demand training

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.

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 CRM software that does more, Monday.com is worth a shot.

Derek Saunders

Derek Saunders is a freelance content marketer and runs a marketing and software review blog. He aims to help freelancers, bloggers, and business owners grow in a better way online.

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