Optimize Your Operations With Crm Software Monday: The Ultimate Solution

Monday’s sales CRM is a highly customizable customer relationship management (CRM Software by monday.com) platform and powerful sales tool that assists in the collection and nurturing of qualified leads all the way through the fulfillment process.

The dashboard of is divided into folders and boards, with up to 50 columns for managing groups such as leads, qualified leads, and disqualified leads. Monday includes an open API as well as numerous native CRM software Monday integrations with popular software applications such as Outlook, Gmail, Excel, DocuSign, Salesforce, and Shopify will help you centralize your entire sales pipeline.

Automation with third-party applications is simple to set up using “recipes” that don’t require any coding knowledge to implement. You can, for example, integrate with Mailchimp and decide to track and organize the results in real-time (“When a new campaign goes live, create an item in marketing campaigns”).

Each automation template has populated fields that serve as simple triggers and actions for a variety of timesaving tasks.

CRM Software by Monday.com Editor’s Score: 95/100

Ease of use	97
Features	92
Integrations	95
Pricing	96
Customer service	97

Why We Chose Monday for Project Management

Monday’s available automation can provide many of the timesaving and organizational capabilities associated with a project management platform to your CRM software. The sales CRM also includes a core work management platform that can run and scale any workflow. While automation is not unique to Monday Sales CRM, the simple trigger and action templates that work with a wide range of third-party applications make it especially simple to automate a seemingly endless list of possible tasks.

Rather than holding weekly status meetings, you can configure Slack to send a message when a project’s status is marked as ready for review. You could also get very specific and ensure that whenever an email is opened, one of your sales reps receives a notification via their Slack account. The platform also provides centralized client communication, which can automatically log sent emails, keep a record of customer interactions, and save time by using personalized email templates.

The Standard plan, which is the most popular, is ideal for small teams that want to automate some tasks and streamline communication, whereas the Pro and Enterprise options are better suited for larger teams that will use high-frequency automation actions, sales forecasting, and lead scoring.

Pros

All plans include an unlimited number of boards to help you organize your projects, clients, and processes.

Automations that save time are especially simple to create and deploy.
Monday Sales CRM plans include round-the-clock customer service.

Cons

All paid Monday Sales CRM plans require a minimum of three seats.
Automation can only perform a certain number of actions per month.
The Enterprise plan includes HIPAA compliance and some security features.

Usability

Monday ranks first in terms of usability, thanks to hundreds of available templates and simple custom automation with numerous third-party integrations. With a single click, you can quickly add a full CRM workflow to capture leads, track sales pipelines, and manage contacts using integrations with HubSpot, Gmail, Mailchimp, Facebook Ads, SurveyMonkey, and Salesforce.

Based on the answers you provide during the setup process, the platform will also provide you with a list of recommended templates so that your system can launch quickly using properly constructed processes that adhere to best practices.

Everything from developing a high-level marketing budget to implementing an effective visual sales pipeline can be accomplished quickly and easily through the template center and customized over time to fit your teams perfectly.

Monday Highlights

Monday Sales CRM includes all of the features you’ll need to manage your entire sales pipeline, from lead to close, without switching between programs or tabs. The simple automation tools can help with post-sale activities by sending automatic alerts to your financing team 30 days after a sale.

The Standard plan is adequate for the majority of businesses to get the most out of Monday’s CRM platform, but for larger operations, there are far more desirable features and action limits available at the Pro level.

We’ve identified a few key features that set this CRM apart. All Monday products include the core work management platform, which allows you to plan, organize, and track your company’s work in a single location.

Automation recipes	You can easily integrate with third-party business tools to automate tasks and streamline your sales pipeline.
Work management	All Monday products include the complete workflow platform.
Lead scoring	You can prioritize effectively by identifying the highest-value leads.
Template center	Your team can get started in minutes with ready-made templates for any industry.

Automation Recipes

Monday’s CRM distinguishes itself with incredibly simple integrations and automations that can be built using simple if-then statements and no complicated coding. You can, for example, use “When a task is overdue, notify the project manager” to ensure that nothing important falls through the cracks. You can also use automation with many third-party apps, such as Slack, to send messages when a new lead is converted into a qualified lead based on custom criteria.

It is important to note that automations and integrations are measured in terms of actions. These actions become available with the Standard plan, but each type is restricted to 250 per month. This limit is increased to 25,000 for the Pro plan and 250,000 for the Enterprise plan.

Work Management

Monday’s work management platform is a separate five-tier product that comes with the sales CRM and can be accessed from the home dashboard. The most popular Standard plan is designed for cross-team collaboration and includes workflows with timeline views, calendar views, Gantt views, guest access, whiteboard collaboration, five dashboards per account, and a six-month activity log. The following are the results of a survey of adolescent behavior in the United States.

Lead Scoring

Lead scoring is a feature available only to Enterprise customers that automatically scores each of your leads based on custom criteria. The standard settings will calculate a score based on the job title of the lead contact, the company’s revenue, and the number of employees. You can use scoring to ensure that your best-qualified leads have the shortest wait times and are served by your top salesperson.

Template Center

The template center is a big part of what makes Monday’s platform so easy to use at a high level. Everything from a full sales pipeline to customer onboarding and new-seller training is ready for access and implementation. Many of these templates include useful integrations and automation that would be difficult to visualize or build from scratch without extensive experience with similar tools.

Even if you already have a working sales pipeline, it’s always useful to see how the experts at Monday have built their CRM dashboards to make the best use of their available features and tools. There are dozens of time-saving templates in 19 categories, including sales and CRM, marketing, operations, and project management.

Monday Cost

Monday Sales CRM has four paid plans — Basic, Standard, Pro, and Enterprise — in addition to the free Individual version, with listed prices ranging from $8 to $16 per monthly seat with an annual plan. Annual subscribers can save up to 18%, and students and nonprofits may be eligible for free or reduced access. Customers should keep in mind that most plans have three-seat minimums.

The free plan of CRM software Monday is limited to two seats, and companies purchasing more than 40 seats must contact sales for a custom quote. Monday is priced significantly lower than its competitors, as evidenced by our Freshsales and Keap reviews. A 14-day trial of the Pro plan is available for free.

Pricing for the Enterprise plan is opaque, requiring you to contact the company, but this is common for the highest-tier plans. Interested companies should contact the Monday sales team for a customized quote.

Plan	Starting price (per user per month based on three seats)	Features
Individual	$0	Unlimited boards, mobile apps, 5GB of storage, 200+ templates, 20 column types, web-to-lead capture, two-factor authentication, limited mobile apps, and 24/7 customer support
Basic	$10	Everything in Individual, lead-through-deal management, unlimited visual sales pipelines, unlimited contacts, custom fields, full mobile CRM, full API access, and document management
Standard (most popular)	$14	Everything in Basic, timeline view, calendar view, guest access, email sync, sales analytics, Mailchimp integration, 5-board dashboards, 20GB of storage, sales forecasting, automations with 250 monthly actions, and integrations with 250 monthly actions
Pro	$24	Everything in Standard, custom notifications, commission management, time tracking, workflow and approval automations, 10-board dashboards, advanced reports, private boards, 100GB of storage, automations with 25,000 monthly actions, and integrations with 25,000 monthly actions
Enterprise	Custom quote	Everything in Pro, enterprise-scale automations and integrations, enterprise-grade security, advanced analytics, multilevel permissions, guided onboarding, priority support, 50-board dashboards, 1,000GB of storage, automations with 250,000 monthly actions, integrations with 250,000 monthly actions, and HIPAA compliance

Setup

Setting up Monday’s CRM is a quick and painless process that can be accomplished in a matter of hours for most small businesses that don’t have thousands of active leads to migrate. However, with so much room for customization, the difference between a basic setup and a fully optimized sales pipeline can be significant. Like with every CRM, we’ve looked at, the setup time and effort are heavily influenced by the size and complexity of the operation. Small businesses should expect to be up and running in one day, with a few weeks of fine-tuning to build the most efficient custom boards, automations, and workflows.

Customer Service

Monday Sales CRM plans include email and chat support 24 hours a day, seven days a week. Enterprise subscribers receive priority support as well as a dedicated customer success manager who will provide customized onboarding, extensive training hours, and ongoing personalized support. Monday’s support staff was especially knowledgeable and helpful during our guided demo.

The CRM Learning Center in-app contains articles and videos to help you learn how to import data from Microsoft Excel, manage leads, connect boards, and perform other tasks to make the most of the CRM’s capabilities. This section also includes popular features such as automations and integrations, as well as training modules categorized by difficulty from beginner to master.

Drawbacks

Some of the most desirable CRM features, such as automation and integrations, are restricted to a certain number of actions per month, which varies by plan. Automations become available with the Standard plan, but the plan’s monthly limit of 250 automated actions limits their availability to all but the smallest businesses and teams.

Subscribers on the Standard plan who require more actions in a given month must upgrade to the Pro or Enterprise plan. Changes to your plan can be made at any time, and refunds are prorated for annual subscribers.

All four paid Monday Sales CRM plans require a minimum of three seats, and you can’t mix and match plans for different team members. The Individual plan is always free and has a maximum of two seats.

Methodology

For this review, our editorial team and contributing writers considered all of the major CRM software providers. After conducting preliminary research on each platform, we chose 11 of the leading CRM solutions for small businesses available today: Salesforce, Monday, Freshworks, Keap, Zoho, Oracle NetSuite, HubSpot, Insightly, Pipedrive, SugarCRM, and Zendesk.

We identified the best use case for 11 providers after spending many hours participating in live product demos and testing each platform through trial or paid accounts to help small business owners and managers choose the best CRM for their needs.

We’ve also gone deeper with six of our top performers, providing more information about the features and tools that set these CRMs apart from the competition. Monday’s Sales CRM is a plug-in module to the company’s work management platform that can run and scale any workflow. The platform’s simple automation recipe templates give you many of the time-saving features typically associated with project management software platforms.

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