monday CRM

About monday CRM

Built on top of monday.com Work OS, monday CRM is a no-code, customizable solution that empowers managers and sales teams to take control of their entire sales cycle - from lead capturing and sales pipeline management to post-sales management like client projects and client onboarding - all on one centralized platform. monday CRM is an ideal solution for small- to medium-sized businesses, it is also a perfect match for small business owners, sales managers and teams.

monday CRM enables sales teams to create no-code automations to significantly reduce repetitive manual work that takes time away from focusing on customers. They can capture leads from any source and centralize them in one place. As expected from any reliable CRM, they can manage their contacts’ information, track every deal's status, grow lasting customer relationships, and more. Managers get a full overview of their entire sales team's capacity and progress with no-code dashboards that they can easily build themselves. The interface is visually pleasing and incredibly intuitive to use, which makes it easier for teams and managers to adopt it. If other teams like legal, finance, IT, and marketing use monday.com Work OS, sending documents for approval and doing other important processes can be run unhindered within the platform which means more efficient work processes and cross-department collaboration.

The two-way email integration with Gmail and Outlook allows you to send and receive emails directly from monday CRM. In addition, you get all the relevant customer information along with every interaction you’ve had with them, all in a single view. On a customizable level, you can create email templates that autofill with your customers’ information existing in your CRM, personalize an email signature, get reminders to send emails, and automate sending response emails at the right time. And when it comes to tracking, monday CRM sends you a live notification when a customer opens a sent email ensuring you always keep communication flowing.

Beyond the run of the mill sales operations, monday CRM gives sales teams the capability to manage post-sales operations. This includes onboarding new clients, managing client projects, tracking client collection, and gaining insight into what clients need and exactly when they need it. As for managers, sales operations can be handled much more efficiently. This includes managing the sales team hiring process, speeding up the sales team onboarding process, and of course, tracking and managing sales team's goals and ensuring everyone reaches their quotas. For sales teams it includes building up sales collateral with the most up-to-date sales materials, as well as creating a library of the documents needed to close deals.

For anyone concerned about giving up the tools they already use, monday CRM seamlessly integrates with the tools and apps sales teams already use every day.

Finally, when it comes to setup, it is one of the fastest in the market. In fact, there is no need for an IT expert or a developer to run the setup, it can all be done yourself. Plus there are ready-made templates available which means you can quickly get started. This doesn't just include setting up the solution but actually importing all your existing data and information in a smooth and hassle-free manner that doesn't take months. So if you're concerned about the common headache of slow and laborious implementation, you can take a breath because it doesn't get any easier than this.