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monday CRM: What can it do?

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9. April 2024

Without suitable CRM (Customer Relationship Management) software, it can be difficult to keep track of leads, customer interactions and sales activities. Fortunately, monday CRM offers a comprehensive solution for companies looking for an efficient and user-friendly CRM platform.

What is monday CRM?

monday CRM ist eine cloudbasierte Softwarelösung, die eine flexible und skalierbare CRM-Plattform für Unternehmen aller Grössen bietet. The software is characterized by its intuitive user interface and powerful features that enable sales representatives to increase their productivity and boost sales. From lead management to pipeline management and reporting, monday Sales CRM offers everything companies need to optimize their sales activities.

The functions of monday CRM

monday CRM is characterized by a wide range of functions that enable sales staff to increase their productivity and boost sales. Here are some of the outstanding features of this innovative CRM platform:

  • Intuitive user interface

monday CRM offers a user-friendly interface that enables sales staff to familiarize themselves quickly and be productive. With a clear dashboard view, users have all the important information at a glance.

  • Lead Management

The lead management functions allow sales staff to easily import, categorize and track new leads. This feature enables teams to effectively identify and nurture potential customers to convert them into paying customers.

  • Track customer interactions

monday CRM enables sales staff to record and track interactions with customers. From phone calls to emails to meetings, all communication activities can be centralized, enabling seamless team collaboration.

  • Pipeline management

With the pipeline management function, sales staff can precisely track the progress of their sales activities. This allows you to identify bottlenecks, address potential issues and adjust your sales strategies accordingly.

  • Reporting and analytics

In monday CRM, you can create dashboards and analyses that give you an insight into your sales performance. By analyzing data, companies can recognize trends, identify strengths and weaknesses and make informed decisions to optimize sales strategies.

monday.com CRM

What sets monday CRM apart from other CRM software?

monday CRM enables you to optimize your sales activities from pre-sales to post-sales and create a comprehensive and smooth sales cycle.

There are several key elements that set this CRM software apart from others:

  • Companies can fully customize the look and feel of the platform with flexible column types, detailed sub-elements, customizable views, robust sorting capabilities and much more.
  • Comprehensive automation supports the processes so that less time is wasted on manual work and more time remains for relationship building and sales.
  • Comprehensive data visualization includes live reports and analytics with pre-built dashboards and widgets that provide deep and meaningful insights. This also includes a Kanban view, a timeline view, Gantt charts and functions for personnel planning;
  • Being a low-code/no-code platform means that even non-technical users can design their own workflows with the intuitive, visual and user-friendly interface.

If you want to compare monday CRM with other available tools such as Salesforce or HubSpot, we recommend you read our other blog posts:

CRM tools

monday CRM Prices

monday CRM offers various price plans tailored to the needs of sole traders, small and medium-sized enterprises and large companies. Prices vary depending on features and number of users. Click here for detailed pricing:

Compared to other CRM platforms, monday CRM is characterized by its flexible pricing. While some platforms may offer lower entry prices, the total cost may increase over time due to additional fees for additional features or users.

monday CRM offers clear price plans and transparent cost structures, helping companies to better plan their expenses and avoid unexpected costs. In addition, monday CRM offers a free trial version, so that companies can test the platform extensively before making a final purchase.

monday Sales CRM

Ready to try monday CRM?

Start today with a free trial and see how easy it is to optimize your sales activities and increase your sales.

If you have doubts about how to choose the best plan for your team and your projects, you can free 30-min. Book a consultation with us. We at Blinno are an official partner of monday.com and can help you with the implementation, training and development of monday CRM in your company.

The difference between monday Work Management and monday CRM

If you’re wondering which of these two monday.com products is better for your business, here’s the answer: Many companies use monday Work Management as their CRM platform, and it’s no wonder. The flexibility of monday.com makes it possible to manage all types of projects in any area, from marketing, human resources, finance or sales. However, monday.com offers a product specifically for CRM. Here are some reasons why monday.com CRM is recommended for sales teams:

    • monday CRM has unique features such as mass mailings, email templates, the funnel widget and the leaderboard widget.
    • Workspaces are delivered with board templates called “entity boards” and contain the main elements of a sales pipeline (e.g. leads, accounts, activities, etc.).
    • Entity boards differ from normal boards because each board is connected to each other by automations. Every update the team makes is reflected in the other boards, and you can create tasks or share notifications about your next steps.

Conclusion

monday.com CRM is not just a software, but a comprehensive solution for companies that want to optimize their sales activities. With its user-friendly functions and powerful tools, monday.com helps companies to work more efficiently, strengthen customer relationships and increase sales.

If you are also looking for a first-class CRM platform to optimize your sales processes, you should consider monday CRM. Book a free consultation with us today to find out more, or try the free trial!

We are Blinno GmbH

Official monday.com partner in the entire DACH and UK region since 2019 and active in monday.com consulting and training.

Not sure if monday.com is right for you? We place great emphasis on honesty and transparency. In a free initial consultation, we will be happy to advise you on whether WorkOS could be the right choice for your company.

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