Is CRM by Monday.com the Best? In-depth overview

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CRM by Monday.com is one of Monday.com‘s array of digital products. It is an Israeli cloud-based software platform allowing global companies, organizations, and individual users to manage multiple projects without mixing their railroads. The software company launched as Dapulse in 2012, but its three founders – Roy Mann, Eran Kampf, and Eran Zinman – changed it to what is vastly known to its customers today. With the company’s headquarters in Tel Aviv, Israel, it’s gone from a sprouting, less-known to a world-renowned platform, racking millions of dollars in revenue.

It’s a Software-as-a-Service (SaaS) platform and a collaborative and productivity tool helping teams create workflow apps in minutes to facilitate projects and daily work processes. Much better, it integrates Customer Relationship Management (CRM), allowing easy ticketing, live chatting, and offering customers informative resources. More essentially, CRM by Monday.com is a platform that helps profit-oriented organizations with sales acceleration through automation, lead management, tracking interactions, and many more.

For a decade now, this SaaS project management platform has become a pillar for numerous companies globally. It’s helped promote work balance, manage complex tasks and control more expansive company employee teams. This article will offer insight into CRM by Monday.com, its essential features, and whether or not it’s ideal for your company or organization.

Features of CRM by monday.com

Monday.com has many valuable features that make it a sought-after project and customer management software than most other alternatives. It perches above the rest in terms of its simple interface and sales acceleration, ease of integration, high-end security, and scalability. Here are the essential Monday.com features you should know about.

Marketing Automation

CRM by Monday.com offers a unique ability to automate your marketing process, relieving you of the burden of optimizing your sales pipeline on your marketing channels. It’s quite a tedious process creating web forms, managing, scoring, qualifying your leads, or creating landing pages. However, the software has a knack for doing all that at the drop of a hat, so it’d hardly be time-consuming or challenging.

User-Friendly Interface

Imagine coordinating customer relations on a feature-rich yet simple interface. The ease of navigation in most software gives them the edge in entrusting with users, and Monday.com CRM seems to have kicked that a notch higher. Your sales representatives can view the contacts board, and assess sales performance over time. It’s added a more colorful graphic design, making it a breeze to track your team’s task progress, monitor your help and support team, and see how they interact with customers.

Sales Acceleration

Not only does CRM by Monday.com help you manage projects and track progress, but it keeps your sales foot on the pedal. It provides many features to help with the automation of your sales pipeline and lead management. That way, streamlining the purchase processes and racking up sales becomes a walk in the park.

Reporting and Analytics

Knowing what goes on around you makes you more aware, but the insight into how things are faring helps you strategize better. If progress stalls, it’s easier to judge by the software’s analytics and reporting feature, keeping you constantly in the loop.

Tool Integration

The software also integrates various tools for seamless business management, including Gmail, Zoom, Google Calendar, Shopify, and more than forty others. That provides an easy-to-access dashboard, relentlessly easing the need to move back and forth between apps. That saves your time but essentially makes your work pretty much a breeze.

Additional Features and Considerations

Other essential Monday.com CRM features include customization options, high-end security, guaranteed privacy, and mobile access through its unique app. These outstanding features offer better functionality than most other alternative best CRM software.

Who Is CRM by Monday.com for?

Monday.com is a handy SaaS software with robust features usable on various scales in the corporate world. Significantly, organizations and companies find this digital tool practical in streamlining their everyday tasks and procedures. However, large organizations and enterprises with packed activity, massive employee teams, and customers benefit the most. Small and mid-size organizations also have a share of the spoils, but the software may go way overboard with the pricing, edging them out. However, if your aim includes business development, marketing automation, and optimization of your sales cycle

Who Is Monday.com CRM NOT for?

If you get jittered by the pricing, especially if your team is tiny, Monday.com CRM won’t be ideal. Even as much as this software company promises heaven on earth with a simple but feature-rich interface, big organizations may benefit the most.

Is Monday.com Completely Free?

Monday.com offers a free individual plan (free version), but its other plans are priced, unlocking more mouth-watering features. The free-forever individual plan provides a few essential features that only get better with the paid versions. However, you can also subscribe to a 14-day trial to enjoy the perks of the premium plans. Here are the Monday.com pricing plans

Monday.com CRM Pricing plans

Monday.com CRM gives small businesses, organizations, and sales teams of various sizes and scales the chance to manage their projects more efficiently. Its pricing doesn’t go above the ceiling compared to other CRM project management software and compartmentalizes into four plans: The Basic, Standard, Pro, and Enterprise.

The Basic Plan – Billed at $8 per month, this plan features this CRM software for startups and is ideal for teams that are getting started managing projects and monitoring progress. The plan offers unlimited boards with over 200 templates, unlimited free viewers, shareable forms, documents, and unlimited notifications. However, you can’t integrate tools apps like time-tracking and calendar views or access the timelines.

The Standard Plan – With improved tools and a notch higher than the basic plan, the Standard plan is inarguably more sought-after. Its pricing starts at $10 per month but promises up to 250 monthly actions and automation. It also allows up to four guests billed as a single seat and provides up to five boards. Unlike the basic plan, the standard version will enable you to integrate your apps and tools.

The Pro Plan – Unlike the previous plans, the Pro plan allows up to 25,000 automation and integrations per month! It charges $16 per month and makes it easier to track progress by providing a chart view and managing your team’s workload more precisely. You can monitor progress in real-time, add board admins, and tag along unlimited guests. You can also integrate your tools and apps pretty seamlessly.

The Enterprise Plan – since organizations and companies operate on various scales, you may need to make a customized quote to guide you through the pricing. However, this plan will cost you $118 per month. While the plan aims for enterprises, its features are staggeringly tantalizing, with up to 250,000 automation and integrations, 50 boards, and advanced security.

Monday.com CRM Desktop App

Monday.com desktop offers desktop apps for Windows and Mac computers, and you can download them from their respective stores. You can begin using your app once you install it, and it won’t be overly challenging. The app offers boards where you can manage your workflows and create columns and boxes with different colors to indicate progress. You can also create tickets through an IT and help center and check through leads while closely monitoring the activities!

Monday.com Status

Monday.com works around the clock to help you manage progress and monitor your organization’s or company’s activities uninterrupted. The services are consistently available, and reasonably enough, there are no off-days. Whether in the morning, evening, or the dead of night, Monday.com is always available to help you with your tasks. You may only need a PC and an internet connection, but other smart devices like tablets and mobile phones allow you to access the platform through its mobile app.

Monday.com CRM Pros

• It’s incredibly visual
• It offers powerful analytics and reporting
• Supports numerous integrations
• It’s mobile-enabled
• More reasonable prices
• Supports numerous use cases

Monday.com CRM Cons

• The basic plan isn’t so resourceful with features
• Some software can’t be easily integrated, i.e., ActiveCampaign

Monday.com CRM Alternatives

CRMs are often rated based on the functionalities they present in managing your sales pipeline. As reiterated above, not so many CRM and project management software gives Monday.com a run for its money. However, a few seemingly keep pace, including Asana, HubSpot, and Pipe drive. Other best alternatives include Zoho CRM, Workzone and JIRA, and a few more.

Why Is Monday.com CRM Better Than the Alternatives

Monday.com has the edge over the other project management software due to its cheap pricing and simple, intuitive interface. It goes a notch further with its graphical color interphase and grid system, pretty much ideal for managing more sizeable teams. Its flexibility to enable you to get on board with your unique management style makes it a go-to option for numerous individuals and organizations.

Monday.com CRM Vs. Pipedrive

The comparison between Pipedrive and Monday.com is a close call, with both racking up massive popularity and user approval. Both offer similar features; sales forecasting, sales pipeline automation, sturdy customer support, and are value for money. However, you won’t be wrong to choose Monday.com due to its simplified user interface and intuitive controls.

Monday.com CRM Vs. Zoho CRM

Zoho has a lot to do with keeping pace with Monday.com CRM. However, it’s not an alternative you should underestimate either. The software offers incredible functionality and customer support and is worth the best bang for your dollar. However, its customer support rating drags way behind Monday.com, sometimes having more glitches and not so resourceful.

Monday.com CRM Vs. Hubspot CRM

Hubspot was established about half a decade earlier than Monday.com, and customer relationship management rates are marginally higher. This advantage of time and experience is what Monday.com CRM is bridging, but apparently, the apparent winner should be Hubspot. With a high overall rating, the site bags it in customer support, ease of use, and functionality.

Monday.com CRM Vs. Freshbooks

Freshbooks is more of an accounting software compared to Monday.com CRM. However, they both contribute to a similar cause, enabling better project management and easing things up. Freshbook might seemingly have the upper hand over Monday.com due to cheaper pricing and overall liking, but it sure isn’t so comfortable at the top with the latter raging its way up.

Monday.com CRM Vs. Asana

Asana might be cheaper, but it lacks numerous valuable features compared to Monday.com. Regardless, it offers more integrations than its alternative – 200 integrations compared to Monday.com‘s 50 integrations. The latter is preferable since it has numerous features and is best for its price.

Monday.com Vs. Workzone

Workzone is an easy-to-use and less flashy project management and CRM software, making it a preferable pick for the best value for money and incredible customer support. However, its features are closely comparable to Monday.com, having similar advantages as Workzone.

Monday.com Vs. JIRA

While both CRM software are ideal for company and organizational management, JIRA features more built-in roadmaps. Besides, it’s always enterprise-ready with features like security encryptions and enables comprehensive agile reporting. However, the comparison between the two has a thin line between them; both are ideal for CRM and project management tasks.

Monday.com Frequently Asked Questions

Does Monday.Com CRM Offer a Free Plan?

Monday.com offers a free plan and won’t charge you almost indefinitely. However, the features are usually pretty basic, limiting activity and impeding functionality.

How Long Is the Monday.com Free Trial?

Monday.com‘s free trial lasts 14 days, upon which you can upgrade to the paid plans. This trial period offers fully-fledged features to enable you to determine whether or not the platform would be ideal for you.

Is Monday.com a Customer Relationship Management (CRM) Tool?

In addition to being a project management software, Monday.com CRM also helps manage sales lead information with numerous customization features. It is one of the best CRMs in the market

How Do You Change Your Monday.com CRM Plan?

You can change your Monday.com plan anytime, but you aren’t guaranteed refunds for downgrades.

Is Monday.com CRM Free for Students

Monday.com offers a free student and student organization program to enable them to join the program.

Is Investing in Monday.com Stock a Good Idea?

Monday.com stocks promise good returns for the most part since the stock trade values it at 27 times sales. Its impressive integrations and simplicity give it an edge over the competition, making buying it a good idea.

What Is CRM?

Customer Relationship Management (CRM) is a software system that helps manage, analyze and improve customer relationships. Mostly, project management software has CRM functionalities, offering both features as a package. Basically, a CRM is a software that helps you turn cold leads to paying customers

CRM plays a crucial role in organizations by integrating customer affairs and handling the sales processes in the following ways:

Managing Customer Data – knitting customer data and organizing it more logically helps the marketing process manage contacts, monitor project progress, customer relations, and create sturdier strategies for customer engagements. Therefore, organizations or companies with enabling software like Monday.com benefit further.

Personalized Sales and Marketing Campaign – with the vast customer information in databases, customizing marketing approaches is relatively easy. Personalized marketing campaigns help connect with the customer base more effectively, and it’s likely to drive in leads more proficiently. It’s even become better with the digital marketing waves, converting traffic into leads more efficiently.

Automating the Sales Process – with enabling software like Monday.com, automating the sales process is quite a breeze. With unified customer data and artificial intelligence, driving quick and efficient engagements is easy. That guarantees brisk sales and an efficient marketing force.

Answering Basic Sales Questions – anticipating customer questions makes your company or organization more proactive. Especially so, it is much easier to address their queries and automate the entire process with CRM software.

Conclusion

Monday.com is a professional project management and CRM software that enables you to take cruise control of your organization activities, manage your teams and streamline projects and tasks. It’s an excellent value for money and a viable investment to relieve you of the headache of organizational and enterprise management. With little competition in its niche, Monday.com CRM is the best you can use for all your customer relations needs.

Are you a small business or a large organization? Do you find this article helpful? Do let me know your thoughts in the comment section.

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