monday.com CRM Full Review 2022
Monday.com is a web-based service that facilitates custom software development for company activities. It began as a workplace communication tool in 2014 and has grown to support CRM features, project management, software development, HR, advertising, and more.
Inside this article, we discuss some of the most impressive features of Monday.com, its pros and cons, and its use cases.
What Is monday.com?
Customer relationship management (CRM) platforms may be highly customized, and Monday’s sales is a CRM software that can help gather and develop qualified prospects through the delivery procedure.
Monday’s most impressive feature is the flexibility it provides for teams and marketing executives to make the program their personal. The dashboard is separated into folders and boards, with up to 50 columns for managing groupings like leads, qualifying leads, and ineligible leads.
Every phase of the sales process can be managed in one place with Monday due to its centralized CRM features and native connectors with numerous other popular apps, including Outlook, Mail, Excel, DocuSign, Salesforce, and Shopify.
What Is monday.com Used For?
Monday.com is a beneficial tool for small groups, entrepreneurs, and organizations, as it enables these entities to maintain organization and complete tasks more simplified manner. Its purpose is to enable contact and collaboration among group members, even when those members are geographically distributed.
Creating a calendar, allocating tasks, keeping track of your progress, and analyzing the outcomes are all crm features that Monday.com offers to assist you in organizing any project from beginning to end. Software developers may collaborate on coding, organize and track their cycles, manage their queues, and launch apps with the help of Monday.com’s development tools.
You can manage your sales process, keep track of leads and customers, and increase conversions with Monday.com’s CRM features. The HR tools from Monday.com help businesses hire new employees, manage personnel files, monitor team member productivity, and create and provide training skills.
Who needs monday.com?
monday.com is useful for seasoned project managers in organizations that could benefit from integrating their teams’ communications and making investments to increase productivity.
See below for a detailed analysis of monday.com’s:
By Group:
Monday.com claims its use cases apply to virtually all of its departments, ranging from marketing and advertising through product design, operation, information technology, and human resources.
Depending on the size of the company:
Smaller organizations often use monday.com project management to handle a developing crew. It’s utilized by project leaders, software developers, portfolio managers, CEOs, and others in semi-enterprises.
Organizing by sector:
Monday.com does not prioritize any particular business over others. It applies to various organizations, including governments, nonprofits, and commercial companies.
Construction companies like Falkbuilt and Discovery, Inc., as well as creative companies like Discovery, Inc., use it.
What Makes Monday the Most Versatile CRM Platform?
Monday provides sales pipeline and executives with core CRM capabilities like automated workflows, email synchronization, and management of the marketing funnel and clients and gives them complete control over the CRM’s appearance and functionality.
Monday enables sales executives to construct customized workflows. The systems help reduce the quantity of administrative work that needs to be done, encourage more collaboration among the team members, and make it simpler for customers to interact with the business.
In addition, users of Monday have access to a wide variety of integrations and the native application programming interface (API), which helps to ensure that the CRM meets the company’s specific requirements.
The software also includes an integrated customer interaction feature, which may immediately record outgoing emails, keep a record of contact information, and use customized email themes that could save the user time.
Plans and Pricing
Monday.com offers the flexibility to choose from four different plans and pricing packages to meet your company’s specific requirements while staying within your sufficient funds. Monday provides a free package that is very simple but has limited capability.
Paid packages contain advanced functions and powerful features for managing projects and teams. You can pay for any of the packages on a yearly or monthly basis, with deeper discounts available for making longer-term agreements.
Individual
A single user can get all the boards, themes, and columns they need for personal time management with the free Individual plan. On the website, it says that it is “free forever for up to two people.” You will not receive customer help because sharing your boards with others and allowing them to view them is impossible.
The individual plan includes:
- Limit of three boards
- 20+ columns
- 1-2 teammates
- Unlimited docs
- 200+ templates
- iOS and Android apps
Basic
$8/seat/month or $24/month annually
When your team is limited, and you need an easy way to keep track of everyone’s tasks, Basic is the approach to go.
The Basic plan includes
- Free viewers unlimited
- Infinite Resources
- Save files up to 5GB.
- Customer service priorities
- Make a dashboard from 1 board.
Standard
$10/month/seat or $30/month yearly
The Standard Package seems to be the most popular package in Monday’s CRM package which include visualizations and automation tools. Standard is the most convenient method for developing a custom workflow to meet your company’s evolving demands.
The Standard plan includes
- Gantt charts and timelines
- See the calendar
- Open to Visitors
- Automation (250 operations per month)
- Integration (250 operations per month)
- Create a dashboard with five boards
Pro
$16/seat/month or $48/month annually
The Pro version is designed for large businesses that have outgrown their ability to maintain a close-knit community. For a large team, it makes sense to use modern tools such as time tracking and discussion boards, which are meant to assist supervisors in maintaining track of group members.
The Pro plan includes
- Private boards/docs
- Visualization of Data
- Tracking time
- Table of Formulas
- Column dependent
- Automations(Average Monthly Activity: 25,000)
- Integrations(Average Monthly Activity) 25.000)
- Create up to 10 board dashboards
Enterprise
Get in touch with the vendor.
In addition to these four levels, Monday.com now provides an Enterprise plans, which covers a wide variety of improved features that some enterprises may require. It is suitable for large enterprises, with all the capabilities of cheaper plans and unlimited premium support.
The Enterprise plans include
- Enterprise-scale
- Integrations and Automations
- Premium support
- Build a dashboard with up to 50 boards
- Enterprise-level security, governance
- Multiple authorization levels
- Onboarding customized
- Expert Analytics & Reporting
Pros
- Appropriate for both large and small groups.
- Strong ties between systems.
- Visualizations on boards.
- Extremely simple in its operation.
- Capability to collaborate with members of various teams.
- 24/7 customer support.
- Workflow automation that is simple to design and implement.
Cons
- Paid Monday Sales CRM plans contain three seats.
- Reports are not customizable.
- Trial period of 14 days for paid plans
- Automations has a monthly restriction.
- Not available for individual purchase.
Monday.com Best Use Cases
Monday.com has a wide variety of use cases, some of which include the following:
Project management
Monday.com provides CRM software for project management to productive teams, which makes it simpler for such teams to plan, track, and manage any projects they work on from beginning to end. Using this software, you can successfully collaborate with teams, automate regular tasks, visualize your projects, and obtain data-driven insights.
Task management
Monday.com simplifies and visualizes task management. You can arrange tasks fast, manage them on the move, set up automated notifications, track team progress, and store your information in one place.
Additionally, you can set due dates, ensuring you will never exceed a deadline. You have the option of building your personalized calendar in addition to managing your weekly, daily, or monthly schedule.
Sales CRM
Monday sales CRM is beneficial for the administration of contacts, the capture of leads, and the creation of customizable forms for customer service questions. It is essential to take note that the information presented by this service is organized differently than what is seen in Salesforce or Hubspot.
Remote work
In addition to socially engaging messaging systems, an integrated inbox, collaborative works in the wiki style, and whiteboards, Monday.com is loaded with remote interaction and collaboration tools.
HR
Monday.com is the HR software that monitors your pipeline of potential employees and keeps them interested in their work.
New recruit orientation, training, and performance reviews may all be planned using the spreadsheet-like table view on monday.com. It offers HR departments a Recruitment pipeline, an onboarding process, Employee welfare, and opportunities for development and learning.
IT
The information technology software provided by monday.com helps to improve, simplify, and streamline the services that your team provides.
The real-time dashboards offered by Monday.com make it possible to monitor open issues, IT orders, customer payments, and agent time records.
Features of Monday.com
This list below highlights several outstanding features of Monday.com.
Cooperation within a Team
When working together to complete tasks, members of several teams or departments usually depend on one another. Consequently, the same data must be available to everyone on the team. Monday is an excellent option for companies that frequently work with independent contractors, freelancers, or hands-on clients and need real-time file and board collaboration.
Teams are provided with the necessary information, and Monday’s pre-made template and adjustable dashboards make it easier to stay in constant contact and increase productivity. Employees can specify whether they are working from home, out ill, taking a break, or at a meeting by selecting a work status.
Workflow Automation
Automated workflows are an essential component of customer relationship management (CRM) systems, which businesses utilize to guarantee that no problems are ignored and allow staff to concentrate on their responsibilities.
Everything in the process that makes it more difficult for your customer support and sales teams to do their jobs should be eliminated.
Workflow automation enables users to accomplish a variety of goals, including the sending of emails and notifications, the transfer of contacts and transactions across the selling process, the creation of reminders and tasks, and the facilitation of the management of teams.
User-friendly interface
Monday.com provides the most visually pleasing project management interface. When developing the Monday.com dashboard, user preferences were considered throughout the process.
You can access your project boards on Monday.com’s home screen. You can see the information using maps or in a Kanban format. It has a simple and straightforward layout, so getting used to it doesn’t take much time or effort.
People who use Monday.com frequently collaborate on projects by exchanging ideas and whiteboards.
Reporting/analytics
Use the reporting and analytics features of monday.com to see where your sales pipeline is and see emerging patterns and possibilities. This way, you can narrow your search based on criteria such as the average deal size or the salespeople’s commissions.
After logging in, you will be able to access lessons that will teach you how to generate reports on topics such as the engagement of users and the capacity of storage devices. You may quickly generate useful information from raw data using these features.
In-depth integrations
Monday connects with a wide variety of third-party applications, just like any other operating system for remote work, and this helps simplify the flow of information and improve collaboration across all workplace programs.
Asana, Basecamp, Jira, Microsoft Teams, Todoist, and Trello are just some of the many popular project management apps that can be integrated. Integrations with other services are also available, including the likes of Google Drive, Slack, Gitlab, Facebook, Dropbox, Zoom, Outlook, and many more.
Is Monday CRM worth it?
In short, if you’re wondering if Monday.com is worth your time, the answer is yes! Monday.com is a flexible platform that can accommodate groups of varying sizes and activities across various industries. The platform is amazing since it gives features for managing projects, advertising, customer relationship management (CRM), inventory control, and workforce management in a central site. The UI is attractive and easy to use.
The visually beautiful and straightforward layout of Monday.com, along with its customization features, will enable you and your employees to organize work effectively, regardless if you are a startup attempting to gain success or an existing company having cross-functional groups who are closely linked together.
Conclusion
In this article, we talked about Monday.com, its pros and cons, and many other related topics. If your company is looking for a platform that can manage workloads, employees, tasks, and a variety of other functions, then we suggest Monday.
If your company needs many customization possibilities to meet its workflow, or if your sales staff are interested in managing the entire client journey, then Monday may be the ideal solution for your company.
