In this article, we'll go through some of the features, pricing levels, customer support options, and frequently asked questions regarding this custom CRM software.
To get started, choose from one of three templates, or "boards," to work with: Sales CRM, Partnership Management, or Sales Assets. Each examines a different type of company data, from active leads to contact forms. These boards will allow you to add code-free automation capabilities right away, so your processes will start saving you time right away.
You may further customise your template by dragging and dropping dashboards, lists, and other analytic and productivity tools into and around it, allowing you to build your company's ultimate central hub. Monday.com can also be used to create and package custom apps, albeit the system is currently in beta, so there may be some issues at first.
Monday.com Pricing and Plans
On Monday.com, there are four pricing options: Individual, Basic, Standard, and Pro. Unlimited boards, over 20 column types, embedded forms, the monday.com mobile app for Android and iOS, and Kanban visualisation are all available to users.
Monday.com has options based on the amount of people, and their pricing website has a handy calculator for figuring out how much the CRM will cost dependent on the number of users. The following are the prices:
• The Basic package, which includes three users, costs $8 per month and is paid annually.
• For three users, the Standard plan is $10 per month, payable yearly; for three users, the Pro package costs $16 per month, payable annually.
What are the benefits of using Monday.com?
Let's get back to our original question: why should you just use Monday.com CRM?
Monday.com is more than just a CRM; it's a full-fledged workplace.
We have everything you may want in a workplace in one simple platform, including project management, task management, and analytics.
Monday.com can manage projects and workflows in marketing, IT, software development, sales and CRM, HR, and any other department of your business.
In essence, any organisation can bring together many departments in one workspace to simplify project administration while also enhancing teamwork.
Team leaders, project managers, and executives may get a quick overview of multiple projects, processes, workflows, tasks, and other information.
Monday.com Automation
Monday.com allows you to create automation rules based on the "if this, then that" logic.
They're easy to make, don't require any technical skills, and can help you streamline your entire CRM operation.
Let's pretend you've gotten a new lead. On Monday.com, you may add them to the Sales Pipeline as a job or an item.
You can then create an automation rule so that whenever the job status changes to "Won" or "Closed," a task is created on the Projects board with all of the deal details and automatic notifications are delivered to the other team members.
Setup and Support for Customers
When it comes to client setup and support, Monday.com focuses on providing you all the resources you need to figure things out on your own. On the provider's assistance website, consumers can find online documentation, webinar links, video tutorials, frequently asked question lists, and step-by-step instructions, allowing them to take customer support into their own hands.
Unfortunately, monday.com appears to be difficult to reach by phone. There appears to be no live chat feature on the website, and each "Contact" button leads to a variety of embedded forms. Nonetheless, filling out these forms leads to interaction with support workers, and the wealth of online tools more than makes up for the lack of readily available live options.
While monday.com is situated in Tel Aviv, it does have a New York office, so you should be able to get in touch with someone if you need to.
What is the Monday Project Management Tool?
Monday.com's Advantages and Disadvantages
Monday.com's Advantages
• Monday.com works in the same way as a spreadsheet. It looks and feels like a spreadsheet tool like Microsoft Excel or Google Sheets. It is, nevertheless, more user-friendly due to its more straightforward user interface. Unlike Microsoft Excel or Google Sheets, you won't have to start from scratch with pre-built templates. Rather than using standard spreadsheet-based tools, you'll work with your project team in one online location. Because everyone on your project team will have access to the same information in one place, you won't have to bother about version control.
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monday com crm review, monday com pros and cons, monday crm automation
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