Businesses need automation to make them more efficient. CRM or Customer Relationship Software can be very helpful for your sales team to manage your customer relationships in a better way. One of the popular CRM sales software is Monday. If you are looking for top-quality CRM software, you can consider Monday. We tell you all you want to know about Monday, including its features and benefits in this guide. Once you go through this guide, you will be able to understand whether this software is suitable for your business needs.
Monday is a CRM platform available as an app. The software is a no-code CRM solution that can be customised to meet your specific business needs. Formerly known as Dapulse, the software started as a work collaboration tool. Subsequently, it was enhanced to add CRM features.
The platform is cloud-based and is best suited for small as well as mid-size businesses. Even large businesses can make use of this popular platform. Monday works on Android and iPhone. It also works on the web. From capturing leads to managing sales pipelines, Monday CRM offers a range of features on its platform.
Features of Monday CRM
1) Lead Management
The lead management feature allows businesses to manage the sale cycle and track prospects in a better way. Automating follow-ups and scoring leads helps to make the sales process more efficient.
2) Analytics and reporting
Monday offers powerful analytics and reporting. Reports are available at the click of a button. Data is used by the CRM to help understand trends. The reports are very useful to management who can make decisions in a more structured way.
3) Interaction tracking
All interactions with customers can be seamlessly tracked through the CRM. Support tickets can be captured. Emails, phone calls, live chat, and meeting progress can be monitored. This helps team members be fully prepared while contacting the customer.
The dashboard provides a bird’s eye view of the entire sales function. Monday’s Dashboard is intuitive, and the visual interface makes it very handy to use. Active deals, clients in the pipeline, deal size, and many other useful information is displayed.
Automation allows routine and tiresome tasks to be done without human intervention. This allows team members to focus on more important activities. Alerts and reminders would be sent to ensure work happens on time and as planned.
6) Team management
Managing the sales team is now easy thanks to the features of the CRM. You can keep track of what each member of your team is doing and monitor their productivity levels. You can identify laggards and work out an action plan to improve their and the team’s performance.
7) Mobile app
The mobile app is very handy for sales team members who are on the go. They can use their mobile phones to access the CRM.
Monday offers a free plan, which is very handy for small businesses and startups. For up to 2 seats, you can use the software for free. However, not all features are available in the free option. The basic plan is priced at $12.50 per seat every month. If billed annually, the price is reduced to $10.
The pro plan offers maximum features, which allows you to use the CRM functionality to its best. The pricing is $30 per seat for every month, which medium-sized businesses would be willing to pay.
There is a 14-day free trial, so you can test the CRM before deciding. You don’t need to provide your credit card details. There is a 30-day money-back guarantee once you start using it (just in case you are not happy with the CRM).
Benefits of using Monday CRM
The reason for the popularity of Monday CRM is the multiple benefits offered.
- Using CRM allows you to carry out your sales process effectively. The overall efficiency of the organisation and productivity can be increased by using CRM.
- The biggest benefit of any CRM is that it helps you manage your relationship with the customers better. It can help you improve customer satisfaction.
- The knowledge base provided with the CRM ensures you can manage the software easily and get all your doubts clarified.
- The company offers 24/7 live support, so any issue is resolved on time. There are even live webinars regularly to help you clarify issues.
- The conversation panel is helpful in having work discussions with team members.
- The free plan is extremely useful for small firms. Slightly larger businesses can use the basic plan.
- The CRM is customisable, making it easy to use for your business’s specific needs.
- There are more than 200 templates that can be used for easy automation.
- A total of 49 different features are available in the CRM organised into 23 categories.
Cons of Monday CRM
While reviewing any software, it is important to know if there are any cons or limitations.
The pricing plans can be confusing since it is based on seats. As a startup grows, the CRM costs would increase quickly.
If you opt for a paid plan, you need to take a minimum of 3 seats.
Having understood all about the software, its features, pros, and cons it is time to decide if the software is for you. Monday CRM is suitable for all kinds of industries whatever their size is. While it is ideal for small businesses, large businesses would find it very attractive, thanks to the pricing offered.
The pricing is competitive when compared to other CRMs in the market. Small businesses can start with the free plan and then move to the basic plan. For large businesses, the company offers an enterprise plan.
In the competitive market for CRM software, Monday manages to hold its own thanks to its rich features and user-friendly pricing. The visually attractive interface and the ability to customise the CRM have made it popular among users. This highly rated and award-winning CRM software offers vast benefits for businesses. If you are looking for a good CRM, you can seriously consider Monday.