Monday Sales CRM by Monday.com Review: Our Verdict
Monday Sales CRM is a user-friendly CRM for small and medium-sized businesses. It offers a clean, intuitive interface, customizable workflows, automation capabilities, and integration with various third-party apps.
Monday.com’s work operating system empowers organizations with customized work management tools and software applications, fostering efficient and transparent working environments. Its low code-no-code system is applied worldwide in several industries and locations.
Monday.com’s sales CRM platform helps to manage sales and track customer data. This helps in providing a clear view of the business’s current position and facilitates the sharing of crucial sales data throughout the organization.
Teams with non-technical skills will find it simple to use due to its intuitive interface and pre-built templates. However, it may lack advanced features of higher-priced CRMs and is not the most affordable option. While it is suitable for SMBs, larger enterprises may need more robust CRM solutions.
Its strengths include highly customizable deal stages, multiple pipelines, and adaptability to specific sales workflows. However, it has limitations in reporting and scalability and is not suitable for complex sales processes. Despite these, Monday is a good choice for teams that prioritize ease of use, but businesses with complex sales processes or extensive reporting may need a more specialized CRM.
Read this article to grasp more information about the CRM platform.
Pros
- Scalability: Monday Sales CRM can expand alongside your company. Without a total platform makeover, you can add users and new features as needed.
- Automation capabilities: Automation helps to streamline tasks; these can involve establishing reminders, allocating leads to reps, and receiving notifications depending on lead activity. Anyone can create time-saving automations with Monday.com to replace hand labour and repetitive tasks.
- Integrations: Monday.com integrates with various third-party apps like Gmail, Mailchimp, and Zapier, centralizing your workflow.
- Intuitive Interface: The user interface is clean and well-designed. It has pre-built templates, making it easy to set up and use, even for non-technical users to learn and navigate.
- Highly customizable: Monday excels in its very customizing power. Without a developer, you can customize deal stages, add custom columns, oversee several pipelines, and fit the CRM to your particular sales process.
Cons
- Cost: Although Monday Sales CRM offers a free plan, it has limitations, and unlocking advanced features requires higher tiers, which can increase costs for larger teams.
- Limited reporting: Monday has basic reporting tools, but for in-depth sales analytics, it might not be as strong as competitors. . Companies that require advanced filters and drill-down capabilities for complex reporting may find it insufficient.
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Monday Sales CRM by Monday.com Review: Who Monday Sales CRM by Monday.com Is Best For
Monday Sales CRM by Monday.com can be a suitable fit for several user groups, but it may be particularly well-suited for:
- Sales teams: Monday Sales CRM enables sales teams to effectively collaborate, track progress, and close deals through features such as lead management, sales pipelines, and automations.
- Startups and growing businesses: Monday Sales CRM’s scalable nature enables it to adapt and grow with the needs of startups and growing businesses.
- Small and Medium Businesses (SMBs): Monday Sales CRM’s intuitive interface, easy setup, and affordable pricing can be appealing for small to midsized businesses.
- Non-technical teams: Teams with fewer technical skills will find Monday.com useful because of its user-friendly interface, which facilitates quick setup and operation.
Monday Sales CRM by Monday.com Review: Who Monday Sales CRM by Monday.com Isn’t Right For
Although Monday Sales CRM offers a compelling feature set, not every company will find it to be the ideal fit. Here’s a closer look at who might want to consider alternative CRM solutions:
- Teams that need in-depth analytics: Monday.com offers limited reporting; businesses needing sophisticated sales analytics with comprehensive filtering and drill-down options may find it inadequate.
- Businesses with large amounts of data: There’s a potential for information overload with Monday.com. The customizable boards may become cluttered if not managed effectively, and businesses with a lot of data might require a more structured CRM to avoid overwhelming users.
- Large enterprises: Monday Sales CRM might not provide the sophisticated tools and scalability required to meet up with large enterprises with complex sales processes and more advanced reporting requirements.
Monday Sales CRM by Monday.com Review: What Monday Sales CRM by Monday.com Offers
Monday Sales CRM by Monday.com provides a range of tools meant to assist your sales team to manage leads, nurture customer relationships, and close more deals. Here’s a breakdown of its key offerings:
- Lead management: Lead management involves compiling leads from several sources, qualifying them, and then assigning them to sales representatives for effective follow-up.
- Workload: Monday.com’s workload board allows users to track and manage employee assignments in real-time, with a colour-coordinated dashboard showing completed, current, and outstanding tasks. It has daily, weekly, monthly, and annual calendars as well as simple drag-and-drop capability for quick changes.
- Pipeline management: Custom sales pipelines can be developed and prospects followed all through the sales process. You can track the progress of deals through different stages and identify potential bottlenecks.
- Contact management: You can create detailed contact profiles, store customer information, and track communication history for personalized interactions.
- Integration: Monday.com provides all-in-one business solutions through integrations with popular software. You can also sync your email with Monday Sales CRM to send and receive emails directly within the platform, centralizing communication.
- Automations: Automations free up the time of your sales staff by automating repetitive tasks, including email follow-up, lead assignment, reminder setting, and task automation.
- Sales reporting: Create reports to monitor sales success, examine important indicators, and get insightful analysis to help you best target your sales plan.
- Email tracking: Monday Sales CRM by Monday.com offers an email tracking feature that allows users to monitor email engagement and follow up with prospects by tracking opens and clicks on emails.
Monday Sales CRM by Monday.com Review: Monday Sales CRM by Monday.com Details
Monday Sales CRM is a comprehensive, feature-rich platform designed to streamline sales processes. Here are some additional details about Monday Sales CRM:
- Pricing: Monday Sales CRM is available in four different pricing plans. Each pricing plan on Monday.com offers users unlimited boards, over 20 column types, embedded forms, and a mobile app for Android and iOS devices. All of Monday.com’s CRM plans are available with a 14-day free trial and a three-user minimum requirement across all the paid plans.
- Basic CRM costs $12 per user per month and is billed at $36 annually. It helps organize all your team’s leads, contacts, and deals.
- Standard CRM costs $17 per user per month and a billing of $51 annually. It offers automated sales processes and streamlines communication.
- Pro CRM costs $28 per user per month, with a total billing of $84 annually. It provides insights into your entire sales cycle and forecasting process.
- Enterprise CRM prices can be found by contacting a sales representative directly. It helps manage pre- and post-sales with enterprise-level features
- Integrations: Monday Sales CRM works with email, calendars, and messaging apps like Slack and Microsoft Teams, among other things.
- Mobile app: The Monday Sales CRM mobile app lets customers track their actions on the move and effectively handle their sales pipeline.
- Monday Sales CRM Setup: Monday.com’s sales CRM setup is quick and easy for small businesses without many leads. Customizing choices will greatly increase sales pipeline effectiveness. Setup time depends on business size and complexity. Small businesses should expect a one-day setup with a few weeks for fine-tuning.
- com customer service: For all sales CRM plans, Monday.com provides 24/7 customer service with priority support and a dedicated customer success manager.
Monday Sales CRM by Monday.com Review: Where Monday Sales CRM by Monday.com Stand Out
Here are a few areas where Monday sales CRM stands out:
- User-friendliness: Even for those new to CRM software, Monday Sales CRM’s simple design and user-friendly interface help even non-technical users browse and use it.
- Affordability: Compared to other options, Monday Sales CRM is a more affordable CRM solution, making it accessible to smaller businesses with limited budgets.
- Visual pipeline management: Monday Sales CRM’s visual pipeline management feature provides a comprehensive overview of deals in the sales process at a glance.
- High customization: Monday Sales CRM provides great customizing, letting customers create dashboards, pipelines, and workflows to fit their own sales process and hence guarantee a perfect fit for their particular needs.
Monday Sales CRM by Monday.com Review: Where Monday Sales CRM by Monday.com Fall Short
Here are a few areas where Monday.com falls short:
- Cost considerations: Although Monday Sales CRM offers a free plan, advanced features like lead scoring, HIPAA compliance, and automation require upgrading to higher tiers. This can increase costs.
- Potential for information overload: The customizable boards can become overwhelming if not managed effectively.
- Limited reporting capabilities: Monday Sales CRM’s reporting features are adequate for basic insights, but it lacks robust reporting and analytics capabilities, making it challenging for businesses to analyze and identify sales trends. Businesses looking for extremely detailed sales data analysis might find it lacking.
Monday Sales CRM by Monday.com Review: How to Qualify for Monday Sales CRM by Monday.com
Without a specific qualification process, Monday.com’s sales CRM is accessible to a wide range of businesses.
- Sign up for a free plan: Monday.com provides a free trial plan with basic CRM features; this allows you to test the platform before committing to a paid plan.
- Choose a paid plan: Monday Sales CRM offers four types of paid plans with advanced automations, lead scoring, and integrations, based on your sales team size and the specific features required.
- Explore resources and get started: Monday.com provides extensive resources, including tutorials, webinars, and a knowledge base, to assist users in learning about the platform’s features and effective usage.
Monday Sales CRM by Monday.com Review: How to Apply for Monday Sales CRM by Monday.com
Here’s a simple step-by-step guide to applying for Monday Sales CRM at Monday.com:
- Visit the Monday.com website.
- Create an account.
- Choose a plan.
Monday Sales CRM by Monday.com Review: Alternatives to Monday Sales CRM by Monday.com
Salesforce Sales Cloud
Salesforce Sales Cloud is a CRM platform designed for businesses to manage their sales processes effectively from generation to deal closing. It offers features like sales pipeline management, lead management, opportunity management, account management, contact management, sales automation, reporting and analytics, and mobile CRM. Salesforce Sales Cloud offers customization options, a mobile CRM app, and integrations with various business applications. It additionally offers user-customizable dashboards and analytics that let customers monitor data and pinpoint areas in need of development.
Benefits of using Salesforce Sales Cloud include increased sales productivity, improved sales performance, enhanced collaboration, and scalability. However, customization typically requires more technical expertise than some CRM solutions. Overall, Salesforce Sales Cloud is a powerful and scalable platform for businesses.
Zoho CRM
Zoho CRM is a cloud-based CRM solution that streamlines sales processes, customer data management, marketing automation, customer service, and reporting and analytics. It is designed for businesses of all sizes. It provides a free plan so businesses can test the platform before committing to a subscription plan, and it offers core functionalities such as lead management, sales pipeline management, opportunity management, contact management, and account management. It is scalable, has customization possibilities, and integrates with other apps. However, it has limited reporting compared to high-end solutions and may require technical knowledge or training for users unfamiliar with complex workflows. Overall, Zoho CRM is a solid choice for businesses looking for an easy-to-use, scalable, and reasonably priced CRM that offers a free trial.
HubSpot CRM
HubSpot CRM is a user-friendly, affordable, and cloud-based CRM system that helps businesses of all sizes, including startups and smaller teams, track leads, manage contacts, and close deals. Email marketing, lead and contact management, email pipeline management, reporting, and analytics are all included. The free plan offers core CRM features, making it an attractive option for budget-conscious businesses. . However, the free plan offers basic functionalities and requires upgrading to paid tiers for advanced features. HubSpot CRM may not be suitable for large enterprises with complex sales processes. Overall, HubSpot CRM is a strong choice for businesses seeking a user-friendly, affordable CRM solution.
Monday Sales CRM by Monday.com Review: Customer Reviews
Monday Sales CRM by Monday.com has a rating of 2.9 out of 5 stars based on 3,009 reviews on Trustpilot.
Some customers fault the platform customer service.
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Pro Tips
Here are a few pro tips for using Monday.com:
- Customize views: Monday.com lets users create personalized views for each board, stressing important data such as due dates or priority ratings.
- Optimize your sales pipeline: To optimize your sales pipeline, define stages, use data-driven management, and set realistic sales forecasts using Monday Sales CRM.
- Boost sales efficiency: To increase sales efficiency, use regular reporting and analytics to free up time, ensure consistent messaging, and make data-driven decisions.
- Explore Integrations: Learn how Monday Sales CRM integrates with other business tools to streamline workflows and centralize data.
Recap
Monday Sales CRM is a user-friendly tool for small and medium-sized businesses, offering customizable workflows, automation, and integration with third-party apps.
Monday.com’s sales CRM platform streamlines sales management and customer data tracking, providing a comprehensive view of the business’s current position and facilitating data sharing throughout the organization.
